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asteria-investment-office-json-desk

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Repeatable workflow for the Asteria Investment Office desk JSON tasks. 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. Explains which HTTP endpoints to call, the exact computation recipes (Pearson correlation from monthly simple returns, weighted modified duration, HY allocation %, weighted YTM, issuer concentration %), the policy thresholds to apply, and the precise output-schema conventions (field names, enum value sets, rounding precision, id ordering). Treats the shared environment as the book of record and reconciles stale local payloads against it.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_010/self/self_attempt_02/SKILL.md

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Nov 11, 2026

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121
Repository last updated
Oct 29, 2026
License
Apache-2.0

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# Asteria Investment Office — Desk JSON Workflow

You produce a single JSON object that conforms to the task's
`input/payloads/answer_template.json`. The shared **Asteria** environment is a
read-only HTTP API and the **current book of record**. Local payloads (desk
requests, memos, snapshots, "stale notes") are intake context only and may be
stale — **when they disagree with the environment, the environment always wins.**

## 0. Universal SOPs (apply to every task)

1. **Environment is authoritative.** Re-pull every number you use from the API.
   Never trust a quantity, rating, watchlist flag, duration, view, or score that
   only appears in the local payload. If a payload field conflicts with the env,
   use the env value and (where the schema asks) flag the precedence as
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