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Inspect OKX account balances, positions, PnL, bills, fee levels, and related account state on Zo. Use when the user asks about holdings, positions, realized or unrealized PnL, transfers, or account configuration.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
A Zo Computer skill for adding Humation avatars to agent products. It covers installing Humation npm packages into target projects, React integration, Core SVG rendering, static SVG generation, browser ESM usage in zo.space page routes, and legacy Humation SVG API compatibility.
Bootstraps the Clarion Intelligence System on Zo Computer. Run this once after installing — clones the source repo, installs the ai_buffett_zo Python library, creates the workspace data tree under /home/workspace/clarion/ (auto-detected on Zo), auto-installs all nine sibling clarion-* skills (regime-check, sec-research, single-stock-eval, expected-return-calc, value-screener, thesis-write, thesis-monitor, watchlist-update, living-letter-update) under /home/workspace/Skills/, and registers the sec-indexer background service. Idempotent (safe to re-run). The only manual step is one batched human checkpoint near the end (SEC EDGAR name + email, and creating the ZO_API_KEY secret). Persona routing for Clarion is opt-in via a separate prompt after install ("install Clarion personas and routing rules"). Use when the user asks to "set up Clarion" or "install Clarion".
Monitor the health of every active thesis in ~/clarion/theses/. For each one — refresh price, recompute Risk Environment from the current regime, check kill conditions (read from the file's status column), aggregate to an Overall score, recommend an action (EXIT / REDUCE / HOLD / ADD), and write the updated scores + history back to the thesis file. Produces a dashboard surfacing what needs attention. Use when the user asks "monitor my theses", "thesis health check", "any kill conditions triggered?", "what's the action on <TICKER>", or as part of a daily / weekly review. Requires clarion-setup to have been run.
Scaffold a new thesis document for a ticker in the canonical Clarion thesis format. Pre-fills the YAML metadata block, opens the History with an OPENED entry, and (when filings are indexed) seeds the "Why I Believe It" evidence section with draft citations from the Buffett-lens search. The user fills in the actual prose. Outputs a markdown file at ~/clarion/theses/{TICKER}.md. Use when the user says "write a thesis on <TICKER>", "scaffold a thesis for <TICKER>", "draft a thesis for <TICKER>", or after clarion-single-stock-eval returns an Add verdict and the user wants to formalize the position. Requires clarion-setup to have been run.
Compute the equity-vs-T-bill allocation for the Value bucket (50% of portfolio). Implements the Expected-Return Framework — looks up the historical 10-year forward return from the S&P 500 Shiller CAPE, computes the regime-adjusted hurdle (rf + regime premium), and produces a 5-tier verdict (STRONG EQUITY / LEAN EQUITY / NEUTRAL / LEAN T-BILLS / MAXIMUM T-BILLS) with recommended Value-bucket equity/T-bill split. Use when the user asks "should I be in stocks or bonds right now?", "what's the equity hurdle?", "is the market overvalued?", "what's the right Value bucket allocation?", or before adding any new equity to the Value bucket. Requires clarion-setup to have been run.
Update the annual investor letter at ~/clarion/letters/{YEAR}-letter.md with a new quarterly section, or finalize it at year-end. Auto-fills the system-deterministic parts (regime snapshot, thesis health table, portfolio bucket positions from active theses); marks the narrative-heavy parts (What We Did, What We Learned, Year in Context, Mistakes & Lessons, Looking Ahead) as [TODO] for the user to write with chat assistance. Append-only — refuses to overwrite an already-populated quarter without --force. Use when the user asks "update the letter", "quarterly letter update", "finalize the letter", or "write the {Q1/Q2/Q3/Q4} entry". Requires clarion-setup to have been run.
| name | okx-cex-portfolio |
| description | Inspect OKX account balances, positions, PnL, bills, fee levels, and related account state on Zo. Use when the user asks about holdings, positions, realized or unrealized PnL, transfers, or account configuration. |
| compatibility | Created for Zo Computer |
| metadata | {"author":"Zo","category":"Official","display-name":"OKX Portfolio","version":"1.2.8","homepage":"https://www.okx.com"} |
Inspect OKX account state on Zo, including balances, positions, PnL, bills, fees, and selected account operations.
Before running any OKX command in this session, follow ../_shared/preflight.md.
Use metadata.version from this file as the comparison version for drift checks.
okx account ... commandsZo secrets are the source of truth for:
OKX_API_KEYOKX_SECRET_KEYOKX_PASSPHRASEIf local OKX config is needed, generate it from those secrets on the Zo machine instead of asking the user to paste credentials into chat.
npm install -g @okx_ai/okx-trade-cli
Ensure OKX secrets exist in Settings > Advanced.
Generate local config from Zo secrets if required by the CLI flow:
mkdir -p /root/.okx
cat > /root/.okx/config.toml <<EOF
default_profile = "demo"
[profiles.demo]
api_key = "${OKX_API_KEY}"
secret_key = "${OKX_SECRET_KEY}"
passphrase = "${OKX_PASSPHRASE}"
demo = true
[profiles.live]
api_key = "${OKX_API_KEY}"
secret_key = "${OKX_SECRET_KEY}"
passphrase = "${OKX_PASSPHRASE}"
EOF
okx config show
Authenticated commands must always use an explicit profile:
demoliveIf the user has not specified a profile and none is clearly established in the conversation, ask before proceeding.
okx --profile demo account balance
okx --profile demo account positions
okx --profile demo account positions-history
okx --profile demo account bills
okx --profile demo account fees --instType SPOT
okx --profile demo account config
demo or live.okx-cex-marketokx-cex-trade