review_positions
Review open positions to flag those past a loss threshold, encouraging deliberate decisions on whether the thesis has changed or just the price.
Instructions
Review open positions for loss discipline. Flags positions that have fallen past a loss threshold so a deliberate decision gets made — "has the thesis changed, or just the price?" — instead of defaulting to holding. Surfaces the book so the well-documented tendency to hold losers and sell winners (the disposition effect) gets a conscious check. Informational, not advice.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account | No | Account ID; empty for default account | |
| loss_threshold_pct | No | Flag open positions at or below this % return from cost, e.g. -15 |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |