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Trading Rules Guide

Trading rules are your always-on guardrails. Jow applies them in every conversation to keep advice consistent with your style and limits.

What to include

  • Trading style and timeframe
  • Universe (markets, sectors, symbols)
  • Risk limits (position size, daily loss, max exposure)
  • Portfolio allocation policy (asset-class targets, sleeve weights, rebalance triggers)
  • Hard no-go constraints

Keep it clean

  • Use simple, direct language
  • Prefer numeric limits over vague wording
  • Separate non-negotiable constraints into their own section

Use ready templates on Trading Rules Examples. For allocation trees, start with Tier 2 examples and then adapt the Tier 3 institutional rulebook for your account.