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Advisor order management: blocks and allocation v1.0.0

Use this resource to manage the order cycle in an advisory firm

New

  • 391 downloads
  • 112 likes
  • 193 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install advisor-oms-block-trading

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent designs the firm's order cycle, from decision to settlement, including block allocation, model changes across many accounts and routing to custodians. It also covers trade error handling. You get a processing architecture and an audit trail.

Mostly picked by

Updated November 2, 2026

Card for the “Advisor order management: blocks and allocation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: advisory OMS, block trading and allocation, pre-trade compliance
  • SKILL.md: custodian routing, error handling and audit trail
  • references/examples.md: detailed worked examples

Good fit for

  • You change a model portfolio across many accounts
  • You need to split a block order fairly between accounts

Not for

    Tags

    • OMS
    • allocation
    • block trades
    • advisory
    • execution

    About

    You say

    “Split a 5,000-share block order across 40 model accounts pro rata.”

    Card for the “Advisor order management: blocks and allocation” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to manage the order cycle in an advisory firm
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md12.4 KB
    • SKILL.md35.8 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/order-management-advisor
    Licence
    MIT

    Notice

    « order-management-advisor » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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