medici-investments-position-sizer

What This Skill Does

The medici-investments-position-sizer skill provides a professional-grade framework for calculating optimal position sizing in equity markets. It helps traders move away from arbitrary dollar allocations toward risk-adjusted sizing, which is the cornerstone of capital preservation. By calculating the exact number of shares to purchase based on your specific portfolio value, risk tolerance, and stop-loss distance, this skill ensures that a single losing trade does not jeopardize your entire investment account.

The skill supports three primary methodologies: Percent Risk (the standard model), ATR-based Volatility scaling (to account for market noise), and the Kelly Criterion (for mathematically aggressive bet sizing). Additionally, it integrates sector concentration checks to ensure your portfolio remains diversified even when you are initiating high-conviction positions.

Installation

To install this skill, use the following command in your terminal: clawhub install openclaw/skills/skills/clawdiri-ai/medici-investments-position-sizer-dv

Use Cases

This skill is designed for retail and semi-professional investors who trade stocks long. It is specifically intended for users who want to implement strict money management rules. Use it during your pre-market routine to plan entries or during live trading sessions when you need to calculate position sizing for a high-volatility setup. It serves as a guardrail against emotional trading by providing objective, math-backed data before you click the buy button.

Example Prompts

1. "I want to buy 1% of my $50,000 portfolio in NVDA. I'm looking at entering at $850 with a stop-loss at $820. How many shares should I buy?"
2. "Can you help me calculate a position size for TSLA using the ATR model? My portfolio value is $25,000, and the ATR is currently 4.2."
3. "If I want to risk 2% of my capital on a new position in MSFT, what is my maximum position size assuming an entry of $400 and a stop at $390?"

Tips & Limitations

Always verify your stop-loss prices before executing. While this tool provides mathematically sound sizing, it does not account for market slippage or rapid gaps that occur overnight, which can sometimes result in losses greater than your intended risk percentage. Furthermore, ensure your portfolio-value input is updated regularly to reflect your current balance for the most accurate calculations. Do not rely solely on the Kelly Criterion if you are risk-averse, as it can lead to very large position sizes that cause high portfolio volatility.