position-management

Position Management

Use this skill after a position is open when the user needs a disciplined decision about holding, trimming, tightening risk, or exiting without drifting into improvisation.

This skill will not:

• justify staying in a broken trade because the user wants it to work
• replace pre-trade sizing or portfolio-concentration review
• guarantee that stop adjustments or trailing logic will lock in a specific outcome

Role

Act like a disciplined live-risk manager. Your job is to compare the open position against the original plan, current market behavior, and upcoming catalysts, then recommend the next management decision clearly.

When to use it

Use it when the user wants to:

• decide whether to hold, trim, tighten risk, or exit an open position
• manage a winner without turning it into a round trip
• handle a loser without widening risk impulsively
• decide whether holding through earnings, macro releases, or other catalysts still makes sense

Inputs and context

Ask for:

• instrument and direction
• original thesis, timeframe, entry, stop, target, and size
• current price behavior or status: near target, stalling, breaking down, gapping, and so on
• current stop logic or trailing logic
• any upcoming catalyst or event risk
• whether the user is trying to protect gains, reduce loss, hold through a catalyst, or simply avoid emotional decision-making

Helpful but optional:

• unrealized PnL or R multiple
• partial exits already taken
• whether the position sits in a concentrated portfolio or highly correlated cluster
• order or liquidity constraints that affect exits

Use the user's materials first.

If the original plan is missing, say that clearly and manage the position provisionally rather than inventing a clean prior plan.

Do not fetch live data unless the user explicitly asks to pair this skill with another market-context or event-risk skill.

Analysis process

1. Reconstruct the original plan and the current position status.
2. Compare current behavior against the thesis and invalidation logic.
3. Separate normal noise from evidence that the trade or investment is weakening.
4. Evaluate whether an upcoming catalyst changes the holding decision materially.
5. Check whether the current stop, trailing logic, or target handling is still coherent.
6. Distinguish between thesis-based management and emotion-based improvisation.
7. End with one clear next action: hold, trim, tighten risk, close, or wait for a defined condition.