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asteria-investment-office-json

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Build Asteria Investment Office portfolio decision JSON from the shared Asteria environment and local answer templates. Use when Codex is asked to prepare Asteria PF-* outputs such as energy-credit trade packages, international equity correlation reviews, active allocation view refreshes, fixed-income risk rotations, or committee decision files that require current portfolio records, policy thresholds, index levels, macro signals, instruments, issuers, and strict JSON schemas.

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

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Oct 29, 2026
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# Asteria Investment Office JSON

## Core Workflow

1. Read the prompt, `input/payloads/answer_template.json`, and every local request payload. Treat the template as the output contract for required keys, enums, precision, list length, and ordering.
2. Read `environment_access.md` if present for the base URL and credentials, then fetch the current environment records. Use the environment as the book of record for portfolios, holdings, policies, market data, security master data, index levels, prior views, and macro signals.
3. Use local payloads for request scope only: target portfolio, requested universe, ticket counts, funding style, review windows, allowed output choices, and desk or committee context. If local notes conflict with the environment or call themselves stale, prefer the environment. When the template includes a precedence field, select the enum that represents current environment over stale local data.
4. For endpoint selection, calculations, and task-family rules, read [Asteria workflows](references/asteria-workflows.md).
5. Return only the requested JSON object. Do not include narrative text, markdown fences, extra keys, or values carried over from examples or prior runs.

## Task Families

### Credit Trade Packages
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