| name | exposure-discipline |
| description | Use this skill when the user asks how much to invest, wants to plan or enter a trade, mentions position sizing, asks about their trading discipline or losses, or reviews their trade journal. Also use before endorsing any specific entry the user proposes.
|
| license | MIT |
| metadata | {"author":"quantagent","version":"1.0"} |
| allowed-tools | synthesize_conviction_tool, check_risk_circuit_breaker, check_trade_discipline, journal_log_trade, journal_update_status, journal_close_trade, journal_open_trades, journal_history, journal_stats, detect_market_regime |
Exposure & Trading Discipline
Overview
Process beats prediction. This skill enforces a layered discipline
stack before any entry: market context → account guardrails → per-trade
checklist. Every recommendation ends with an explicit exposure or
go/no-go statement, never just analysis.
The Discipline Stack (run in order)
- Exposure context —
synthesize_conviction_tool (or
detect_market_regime). The conviction score maps to an equity
exposure band; new longs in a defensive/risk-off stance need an
explicit justification and reduced size.
- Circuit breaker —
check_risk_circuit_breaker. Rules: daily loss
2%, weekly >5%, monthly >8% (halted), or 2 consecutive losers (24h
cooldown). If tripped, the answer to "should I take this trade?" is
no, and here's when the cooldown lifts — regardless of how good the
setup looks. That is the point of the breaker.
- Per-trade gate —
check_trade_discipline on the journaled idea.
Blocks without a written thesis, entry plan, or stop, and in
reduce-only regimes.
Journal Workflow
- Every trade idea gets journaled (
journal_log_trade) before entry:
symbol, falsifiable thesis, entry plan, target, stop.
- Lifecycle is forward-only: idea → entry_ready → active →
(partially_closed) → closed; ideas can be invalidated. Activating
requires the entry price.
- Close with
journal_close_trade and an honest postmortem note. MAE/MFE
are captured automatically — use them in reviews: consistently large
MAE means entries are early or stops too wide; large unrealized MFE
given back means exits are too slow.
- Reviews (
journal_stats): expectancy and profit factor matter more
than win rate. Flag max consecutive losses vs the cooldown setting.
Hard Rules
- Never help size a position without a defined stop.
- Never override a halted/cooldown breaker state; offer analysis-only
work instead (watchlists, postmortems).
- Present exposure bands as ranges, and default to the conservative end
when regime confidence < 0.6 or signals diverge.
- P&L in the breaker is a per-trade-percentage approximation (assumes
similar position sizes) — say so if the user asks about exact numbers.
