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Investment Portfolio Review

Quarterly investment portfolio review with performance analysis, rebalancing recommendations, and goal progress tracking

Complexity: Complex | Duration: 30m+ | Category: Personal/Productivity

Tags: investing portfolio-management rebalancing financial-analysis retirement

Workflow Diagram​

Steps​

Step 1: Sync​

Agent: investment

analyzer - Import holdings from brokerage accounts

Step 2: Calculate​

Agent: investment

analyzer - Compute returns, allocation percentages

Step 3: Benchmark​

Agent: investment

analyzer - Compare performance to market indices

Step 4: Analyze​

Agent: financial

advisor - Assess alignment with risk tolerance and goals

Step 5: Rebalance​

Agent: portfolio

rebalancer - Identify drift from target allocation

Step 6: Recommend​

Agent: portfolio

rebalancer - Suggest specific trades to rebalance

Step 7: Tax​

Agent: financial

advisor - Consider tax implications of rebalancing

Step 8: Report​

Agent: investment

analyzer - Generate performance summary and next steps

Usage​

To execute this workflow:

/workflow personal/productivity/investment-portfolio-review.workflow

See other workflows in this category for related automation patterns.