portfolio-hedging

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

1. Knowledge entries (L3 strategy frameworks) → 2. search_by_analogue for strategy cases → 3. XBRL facts (position/portfolio context)

Protocol

1. Strategy Framework — apply L3 frameworks from references/knowledge-frameworks.md
2. Analogue Retrieval — query historical cases matching the strategy pattern
3. 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

1. Executive Summary — key findings in 2-3 sentences
2. Framework Analysis — applied frameworks with specific findings
3. Quantitative Metrics — relevant calculations and benchmarks
4. Historical Analogues — matched cases with citations
5. Risk Assessment — key risk factors and mitigants
6. Coverage Gaps — data limitations and degraded flags
7. 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