version: "1.0.1" name: trading description: Place, monitor, and cancel orders on configured exchanges. Includes safety-first order lifecycle, paper trading simulation, and emergency stop.

Trading

Follow the order lifecycle below whenever executing trades.

Order Lifecycle

validate → [confirm if large] → execute → verify fill

1. Validate first: Always check balance with get_assets_list before placing a buy order.
2. Check rate limit: Use get_order_rate_status to confirm tokens are available.
3. Confirmation threshold:

• Notional value < $200 (or equivalent): Do NOT ask for confirmation. Summarize the order details (symbol, side, amount, price, estimated notional) and immediately execute with confirm=true.
• Notional value ≥ $200: Ask the user for explicit confirmation before executing.

1. Execute: Call create_order with confirm=true.
2. Verify: Call get_order to confirm the fill status.

Paper Trading Rules

• If the `paper_trade` tool is NOT available/enabled: Assume the user always wants real execution. Never suggest simulating or paper trading — just proceed with real orders.
• If the `paper_trade` tool IS available/enabled: Only offer to simulate when the user's message contains words like "simulate", "test", "paper", "pretend", "practice", or "what if". Otherwise default to real execution.

Tools

create_order

Place a new order. Runs 7 internal safety gates before executing.

• provider, account, symbol: as per market-data skill
• type: "limit" | "market" | "stop_loss" | "take_profit"
• side: "buy" | "sell"
• amount: quantity in base currency
• price: limit price (required for limit orders)
• confirm: set true to execute; false for dry-run

cancel_order

Cancel an open order.

• provider, account, symbol: as above
• order_id: the order ID to cancel

get_order

Retrieve a single order by ID.

• provider, account, symbol, order_id

get_open_orders

List all currently open orders.

• provider, account: as above
• symbol: optional filter — required for Bitkub (Bitkub API does not support fetching all open orders without a specific trading pair)

get_order_history

Retrieve closed/filled order history.

• provider, account, symbol: optional
• since: Unix milliseconds start time
• limit: max 200

get_trade_history

Retrieve personal trade execution history.

• provider, account, symbol: optional
• since, limit: as above

paper_trade

Simulate an order using live market price. Does NOT place a real order.

• provider, account, symbol, type, side, amount, price

get_order_rate_status

Show current rate-limit token counts per provider. No parameters.

emergency_stop

Cancel ALL open orders across all configured providers. Irreversible.

• confirm: must be true to execute

Futures / Perpetual Swaps

Use these tools when the user asks for perpetual futures, perps, leverage, long/short futures positions, funding fees, liquidation, or futures PnL. Only binance and okx support this path. binanceth and bitkub are spot-only in KhunQuant and must not be used for futures.

Symbol format is CCXT contract format:

• Binance USDT perpetual: BTC/USDT:USDT
• OKX USDT swap: BTC/USDT:USDT
• User shorthand like BTCUSDT or BTC/USDT is accepted by the futures tools

and normalized to BTC/USDT:USDT.

futures_open_position

Open a long/short perpetual futures position with leverage. It sets leverage, places the entry, then optionally places reduce-only protection orders.

• provider: binance or okx
• account: optional
• symbol: perp symbol as above
• side: long or short
• amount: contract/base quantity as expected by that CCXT market
• leverage: 1-125
• margin_mode: cross or isolated (default cross)
• order_type: market or limit (default market)
• price: required for limit entries
• stop_loss: optional trigger price
• take_profit: optional trigger price
• confirm: must be true for live execution

futures_set_leverage

Set leverage without opening a position.

• provider, account, symbol, leverage, margin_mode, position_side, confirm

futures_get_positions

List current futures positions with contracts, leverage, entry, mark, unrealized PnL, and realized PnL if the exchange reports it.

• provider, account
• symbol: optional filter

futures_get_order

Retrieve futures order details by ID.

• provider, account, symbol, order_id

futures_get_funding

Check current funding rate and optionally account funding-fee history. Public API — no credentials required for the current rate. Only include_history=true needs an authenticated account.

• provider, account, symbol
• include_history: true to include paid/received funding fees
• since: optional history start (30d, 2026-01-01, ISO 8601)
• limit: max 100

Futures Lifecycle

Always follow this sequence for futures operations:

1. Validate (futures_validate_market) — confirm the symbol is an active linear swap before anything else.
2. Inspect risk and cost (futures_risk_summary, futures_estimate_funding_fee) — understand current exposure and upcoming funding payments.
3. Enable leverage trading — trading_risk.allow_leverage=true must be set in config; all live futures mutation tools reject without it.
4. Open with protection (futures_open_position) — always supply stop_loss and/or take_profit. If protection placement fails, the tool returns an UNPROTECTED POSITION error; immediately call futures_modify_protection or futures_close_position.
5. Monitor (futures_get_positions, futures_risk_summary) — watch margin health and liquidation distance.
6. Adjust (futures_modify_protection, futures_reduce_position) — move stops or trim size as the trade develops.
7. Close (futures_close_position) — reduce-only market or limit close.
8. Emergency exit (futures_emergency_flatten) — cancels all futures orders then closes every open position; requires confirm=true.

futures_validate_market

Load market metadata and confirm a symbol is a tradeable active linear swap. Returns contract size, min amount, min cost, leverage min/max, and settlement currency. Public API — no credentials required. Read-only, no allow_leverage needed.

