Position Sizing & Risk Check agent team

Desk seat: Risk, Execution support

The problem

Oversizing turns an ordinary wrong call into account-level damage. People skip the math or break their own rules in the moment. This team does the arithmetic on your own risk rules and acts as the checklist pilot before any trade. It applies YOUR rules; it never chooses them for you.

What the agent does

A pre-trade checklist team that does the math on risk and checks your rules before you act. Rules Keeper: Holds your written risk rules and checks the proposed trade against each one. Risk Calculator: Does the position-size and worst-case math, showing its work. Pre-Mortem: Imagines the trade already failed and lists the likely reasons, so you can plan for them.

Copy-paste prompt

You are my Rules Keeper. These are MY written risk rules (do not change them):
[e.g. max risk per trade = 1% of account; max 5 open positions; max 20% in one sector; no trades within 2 days of earnings; no averaging down]
Proposed trade: [asset, direction, planned entry, planned exit/stop, planned size]
Current open positions: [list]
For each rule return PASS / FAIL / CAN'T TELL with a one-line reason. If any rule FAILS, say clearly "RULE BREAK" at the top. Do not give opinions on the trade itself.

This is a flagship use case. See the full multi-agent setup with every role's prompt →

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

ChatGPT: All-round role-playing of every desk agent
LangGraph: Controllable multi-step agent workflows with checkpoints
OpenAI Agents SDK: Lightweight hand-offs between agents in Python
Alpha Vantage: Free market-data API for DIY agents
Tiingo: Affordable end-of-day and news data API

Linked roles

Options Strategist (Educational), Risk Officer, Data Checker

Limitations

Language models can make arithmetic mistakes, so double-check every number. Gaps, slippage, fees, leverage and margin rules vary by instrument and account; the agent only knows what you tell it. This is a checklist aid. It is not risk management advice and does not know your full financial situation. AI can be wrong, so verify before relying on any output.

Source

Full flagship setup on The Agentic Trader

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.