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Portfolio Rebalancing

Portfolio rebalancing to maintain target asset allocation

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: rebalancing portfolio trading investment

Workflow Diagram​

Steps​

Step 1: Calculate drift​

Agent: portfolio

manager - Compare current to target allocation

Step 2: Identify trades​

Agent: portfolio

manager - Determine rebalancing trades

Step 3: Check constraints​

Agent: compliance

auditor - Verify trading restrictions

Step 4: Generate orders​

Agent: trading

analyst - Create trade tickets

Step 5: Execute trades​

Agent: trading

analyst - Place orders in market

Step 6: Confirm execution​

Agent: trading

analyst - Verify fills

Step 7: Update records​

Agent: portfolio

manager - Record new positions

Step 8: Report to client​

Agent: notification

specialist - Send rebalancing summary

Usage​

To execute this workflow:

/workflow industry/financial-services/portfolio-rebalancing.workflow

See other workflows in this category for related automation patterns.