Skill Claude CodeCodex
Sequence the fund pipeline and delegate to the four subagents (economist, allocator, risk, executor). Use when the PM/orchestrator must plan a run, hand a step to a subagent via the task tool, collect its structured report, and decide whether to proceed, re-run, or stop. Does NOT read the DB, call optimizer tools, or…
Skill Claude CodeCodex
Read macro/FRED series from the DB and label the current market regime for the economist. Use when the run needs a regime read (calm vs turbulent, expansion vs stress) to condition views and de-risking. Interprets the optimizer's regime output and the macro series; it NEVER fabricates regime probabilities or weights.
Skill Claude CodeCodex
MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency / anti-overconfidence check, then call the deterministic buildconstraintset mapping to produce the persisted ConstraintSet. Load…
Skill Claude CodeCodex
Map a ConstraintSet.objective (protection, income, growth, max) to the optimizer family and risk measure it implies, then run optimizeportfolio and report truthfully what the tool applied. Use when the allocator is about to call optimizeportfolio and must state how the profile's objective relates to it. Does NOT emit…
Skill Claude CodeCodex
Translate approved target weights into a paper rebalance proposal under the mandate's drift band (L1), for the PM to commit behind human approval. Use when the executor must rebalance from current to target holdings. Emits a proposal only; it never re-optimizes or invents weights, and never places live (real-money)…
Skill Claude CodeCodex
Validate a proposed weight vector against the ConstraintSet — drawdown ceilings nu1/nu2/nu3, ESG hard gate, robust uncertainty, and a walk-forward backtest — and BLOCK on any breach. Use when the risk officer must approve or reject the allocator's portfolio. Does NOT propose or edit weights; it only passes or blocks.
Skill Claude CodeCodex
Scope the DB universe (8898 names) down to a tractable candidate set: list it with listuniverse (or, when the run lists an eligible universe, take that whole set), then prune the candidates with the pre-selection stack (data cleaning, incomplete-history, zero-variance and correlated-asset drops) before moments and…
Skill Claude CodeCodex
Turn a regime/macro read into a structured ViewSet (asset- or factor-level relative/absolute expected-return views with a confidence) that the allocator carries as advisory context. Use when the economist must express a directional opinion for the allocator and the audit rationale. Emits ONLY a ViewSet; it never emits…
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