AI Trading Agent Risk Prompt

Paper-first boundary

Trading Boy does not execute live trades, hold funds, or provide financial advice. This page is for simulated paper-trading review, prompt design, journal structure, and human review. It is not a signal feed, broker instruction, or promise of live trading results.

When to use this page

Use it before paper entries so the agent has to inspect exposure, drawdown, and stop conditions instead of only describing the setup.

The search intent behind how to write an AI trading agent risk prompt is usually practical: the user wants a reusable asset, an example, and a checklist. This page treats those variants as one owner page rather than splitting guide, example, checklist, and template into thin sibling pages.

Use the asset only after the paper-trading workflow, prompt version, permission boundary, and journal output format are clear. If the user cannot identify the setup, invalidation, risk field, or review question, the next action should be a skip, caveat, or human review rather than a confident simulated entry.

Risk prompt checklist

Review field	Pass condition	Paper-mode boundary
Simulated size	Requires planned paper size and maximum paper loss.	The agent cannot increase size because confidence is high.
Exposure conflict	Checks related symbols, correlated ideas, and repeated themes.	Related exposure creates a review note or skip.
Drawdown state	Names whether the paper account is in normal, caution, or pause mode.	Drawdown rules override new ideas.
Frequency cap	Checks whether the sample has too many trades for the cadence.	Overtrading creates a paper skip.
Pause condition	Defines when the agent stops suggesting new paper entries.	The prompt respects process quality over activity.

Reusable prompt or worksheet text

Role: You are helping organize a simulated paper-trading review. You may summarize context, apply written rules, identify missing fields, and prepare journal evidence. You may not route live trades, request secrets, or provide financial advice.

Required output: Decision type, setup name, rule version, thesis, invalidation, paper risk, data caveat, behavior tag, and one human review question.

Skip rule: If setup, invalidation, paper risk, or data quality is missing, produce a skip or excluded row. Do not invent the missing field to make the record look complete.

Review handoff: Send the output to the paper journal, evaluation checklist, or human review checklist. Choose one next paper-mode action: collect more samples, tighten one field, pause, or revert a prompt change.

Example paper workflow

Scenario: The agent sees two similar crypto breakout ideas during a drawdown week. The risk prompt forces a correlated-exposure note and tells the agent to choose one paper idea or skip both until the next review window.

Good output: The risk note explains why paper size is reduced or why a setup is skipped.

Weak output: The agent repeats the thesis but never checks exposure, drawdown, or stop distance.

Decision: The reviewer keeps the evidence in paper mode, checks the output with the AI paper trading agent evaluation checklist, and records any prompt change in AI trading agent prompt versioning.

Use it with these controls

Prompt version: every sample should name the version that produced the output.
Output format: the agent should use consistent fields for entries, exits, skips, and missed setups.
Risk gate: size, exposure, drawdown, stop distance, and pause rules should be checked before judging the idea.
Human review: a person should approve prompt, risk, or workflow changes before the next sample.
Data privacy: private exchange credentials, account identifiers, and secret values should stay out of prompts and screenshots.

How it supports ranking

This owner page consolidates the guide, example, template, checklist, and for-paper-trading variants into one durable page. That gives searchers a complete answer without flooding the sitemap with near duplicates.

It also links into the surrounding Trading Boy system: paper-trading hub, AI paper agent, prompt template, output format, risk controls, permission boundaries, and paper-trading limitations.

Related AI paper-agent pages

Use these links to move between setup, output, risk, journal, and review pages without leaving the paper-first cluster.

AI Trading Agent Risk Prompt FAQ

What should an AI trading agent risk prompt check?

It should check paper size, stop logic, exposure, drawdown, frequency, and pause rules.

Can a risk prompt replace a calculator?

No. It can force the review question, but risk math should still be checked with a calculator or worksheet.

Should the risk prompt allow live orders?

No. This prompt is for simulated paper review and should not include live order routing.