yera 0.1.0__py3-none-any.whl → 0.2.0__py3-none-any.whl

infra_mvp/stream/agents/demos/financial/portfolio_assistant_stream.json

@@ -0,0 +1,1571 @@
+{
+  "name": "Portfolio Assistant",
+  "description": "The Portfolio Assistant can help you interrogate, manage and optimise your investment portfolios.",
+  "branches": {
+    "start": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "Hello, I'm your Portfolio Assistant. "
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "I'm here to help you interrogate, manage and optimise your investment portfolios. "
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "I can assist you with:\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "- **Portfolio Rebalancing**: Adjust your portfolio allocation to match your target strategy and risk profile\n"
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 4,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "- **Portfolio Analysis**: Review your current holdings, performance metrics, and risk exposure\n"
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 5,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "- **Portfolio Monitoring**: Track your portfolio's progress, set alerts, and monitor key performance indicators\n"
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 6,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "- **Discussion**: Have a conversation about your portfolios, investment strategy, or any questions you may have\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 7,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "welcome",
+        "data": {
+          "content": "How can I help you today?"
+        },
+        "timestamp": "2025-01-15T10:00:00Z",
+        "chunk_id": 8,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "input_prompt",
+        "block_id": "user-request",
+        "data": {
+          "prompt": "What would you like to do?",
+          "placeholder": "e.g., I'd like to rebalance my portfolio"
+        },
+        "timestamp": "2025-01-15T10:00:05Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "acknowledgment",
+        "data": {
+          "content": "I'll help you rebalance your portfolio. "
+        },
+        "timestamp": "2025-01-15T10:00:10Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "acknowledgment",
+        "data": {
+          "content": "Let me retrieve your available portfolios..."
+        },
+        "timestamp": "2025-01-15T10:00:10Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-actions",
+        "data": {
+          "status": "active",
+          "message": "Searching for your portfolios..."
+        },
+        "timestamp": "2025-01-15T10:00:15Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio names..."
+        },
+        "timestamp": "2025-01-15T10:00:20Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-actions",
+        "data": {
+          "status": "complete",
+          "message": "Portfolio names retrieved"
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "portfolio-selection",
+        "data": {
+          "options": [
+            "Strategic Growth Portfolio",
+            "Defensive Income Portfolio",
+            "Core Balanced Portfolio"
+          ],
+          "label": "Select a portfolio to rebalance"
+        },
+        "branch_on": {
+          "Strategic Growth Portfolio": "growth-portfolio-flow",
+          "Defensive Income Portfolio": "conservative-portfolio-flow",
+          "Core Balanced Portfolio": "balanced-portfolio-flow"
+        },
+        "timestamp": "2025-01-15T10:00:20Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "growth-portfolio-flow": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-selected",
+        "data": {
+          "content": "You've selected **Strategic Growth Portfolio**. "
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-selected",
+        "data": {
+          "content": "Retrieving portfolio data..."
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio strategy..."
+        },
+        "timestamp": "2025-01-15T10:00:30Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio holdings..."
+        },
+        "timestamp": "2025-01-15T10:00:35Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Calculating portfolio exposures by sector..."
+        },
+        "timestamp": "2025-01-15T10:00:40Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "complete",
+          "message": "Portfolio data retrieved"
+        },
+        "timestamp": "2025-01-15T10:00:45Z",
+        "chunk_id": 4,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "## Portfolio Strategy\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "**Strategic Growth Portfolio** follows a growth-oriented strategy with a target risk level of **Moderate-High** (7/10). "
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "The strategy emphasizes long-term capital appreciation through diversified equity exposure with a focus on growth sectors.\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "current-exposures",
+        "data": {
+          "content": "## Current Portfolio Exposures\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "current-exposures",
+        "data": {
+          "content": "Your current portfolio allocation by sector:\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "table",
+        "block_id": "exposures-table",
+        "data": {
+          "columns": [
+            "Sector",
+            "Current Allocation"
+          ],
+          "rows": [
+            [
+              "Technology",
+              "35%"
+            ],
+            [
+              "Healthcare",
+              "20%"
+            ],
+            [
+              "Financials",
+              "15%"
+            ],
+            [
+              "Bonds",
+              "30%"
+            ]
+          ]
+        },
+        "timestamp": "2025-01-15T10:01:00Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "calculate-strategy",
+        "data": {
+          "options": [
+            "Calculate Rebalancing Strategy",
+            "Adjust Risk Level"
+          ],
+          "label": "What would you like to do?"
