> ## Documentation Index
> Fetch the complete documentation index at: https://docs.worthcall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Order Execution

> Position sizing, bracket orders, and order modification.

# 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:

1. **Entry** — your entry order
2. **Take profit** — limit sell at target (OCA-linked to stop)
3. **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
```

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

## 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`.