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skill

Produce strict JSON answers for Asteria Investment Office portfolio tasks using the live portfolio, bond, index, allocation, prior-view, and macro-signal records. Use when solving staged requests for energy-credit trades, fixed-income rotations, correlation reviews, allocation views, or committee decision files that may include stale local notes.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_010/fewshot/codex/fewshot_attempt_02/SKILL.md

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Last checked: Nov 6, 2026

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Repository stars (not skill ratings): 121
Repository last updated: Oct 29, 2026
License: Apache-2.0

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self-evolving Repository topic
self-learning Repository topic
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finance Derived category
productivity Derived category
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SKILL.mdcore · 2,058 bytes
SKILL.mdcore · 2,058 bytes
agents/openai.yamlasset · 234 bytes
references/workflow.mddoc · 2,205 bytes

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# Asteria Portfolio JSON

## Workflow

1. Read the request payload and answer template first.
2. Treat current Asteria environment records as the source of truth. Use local payloads and memos only as task framing when they conflict with live records.
3. Read only the needed endpoint families. See [workflow notes](references/workflow.md) for the endpoint map and calculation rules.
4. Match the template exactly. Keep required keys, enum values, ordering, and numeric precision unchanged.
5. Use the current environment `as_of_date` and policy identifiers, not request dates, memo dates, or stale worksheet snapshots.
6. Return only the JSON object.

## Output Checks

- Preserve the requested order for rows, pairs, trades, and sleeves.