Risk Dashboard Refresh Workflow
CONCEPT:EE-011
Pulls daily assets returns, computes Value-at-Risk parameters, extracts maximum drawdown ratios, and updates dashboard.
Steps
Step 1: Portfolio Returns Fetcher
Agent: data-fetcher
Tools: graph_query, sx_search
Fetches daily rolling returns logs for active holdings.
Expected: historical-daily-returns
Step 2: Var Calculator [depends_on: portfolio-returns-fetcher]
Agent: compute-engine
Tools: graph_analyze
Computes Parametric and Monte Carlo Value-at-Risk (VaR) parameters.
Expected: value-at-risk-metrics
Step 3: Drawdown Tracker [depends_on: portfolio-returns-fetcher]
Agent: risk-assessor
Tools: graph_query, graph_analyze
Measures rolling drawdown, Sharpe, and Sortino statistics.
Expected: drawdown-and-performance-stats
Step 4: Dashboard Synthesis [depends_on: var-calculator, drawdown-tracker]
Agent: report-generator
Tools: graph_write, document_tools
Compiles metrics and updates dashboard files.
Expected: fused-risk-tearsheet
Step 5: KG Persistence [depends_on: dashboard-synthesis]
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
- Risk Dashboard Refresh 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 — Portfolio Returns Fetcher
- After level 0: Step 2 — Var Calculator; Step 3 — Drawdown Tracker
- After level 1: Step 4 — Dashboard Synthesis
- After level 2: 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.