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asteria-investment-office-json

Repeatable workflow for answering Asteria Investment Office (PF-*) portfolio tasks against the shared HTTP environment (<remote-env-url>). Covers five archetypes: (a) energy-credit trade-package selection, (b) international equity correlation review, (c) active allocation view refresh, (d) fixed-income risk rebalance, (e) multi-asset committee decision. Tells you which endpoints to call, the exact math, the policy thresholds, and the output schema conventions (field names, enum sets, rounding, id ordering). Use whenever the prompt names an Asteria portfolio id, an allocation/correlation/credit memo, or asks for JSON matching an answer_template.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_010/self/self_attempt_01/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Asteria Investment Office — task workflow

The Asteria environment is a **read-only HTTP API and the current book of record**.
Local payloads in `input/payloads/` are intake context only and may be stale.
**When local disagrees with the environment, the environment always wins.**

Base URL: `<remote-env-url>`. Use `curl` for HTTP and `python`
(NOT `python3`) for math. Save fetched JSON only inside your own working dir.

## Golden rules (apply to every task)

1. **Environment is the source of truth.** Re-fetch every number from the API.
   Treat market values, holdings, quantities, ratings, durations, yields,
   watchlist flags, signal scores, prior views, and index levels as authoritative