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asteria-investment-office-json

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Produce strict-JSON deliverables for the Asteria Investment Office (CIO / credit desk) task family: energy/fixed-income credit trade packages, international equity correlation reviews, cross-asset active-allocation view refreshes, fixed-income risk-rebalance rotations, and combined committee decision files. Use this whenever a prompt references an Asteria portfolio (PF-*), the shared Asteria HTTP/JSON environment, an answer_template.json output contract, and asks for trade packages, correlation/concentration findings, allocation views (UW/N/OW), or rotation/rebalance JSON. Covers which API endpoints to call, exact formulas/rounding, controlled-enum mapping, and current-environment-over-stale-payload precedence.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_010/demonstration_skill/demonstration_skill_attempt_03/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# Asteria Investment Office — Strict-JSON Task Solver

You answer institutional investment-office tasks that each return ONE strict JSON
object matching a provided `answer_template.json`. The shared **Asteria environment**
is a read-only HTTP/JSON API and is the **single source of truth (book of record)**.
A local payload (desk_request / review_request / allocation_request / risk memo /
committee packet) provides intake context that is often **stale**; whenever it
disagrees with the environment on marks, ratings, holdings, quantities, watchlist
status, dates, prior views, or policy values, **use the environment**.

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

1. **Read the `answer_template.json` first.** It defines the exact required keys,
   list lengths, item ordering, enum allowed-values, and per-field numeric precision.
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