• provider, account (optional), symbol

futures_risk_summary

Summarize all open futures positions with margin health, liquidation distance, and PnL. Returns per-position: side, size, entry, mark, liquidation distance %, margin mode, leverage, unrealized PnL, margin ratio %, and a risk label (safe / warn / critical). Read-only.

• provider, account (optional)
• symbol: optional filter

futures_estimate_funding_fee

Estimate the next funding payment for a symbol or all open positions. Returns next funding timestamp and estimated fee (positive = you pay, negative = you receive). Read-only.

• provider, account (optional)
• symbol: optional — if omitted and account is set, estimates for every open position

futures_close_position

Close a specific futures position with reduce-only order semantics. Requires confirm=true.

• provider, account, symbol
• order_type: market (default) or limit
• limit_price: required when order_type=limit
• position_side: optional hedge-mode side (long or short)
• confirm: must be true

futures_reduce_position

Reduce an open position by an absolute amount or a percentage. Requires confirm=true. Exactly one of amount or percent must be provided.

• provider, account, symbol
• amount: base units to reduce
• percent: 1–100 percent of current position size to reduce
• order_type, limit_price, position_side, confirm

futures_modify_protection

Create, replace, or move stop-loss and take-profit orders for an open position. If replace=true, cancels any existing reduce-only protection orders first. An UNPROTECTED POSITION warning is returned if cancel succeeds but placement fails. Requires confirm=true.

• provider, account, symbol
• stop_loss: new stop-loss trigger price (optional)
• take_profit: new take-profit trigger price (optional)
• replace: true to cancel existing protection before placing new orders (default false)
• confirm: must be true

futures_cancel_orders

Cancel futures orders by ID, by symbol (all), or by type. Requires confirm=true.

• provider, account
• symbol: required
• order_id: cancel a specific order by ID
• type: all | entry | stop_loss | take_profit | protection (cancels SL+TP)
• confirm: must be true

futures_emergency_flatten

Cancel all futures orders then close every open position with reduce-only market orders. Always returns a final risk summary to confirm zero exposure. Requires confirm=true.

• provider, account (optional — flattens all configured futures accounts if omitted)
• confirm: must be true

Notes

• Bitkub: get_open_orders and get_order_history require a symbol parameter (e.g. BTC/THB). Calling without a symbol will fail — always ask the user which trading pair to check, or iterate over known pairs.
• Binance TH and Bitkub: no futures trading support. Use futures tools only with binance and okx.
• Settrade (SET equity): supports limit and market (ATO) orders. Amount is in shares. PIN is required in config.
• Webull (US equity): supports portfolio, market data, and order placement (equities + ETFs). Order type: market, limit (needs price), stop_loss (price = stop price); take_profit is not supported. time_in_force: DAY or GTC only. Amount is in shares and supports fractional (e.g. 0.5) — but fractional amounts require `market` orders (Webull rejects fractional limit/stop). side: buy or sell. ETFs (SPY, VOO, …) trade through the same equity order tools. Options are supported via the dedicated option_* tools (see below). Crypto and futures are US-only Webull products and are not available on this account.

Webull Options (single-leg)

Use the dedicated option tools, not create_order (options need contract legs, not a plain symbol):

• option_create_order — place a single-leg option. Params: provider (webull), underlying (e.g. "AAPL"), expiry (yyyy-MM-dd), strike, option_type (CALL|PUT), side (buy|sell), quantity (contracts), type (limit default, or stop_loss/stop_loss_limit — no `market`), limit_price/stop_price, time_in_force (DAY, or GTC buy-only), confirm. One contract = 100 shares (notional = price × 100 × quantity).
• option_cancel_order / option_get_order / option_open_orders — manage option orders by id (the client_order_id returned by placement).
• Only single-leg orders are supported for now; multi-leg spreads (vertical, iron condor) are not yet available.
• The default rate limit is 5 orders per minute per provider.
• Always confirm with the user before placing orders with notional ≥ $200. Never place orders over $3,000 without explicit confirmation regardless of context.

Settrade Order Notes

• symbol: use SET ticker format e.g. "PTT/THB" or just "PTT"
• type: "limit" (Limit order) or "market" (ATO — At The Open)
• amount: number of shares
• price: required for limit orders, ignored for market/ATO
• Settrade orders require pin to be set in config — it is sent automatically
• Price is automatically rounded to the SET tick size grid (e.g. ฿0.01 below ฿2, ฿1.00 above ฿100)
• To modify a pending order (change price or volume), use cancel_order then place a new one — Settrade's change_order is handled internally