Risk Management
Monitor and configure trading guardrails
US Equities…
JR
Today’s Status
Day P&L
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Day Trades
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Daily Loss Limit
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Engine Status
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Global Kill Switch
When active, all engine ticks are blocked. No strategies will execute.
OFF
Stock Trading Hours
Global time window for all stock strategies (ET). Leave blank to trade any time market is open.
Typical US market: 09:30 to 16:00  ·  Avoid first 30 min: 10:00 to 15:30
Risk Limits
Hard caps — engine halts or blocks orders when these thresholds are breached.
Max Daily Loss
Halt engine when day P&L drops below this %
%
Max Day Trades
Max same-day round-trip trades (PDT protection)
trades
Max Position Size
Max % of portfolio any single position can hold
%
Take-Profit Target
Auto-sell when unrealized gain reaches this %. 0 = disabled.
%
Position Sizing
How the engine calculates order size when a strategy signals without an explicit notional.
Fixed Notional
Use strategy’s configured dollar amount
Portfolio %
Size each order as a % of account equity
Circuit Breakers
Auto-pause trading on repetitive losses or excessive order volume.
Consecutive Failures
Block after N order errors. Resets on success.
errors
Weekly Loss Limit
Kill switch if week P&L drops below %. Resets Mondays.
%
Max Orders / Day
Total filled orders cap across strategies. 0 = unlimited.
orders
Exposure Controls
Prevent over-concentration in too many positions or a single ticker.
Max Open Positions
Block new buys when this many positions are open. 0 = unlimited.
positions
Max Symbol Exposure
Block buys if position already represents this % of portfolio. 0 = unlimited.
%
Bot Trading Hours
Automated strategies only fire within this window (Eastern Time). Manual orders are never restricted. Leave blank to allow all market hours.
From
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To
No-Trade List
Symbols blocked from all strategy orders. Manual orders are not affected.
No symbols on the no-trade list.
Per-Account Kill Switches
Emergency stop for a specific broker account. Tap once to arm, tap again to confirm.
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News Sentiment
Claude scores recent headlines per ticker. Negative sentiment blocks buys; positive sentiment boosts position size. Requires a Claude API key configured in AI Tuning.
Enable Sentiment Filtering
Off by default — enable once Claude API key is set.
Block Threshold
Block buy when score is below this (range −1 to 0)
Boost Threshold
Boost size when score is above this (range 0 to 1)
Boost Multiplier
Multiply notional by this on positive sentiment
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