--- 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.