Skip to main content

Portfolio Hedging Strategies

Implement portfolio hedging using options, inverse ETFs, or short positions to protect against downside.

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

Tags: hedging options risk-management portfolio-protection puts

Workflow Diagram​

Steps​

Step 1: Portfolio Analysis​

Agent: risk

analyst - Calculate portfolio beta and downside risk

Step 2: Hedge Strategy Selection​

Agent: options

specialist - Choose puts, collars, inverse ETF, or shorts

Step 3: Correlation Check​

Agent: data

analyst - Verify hedge correlation with portfolio

Step 4: Sizing Calculation​

Agent: risk

analyst - Determine hedge size based on portfolio value

Step 5: Cost Analysis​

Agent: financial

analyst - Calculate hedge cost and breakeven scenarios

Step 6: Options Analysis​

Agent: options

specialist - Select strikes and expirations for best value

Step 7: Scenario Testing​

Agent: monte

carlo-specialist - Model portfolio performance with hedge

Step 8: Trade List​

Agent: trade

executor - Generate hedge orders

Step 9: Approval​

Agent: code

reviewer - Human review of hedge strategy

Step 10: Execution​

Agent: trade

executor - Place hedge trades

Step 11: Monitoring​

Agent: risk

analyst - Track hedge effectiveness over time

Usage​

To execute this workflow:

/workflow finance/investment/portfolio-hedging-strategies.workflow

See other workflows in this category for related automation patterns.