Risk controls
Conceptual controls that make Invest's autonomous paper-trading path fail closed before entry.
Fail closed before entry
Invest is designed so that a candidate that cannot be supported by current, internally consistent evidence does not become a new paper entry. Risk controls are a decision boundary, not a reporting layer.
Control areas
Feasibility and buying power
Check whether the proposed structure is feasible within paper buying power and its required order conditions before it can be submitted.
Greeks and concentration
Evaluate aggregate options exposure and concentration so an otherwise valid candidate does not create an unsuitable combined posture.
Sizing and maximum loss
Constrain position size and modeled maximum loss according to the system's defined risk envelope.
Freshness and position truth
Require current, reconcilable market and portfolio state. Stale or conflicting state blocks a new entry.
Portfolio-level protections
Invest's design separates always-on entry safety checks from broader emergency and equity-protection mechanisms. Some portfolio protections are profile-dependent in the current paper phase, so their presence in the design does not imply that every conceptual control actively blocks every paper entry. Entry blocks do not remove exit availability for existing paper positions; lifecycle monitoring continues to preserve the ability to reduce or close exposure.
These controls are described at a conceptual level because Invest is private preview. Their presence is not a guarantee of performance, safety, or investment suitability.
Strategy menu
The concrete strategy families Invest's generator can propose, and the hard limits on that menu. Mixed stock-and-option combos are excluded, off-menu proposals are downgraded, and every multi-leg structure must fit a single native combo order.
Risk in practice
The implemented companion to Invest's conceptual risk controls. Two equity-relative ruin fences, a final-submit backstop, deterministic sizing that ignores model confidence, fail-closed operator knobs, and a plain statement of which controls are armed and which run shadow-first.