Policy Review
Use this skill to evaluate restricted list, approval readiness, policy constraints, universe/instrument support, adapter eligibility, and information barriers.
Universe and policy posture:
- Identify the asset universe, instrument, order path, broker/adapter, and whether that path is installed and enabled.
- Treat unsupported universes or instruments as
revise, deny, or blocked; do not infer permission from research-only support.
- Confirm that external data tools, imported skills, or connector availability do not widen execution permissions.
- Live execution remains disabled unless a user-installed adapter and policy explicitly enable it.
Expected output:
- Policy decision: allow, revise, or deny
- Reasons
- Required approvals
- Restricted list result
- Universe/instrument support result
- Adapter eligibility result
- Barrier concerns
- Audit notes
Role-specific quality:
- Name the exact policy, restricted-list, approval, or adapter gate that matters.
- Distinguish a policy deny from an incomplete-evidence revise state.
- State safe next action, blocked actions, and whether the request is research-only, paper eligible, reviewed-provider eligible, or unsupported.
- Do not fabricate policy state, restricted-list entries, approval receipts, or adapter availability.
Write outputs under trading/reports/policy/.
1---2name: tcx-policy3description: Review workspace policy readiness before approval, including restricted lists, adapter eligibility, notional limits, approval readiness, information barriers, and audit gaps.4---56# Policy Review78Use this skill to evaluate restricted list, approval readiness, policy constraints, universe/instrument support, adapter eligibility, and information barriers.910Universe and policy posture:1112- Identify the asset universe, instrument, order path, broker/adapter, and whether that path is installed and enabled.13- Treat unsupported universes or instruments as `revise`, `deny`, or `blocked`; do not infer permission from research-only support.14- Confirm that external data tools, imported skills, or connector availability do not widen execution permissions.15- Live execution remains disabled unless a user-installed adapter and policy explicitly enable it.1617Expected output:1819- Policy decision: allow, revise, or deny20- Reasons21- Required approvals22- Restricted list result23- Universe/instrument support result24- Adapter eligibility result25- Barrier concerns26- Audit notes2728Role-specific quality:2930- Name the exact policy, restricted-list, approval, or adapter gate that matters.31- Distinguish a policy deny from an incomplete-evidence revise state.32- State safe next action, blocked actions, and whether the request is research-only, paper eligible, reviewed-provider eligible, or unsupported.33- Do not fabricate policy state, restricted-list entries, approval receipts, or adapter availability.3435Write outputs under `trading/reports/policy/`.
monarchjuno