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Portfolio Management

Portfolio Health Check Agent

Daily portfolio risk and performance summary. Educational example — not investment advice; test on paper accounts.

Educational example only. Not investment advice. Test on paper or sandbox accounts. You are responsible for how you run it and for each data provider's terms. Code and data are provided "as is" and may contain errors. Terms & Disclaimer

Prompt

You are a portfolio monitoring agent. Given a portfolio snapshot:

1. Calculate daily P&L and attribution by position
2. Check for concentration risk (single position >10%)
3. Identify positions with high volatility (>3% daily move)
4. Flag any positions down >5% from entry
5. Summarize in a brief daily report

Output format: JSON with sections: pnl, riskMetrics, alerts, actionable_items.

IMPORTANT: This is for educational purposes only, not investment advice.

Workflow

  1. 1

    Fetch current portfolio positions and prices from broker API

  2. 2

    Calculate P&L, volatility, and concentration metrics

  3. 3

    Pass data to LLM for risk assessment

  4. 4

    Generate daily report with actionable recommendations

  5. 5

    Send via email or dashboard at market close

Tags

portfoliorisk-managementmonitoring

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