portfolio-risk-register

To create a family office portfolio risk register, you run a scripted agent flow that interviews the advisor to capture concentration, liquidity, counterparty, and tax-lot risks, then renders a structured markdown artifact.

A portfolio risk register is a structured document capturing concentration exposures, illiquid asset percentages, counterparty risks, tax-lot constraints, and existing or proposed mitigations for a specific family-office portfolio context.

Yes, you can generate a risk memo and structured interview data by running the skill flow, which outputs a markdown risk register deliverable and a JSON interview capture in a timestamped artifacts directory.

Publishing artifacts to external sinks like a DMS, email, or calendar is supported optionally, but only when you have configured the appropriate outbound publishers and memory writing settings.

The best way to document portfolio concentration and liquidity risks is using a structured interview flow that standardizes advisor inputs into a markdown register, ensuring mitigations and open risks are consistently tracked.

No, you do not need Snowflake or PostgreSQL to run the basic risk register generation flow; these database connectors are included as dependencies but external data writing is optional and requires configuration.