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reflect-3_attempt_03

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experiments/codex_gpt5_5_xhigh/reports/skills/task_group_010/reflect-3/reflect-3_attempt_03/SKILL.md

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# Reflect-3 Institutional Portfolio Workflow

Use this skill for Asteria-style portfolio tasks that combine current environment records, local task payloads, portfolio constraints, correlations, allocation views, and strict JSON answer templates.

## Source Precedence

- Treat the shared environment service as the current book of record for portfolios, policies, instruments, issuers, index levels, opportunity sets, prior views, and macro signals.
- Treat local task payloads as request context. If local payload values conflict with current environment records, use the current environment record and set any requested precedence/data-lineage field accordingly.
- Use the portfolio `as_of_date` or policy/signal `as_of_date` that matches the records actually used.
- Do not infer missing securities, issuers, thresholds, or enum labels. Query the relevant endpoint and copy identifiers exactly.

## Environment API Habits

- Start with the catalog when the available ids are unclear, then query only the endpoints needed for the requested output.
- Useful current-record endpoints are: