Skip to main content

​
Exit Plans

Exit plans attach to bracket orders and provide structured exit policies based on Holly autopsy data.

​
Creating an exit plan

MCP tool: exit_plan_create
Parameters:
  correlation_id: "bracket-123"   # from place_advanced_bracket
  symbol: "AAPL"
  direction: "long"
  total_shares: 100
  entry_price: 185.00
  hard_stop: 183.50
  strategy: "Tailwind"            # Holly strategy name
The plan auto-generates:
  • TP ladder — scale-out targets at 1R, 2R, 3R
  • Trailing stop — tightens as price moves in your favor
  • Protect trigger — moves stop to breakeven after 1R reached
  • Time stop — max hold time before forced exit

​
Exit plan lifecycle

draft → active → protecting → scaling → exited
                                      → cancelled
  1. Draft — created, waiting for entry fill
  2. Active — entry filled, monitoring price
  3. Protecting — breakeven stop activated
  4. Scaling — partial TP fills taken
  5. Exited — position closed (TP, SL, or manual)
Activate after fill: exit_plan_activate with actual entry price.

​
Tracking overrides

When you deviate from the plan (moved stop, took early profit, froze), record it: 
MCP tool: exit_plan_record_override
Parameters:
  exit_plan_id: "uuid-here"
  field: "hard_stop"
  old_value: "183.50"
  new_value: "182.00"
  reason: "tilt"          # revenge, too_early, too_late, freeze, tilt, news, technical
This builds a behavioral profile — the analytics page shows override frequency and which reasons cost you the most.

​
Closing a plan

MCP tool: exit_plan_close
Parameters:
  id: "uuid-here"
  exit_price: 187.25
  reason: "tp_filled"     # tp_filled, sl_filled, manual, flatten, cancelled
Auto-calculates R-multiple and giveback ratio.

​
Analytics

View exit plan performance:
  • exit_plan_stats — avg R-multiple, giveback ratio, override frequency
  • exit_plan_list — all active and historical plans
  • /analytics — giveback distribution chart shows where profits leak