Skill: Portfolio Management
Capabilities
get_state()→ portfolio snapshot- Direct query: "What's my current NAV?"
- Direct query: "Show all open positions"
Data Sources
- Trade book (in-memory + persistent)
- Execution engine position feed
- Cash balance from exchange/OMS
Query Interface
/portfolio_management?action=state
/portfolio_management?action=positions
Returns: portfolio snapshot with NAV, exposure, positions.
Dependencies
trade_bookfor position tracking- Execution engine adapter