DECISIONS
Pre-trade capital allocation and portfolio-risk controls.
Decisions applies portfolio policy before capital is committed, connecting sleeve capacity, existing direct and look-through exposure, delta-adjusted and beta-adjusted risk, gross/net notionals, supporting evidence and review requirements.
Capital and sleeve capacity.
Before entering the trade: what is the thesis, why now, what is already owned, how much can realistically be lost, and what would change the decision?
Pre-trade capital allocation and portfolio-risk controls.
Decisions applies portfolio policy before capital is committed, connecting sleeve capacity, existing direct and look-through exposure, delta-adjusted and beta-adjusted risk, gross/net notionals, supporting evidence and review requirements.
- Capital policy and sleeve-capacity framework
- Pre-trade thesis, catalyst, sizing and downside review
- Portfolio look-through before adding a security
- Risk limits and policy checks
- Decision snapshots that preserve point-in-time evidence
- Overrides with explicit rationale
- Review workflow for post-trade learning
- Cross-app evidence from portfolio, research, technical and regime systems
Turn a specialized dataset into a better investment question.
Decisions is useful because it stays focused on one analytical job while remaining connected to adjacent systems when portfolio context is needed.
Make the decision explicit
The system creates a consistent moment to state the thesis, implementation and downside before execution.
Treat capital as finite
Sleeves and policy limits prevent every attractive idea from becoming an unconstrained position.
Check what is already owned
A proposed security is evaluated against direct and hidden portfolio exposure before adding more of the same risk.
Preserve the original context
Later review can use the information that existed at the time rather than a hindsight reconstruction.
Specialized, but not isolated.
The system keeps its own domain logic while passing decision-relevant evidence into the wider SRSPrime process.