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asteria-investment-office-json

Produce the Asteria Investment Office portfolio JSON deliverables (energy-credit trade packages, international equity correlation reviews, active allocation refreshes, fixed-income risk rebalances, and multi-asset committee decisions). Treat the shared Asteria HTTP environment as the authoritative book of record over any local payload, apply the documented policy thresholds, and emit answers that exactly match each task's answer_template (field names, enum value sets, rounding, id ordering). Use this whenever a prompt references Asteria portfolios (PF-*), bonds (BND_*), issuers (ISS_*), indices (IDX_*), opportunity sets, macro signals, or allocation policy.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_010/reflect-3/reflect-3_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 — Portfolio JSON Deliverables

You build compact JSON decision files for the Asteria Investment Office. Five archetypes
share one environment and one policy set. This skill gives the exact endpoints,
computation recipes, schema conventions, and policy rules that produce correct output.

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

1. **Environment is the book of record.** Pull every current fact (holdings, market
   values, ratings, watchlist flags, index levels, prior views, macro scores, policy
   thresholds) from the HTTP API. Local payloads (`desk_request`, `review_request`,
   `risk_meeting_memo`, `committee_request`, stale snapshots, "prior-week shortlists",
   "exception boards") are **intake context only and frequently stale**. When they
   disagree with the environment, the environment wins. If the schema has a