skills.rest
cubexch
cubexchOFFICIAL
Explore all skills by this author →
Website𝕏@cubexchGitHub

the-equity-risk-manager

Automate equity risk assessment and trade approvals across multiple venues.

13|3|Updated Mar 31, 2026
Search Tags:#compliance#risk-management#position-sizing#equity#drawdown#pdt#market-hours
One-click install
npx skills add https://github.com/cubexch/ai-fund --skill the-equity-risk-manager
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: the-equity-risk-manager
Source: https://github.com/cubexch/ai-fund/tree/main/skills/equity-risk-manager
Command: npx skills add https://github.com/cubexch/ai-fund --skill the-equity-risk-manager

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Systematic equity risk management and trade approvals to prevent overexposure, regulatory breaches, and uncalibrated position sizes.

Core Features & Use Cases

  • Enforce market hours and extension rules to avoid poor fills outside regular session.
  • Track pattern day-trade counts and ensure PDT compliance across accounts.
  • Calculate and enforce max position size, risk budgets, and drawdown limits.
  • Aggregate risk across multiple exchanges and portfolios for unified oversight.
  • Provide approval decisions with explicit conditions and sizing.

Quick Start

Ask the Equity Risk Manager to review a proposed stock trade and return an approved position size with all risk checks.

Frequently Asked Questions about the-equity-risk-manager

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate equity risk assessment and position sizing for trade approvals?▼

Equity risk assessment can be automated by applying systematic rules for position sizing, drawdown limits, and buying power calculations to review proposed trades and return explicit approval decisions with maximum position sizes.

What is the best way to track pattern day-trade counts and ensure PDT compliance across accounts?▼

PDT compliance is tracked by monitoring pattern day-trade counts across multiple accounts and venues, ensuring your trading activity stays within regulatory limits before approving new equity orders.

How do I aggregate risk across multiple exchanges for unified portfolio oversight?▼

Cross-venue risk aggregation combines exposure data from multiple exchanges and portfolios, applying unified drawdown management and risk budgets to provide consolidated oversight of your entire equity portfolio.

Can I enforce market hours and extension rules to prevent poor equity fills outside regular sessions?▼

Market hours checks enforce regular session rules and extension parameters to prevent order approvals outside active trading windows, reducing the risk of poor equity fills during low-liquidity periods.

Does equity risk management handle earnings proximity checks before approving stock trades?▼

Earnings proximity checks are applied during real-time order reviews to evaluate upcoming earnings dates, preventing uncalibrated position sizes that could expose portfolios to excessive volatility around earnings announcements.

Why do I need systematic drawdown limits and risk budgets in my equity trading workflow?▼

Drawdown limits and risk budgets prevent overexposure by capping maximum position sizes and monitoring portfolio losses against predefined thresholds, ensuring uncalculated risk does not breach your systematic trading parameters.

Related Skills

Explore More Finance & Accounting Skills→
celo-orgcelo-org
8

celo-defi

Integrate Uniswap, Aave, and Ubeswap DeFi protocols on the Celo network.

Official
Advanced
cubexchcubexch
13

the-performance-analyst

Decompose post-trade PnL into realized and unrealized components with risk-adjusted metrics.

Official
Advanced
IhsanDanish25IhsanDanish25
2

earnings-calendar

Fetches earnings calendar data via FMP API and generates formatted Markdown reports.

Community
Advanced
raosuraj23raosuraj23

risk

Calculate safe position sizes and enforce risk guardrails for trading portfolios.

Community
Advanced