757 B
757 B
name, description
| name | description |
|---|---|
| portfolio_decisioning | 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
- Read analyst conclusions and risk warnings before acting.
- Evaluate the current portfolio, cash, and margin constraints.
- Record one explicit decision per ticker using the decision tool.
- 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.