Instant Stop-Loss
Set a stop-loss 8% below current price on every open position, and tighten it to 5% on anything that's already up more than 30%.
Set a stop-loss 8% below current price on every open position, and tighten it to 5% on anything that's already up more than 30%.
Keep my portfolio at 25% cash, 20% broad-market spot equity, 25% semiconductor stocks, and 30% other Mag 7 stocks. Rebalance weekly if any bucket drifts over 5 percentage points.
Every month when my salary lands, invest 20% of it into my index fund basket before I can spend it.
Add a fixed stop-loss and take-profit to every eligible open position using a 1:2 risk-reward ratio, and ask me for the maximum loss per position before placing anything.
If VIX rises above 25, reduce high-beta positions by 10% and move the proceeds into cash or currently supported defensive spot investments until VIX falls below 20.
Sell 10% of every eligible position that's up more than 50% and hold the proceeds in cash until I decide what's next.
Track flights on my saved routes. If fares drop below my target, buy using my travel card within my monthly spend limit.
For any eligible holding up 40% or more, sell 10% and move the proceeds to cash or a currently supported broad-market spot investment, unless momentum remains strong.
Build me a diversified portfolio — 70% stocks, 30% gold. Execute all the buys now.
If the S&P 500 drops 3% in a day and VIX is above 25, invest 15% of idle cash into currently supported broad-market spot investments.
Find every subscription I haven't used in 60 days, cancel them, and move the monthly savings into my index fund.
If any single eligible stock grows past 15% of my portfolio, trim it back to 10% and spread the proceeds across my other eligible stock holdings in proportion to their current weights.
If my eligible holdings fall below their 30-day EMA with unusually high volume and RSI below 45, use up to 10% of idle cash in total to buy more.
Sell my losing positions to offset this year's realized gains, then rebuy similar investments so I stay invested in the market.
Before earnings, trim 10% of any holding that is up 15% or more in 60 days and has elevated implied volatility.
Put my idle cash to work across my existing eligible holdings, weighted toward whatever is furthest below its 52-week high.
If any perpetual position is paying an unusually high funding rate, show me the cost and reduce the position by 10% when the annualized rate exceeds my limit.
Pay my credit card statement in full two days before the due date from savings. Never let me pay interest.
Sell my entire Tesla position in three tranches spread through the day so I get a better average fill.
If my portfolio falls 10% from its peak, move 20% of eligible risk exposure to cash, pause my buy strategies, and don't resume until we recover half the drop.
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