---
name: portfolio_decisioning
description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
---

# Portfolio Decisioning

Use this skill when you are responsible for converting team analysis into final trades.

## Workflow

1. Read analyst conclusions and risk warnings before acting.
2. Evaluate the current portfolio, cash, and margin constraints.
3. Record one explicit decision per ticker using the decision tool.
4. Summarize the portfolio-level rationale after all decisions are recorded.

## Guardrails

- Position sizing must respect capital and margin limits.
- Prefer smaller size when analyst conviction and risk signals disagree.
- Do not leave a ticker undecided when the task expects a full slate of decisions.
