Your Trading Plan

Your Trading Plan is the set of rules Lloyd trades inside. You write it in plain English; XIO compiles it into a typed specification that the system enforces on every proposal.

What a plan covers

A plan does not need a fixed structure, but a good one answers:

• Markets. Which ones, or how to describe them — “liquid majors” is a valid universe.
• Size. How large a position, and how much exposure at once.
• Leverage. The band you are comfortable with.
• Entries. The conditions that make a setup worth taking.
• Exits. When to take profit, when to cut, what invalidates the idea.
• Standing aside. When not to trade — thin books, event risk, regime mismatch. The skips matter as much as the entries.

Write it the way you would explain your approach to another trader.

English in, bounded spec out

The compilation step is the important one. Your prose becomes a typed spec over an audited template — numbers become numbers, market names resolve to markets, and the caps become values the policy engine can compare against.

Lloyd never writes executable code, and the compiled spec is inspectable. You can read exactly what your words became before you turn it on.

Changing it

Change	For example	What it takes
Tightening	Smaller budget, lower leverage band, fewer markets	Applies immediately, no signature
Loosening	Bigger budget, more leverage, a wider universe	Your signature, because it expands what the agent may do with your money

Changes take effect on the next decision. They do not retroactively alter open positions; you decide what happens to those.

What to take from this

• You write rules in English; they compile to a bounded, inspectable spec.
• The spec is enforced on every proposal, not consulted as guidance.
• Tightening is instant. Loosening needs a signature.