Skill audit report
portfolio-management-systems Audit report.
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds. Use when the user asks about choosing a PMS platform, building or distributing model portfolios, implementing UMA or sleeve-based management, setting drift monitoring thresholds, aggregating held-away assets, reconciling PMS with custodian records, configuring PMS-based billing, or troubleshooting custodian feed issues. Also trigger when users mention 'portfolio management system', 'Orion', 'Black Diamond', 'Tamarac', 'Addepar', 'Advent APX', 'model portfolio', 'sleeve management', 'rebalancing engine', 'custodian feed', or 'PMS migration'.
OpenAgentSkill Trust Score
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
INFO76
4mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS82
database surface
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill portfolio-management-systems
Install command safety
PASS92
standard package or runtime install path
Permission surface
INFO74
filesystem or document access, database access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/portfolio-management-systems
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install and adoption review
Install path
92
npx skills add JoelLewis/finance_skills --skill portfolio-management-systems
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/portfolio-management-systems
License
86
MIT
Maintenance
76
4mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Usable description available
Dependency risk
82
database surface
Install command safety
92
standard package or runtime install path
Permission surface
74
filesystem or document access, database access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
58
Research-only use: do not treat output as financial advice or execute a position without human approval.
Warnings
- Financial research output is not financial advice; require human review before any live investment decision
- Financial research output is not financial advice; require human review before any live investment decision.
- Quality score needs review
- Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata
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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