Itô Basket Compare

Use this skill to compare a basket, theme, or market set against a user's

knowledge base, portfolio notes, research memo, CRM context, or stated thesis.

This skill is read-only. It does not recommend trades. It helps a user inspect

fit, exposure, assumptions, and missing context before they decide what to do.

Guardrails

• Do not provide investment advice or tell the user to buy, sell, hold, hedge,

lever, or size a trade.

• Do not execute, prepare, or submit orders.

• Do not use private documents unless the user explicitly points to them.

• Use ITO_API_KEY only for read-only Itô basket/market data after explicit

user request.

• If comparing against financials, preserve privacy and summarize only the

fields needed for the comparison.

Comparison Modes

Basket vs Knowledge Base

• Identify the basket theme and underliers.

• Retrieve the user's relevant notes, docs, or memory snippets.

• Map each underlier to claims, sources, uncertainties, and stale assumptions.

• Return aligned signals, conflicting signals, and missing research.

Basket vs Portfolio Notes

• Parse the user's watchlist, holdings summary, or exposure notes.

• Compare themes, geographies, time horizons, and event outcomes.

• Flag concentration, correlation, and duplicated narrative exposure.

• Avoid recommendations; phrase output as inspection and questions.

Basket vs Financial Context

• Accept only user-provided or explicitly selected financial context.

• Identify liquidity, drawdown, time-horizon, and constraint mismatches.

• Ask for missing constraints instead of guessing.

Output Contract

Use this structure:

• Basket summary

• Comparison target

• Matches

• Conflicts or stale assumptions

• Missing context

• User-action checklist

End with:

This comparison is informational and not investment or trading advice.