Knuckles-Team Portfolio Analysis Workflow
CONCEPT:EE-011
Steps
Step 1: Data Extractor
Agent: data-fetcher
Tools: graph_query, sx_search
Extract the latest holding data from the portfolio system and fetch benchmark data.
Step 2: Risk Analyzer
Agent: compute-engine
Tools: graph_analyze
Calculate risk metrics, exposures, and VaR based on the extracted holding data.
Step 3: Report Generator
Agent: risk-assessor
Tools: graph_query, graph_analyze
Synthesize the risk metrics and holding data into a formatted markdown report.
Step 4: KG Persistence [depends_on: report-generator]
Agent: risk-assessor
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
- Portfolio Analysis 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 — Data Extractor; Step 2 — Risk Analyzer; Step 3 — Report Generator
- After level 0: Step 4 — 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.