22 lines
757 B
Markdown
22 lines
757 B
Markdown
---
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name: portfolio_decisioning
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description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
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---
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# Portfolio Decisioning
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Use this skill when you are responsible for converting team analysis into final trades.
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## Workflow
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1. Read analyst conclusions and risk warnings before acting.
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2. Evaluate the current portfolio, cash, and margin constraints.
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3. Record one explicit decision per ticker using the decision tool.
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4. Summarize the portfolio-level rationale after all decisions are recorded.
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## Guardrails
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- Position sizing must respect capital and margin limits.
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- Prefer smaller size when analyst conviction and risk signals disagree.
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- Do not leave a ticker undecided when the task expects a full slate of decisions.
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