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srinandansrinandan/portfolio-copilot/skills/portfolio-analysis/SKILL.md

portfolio-analysis

Skill0 starsChanged 4 months agoApache-2.0View on GitHub

Measures current holdings against the active Investment Policy Statement's target allocation and reports drift. Use when checking portfolio health, before considering a rebalance, or when the root planner needs current drift to decide whether Action Drafting should run.

4 other projects use a version of this.

Adopted by

Most recently taken up by

The file

We split this skill into the rules it gives an agent

3 rules. 0 are common, 3 are distinctive, and 0 are very specific to this project.

  • 0

    Common

    Most of the 3 edited versions we read keep these.

  • 3

    Distinctive

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Not a persisted contract like the IPS or Holdings — this is a transient computation, produced and consumed within a single planning cycle, …

    line 41
  2. Distinctive:

    If no active IPS exists for this user (e.g.

    line 59
  3. Distinctive:

    No active IPS → skill declines to run, doesn't fabricate a report

    line 91

“Common” is measured: kept by at least 6 in 10 of the 3 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

portfolio-analysis

Purpose

Compares current holdings against the active IPS's target_allocation bands and produces a drift report — the signal Action Drafting acts on, and what a user sees when asking "how's my portfolio doing."

When this skill runs

  • User asks about portfolio health/drift directly
  • Root planner invokes it before considering whether to invoke Action Drafting (drift is the trigger condition, not a standing schedule — see ADR-0004)
  • Periodically, if the IPS's rebalancing_rules.trigger_type includes calendar (scheduling mechanism is an orchestrator concern, not specified here)

Inputs

FieldSourceRequired
HoldingsSnapshotFirestore, read-onlyYes
Active InvestmentPolicyStatementFirestore, read-onlyYes — if none exists, see failure mode below

Output: Drift Report

Not a persisted contract like the IPS or Holdings — this is a transient computation, produced and consumed within a single planning cycle, never written to Firestore on its own. (Contracts in /schemas are reserved for persisted, audited artifacts; this isn't one.)

FieldDescription
asset_classOne row per IPS target_allocation entry
current_percentSum of matching positions' market_value_usd ÷ HoldingsSnapshot.total_value_usd × 100
target_percent, min_percent, max_percentFrom the IPS
in_bandtrue if current_percent is within [min_percent, max_percent]
drift_amount_percentDistance outside the band; 0 if in band
unclassified_value_usdTotal value of holdings whose asset_class doesn't match any IPS band — reported, not silently dropped from totals
rebalance_recommendedtrue if any asset class is out of band and the IPS's drift_threshold_percent is exceeded

Failure mode: no active IPS

If no active IPS exists for this user (e.g. before onboarding completes), this skill declines to run rather than computing drift against nothing meaningful — surfaces "no investment policy set yet," doesn't fabricate a comparison.

Tools / permissions required

  • Managed Agent sandbox: reasons over the orchestrator's pre-computed drift report + IPS + holdings context. Formats a DriftReport typed output with a narrative rationale.
  • Orchestrator (outside sandbox): pre-fetches active IPS + holdings from Firestore and pre-computes drift via primitives/portfolio_analysis.py::calculate_drift before invoking the Managed Agent. See ADR-0016.
  • No Firestore write access from the Managed Agent. This skill only reads and reports; it never drafts or executes anything itself.

Registry metadata

  • Registered as: projects/{project}/locations/{location}/skills/private-portfolio-analysis
  • Skill revision: 0.1.0 (draft — not yet registered)
  • Approval scope: read:holdings,read:ips

Acceptance criteria

  1. current_percent matches hand-calculated values for a fixed test HoldingsSnapshot + IPS combination
  2. A holding whose asset_class matches no IPS band appears in unclassified_value_usd, and total portfolio value still accounts for it — it's never silently excluded
  3. rebalance_recommended is true only when both the out-of-band condition and the IPS's drift_threshold_percent condition hold — tested for boundary cases (exactly at threshold, just under, just over)
  4. No active IPS → skill declines to run, doesn't fabricate a report

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