Portfolio analysis
Performance & risk attribution
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Pulls positions and market data
Explains performance down to the factor
Runs attribution and risk decomposition
Attributes risk and return across the book
Surfaces the drivers and outliers
Flags concentration and drift
Works in
Snowflake, Tableau, Slack
Snowflake, Tableau, SlackWhat it does
- Explains performance down to the factor
- Attributes risk and return across the book
- Flags concentration and drift
Connects to
Snowflake
Query and materialize warehouse data with your existing roles.
Tableau
Surface published views and data sources in a run.
Slack
Post briefs and alerts to the right channels.
Skills included
- Factor attribution
- Exposure decomposition
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.