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
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 }
- 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
}
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.
