# Risk Dashboard Refresh

> Pulls daily assets returns, computes Value-at-Risk parameters, extracts maximum drawdown ratios, and updates dashboard.

- Skill: `knuckles-team/risk-dashboard-refresh` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add knuckles-team/risk-dashboard-refresh`
- Raw SKILL.md: https://api.skillmd.com/api/skills/knuckles-team/risk-dashboard-refresh/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Knuckles-Team (https://skillmd.com/u/knuckles-team)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/knuckles-team/risk-dashboard-refresh

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# 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.