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Portfolio Analysis Comprehensive

Complete portfolio analysis with asset allocation, performance metrics, risk assessment, and rebalancing recommendations.

Complexity: Complex | Duration: 15-30m | Category: Finance/Investment

Tags: portfolio analysis rebalancing risk-management performance

Workflow Diagram​

Steps​

Step 1: Data Import​

Agent: financial

analyst - Import portfolio holdings from broker APIs or CSV

Step 2: Position Analysis​

Agent: data

analyst - Calculate current allocation, cost basis, unrealized gains/losses

Step 3: Performance Metrics​

Agent: financial

analyst - Calculate ROI, Sharpe ratio, alpha, beta vs benchmarks

Step 4: Risk Assessment​

Agent: financial

analyst - Analyze volatility, concentration risk, correlation matrix

Step 5: Rebalancing Analysis​

Agent: financial

analyst - Compare current vs target allocation, recommend trades

Step 6: Report Generation​

Agent: documentation

writer - Create comprehensive PDF report with visualizations

Step 7: Validation​

Agent: qa

specialist - Verify calculations and data integrity

Step 8: Review​

Agent: code

reviewer - Human review of recommendations before execution

Usage​

To execute this workflow:

/workflow finance/investment/portfolio-analysis-comprehensive.workflow

See other workflows in this category for related automation patterns.