risk-report

name	risk-report
description	Generates a risk assessment for current or hypothetical positions using engine rules and paper state
version	0.1.0
tags	["risk","assessment","portfolio"]
user_invocable	true
model_invocable	true
requires_tools	["risk_check","risk_report","paper_positions"]

Risk Report

Description

Generates a risk assessment for current or hypothetical positions using engine rules and paper state.

Triggers

• "Run a risk check on my portfolio"
• "What does risk_report say right now?"

Steps

1. Identify account and symbols of interest for context.
2. Call paper_positions to list open exposure and quantities.
3. Call risk_report to enumerate active rules and their status.
4. For a specific trade idea, build a trade intent and call risk_check.
5. Summarize allowed/blocked outcomes and the most binding constraints.

Tools Used

• risk_check: Evaluate a concrete trade intent against configured risk rules.
• risk_report: List configured risk rules and their current enablement/status.
• paper_positions: Inspect open paper positions for exposure before reasoning about risk.

Example Interaction

User: Am I allowed to add size on BTC with my current rules? Agent: I will read paper_positions for exposure, then risk_report for rules. If you propose a trade, I will validate it with risk_check and explain the decision.

Notes

• Risk outputs are advisory; final responsibility stays with the operator and policy configuration.