+        },
+        "branch_on": {
+          "Calculate Rebalancing Strategy": "strategy-calculation",
+          "Adjust Risk Level": "adjust-risk-level-growth"
+        },
+        "timestamp": "2025-01-15T10:01:05Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "conservative-portfolio-flow": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-selected",
+        "data": {
+          "content": "You've selected **Defensive Income Portfolio**. "
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-selected",
+        "data": {
+          "content": "Retrieving portfolio data..."
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio strategy..."
+        },
+        "timestamp": "2025-01-15T10:00:30Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio holdings..."
+        },
+        "timestamp": "2025-01-15T10:00:35Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Calculating portfolio exposures by sector..."
+        },
+        "timestamp": "2025-01-15T10:00:40Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "complete",
+          "message": "Portfolio data retrieved"
+        },
+        "timestamp": "2025-01-15T10:00:45Z",
+        "chunk_id": 4,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "## Portfolio Strategy\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "**Defensive Income Portfolio** follows a conservative strategy with a target risk level of **Low-Moderate** (4/10). "
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "The strategy prioritizes capital preservation and steady income generation through a balanced mix of bonds and defensive equities.\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "current-exposures",
+        "data": {
+          "content": "## Current Portfolio Exposures\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "current-exposures",
+        "data": {
+          "content": "Your current portfolio allocation by sector:\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "table",
+        "block_id": "exposures-table",
+        "data": {
+          "columns": [
+            "Sector",
+            "Current Allocation"
+          ],
+          "rows": [
+            [
+              "Bonds",
+              "50%"
+            ],
+            [
+              "Utilities",
+              "20%"
+            ],
+            [
+              "Consumer Staples",
+              "15%"
+            ],
+            [
+              "Healthcare",
+              "15%"
+            ]
+          ]
+        },
+        "timestamp": "2025-01-15T10:01:00Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "calculate-strategy",
+        "data": {
+          "options": [
+            "Calculate Rebalancing Strategy",
+            "Adjust Risk Level"
+          ],
+          "label": "What would you like to do?"
+        },
+        "branch_on": {
+          "Calculate Rebalancing Strategy": "strategy-calculation",
+          "Adjust Risk Level": "adjust-risk-level-conservative"
+        },
+        "timestamp": "2025-01-15T10:01:05Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "balanced-portfolio-flow": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-selected",
+        "data": {
+          "content": "You've selected **Core Balanced Portfolio**. "
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-selected",
+        "data": {
+          "content": "Retrieving portfolio data..."
+        },
+        "timestamp": "2025-01-15T10:00:25Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio strategy..."
+        },
+        "timestamp": "2025-01-15T10:00:30Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Retrieving portfolio holdings..."
+        },
+        "timestamp": "2025-01-15T10:00:35Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "active",
+          "message": "Calculating portfolio exposures by sector..."
+        },
+        "timestamp": "2025-01-15T10:00:40Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "portfolio-data-detail-actions",
+        "data": {
+          "status": "complete",
+          "message": "Portfolio data retrieved"
+        },
+        "timestamp": "2025-01-15T10:00:45Z",
+        "chunk_id": 4,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "## Portfolio Strategy\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "**Core Balanced Portfolio** follows a balanced strategy with a target risk level of **Moderate** (5/10). "
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "portfolio-strategy",
+        "data": {
+          "content": "The strategy seeks to balance growth and income through a diversified mix of equities and fixed income, providing moderate risk with steady returns.\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "current-exposures",
+        "data": {
+          "content": "## Current Portfolio Exposures\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "current-exposures",
+        "data": {
+          "content": "Your current portfolio allocation by sector:\n\n"
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "table",
+        "block_id": "exposures-table",
+        "data": {
+          "columns": [
+            "Sector",
+            "Current Allocation"
+          ],
+          "rows": [
+            [
+              "Equities",
+              "60%"
+            ],
+            [
+              "Bonds",
+              "35%"
+            ],
+            [
+              "Cash",
+              "5%"
+            ]
+          ]
+        },
+        "timestamp": "2025-01-15T10:01:00Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "calculate-strategy",
+        "data": {
+          "options": [
+            "Calculate Rebalancing Strategy",
+            "Adjust Risk Level"
+          ],
+          "label": "What would you like to do?"
+        },
+        "branch_on": {
+          "Calculate Rebalancing Strategy": "strategy-calculation",
+          "Adjust Risk Level": "adjust-risk-level-balanced"
+        },
+        "timestamp": "2025-01-15T10:01:05Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "adjust-risk-level-growth": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "risk-adjustment",
+        "data": {
+          "content": "Please adjust the risk level for your rebalancing strategy:"
+        },
+        "timestamp": "2025-01-15T10:01:10Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "slider",
+        "block_id": "risk-level",
+        "data": {
+          "min": 1,
+          "max": 10,
+          "value": 7,
+          "label": "Risk Level (1 = Conservative, 10 = Aggressive)"
+        },
+        "timestamp": "2025-01-15T10:01:15Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "risk-update-actions",
+        "data": {
+          "status": "active",
+          "message": "Updating portfoliorisk level..."
