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Risk Assessment Quarterly

Comprehensive quarterly risk assessment including portfolio volatility, stress testing, and risk tolerance alignment.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: risk-management var stress-testing volatility quarterly

Workflow Diagram​

Steps​

Step 1: Portfolio Snapshot​

Agent: data

analyst - Capture current holdings and allocation

Step 2: Volatility Analysis​

Agent: risk

analyst - Calculate portfolio standard deviation, beta

Step 3: Value at Risk​

Agent: risk

analyst - Calculate VaR and CVaR at 95% and 99% confidence

Step 4: Correlation Analysis​

Agent: financial

analyst - Build correlation matrix, identify concentration risks

Step 5: Stress Testing​

Agent: risk

analyst - Model portfolio under historical crisis scenarios

Step 6: Factor Exposure​

Agent: financial

analyst - Analyze exposure to market, size, value, momentum factors

Step 7: Risk Tolerance Review​

Agent: financial

analyst - Compare risk metrics vs investor risk profile

Step 8: Recommendations​

Agent: senior

architect - Suggest risk mitigation strategies

Step 9: Report Generation​

Agent: documentation

writer - Create comprehensive risk report

Step 10: Review​

Agent: code

reviewer - Stakeholder review of findings

Usage​

To execute this workflow:

/workflow finance/investment/risk-assessment-quarterly.workflow

See other workflows in this category for related automation patterns.