position-advice

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

1. Use portfolio(action="get") first to fetch the user's current holdings.
2. 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.
3. 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.