+        },
+        "timestamp": "2025-01-15T10:01:17Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "risk-update-actions",
+        "data": {
+          "status": "complete",
+          "message": "Portfolio risk level updated"
+        },
+        "timestamp": "2025-01-15T10:01:19Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "calculate-strategy-after-risk",
+        "data": {
+          "options": [
+            "Calculate Rebalancing Strategy"
+          ],
+          "label": "Ready to calculate your rebalancing strategy?"
+        },
+        "branch_on": {
+          "Calculate Rebalancing Strategy": "strategy-calculation"
+        },
+        "timestamp": "2025-01-15T10:01:20Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "adjust-risk-level-conservative": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "risk-adjustment",
+        "data": {
+          "content": "Please adjust the risk level for your rebalancing strategy:"
+        },
+        "timestamp": "2025-01-15T10:01:10Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "slider",
+        "block_id": "risk-level",
+        "data": {
+          "min": 1,
+          "max": 10,
+          "value": 4,
+          "label": "Risk Level (1 = Conservative, 10 = Aggressive)"
+        },
+        "timestamp": "2025-01-15T10:01:15Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "risk-update-actions",
+        "data": {
+          "status": "active",
+          "message": "Updating risk level..."
+        },
+        "timestamp": "2025-01-15T10:01:17Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "risk-update-actions",
+        "data": {
+          "status": "complete",
+          "message": "Risk level updated"
+        },
+        "timestamp": "2025-01-15T10:01:19Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "calculate-strategy-after-risk",
+        "data": {
+          "options": [
+            "Calculate Rebalancing Strategy"
+          ],
+          "label": "Ready to calculate your rebalancing strategy?"
+        },
+        "branch_on": {
+          "Calculate Rebalancing Strategy": "strategy-calculation"
+        },
+        "timestamp": "2025-01-15T10:01:20Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "adjust-risk-level-balanced": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "risk-adjustment",
+        "data": {
+          "content": "Please adjust the risk level for your rebalancing strategy:"
+        },
+        "timestamp": "2025-01-15T10:01:10Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "slider",
+        "block_id": "risk-level",
+        "data": {
+          "min": 1,
+          "max": 10,
+          "value": 5,
+          "label": "Risk Level (1 = Conservative, 10 = Aggressive)"
+        },
+        "timestamp": "2025-01-15T10:01:15Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "risk-update-actions",
+        "data": {
+          "status": "active",
+          "message": "Updating risk level..."
+        },
+        "timestamp": "2025-01-15T10:01:17Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "risk-update-actions",
+        "data": {
+          "status": "complete",
+          "message": "Risk level updated"
+        },
+        "timestamp": "2025-01-15T10:01:19Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Data Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "calculate-strategy-after-risk",
+        "data": {
+          "options": [
+            "Calculate Rebalancing Strategy"
+          ],
+          "label": "Ready to calculate your rebalancing strategy?"
+        },
+        "branch_on": {
+          "Calculate Rebalancing Strategy": "strategy-calculation"
+        },
+        "timestamp": "2025-01-15T10:01:20Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "strategy-calculation": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "calculating-strategy",
+        "data": {
+          "content": "Calculating rebalancing strategy based on your risk level..."
+        },
+        "timestamp": "2025-01-15T10:00:40Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "strategy-agent-actions",
+        "data": {
+          "status": "active",
+          "message": "Analyzing current portfolio weights..."
+        },
+        "timestamp": "2025-01-15T10:00:45Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Strategy Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "strategy-agent-actions",
+        "data": {
+          "status": "active",
+          "message": "Calculating optimal rebalancing strategy..."
+        },
+        "timestamp": "2025-01-15T10:00:50Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Strategy Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "strategy-agent-actions",
+        "data": {
+          "status": "active",
+          "message": "Generating strategy explanation..."
