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AI agent for portfolio managers

Portfolio Concentration Stress Agent

Find hidden concentration, test it under stress and propose trims that actually reduce it.

Risk managementDecisionsAnalysisFinanceManagement
See how it worksGet access
Portfolio Concentration Stress Agent: what goes in, what the agent does and what you get

What it does

A portfolio can hold twenty different names that all drop together when rates jump or one sector stumbles. This agent reads holdings and finds hidden correlation by factor and sector, such as several stocks that share an exposure to rates or a single supplier. It runs stress cases, such as a rate shock, an oil drop or a credit spread widening, and shows the loss. It proposes trims or swaps that reduce the concentration, then reruns the stress to confirm the risk fell and that no new concentration appeared. If the risk did not fall enough, it tries a larger trim or a different holding. The manager approves any trade before it goes to the desk.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Weekly run or large market move 2 USES A TOOL Load holdings and risk factor data 3 DOES Find clusters of holdings that move together 4 DOES Run the stress scenarios on the portfolio 5 DOES Flag scenarios where the loss exceeds the limit 6 DOES Propose trims or swaps to reduce the concentration 7 USES A TOOL Rerun the stress with the proposed trades 8 CHECKS THE RESULT Is the loss now within limit with no newconcentration? If not: increase the trim or choose a different holding,then rerun. Back to step 6. 9 DOES Estimate trading costs and tax effect 10 YOU APPROVE Manager approves any trade before it goes to thedesk 11 RESULT Stress report and approved trade list
Read the steps as a list
  1. Weekly run or large market move
  2. Load holdings and risk factor data
  3. Find clusters of holdings that move together
  4. Run the stress scenarios on the portfolio
  5. Flag scenarios where the loss exceeds the limit
  6. Propose trims or swaps to reduce the concentration
  7. Rerun the stress with the proposed trades
  8. Is the loss now within limit with no new concentration?If not: increase the trim or choose a different holding, then rerun. Back to step 6.
  9. Estimate trading costs and tax effect
  10. Manager approves any trade before it goes to the deskThe agent waits here for your OK.
  11. Stress report and approved trade list

How it decides

It compares stress losses with risk limits and proposes the smallest trim that brings the loss within limit without creating a new concentration.

  • Flag a cluster when correlation is above 0.7 over 1 year
  • Treat a stress loss above 5 percent of NAV as a breach
  • Prefer trims of the most liquid names first
  • Reject trades that create a position above the single name limit

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Stress scenarios
  • Loss limit (default 5 percent of NAV)
  • Correlation cutoff (default 0.7)
  • Position limits

What keeps you in control

It always asks you first

  • Manager approves every trade before it goes to the desk

Hard limits

  • Never places trades
  • Shows model limits and data dates in every report

It stops when

  • Done: stress losses within limits or manager has accepted the breach
  • Stop: price data missing for key holdings

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA rate shock of 100 basis points showed a 6.2 percent loss against a 5 percent limit. Six names in utilities and REITs moved together. The agent proposed trimming 3 percent of NAV. The rerun gave 5.3 percent, still over, so the check failed. A larger trim to 5 percent brought the loss to 4.8 without a new concentration. The manager approved the trades.

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