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asteria-portfolio-decision-json

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Build Asteria Investment Office portfolio decision JSON from the shared task environment. Use when the user asks for energy-credit trade packages, regional correlation reviews, allocation-view refreshes, fixed-income rebalances, or committee packets for PF-* portfolios, especially when the prompt mentions stale worksheets, live portfolio records, policies, prior views, macro signals, bonds, issuers, or index levels.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_010/fewshot/cc/fewshot_attempt_03/SKILL.md

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Oct 29, 2026
License
Apache-2.0

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# Asteria Portfolio Decision JSON

Use this skill to turn an Asteria request into a schema-perfect JSON object from live portfolio data.

## Source of truth

Treat the shared environment as authoritative. Use the local payload only for:
- the requested portfolio id
- the requested universe or candidate set
- the output template
- any narrative context the prompt adds

If the local payload or memo conflicts with the live environment, prefer the live environment and set the precedence field accordingly.
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