Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add JoelLewis/finance_skills --skill order-management-advisorgit clone --depth 1 https://github.com/JoelLewis/finance_skillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/joellewis/finance_skills/order-management-advisor)<a href="https://agentmods.dev/skills/joellewis/finance_skills/order-management-advisor"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/order-management-advisor/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/joellewis/finance_skills/order-management-advisor"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/order-management-advisor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk warn
- NVIDIA SkillSpector warn
SkillSpector: 1 finding, up to medium
These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →
- medium Excessive Agency · line 93 Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00154 | $0.06881 |
| Opus 5 | $0.00077 | $0.03440 |
| Sonnet 5 | $0.00031 | $0.01376 |
| Haiku 4.5 | $0.00015 | $0.00688 |
Grade A, and why
order-management-advisor scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 265 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Order Management — Advisor
Core Concepts
Order Management System (OMS) in Advisory Context
The order management system is the operational bridge between investment decisions and trade execution. In an advisory practice, the OMS receives trade instructions generated by the portfolio management system (PMS), validates them against compliance rules, aggregates them into block orders where appropriate, routes them to custodians or brokers for execution, and tracks them through settlement.
Advisory OMS platforms differ materially from institutional OMS platforms. An advisory OMS is optimized for model-driven trading across many small accounts — a single model change may generate hundreds or thousands of individual account-level trades that must be aggregated, compliance-checked, and routed efficiently. An institutional OMS, by contrast, is designed for large orders with complex execution strategies such as algorithmic trading, dark pool access, and multi-venue order splitting.
Core OMS functions in an advisory context include:
- Order creation: Translating PMS-generated trade proposals into executable orders, including security identification, quantity calculation, and order type selection.
- Validation: Verifying that each order satisfies pre-trade compliance rules before submission.
- Aggregation: Combining individual account orders for the same security into block orders to achieve better execution and lower costs.
- Routing: Transmitting orders to the appropriate custodian or broker based on account-custodian mapping and routing rules.
- Execution management: Monitoring order status, handling partial fills, and managing order amendments or cancellations.
- Allocation: Distributing block execution results back to individual accounts at fair and equitable prices and quantities.
- Confirmation and settlement tracking: Receiving fill confirmations, generating client-level confirmations, and tracking settlement status through T+1 (for equities as of May 2024).
What ships with it
1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 11d ago First seen · 265 lines · 154 tokens per session scan A 9c274c639438
order-management-advisor is a skill published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 154 tokens to every session and 6,881 once invoked, about $0.0008 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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