Account and Risk Prompts for AI Trading Agents
Start here when you want an AI trading agent to act like a risk clerk before it acts like a trader. These prompts make the agent prove what account it is looking at, what exposure exists, and whether the next action is safe.
Related references: Core MCP Tools, Workflows and Safety, Daily Loss Limits, and Position Sizing.
Morning risk brief
Give me a premarket risk brief for Sim101 before I trade.
Show accounts, connection status, open positions, working orders, recent executions, account summary, and watermarks. Then summarize the biggest risk in one paragraph: open exposure, stale orders, drawdown room, or connection problems. Do not place or cancel anything.
Why it works: it asks for read-only state first and tells the agent not to trade. It should use tools such as ListAccounts, GetConnections, ListPositions, ListOrders, ListExecutions, GetAccountSummary, and GetWatermarks.
Prop firm daily-loss guard
I'm trading an Apex $50k evaluation on APEX1234. My personal stop for the day is $250 before the firm's hard limit.
Check current P&L, watermarks, open positions, working orders, and recent fills. Estimate whether any open risk could push me through my stop. If it could, tell me exactly what to flatten or cancel. If I'm already too close to the limit, recommend no new trades.
Use this when the account matters more than the setup. For background, read Daily Loss Limits and Trailing Drawdown Survival Guide.
Stale order hunt
Find any stale working orders in Sim101.
Look at all active orders and compare them with the current position for each instrument. Flag anything that looks orphaned, oversized, or unrelated to a live position. Do not cancel yet. Give me a proposed cleanup list with order IDs and reasons.
Follow-up after reviewing the list:
Cancel only the stale orders you listed for Sim101. Do not touch protective orders attached to an open position. After canceling, show active orders and current positions again.
Safe limit-order lifecycle test
This is useful when you want to verify the agent-to-NT8 round trip without taking a real fill.
On Sim101, test the order lifecycle with one MES contract.
Get the current quote first. Place a buy limit far enough below market that it should not fill. Confirm the order is working, move it one tick lower with a Change call, confirm the changed price, then cancel it. Show every order status by order ID. If the order fills unexpectedly, flatten MES immediately and tell me what happened.
Safety detail: the prompt forces an away-from-market limit and includes an emergency response if the order fills.
After-action audit
Audit the last 30 minutes of trading on Sim101.
List orders and executions, correlate fills back to order IDs, identify any canceled orders with no fills, and summarize net position changes by instrument. End with a plain-English answer: did anything execute that still leaves risk open?
This is a good end-of-session prompt before walking away from NT8.
What not to ask an agent
Avoid prompts like:
Flatten everything and cancel all orders.
That might be appropriate in a true emergency, but a safer everyday version is:
Show every open position and working order across all accounts. If anything is live, ask me to confirm before flattening or canceling. Do not use all-account actions until I confirm the account list.
Next: Market Research Prompts.