Order Execution

Position sizing

Always size before you trade. The size_position tool calculates safe share count from three constraints:

MCP tool: size_position
Parameters:
  symbol: "MSFT"
  entryPrice: 420.50
  stopPrice: 418.00
  riskPercent: 1          # max 1% of equity at risk
  maxCapitalPercent: 10   # max 10% of equity in position

Returns: share count, dollar risk, capital used, margin impact.

Order types

Simple order

MCP tool: place_order
Parameters:
  symbol: "AAPL"
  action: "BUY"
  orderType: "LMT"
  totalQuantity: 50
  lmtPrice: 185.00
  tif: "DAY"

Bracket order (recommended)

MCP tool: place_advanced_bracket
Parameters:
  symbol: "AAPL"
  action: "BUY"
  quantity: 50
  entry: { type: "LMT", price: 185.00 }
  takeProfit: { type: "LMT", price: 188.00 }
  stopLoss: { type: "STP", price: 183.50 }

The bracket creates three linked orders:

Entry — your entry order
Take profit — limit sell at target (OCA-linked to stop)
Stop loss — stop order at invalidation (OCA-linked to TP)

When either TP or SL fills, the other auto-cancels via OCA group.

Trailing stop bracket

stopLoss: {
  type: "TRAIL",
  trailingPercent: 0.5    # trails 0.5% behind price
}

Or use fixed trailing amount:

stopLoss: {
  type: "TRAIL",
  trailingAmount: 1.50    # trails $1.50 behind price
}

Modifying orders

Use modify_order to change price/quantity on an existing order without breaking bracket links:

MCP tool: modify_order
Parameters:
  orderId: 12345
  lmtPrice: 186.00       # new take profit level

Never cancel and re-place bracket legs — this breaks the OCA group. Always use modify_order to preserve bracket integrity.

Order management

Tool	Purpose
`get_open_orders`	All working orders
`get_completed_orders`	Filled/cancelled orders
`get_executions`	Today’s fills with commissions
`cancel_order`	Cancel specific order
`cancel_all_orders`	Cancel everything
`flatten_positions`	Emergency: close all positions at market

Session guardrails

The session risk gate tracks:

Daily P&L — locks trading at max daily loss
Trade count — limits trades per session
Consecutive losses — cooldown after loss streaks

Check with session_state. Manual lock: session_lock. Reset: session_reset.

Getting Started

Trading Workflows

Order Execution

Order Execution

Position sizing

Order types

Simple order

Bracket order (recommended)

Trailing stop bracket

Modifying orders

Order management

Session guardrails

​Order Execution

​Position sizing

​Order types

​Simple order

​Bracket order (recommended)

​Trailing stop bracket

​Modifying orders

​Order management

​Session guardrails

Order Execution

Position sizing

Order types

Simple order

Bracket order (recommended)

Trailing stop bracket

Modifying orders

Order management

Session guardrails