Invest Your Values

Configure the values your trading system enforces. Changes apply on next signal cycle.

Auto-Approve Trading
ON

auto_gate is active — trades that pass values + risk + position checks execute without human approval.

Themes to avoid

Industries and themes the system should never buy into.

Themes to support

Industries and themes you want to lean into when sizing positions.

Specific tickers to never buy

Comma- or space-separated. Will be uppercased. Example: PM, MO, BTI, MGM, WYNN

Tell us anything else

Plain English. We'll parse this with Claude and add to the lists above. Example: "I'm uneasy about big ad-driven companies. Skip mass-market alcohol but small craft brewers are fine. I want to lean into water and ag tech."

Auto-gate Limits

These are the deterministic per-trade rules auto_gate enforces when auto-approve is ON. (Editing not yet wired — adjust in the AUTO_GATE_LIMITS DynamoDB row directly for now.)

MaxPositionPct
8
MaxSectorPct
40
MaxTradesPerDay
10
MaxDollarsPerDay
8000
DailyLossHaltPct
-3
WashSaleWindowDays
31
MinCashBufferPct
5