Skip to main content

Risk Assessment Investment

Portfolio risk assessment and monitoring

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

Tags: risk assessment var investment

Workflow Diagram​

Steps​

Step 1: Calculate VaR​

Agent: risk

analyst - Compute value at risk

Step 2: Stress testing​

Agent: risk

analyst - Run scenario analysis

Step 3: Concentration analysis​

Agent: risk

analyst - Check position limits

Step 4: Liquidity assessment​

Agent: risk

analyst - Evaluate liquidity risk

Step 5: Generate reports​

Agent: risk

analyst - Create risk dashboard

Step 6: Alert on breaches​

Agent: notification

specialist - Flag limit violations

Step 7: Review with PM​

Agent: portfolio

manager - Discuss risk profile

Usage​

To execute this workflow:

/workflow industry/financial-services/risk-assessment-investment.workflow

See other workflows in this category for related automation patterns.