Portfolio Risk Assessment

What problem does it solve?

Trading involves significant risk. This Skill automates the critical task of monitoring portfolio health, enforcing risk limits, and preventing catastrophic losses through intelligent circuit breakers and pre-trade validation. It ensures your trading strategy operates within defined safety parameters, giving you peace of mind.

Core Features & Use Cases

• Real-time Portfolio Health: Continuously monitors your account equity, P&L, drawdown, and cash levels.
• Automated Circuit Breakers: Automatically halts trading if daily loss, maximum drawdown, or consecutive losses exceed predefined thresholds.
• Pre-Trade Validation: Validates every proposed trade against your risk rules (e.g., position size, buying power) before execution.
• Use Case: Before any trade, the AI can use this skill to validate if the trade adheres to your risk limits and if any circuit breakers are active, ensuring you never overexpose your portfolio or trade during high-risk periods.

Quick Start

To assess your portfolio's current health and check for any active circuit breakers, simply ask: "Assess my portfolio's risk and check if trading should be halted."