+        },
+        "timestamp": "2025-01-15T10:00:55Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Strategy Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "strategy-agent-actions",
+        "data": {
+          "status": "complete",
+          "message": "Strategy calculation complete"
+        },
+        "timestamp": "2025-01-15T10:01:00Z",
+        "chunk_id": 4,
+        "agent": {
+          "name": "Portfolio Strategy Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "strategy-summary",
+        "data": {
+          "content": "## Rebalancing Strategy\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:05Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "strategy-summary",
+        "data": {
+          "content": "Based on your risk level, I recommend: **Reduce technology exposure by 5%, increase healthcare exposure by 5%, maintain current bond allocation**.\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:05Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "table",
+        "block_id": "rebalancing-table",
+        "data": {
+          "columns": [
+            "Sector",
+            "Current %",
+            "Target %",
+            "Change"
+          ],
+          "rows": [
+            [
+              "Technology",
+              "35%",
+              "30%",
+              "-5%"
+            ],
+            [
+              "Healthcare",
+              "20%",
+              "25%",
+              "+5%"
+            ],
+            [
+              "Financials",
+              "15%",
+              "15%",
+              "0%"
+            ],
+            [
+              "Bonds",
+              "30%",
+              "30%",
+              "0%"
+            ]
+          ]
+        },
+        "timestamp": "2025-01-15T10:01:10Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "trades-summary",
+        "data": {
+          "content": "### Proposed Trades\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:15Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "trades-summary",
+        "data": {
+          "content": "- Reduce Technology sector exposure by 5 percentage points\n- Increase Healthcare sector exposure by 5 percentage points\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:15Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "confirmation-buttons",
+        "data": {
+          "options": [
+            "Proceed",
+            "Cancel",
+            "Review Details"
+          ],
+          "label": "What would you like to do?"
+        },
+        "branch_on": {
+          "Proceed": "execute-trades",
+          "Cancel": "cancellation-message",
+          "Review Details": "detailed-review"
+        },
+        "timestamp": "2025-01-15T10:01:20Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "execute-trades": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "executing-trades",
+        "data": {
+          "content": "Executing trades..."
+        },
+        "timestamp": "2025-01-15T10:01:25Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "trade-execution-actions",
+        "data": {
+          "status": "active",
+          "message": "Preparing trade orders..."
+        },
+        "timestamp": "2025-01-15T10:01:30Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Trade Execution Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "trade-execution-actions",
+        "data": {
+          "status": "active",
+          "message": "Submitting trades to brokerage..."
+        },
+        "timestamp": "2025-01-15T10:01:35Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Trade Execution Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "trade-execution-actions",
+        "data": {
+          "status": "active",
+          "message": "Confirming trade execution..."
+        },
+        "timestamp": "2025-01-15T10:01:40Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Trade Execution Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "action",
+        "block_id": "trade-execution-actions",
+        "data": {
+          "status": "complete",
+          "message": "Trades executed successfully"
+        },
+        "timestamp": "2025-01-15T10:01:45Z",
+        "chunk_id": 4,
+        "agent": {
+          "name": "Trade Execution Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "success-message",
+        "data": {
+          "content": "\u2705 **Trades executed successfully!**\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:50Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "success-message",
+        "data": {
+          "content": "Your portfolio has been rebalanced according to the strategy. All trades have been completed and confirmed."
+        },
+        "timestamp": "2025-01-15T10:01:50Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "cancellation-message": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "cancellation",
+        "data": {
+          "content": "Rebalancing cancelled. "
+        },
+        "timestamp": "2025-01-15T10:01:25Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "cancellation",
+        "data": {
+          "content": "No trades have been executed. You can start a new rebalancing session anytime."
+        },
+        "timestamp": "2025-01-15T10:01:25Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ],
+    "detailed-review": [
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "review-header",
+        "data": {
+          "content": "## Detailed Rebalancing Review\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:25Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "review-details",
+        "data": {
+          "content": "### Strategy Rationale\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:25Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "review-details",
+        "data": {
+          "content": "The rebalancing strategy is designed to optimise your portfolio allocation based on your selected risk level. The recommended changes will help maintain your target risk profile while adjusting sector exposure.\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:25Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "review-trades",
+        "data": {
+          "content": "### Trade Details\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:30Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "review-trades",
+        "data": {
+          "content": "- **Reduce exposure**: Technology sector by 5 percentage points\n- **Increase exposure**: Healthcare sector by 5 percentage points\n\n"
+        },
+        "timestamp": "2025-01-15T10:01:30Z",
+        "chunk_id": 2,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "informational",
+        "block_type": "markdown",
+        "block_id": "review-trades",
+        "data": {
+          "content": "These trades will rebalance your portfolio to match the target allocation shown in the table above."
+        },
+        "timestamp": "2025-01-15T10:01:30Z",
+        "chunk_id": 3,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      },
+      {
+        "message_type": "await_user",
+        "block_type": "button",
+        "block_id": "review-confirmation",
+        "data": {
+          "options": [
+            "Proceed",
+            "Cancel"
+          ],
+          "label": "Would you like to proceed with these trades?"
+        },
+        "branch_on": {
+          "Proceed": "execute-trades",
+          "Cancel": "cancellation-message"
+        },
+        "timestamp": "2025-01-15T10:01:35Z",
+        "chunk_id": 1,
+        "agent": {
+          "name": "Portfolio Rebalancing Agent",
+          "instance_id": 1
+        }
+      }
+    ]
+  }
+}