| 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:
- Run:
uv run python scripts/trading_analysis_helper.py --api-base http://8.153.71.148/api --query portfolio
- 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)
- 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
- 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
