Check proposed stock orders against configured limits before they are shown for broker execution. The skill reports PASS or BLOCK with reasons, checking order size, holdings, cash, restricted assets, duplicates, and daily limits.
Risk Manager. Checks every proposed order against your limits before it can reach the broker and blocks anything over them: blocked tickers, max order size, minimum order, max position percent after the fill, the cash buffer, margin, short sales, options and crypto (off unless allowed), malformed orders, duplicates and a daily order limit. Prints PASS or BLOCK with the reason for each order and records the verdicts so trader-broker only shows an order that passed. Use when the user says "check my orders", "is this safe", "risk check", "does this break my rules", "can I place this", or before /trader-broker, always.
Run score Not tested
See how to installReview the instructions the agent will receive before you install.
The Risk Manager is the gate between a proposal and the broker. Every order written by trader-budget, trader-rebalance or trader-tax passes through it. A BLOCK is final for that order: it does not go to the user for a yes, and it does not go to the broker.
${CLAUDE_SKILL_DIR} below is this skill's folder (where this SKILL.md lives).
python3 "${CLAUDE_SKILL_DIR}/check.py" # trader/ files; writes trader/state/risk.json
python3 "${CLAUDE_SKILL_DIR}/check.py" --json
python3 "${CLAUDE_SKILL_DIR}/check.py" --no-write # look without recording
| file | what |
|---|---|
trader/orders.json | the proposed orders |
trader/config.json | the limits (trader-budget ships config.example.json) |
trader/portfolio.json | cash and holdings; if missing, a fresh account funded with the budget |
trader/prices.json | needed to size share-count orders and value holdings |
trader/state/broker.json | what was placed today, for duplicates and the daily limit |
trader/state/risk.json | the verdicts it writes, with a fingerprint of each exact order |
Orders are checked in file order, as if each passed order had filled, so a batch that is fine order by order but breaks a rule together is caught.
| check | blocks when |
|---|---|
| format | no symbol, side not buy or sell, both or neither of qty and notional, a notional order that is not market + day (Alpaca's rule), a limit order with no limit price |
| asset | an option symbol while allow_options is false; crypto or anything that is not a US stock or ETF ticker |
| blocked | the ticker is on the blocked list |
| size | under min_order_usd or over max_order_usd |
| position | the stock would be over max_position_pct of the account after the fill |
| cash | the buy would leave less than the cash buffer, or need margin (allow_margin false) |
| short | a sell of more than you hold (allow_short false) |
| duplicate | the same symbol and side twice in one batch, or already placed today |
| daily limit | more than max_orders_per_day placed today |
Warnings do not block, but say them to the user: a LIVE account, a number sent as a number instead of a string, an advanced (bracket) order.
trader/prices.json is fresh if any order is a share count or
any holding needs a value (trader-alerts: alerts.py quote --holdings --write).check.py. Exit code 0 means every order passed, 1 means at least one
was blocked.The five buys from trader-budget (AAPL $1,250, AXP $1,119, GOOGL $823, KO $708, BAC $600) on a fresh $5,000 paper account with the example config:
PASS #1 buy AAPL $1,250
PASS #2 buy AXP $1,119
PASS #3 buy GOOGL $823
PASS #4 buy KO $708
PASS #5 buy BAC $600
5 passed, 0 blocked. Cash after the passed orders: $500 (paper account).
AAPL lands exactly on the 25% cap ($1,250 of $5,000), which is allowed. A sixth order, another $100 of AAPL, is blocked three ways: it would dip into the $500 cash buffer, put AAPL over its 25% cap, and repeat AAPL in the same batch.
It never places an order, never edits an order to make it pass, never loosens a limit, and never treats a PASS as the user's yes. A PASS only means the order is allowed to be shown to the user.
"paper": true). Going live is the user's own decision, in their own config.No reviews yet. Tell others what you thought.
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