Risk & protection

Policy enforced in software. A reason code on every refusal.

Fifteen layered gates run before any order is sent — account-aware, per-gate configurable, never optional. Each entry-time policy runs off, shadow or enforce, so you watch what a rule would have done before you let it block.

The gates

G1 to G15, on every idea.

G1
Trade logicentry present; stop and every target on the right side
G2
Max positionsopen-position count per account
G3
Direction balancelong/short share caps
G4
Cluster concentrationcap per symbol cluster
G5
Margin lockedtotal margin ≤ % — plus stock-vs-options budgets
G6
Free marginheadroom after this trade
G7
Daily lossrealized from fills vs −% of account, per asset class
G8
Stop-out breakerN losing stop-outs today halts the account
G9
Market regimeregime floor; caution multiplier can size to zero
G10
Macro windowstier-1 block / tier-2 reduce around events
G11–14
Heat · correlation · liquidity · sectorequity book gates, fail closed
G15
AI risk gatehard vetoes, bucket expectancy, 0–100 quality score — shadow today
offshadow — records would_blockenforce — refuses with a code entry windowquote chaseanchor qualitypremium divergenceovernight carryunderlying typeKelly ceiling

Beyond the gates: per-provider buckets (incubation → provisional → production) with daily and monthly loss limits and stop-out caps that suspend a losing provider automatically — never silently.

Protection

One stop lifecycle per asset class. Every leg's state published, and alarmed on when inert.

Stocks

  • Native GTC stop + TP1–5 ladder rested at the broker
  • Synthetic stop enforces the ratcheted level outside 09:30–16:00
  • Break-even, trailing and gain-armed trails with app-side ratchets
  • 33% per-position cap, buying-power clamp, session shapes

Options

  • Premium stop band, underlying stop and a native −60% backstop — the last free contract always reserved for the stop
  • TP ladder in premium %, give-back trail from TP1, ratchet to break-even
  • Max-hold, theta guard, 15:55 carry flatten, hold-through-expiry opt-in
  • Contract resolution and fit ranked on liquidity and open interest

Crypto

  • Perps signed with an agent wallet; funding and fills reconciled
  • Entry zones, DCA and cmp-till entries watched by entry monitors
  • Stale and dust positions auto-closed; protective exits on marks every 30s
  • Spot keys that can move funds refused at onboarding

Controls reduce avoidable mistakes — they never eliminate market risk. Nothing here is investment advice.

Accountability

Everything attributable. Nothing hidden.

Your brokers keep custody

Akasha never holds funds. Venue keys are encrypted at rest; Schwab is read-only by design; Coinbase keys that can move funds are refused.

Paper first, live by choice

Every venue supports a paper environment per account. Live is a per-account, per-venue switch — and every policy can run in shadow before it enforces.

Reconciled to the venue's books

Fills, funding, ledgers and positions are checked against what the broker or exchange says, on a schedule, with drift alarms.

Audited end to end

Every idea carries its gate results and an 87-type event timeline; every order leg its raw request and response; every API and agent call its token.

Security baseline

2FA with per-workspace enforcement, lockouts, rate limiting, fail-closed authorization, hardened headers, dependency and secret-hygiene gates on every merge.

Health you can read

System health, ~115 tracked recurring jobs, 33 read-only checks four times a day, alerts that survive the alerter — and an agent that can read all of it.

Measured, not guessed

Every exit rule, gate and sizing change is replayed on the real ledger with signal-clustered confidence intervals before it is enforced — and the rejected ones are recorded too.

Private by construction

Workspace isolation at the policy layer, a one-way firewall on shared feeds, PII scrubbing on error reporting, private-model agents whose data never trains a shared model.

The Akasha agent — a friendly robot with a gold antenna and a cyan visor
Get started

Run your book like a desk.
Your agent is already waiting.

Connect a broker on paper, point a signal room at it, and ask your agent for the morning check.