portfolio_management

Name: portfolio_management
Author: gabrielmoreira

Skill: Portfolio Management

by gabrielmoreira(0) 0 installs

Free

Free account. Installing gives you the manifest plus copy-paste snippets.

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About

Imported from gabrielmoreira/agent-skills-mirror (mirrors/repos/olaxbt@ai-market-maker/src/agents/governance/portfolio_management/SKILL.md). Install upstream with npx skills add gabrielmoreira/agent-skills-mirror --skill portfolio_management. Copyright stays with the author.

Skill: Portfolio Management

Capabilities

get_state() → portfolio snapshot
Direct query: "What's my current NAV?"
Direct query: "Show all open positions"

Data Sources

Trade book (in-memory + persistent)
Execution engine position feed
Cash balance from exchange/OMS

Query Interface

/portfolio_management?action=state
/portfolio_management?action=positions

Returns: portfolio snapshot with NAV, exposure, positions.

Dependencies

trade_book for position tracking
Execution engine adapter

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

# after Install: the listing is in your workspace's routing pool - a plan picks it for its slot
curl -s -X POST https://api.opensmartroute.ai/api/v1/route -H 'Authorization: Bearer $OSR_API_KEY' -H 'Content-Type: application/json' -d '{"text": "...", "plan": true}'

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

gabrielmoreira-agent-skills-mirror-portfolio-management.ocm.jsonjson

{
  "ocm": "1",
  "id": "gabrielmoreira-agent-skills-mirror-portfolio-management",
  "kind": "skill",
  "name": "portfolio_management",
  "description": "Skill: Portfolio Management",
  "publisher": "gabrielmoreira",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "finance"
    ],
    "tags": [
      "skill-md",
      "github"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Skill: Portfolio Management"
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "github",
      "repository": "https://github.com/gabrielmoreira/agent-skills-mirror",
      "path": "mirrors/repos/olaxbt@ai-market-maker/src/agents/governance/portfolio_management/SKILL.md",
      "ref": "d5c793801e2fc9c29aa3531805809b3460b19d09",
      "url": "https://github.com/gabrielmoreira/agent-skills-mirror/blob/d5c793801e2fc9c29aa3531805809b3460b19d09/mirrors/repos/olaxbt@ai-market-maker/src/agents/governance/portfolio_management/SKILL.md",
      "key": "gabrielmoreira/agent-skills-mirror/mirrors/repos/olaxbt@ai-market-maker/src/agents/governance/portfolio_management/SKILL.md"
    }
  },
  "instructions": "# Skill: Portfolio Management\n\n## Capabilities\n- `get_state()` → portfolio snapshot\n- Direct query: \"What's my current NAV?\"\n- Direct query: \"Show all open positions\"\n\n## Data Sources\n- Trade book (in-memory + persistent)\n- Execution engine position feed\n- Cash balance from exchange/OMS\n\n## Query Interface\n```\n/portfolio_management?action=state\n/portfolio_management?action=positions\n```\nReturns: portfolio snapshot with NAV, exposure, positions.\n\n## Dependencies\n- `trade_book` for position tracking\n- Execution engine adapter",
  "cost": {
    "context_tokens": 132
  }
}

Fetch it by URL: GET /api/v1/registry/gabrielmoreira-agent-skills-mirror-portfolio-management/manifest?version=1.0.0

About

Skill: Portfolio Management

Capabilities

Data Sources

Query Interface

Dependencies

Use it

Manifest

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