确认PokieTicker新闻库数据源

runs/reload_demo/skills/active/portfolio_decisioning/SKILL.md

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+---
+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.