Portfolio

What it does

When your agent uses it

• : position queries
• Routing strategy questions
• Provider integration

Example prompts

• “/portfolio”

Requirements

• Pre-approved tools (allowed-tools): Read, Grep, Glob

Workflow steps

2 steps, taken from the first numbered list in SKILL.md.

1. 1Check if {PRIMARY_PROVIDER} supports it
2. 2If custom build needed: implement PortfolioPositionExtractor + register + configure routing

What it can do on your machine

Read from SKILL.md and the folder at commit a4d4bc1. It shows what the files ask for, not the result of running them.

• Tool permissions

  Pre-approves these tools, so the agent can use them without asking each time:

  • Read
  • Grep
  • Glob

  From allowed-tools in the SKILL.md frontmatter.

• Runs code

  Shell commands in SKILL.md call:

  • redis-cli
  • curl

  From the folder's file list and the shell code blocks in SKILL.md.

• Network

  No URLs in SKILL.md. Its commands use curl, which can reach the network depending on how they are called.

  From URLs in SKILL.md, links to its own repository left out.

• Credentials

  Names no API keys, tokens, secrets or passwords.

  From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Portfolio loads about 759 tokens when it runs, and up to ~2.7k if it reads all its reference files. Until then it costs about 66 tokens; SKILL.md has 163 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~66

When it runs · the whole SKILL.md, loaded when a task matches

~759

With references · SKILL.md plus every file in references/, read only if the agent opens them

~2.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from sd0xdev/sd0x-harness at commit a4d4bc1, republished under its MIT licence (© sd0xdev). 163 words, ~759 tokens.

name

portfolio

description

Portfolio system knowledge base. Use when: position queries, routing strategy questions, provider integration. Not for: general code exploration (use code-explore), code review (use codex-code-review). Output: domain-specific analysis + recommendations.

allowed-tools

Read, Grep, Glob

context

fork

agent

Explore

redis-cli keys "portfolio:{provider}:*"
redis-cli get "portfolio:{provider}:positions:0x...:v2:..."
curl -X POST /positions -d '{"isForceRefresh": true, ...}'

Input: How to query portfolio positions?
Action: Explain POST /positions API + routing strategy

Input: How does {PRIMARY_PROVIDER} integration work?
Action: Explain {PRIMARY_PROVIDER}Client + {PRIMARY_PROVIDER}Adapter flow

© sd0xdev, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 2 other files (references) in skills/portfolio of sd0xdev/sd0x-harness.

• SKILL.md
• references/api.md
• references/architecture.md

Open the folder on GitHubat commit a4d4bc1