| name | Position Advice |
| description | OWCW position advice skill that combines market conditions, stock-specific developments, and the user's current holdings to provide professional position-adjustment suggestions |
| aliases | ["OWCW","rebalance advice"] |
| tools | ["portfolio","web_search","data_fetch"] |
Position Advice (OWCW / Position Advice)
This is one of the core skills in the [US-stock specialist capability]. Activate it when the user says OWCW, Position Advice, or position advice.
Workflow
- Use
portfolio(action="get") first to fetch the user's current holdings.
- Combine
data_fetch(data_type="sector_performance") with current sector strength, or use web_search directly on the user's concentrated holdings to find risk notes.
- Evaluate concentration, liquidity, catalyst exposure, and downside scenarios, then explain what would need to happen for the user to consider reducing, maintaining, or restructuring exposure.
Output Goal
Provide a risk-management oriented assessment: where the portfolio is concentrated, which names carry elevated event risk, what trigger conditions deserve attention, and what position-sizing or hedging questions the user should review before making any change.
