iiRecord
Agentic AI Atlas · Portfolio rebalancing
responsibility:portfolio-rebalancinga5c.ai
II.
Responsibility JSON

responsibility:portfolio-rebalancing

Structured · live

Portfolio rebalancing json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · role/responsibilities/responsibilities-finance-trading.yamlCluster · role
Record JSON
{
  "id": "responsibility:portfolio-rebalancing",
  "_kind": "Responsibility",
  "_file": "role/responsibilities/responsibilities-finance-trading.yaml",
  "_cluster": "role",
  "attributes": {
    "displayName": "Portfolio rebalancing",
    "cadence": "scheduled",
    "description": "Execute portfolio rebalancing per investment policy and risk limits.\n"
  },
  "outgoingEdges": [
    {
      "from": "responsibility:portfolio-rebalancing",
      "to": "role:portfolio-manager",
      "kind": "held_by",
      "attributes": {}
    }
  ],
  "incomingEdges": [
    {
      "from": "role:portfolio-manager",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "holds_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:trading-performance-attribution",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-risk-attribution",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "triggers_responsibility",
      "attributes": {}
    }
  ]
}