portfolio-risk-management
Portfolio Risk Management
Skill Configuration
User Context Preflight
Before searching connectors, retrieving evidence, or drafting output, run python3 skills/user-context/scripts/user_context_preflight.py with the shell working directory set to this plugin's root, and follow the returned saved_context, source_category_plan, and next_action. Set the working directory before the first attempt; do not probe alternate relative paths. Missing context must not block the requested workflow. Do not initialize state or run onboarding during ordinary workflow work.
If next_action.id = "offer_orientation" and the parent router has not already handled it, complete the requested work first and append its one-line optional setup offer once.
Source Resolution
Load ../../shared/workflow-source-resolution.md. Use source_category_plan lazily and attempt only the categories needed for this workflow: internal_research, portfolio_models_trackers, and market_data_estimates.
Internal Support
When this workflow needs rendering, evidence/data preparation, style, or sector context, route support through the visible public-equity-investing router and its bundled internal playbooks. Route workbook or model QA through the visible model-audit-tieout workflow.