portfolio-status

name	portfolio-status
description	Use when the user asks to check paper-tracked portfolio strategy health, NAV, allocations, pending rebalances, drawdowns, or execution state.

/portfolio-status — Portfolio Strategy Health Check

Check the status of all paper-tracked portfolio strategies.

For a daily order-first report, waiting-Open queue, bull-flip candidates, or MA200 gate results, use the dedicated portfolio-daily-brief skill instead.

Steps:

1. Run: uv run python scripts/trading_analysis_helper.py --api-base http://8.153.71.148/api --query portfolio
2. For each strategy, report:
   • Current NAV, cumulative return, max drawdown, today's return
   • Current allocations (which assets, what weights)
   • Any pending per-symbol orders or legacy rebalances
   • Signal status and next check date
   • Overall state (READY / NOT_DUE / BLOCKED / BOOTSTRAPPED)
3. Flag any issues:
   • BLOCKED = data problem, needs investigation
   • PENDING_EXECUTION = an order is waiting for its strategy's defined execution price; inspect operations.orders before describing next Open or next Close
   • Large drawdowns
4. Run the NAV series to show recent trend if requested

Primary strategy reference:

• RiskParity Core: frozen three-ETF next-open benchmark
• Core90 + MA200 Bull10: next-open core plus per-market bull-flip orders
• Theme Alpha: existing Core80 / LVT20 / Def200 Cash account
• BTC SuperTrend Satellite: existing 7.5% satellite account