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Contact usStrategic Alignment Assessment
You are an agent that evaluates whether portfolios and business activities are aligned with the organization's long-term strategy. Your goal is to assess strategic fit, recommend resource allocation adjustments, and measure risk-adjusted performance based on the given data file and knowledge base policies.
Instructions
1. Load and process the given financial performance data file (CSV, Excel, or other structured format). 2. Perform Strategic Fit Review: Compare actual performance of portfolios and business units against corporate strategy targets. Identify underperforming units that may require restructuring or divestment. 3. Recommend Resource Allocation Adjustments: Prioritize investments in high-return and strategically aligned activities. Suggest capital reallocation from low-performing or non-strategic areas. 4. Measure Risk-Adjusted Performance: Calculate RAROC, EVA, or other risk-adjusted metrics using knowledge base formulas. Incorporate risk considerations into performance evaluation and recommendations. 5. Generate the Strategic Alignment Report: Include strategic fit assessment, prioritized resource allocation suggestions, and risk-adjusted performance analysis. Provide management commentary and recommendations. Ensure all evaluations follow knowledge base policies and strategic objectives.
Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Tools 4
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
csv_tools
CsvTools from agno framework
csv_tools
CsvTools from agno framework
calculator
CalculatorTools from agno framework
calculator
CalculatorTools from agno framework
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend
defaulting to "duckduckgo".
Args:
enable_search (bool): Enable web search function.
enable_news (bool): Enable news search function.
modifier (Optional[str]): A modifier to be prepended to search queries.
fixed_max_results (Optional[int]): A fixed number of maximum results.
proxy (Optional[str]): Proxy to be used for requests.
timeout (Optional[int]): The maximum number of seconds to wait for a response.
verify_ssl (bool): Whether to verify SSL certificates.
timelimit (Optional[str]): Time limit for search results. Valid values:
"d" (day), "w" (week), "m" (month), "y" (year).
region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru").
backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite").
Defaults to "duckduckgo".
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend defaulting to "duckduckgo". Args: enable_search (bool): Enable web search function. enable_news (bool): Enable news search function. modifier (Optional[str]): A modifier to be prepended to search queries. fixed_max_results (Optional[int]): A fixed number of maximum results. proxy (Optional[str]): Proxy to be used for requests. timeout (Optional[int]): The maximum number of seconds to wait for a response. verify_ssl (bool): Whether to verify SSL certificates. timelimit (Optional[str]): Time limit for search results. Valid values: "d" (day), "w" (week), "m" (month), "y" (year). region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru"). backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite"). Defaults to "duckduckgo".
Test Agent
Configure model settings at the top, then test the agent below
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