Skill audit report
Manage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction. Use when the user asks about designing an OMS for an RIA, executing model portfolio changes across many accounts, structuring block trades with fair allocation, configuring pre-trade compliance rules or restricted lists, routing orders to multiple custodians, handling trade errors or corrections, managing cash in trading workflows, or evaluating OMS platforms. Also trigger when users mention 'block trade', 'trade allocation', 'order management system', 'iRebal', 'Orion Trading', 'Tamarac Trading', 'best execution', 'trade error', 'mutual fund vs ETF orders', or 'audit trail'.
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill order-management-advisor
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS100
no high-risk permission surface in public metadata
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/order-management-advisor
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill order-management-advisor
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/order-management-advisor
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
100
no high-risk permission surface in public metadata
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.