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Position Sizing Calculator

Calculate optimal position size based on risk tolerance, portfolio value, and volatility.

Complexity: Simple | Duration: 1-5m | Category: Finance/Investment

Tags: position-sizing risk-management volatility kelly-criterion

Workflow Diagram​

Steps​

Step 1: Risk Parameters​

Agent: risk

analyst - Get max risk per trade (e.g., 1% of portfolio)

Step 2: Portfolio Value​

Agent: financial

analyst - Fetch current portfolio value

Step 3: Risk Amount​

Agent: risk

analyst - Calculate dollar risk (portfolio * risk %)

Step 4: Price Range​

Agent: risk

analyst - Calculate entry to stop-loss distance

Step 5: Share Calculation​

Agent: risk

analyst - Divide risk amount by price range

Step 6: Volatility Adjustment​

Agent: risk

analyst - Reduce size for high volatility stocks

Step 7: Margin Check​

Agent: compliance

specialist - Verify position within margin limits

Step 8: Recommendation​

Agent: risk

analyst - Return recommended share quantity

Usage​

To execute this workflow:

/workflow finance/investment/position-sizing-calculator.workflow

See other workflows in this category for related automation patterns.