Tell the agent what the team needs to understand and which records should inform it. Prepared tables, business data, exception status, and workflow results can supply the report. Keep the definition with the result so a recurring question has an agreed starting point.
Boagent BI turns operational data into decisions
Ask for the report or dashboard your team needs. Agents prepare the view, check its records, and keep published results current as your connected data changes.
prepared_risk_observationsSchema
Example portfolio · Fixed Income252 daily observations
| date | portfolio | pnl_usd |
|---|---|---|
| 2026-09-15 | Fixed Income | 180,000 |
| 2026-09-14 | Fixed Income | −86,000 |
| 2026-09-11 | Fixed Income | 212,000 |
| 2026-09-10 | Fixed Income | −144,000 |
| 2026-09-09 | Fixed Income | 64,000 |
prepared_risk_observations
- Source
- Prepared risk observations
- Portfolio
- Fixed Income
- History
- 252 daily observations
- Last synchronized
- 15 Sep 2026 · 17:10
Fixed Income historical VaRDefinitionSample
Example portfolio · 15 Sep 2026Staged report · not published
Report definition v1 · Draft
- Source
- prepared_risk_observations
- Portfolio
- Fixed Income
- Method
- Historical simulation
- Horizon / confidence
- 1 day / 95%
- Observations
- 252 daily P&L observations
The query ran. Nothing has been published yet.
1-day historical VaR 95%
$1.24m
252 daily observations · USDDaily P&L distribution
LossGain
Checked sample 1 row
| portfolio | horizon_days | confidence | var_usd |
|---|---|---|---|
| Fixed Income | 1 | 0.95 | 1,240,000 |
Thought process⌄
Reading prepared risk observations
Building and checking the report
Returning the reviewed sample
Fixed Income historical VaRDefinitionSample
Example portfolio · 15 Sep 2026Not published
1-day historical VaR 95% confidence
$1.24m
252 daily observations · USDThe query ran. Nothing has been published yet.
| portfolio | horizon_days | confidence | var_usd |
|---|---|---|---|
| Fixed Income | 1 | 0.95 | 1,240,000 |
Example portfolioPublication review
Review and approve
Review the checked report, then publish the dashboard that uses it.
Fixed Income historical VaR1 day · 95% confidence · 252 observationsPublished
Fixed Income risk dashboardLive report datasets · refresh every 60sWaitingCheckingPublished
Published · Alex Morgan
Portfolio Fixed Income ⌄Date 15 Sep 2026 ⌄Example portfolio · every 60s
Live datasets refreshed · 17:10:00
1-day 95% historical VaR 17:10:00
$1.24m
252 daily observationsDaily P&L 17:10:00
+$180,000
15 Sep 2026 · USDP&L attribution 17:10:00
| Driver | P&L (USD) |
|---|---|
| Rates | +240,000 |
| Credit spreads | −95,000 |
| FX | +36,000 |
| Carry | +24,000 |
| Fees & financing | −25,000 |
| Total | +180,000 |
Thought process⌄
Opening publication review
Publishing the reviewed report and dashboard
Refreshing live report datasets
Portfolio Fixed Income ⌄Date 15 Sep 2026 ⌄Example portfolio · every 60s
1-day 95% historical VaR
$1.24m
252 daily observationsDaily P&L
+$180,000
15 Sep 2026 · USDP&L attribution 17:10:00
| Driver | P&L (USD) |
|---|---|
| Rates | +240,000 |
| Credit spreads | −95,000 |
| FX | +36,000 |
| Carry | +24,000 |
| Fees & financing | −25,000 |
| Total | +180,000 |
Example portfolio · Fixed Income15 Sep 2026
P&L attribution Table report
Fixed Income · 15 September 2026
| Driver | P&L (USD) |
|---|---|
| Rates | +240,000 |
| Credit spreads | −95,000 |
| FX | +36,000 |
| Carry | +24,000 |
| Fees & financing | −25,000 |
| Total | +180,000 |
Fixed Income P&L attribution
fixed-income-pnl-2026-09-15- Title
- Fixed Income P&L attribution
- Created
- 15 Sep 2026 · 17:12
- Creator
- Boagent
- Source
- Staged report
Fixed Income P&L attribution report saved
Thought process⌄
Reading P&L attribution records
Rendering the table
Saving the downloadable report
Example portfolio · Fixed Income1 report
| Report | Created | |
|---|---|---|
| Fixed Income P&L attribution | 15 Sep · 17:12 |
Fixed Income P&L attribution
- Created
- 15 Sep 2026 · 17:12
TasksFlows
Your tasksExample portfolio
Morning positions check
Every weekday at 8:00 AM
Last run 9 hours ago · Succeeded · Next run tomorrow, 8:00 AMFixed Income daily reporting
Every day at 9:00 AM
Hasn’t run yet · Next run tomorrow, 9:00 AMFixed Income daily reporting Enabled
- Schedule
- Daily at 9:00 AM · America/New_York
- Report
- Fixed Income P&L attribution
- Output
- Save report
- Delivery
- Fixed Income <fixed-income@acmefunds.example>
Trusted mailing group · email permitted by policy
Recent activity
| Task | Started | Status |
|---|---|---|
| Morning positions check | Today · 08:00 | Succeeded |
| Morning positions check | Yesterday · 08:00 | Succeeded |
Thought process⌄
ReviewStep 4 of 4
- Name
- Fixed Income daily reporting
- Schedule
- Daily · 9:00 AM
- Timezone
- America/New_York
Save the P&L attribution report and email the Fixed Income mailing group.
fixed-income@acmefunds.example
Task “Fixed Income daily reporting” created
Enabled · daily at 9:00 AM New York time
Build and check the report from one request.
Ask for a 1-day, 95% historical VaR report using the Fixed Income portfolio’s prepared risk observations. The agent builds the definition, runs it, and presents the method and records for review. This example returns $1.24 million from 252 daily observations.
A business question becomes a reusable view
Describe what your team needs to understand, from portfolio risk to the drivers of daily performance. The agent builds and checks the report against the available records, then prepares the charts and detail that explain it. People review and publish the view, with its definitions, filters, and refresh settings available for the next operating day.
Enterprise reporting needs answers your team can stand behind
- AgentBuild report definitions
- HumanConfirm business meaning
- AgentCheck the returned records
- HumanPublish reviewed views
- AgentRefresh dashboard results
- HumanApprove report delivery
- AgentPrepare reports
Questions worth asking.
Start with the work
your firm needs done.
Bring a process, its sources and the decisions that matter. We’ll work through how Boagent could fit your team.
Let’s talk