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Risk Management Dashboard

Real-time risk monitoring showing total exposure, correlation, position heat map, and alerts.

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

Tags: risk-management exposure correlation var real-time

Workflow Diagram​

Steps​

Step 1: Position Aggregation​

Agent: risk

analyst - Sum all long/short positions by symbol

Step 2: Exposure Calculation​

Agent: risk

analyst - Calculate gross and net exposure

Step 3: Sector Concentration​

Agent: risk

analyst - Group positions by sector, flag overconcentration

Step 4: Correlation Matrix​

Agent: data

analyst - Calculate pairwise correlations

Step 5: Heat Map​

Agent: visualization

specialist - Create correlation heat map

Step 6: VaR Calculation​

Agent: risk

analyst - Calculate portfolio Value at Risk

Step 7: Margin Check​

Agent: compliance

specialist - Monitor margin usage vs limits

Step 8: Alert Generation​

Agent: notification

specialist - Flag risk threshold breaches

Step 9: Dashboard Update​

Agent: dashboard

builder - Refresh live risk dashboard

Step 10: Mobile Push​

Agent: notification

specialist - Send critical risk alerts

Usage​

To execute this workflow:

/workflow finance/investment/risk-management-dashboard.workflow

See other workflows in this category for related automation patterns.