agentii-ai Defaults
| Parameter | Default Value | Rationale |
|---|---|---|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
Preflight
Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
Query knowledge entries for relevant frameworks; query search_by_analogue for historical cases.
Temporal Scope
See frontmatter temporal_scope block.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
See ## Protocol section below.
Portfolio Hedging
Portfolio strategy analysis powered by spec 037 L3 knowledge base.
Preflight
Run the canonical pre-flight sequence. See contracts/preflight.md.
Data Source Priority
- Knowledge entries (L3 strategy frameworks) → 2.
search_by_analoguefor strategy cases → 3. XBRL facts (position/portfolio context)
Protocol
- Strategy Framework — apply L3 frameworks from
references/knowledge-frameworks.md - Analogue Retrieval — query historical cases matching the strategy pattern
- Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
Query gold.knowledge_entries for frameworks; query search_by_analogue for historical cases.
Temporal Scope
See frontmatter temporal_scope.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
See ## Protocol section below.
Output File
{ticker}/{YYYY-MM-DD_HHMM}_portfolio-hedging_{affix}.md
Output Structure
- Executive Summary — key findings in 2-3 sentences
- Framework Analysis — applied frameworks with specific findings
- Quantitative Metrics — relevant calculations and benchmarks
- Historical Analogues — matched cases with citations
- Risk Assessment — key risk factors and mitigants
- Coverage Gaps — data limitations and degraded flags
- Executive Summary 2. Strategy Framework 3. Quantitative Analysis 4. Historical Analogues 5. Risk Assessment 6. Scenarios
Error Handling
| No L3 frameworks available | Proceed with standard analysis; flag knowledge_coverage: degraded |
Final Summary (TUI)
Include ### Key Citations block (0–10 /v/ URLs).
Memory Load
Load prior context before retrieval. See contracts/memory-load.md.
Snapshot
Post-session synthesis. See contracts/snapshot-synthesis.md.
Output Frontmatter
Structured output per contracts/output-frontmatter-schema.md.
References
references/knowledge-frameworks.md, contracts/citation-and-memory.md