Pre-trade compliance and risk check
pre_trade_checkRun an order past a compliance officer and risk manager before sending it to the broker. Checks buying power, cash-account settlement violations, FINRA intraday margin (post-PDT) or legacy PDT limits, Reg SHO short-sale rules, wash-sale exposure, position concentration, per-trade risk versus stop, liquidity, spread, fat-finger prices, leverage and market hours. Returns approve / approve_with_warnings / reject with reasons and a resized quantity when useful. Price: $0.005.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| order | Yes | ||
| market | No | ||
| policy | No | Override risk limits. Defaults: {"max_position_pct":0.2,"max_order_risk_pct":0.02,"max_adv_pct":0.05,"max_spread_pct":0.01,"max_gross_leverage":2,"max_limit_deviation_pct":0.1,"allow_short":true,"allow_extended_hours":false,"require_stop":false} | |
| account | Yes | Account state before the order. |