portfolio-daily-brief

name	portfolio-daily-brief
description	View the deterministic daily paper-portfolio brief, including due orders, orders waiting for Open, bull flips, MA200 gates, holdings, NAV, benchmark differences, and audit issues. Read-only; do not use it to change strategy state.

Portfolio Daily Brief

Generate or explain the trading project's daily paper-execution brief from the backend API. Treat API output as authoritative strategy state. This skill is read-only: do not call refresh endpoints, create orders, alter parameters, or infer discretionary trades.

Choose the source

Prefer http://127.0.0.1:8000/api when the local backend is available. If it is unavailable, use http://8.153.71.148/api only when the user asks for production data or the current OpenClaw deployment is configured to use that server. State which source and asOfDate were used. Never combine local and production responses in one report.

If neither source is reachable, report that the daily brief is unavailable. Do not turn a connection failure into “no orders”.

Full daily brief

When the project checkout and script are available, reuse the maintained renderer instead of composing a second implementation:

python3 scripts/openclaw_supertrend_alerts.py \
  --api-base http://127.0.0.1:8000/api \
  --mode daily-brief \
  --format markdown \
  --include-portfolio

Run it from the trading repository root. Substitute the configured production API base only under the source rule above. The script reads data and the latest daily-job status; it does not refresh or activate portfolios.

For a focused question, query the API directly. Read references/api-contract.md before constructing direct requests or interpreting fields.

Reporting rules

Expand exactly these four primary portfolios in this order:

1. risk_parity_core_next_open
2. core90_ma200_bull10
3. theme_alpha
4. btc_supertrend_satellite

Report in this order:

1. Orders due today.
2. Pending or delayed orders waiting for each symbol's next valid Open.
3. Today's policy-eligible bull flips and MA200 allowed/blocked counts.
4. Current holdings, cash, and gross exposure.
5. NAV, drawdown, and difference versus RiskParity.
6. Active diagnostics, calculation errors, and data-quality audit events.

Before stating that data is current, inspect GET /portfolio-strategies/daily-job-status. Report a failed strategy independently and identify markets whose completed daily bar was not confirmed. An inactive account is not the same as an activated all-cash account.

Do not describe a pending order as filled. For next-open strategies, a missing Open means delayed, never replaced with Close or silently cancelled. Different markets can execute on different dates. MA200 blocks only a new entry; it does not liquidate an existing holding or authorize a later catch-up purchase.

Theme Alpha and BTC 7.5% retain their existing accounts and next-close ledgers. Do not imply that they were re-bootstrapped or merged with the next-open accounts.

Keep comparison strategies collapsed unless the user explicitly asks for comparisons. core90_raw_bull10 is comparison-only and is not an official daily candidate.

Explain deterministic output only. Do not change signals, parameters, allocations, or give a trade recommendation outside the frozen rules.