Dividend Reinvestment Workflow
CONCEPT:EE-011
Audits cash dividend payouts, fits target weight deficits, sizes reinvestment lots, and executes trades.
Steps
Step 1: Dividend Payment Auditor
Agent: data-fetcher
Tools: graph_query, sx_search
Checks account ledger events and flags cash dividend payouts.
Expected: dividend-ledger-receipts
Step 2: Target Allocation Solver [depends_on: dividend-payment-auditor]
Agent: compute-engine
Tools: graph_analyze
Resolves active weights to find under-allocated target holdings.
Expected: reinvestment-weight-adjustments
Step 3: Order Lot Sizing [depends_on: target-allocation-solver]
Agent: risk-assessor
Tools: graph_query, graph_analyze
Calculates standard buy order lots matching the cash balance.
Expected: sized-dividend-orders
Step 4: Reinvest Order Runner [depends_on: order-lot-sizing]
Agent: report-generator
Tools: graph_write, document_tools
Executes trades and logs updated lot holdings parameters.
Expected: dividend-reinvestment-logs
Step 5: KG Persistence [depends_on: reinvest-order-runner]
Agent: report-generator
Tools: graph_write
Persist workflow results as nodes and edges in the Knowledge Graph. Create appropriate typed nodes with metadata and link to existing domain entities.
Output
- Dividend Reinvestment results persisted in KG
- Structured report (MD/PDF)
- Audit trail with timestamps and agent attributions
Execution
Run this workflow as a dependency-ordered DAG. Steps with no unmet depends_on run in parallel; dependents run after their prerequisites complete.
- Run first (in parallel): Step 1 — Dividend Payment Auditor
- After level 0: Step 2 — Target Allocation Solver
- After level 1: Step 3 — Order Lot Sizing
- After level 2: Step 4 — Reinvest Order Runner
- After level 3: Step 5 — KG Persistence
Execution: If graph-os is reachable, offload the whole DAG via graph_orchestrate action=execute_workflow (or the kg-delegate skill) for true parallel/swarm execution. Otherwise execute the steps natively in dependency order: run steps with no unmet depends_on in parallel, then their dependents.