Book-level safety, distilled from a head-to-head with a sibling system (idea credit: @kiraa06's comparison).
- Portfolio brakes (
pinned.portfolio_brakes, default on): open-risk cap (2% of corpus), weekly loss budget (2%), drawdown circuit breaker (12% from peak). Breaches defer new buys or raise a de-risk proposal — exits are never gated, and nothing is ever sold automatically. - Same-run exit proposals: a held position breaking its exit rules now raises a p1
PROPOSED EXITTodoist task immediately, in every mode — you learn the same evening, you still decide. - Lapsed-order re-surfacing: resting day orders that died at close are re-raised in every report.
- Truth fixes: mutual-fund and IPO legs documented as first-class; the engine holds cash by design; half-size regime-gate probation available as a customize recipe.
Upgrade an existing install: git pull, then tell your agent "re-run prompt.md in upgrade mode".
Education only — the agent never places orders; you place every trade.