Skill 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
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
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 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
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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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.
Agent safety v2
Sparse or mixed signals. Useful for discovery, but not for autonomous installation.
Test manually in an isolated workspace and compare against safer alternatives.
Browser automation
mediumSkill may drive a browser or interact with web pages.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Database access
mediumSkill may inspect schemas, query databases, or work with persistent stores.