| name | plan-trade |
| description | Plan, execute, and verify a trade or position-management request without inventing transaction parameters. Use when the user asks to place, open, buy, sell, long, short, close, cancel, reverse, or otherwise change account state. |
Plan a trade
Use this only for an explicit account-changing request.
- Fetch the fresh quote and relevant portfolio or order state.
- Resolve the exact asset, side, size, leverage, order type, protection, and
account mode. The model may choose conservative values the user explicitly
delegated. Ask one short question only for a material choice that was not
stated or delegated.
- Call
execute_trade once with the exact action. Let server policy handle
approval, identity, signing, simulation, and idempotency.
- Treat the result as confirmed, rejected, or unknown. Never imply success
before confirmation, and never replace an unknown action with a new one.
- When available, refresh the portfolio and report the result plus remaining
risk in a few lines.
Navigation and ticket drafting are not execution. Never accept keys, wallet
ids, signer material, or raw transactions.
