the-equity-risk-manager

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.