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portfolio-execution

Coordinate IB portfolio positions and weekly rebalance reports into Markdown and JSON execution guidance.

Updated Mar 20, 2026
Search Tags:#portfolio#execution#risk-management#hedging#live-data#rebalance#ib-account
One-click install
npx skills add https://github.com/Eveyz/agentskills --skill portfolio-execution
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-execution
Source: https://github.com/Eveyz/agentskills/tree/main/portfolio-execution
Command: npx skills add https://github.com/Eveyz/agentskills --skill portfolio-execution

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Convert vetted trade ideas and weekly context into final, account-aware execution guidance.

Core Features & Use Cases

  • Weekly rebalance synthesis and execution guidance based on top-down constraints.
  • Hedge overlay integration and current-portfolio comparison against live holdings when available.
  • Output formats: Markdown report plus a JSON payload for automation and auditing.

Quick Start

Provide the final execution advice by combining the weekly rebalance view, the current IB portfolio, and any hedge overlays.

Frequently Asked Questions about portfolio-execution

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate execution-ready guidance from weekly rebalance reports and a current IB portfolio?▼

Portfolio execution converts weekly rebalance reports and current IB portfolio holdings into final, account-aware execution guidance. It synthesizes vetted trade ideas and hedge overlays to output actionable trade instructions in Markdown and JSON formats.

What is portfolio execution and how does it handle hedging and exposure control?▼

Portfolio execution coordinates vetted trade ideas and live account data to manage hedging, exposure control, and position sizing. It compares current holdings against target constraints to produce structured execution reports.

Can I automate trade rebalancing using a JSON payload from execution guidance?▼

Yes, portfolio execution delivers a structured JSON payload designed for automation and auditing. This format allows downstream systems to programmatically consume and execute the final rebalancing instructions.

Does portfolio execution work without live access to my IB account?▼

Portfolio execution supports a read-only data flow when live IB accounts are inaccessible. It can still provide execution guidance by relying on surviving trade ideas and the weekly rebalance report without live account integration.

What is the best way to apply top-down constraints to position sizing?▼

The best way to apply top-down constraints to position sizing is by synthesizing the weekly rebalance view with current portfolio holdings. This ensures final execution guidance respects exposure limits and hedge overlays.

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