Individual skill

asteria-investment-office-json

Produce committee-grade JSON answers for the Asteria Investment Office across five portfolio archetypes — (a) energy-credit trade packages, (b) international equity correlation reviews, (c) active allocation-view refreshes, (d) fixed-income risk rebalances, and (e) multi-asset committee decisions. Covers the exact endpoints to pull, the deterministic computation recipes (Pearson correlation on monthly simple returns, notional-weighted modified duration and YTM, HY allocation %, carry, concentration), the policy thresholds that drive views/conviction/constraint checks, and the output-schema conventions (field names, enum sets, rounding, id ordering) that the desk's answer templates require. Use whenever a task references an Asteria portfolio (PF-*), index (IDX_*), bond (BND_*), issuer (ISS_*), policy (POL_*), or an answer_template.json.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_010/reflect-3/reflect-3_attempt_02/SKILL.md

Read pinned source

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

Matches the observed repository HEAD: Yes
Scanner rules are current: No
Repository scan complete: No
Skill scan complete: Yes
Observed behavior: Not checked yet
Last checked: Nov 6, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

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

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

agent Repository topic
ai Repository topic
benchmark Repository topic
llm Repository topic
self-evolving Repository topic
self-learning Repository topic
skills Repository topic
finance Derived category

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files

SKILL.mdcore · 15,545 bytes

Read excerpt


# Asteria Investment Office — committee JSON solver

## 0. Golden rules (apply to every archetype)

1. **The HTTP environment is the book of record.** Local payloads
   (desk_request, review_request, memo, committee_request, "stale" snapshots,
   exception boards, prior-week shortlists) are *intake context only*. Whenever a
   local number disagrees with the environment (holding quantities, marks, HY %,
   duration, currency views, index levels), USE THE ENVIRONMENT VALUE. A common
   trap: a memo lists a stale holding quantity (e.g. 10.0) while the live
   portfolio shows 12.0 — compute with 12.0. When the schema has a
   `data_precedence` field, the value is `current_environment_over_stale_payload`
   in essentially every refresh/rebalance case.
2. **`as_of_date`** = the environment's current as-of date (the `as_of_date`