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Portfolio Health Dashboard

Real-time dashboard showing portfolio health metrics, alerts, and actionable insights.

Complexity: Moderate | Duration: 1-5m | Category: Finance/Investment

Tags: dashboard real-time monitoring alerts health-check

Workflow Diagram​

Steps​

Step 1: Data Refresh​

Agent: data

analyst - Pull latest prices, positions, transactions

Step 2: Metric Calculation​

Agent: financial

analyst - Update all key metrics (returns, allocation, risk)

Step 3: Alert Check​

Agent: notification

specialist - Check for threshold breaches (drift, losses, fees)

Step 4: Trend Analysis​

Agent: data

analyst - Calculate short-term and long-term trends

Step 5: Action Items​

Agent: financial

analyst - Generate prioritized to-do list

Step 6: Visualization Update​

Agent: dashboard

builder - Refresh all charts and gauges

Step 7: Mobile Notification​

Agent: notification

specialist - Push critical alerts to mobile

Step 8: Dashboard Publish​

Agent: dashboard

builder - Update live dashboard

Usage​

To execute this workflow:

/workflow finance/investment/portfolio-health-dashboard.workflow

See other workflows in this category for related automation patterns.