iiRecord
Agentic AI Atlas · Portfolio Manager
role:portfolio-managera5c.ai
II.
Role JSON

role:portfolio-manager

Structured · live

Portfolio Manager json

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

File · role/roles/finance-trading-roles.yamlCluster · role
Record JSON
{
  "id": "role:portfolio-manager",
  "_kind": "Role",
  "_file": "role/roles/finance-trading-roles.yaml",
  "_cluster": "role",
  "attributes": {
    "displayName": "Portfolio Manager",
    "isAgentic": false,
    "seniority": "senior",
    "requiredCapabilities": [],
    "requiredDomains": [
      "domain:portfolio-management"
    ],
    "description": "Manages investment portfolios — asset allocation decisions, rebalancing,\nrisk budgeting, and performance attribution.\n"
  },
  "outgoingEdges": [
    {
      "from": "role:portfolio-manager",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_expertise",
      "attributes": {}
    },
    {
      "from": "role:portfolio-manager",
      "to": "responsibility:portfolio-rebalancing",
      "kind": "holds_responsibility",
      "attributes": {}
    }
  ],
  "incomingEdges": [
    {
      "from": "lib-agent:finance-accounting--portfolio-manager",
      "to": "role:portfolio-manager",
      "kind": "lib_involves_role",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-skill:finance-accounting--portfolio-construction",
      "to": "role:portfolio-manager",
      "kind": "lib_involves_role",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "org-unit:portfolio-management-team",
      "to": "role:portfolio-manager",
      "kind": "has_member",
      "attributes": {}
    },
    {
      "from": "responsibility:portfolio-rebalancing",
      "to": "role:portfolio-manager",
      "kind": "held_by",
      "attributes": {}
    },
    {
      "from": "workflow:day-trading-journal-review",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:pre-market-preparation-routine",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:trading-performance-attribution",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:stress-testing-scenario-design",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-rebalancing-cycle",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-risk-attribution",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:investment-thesis-review",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:asset-allocation-strategy-review",
      "to": "role:portfolio-manager",
      "kind": "involves_role",
      "attributes": {}
    }
  ]
}