RISK AND EXECUTION GUIDE
Know what a control can—and cannot—do
Controls make a workflow more disciplined. Their effectiveness still depends on market conditions, accurate account information, working systems and the rules you configure.
Planned risk and realized loss can differ
A stop price is an intended exit level. Gaps, liquidity, slippage, fees and an unfilled stop-limit order can produce a larger loss. A software loss limit cannot guarantee the final execution price.
Profit targets are not a forecast
A target defines when an exit should be considered under a strategy. It does not establish that the stock will reach it or that waiting will recover a loss. A profitable holding still has downside exposure until the sale is confirmed.
Account uncertainty is a reason to pause entries
Holdings, sellable shares, pending orders and intraday positions are different states. Reconciliation problems can mean that the app is missing a fill or that the account has changed elsewhere. Resolve the difference before assuming another order is safe.
Connected systems can become unavailable
A live connection can drop. A broker session can expire. An app process can restart. Check the age of inputs and the recovery journal; “connected” does not guarantee that every quote or account check is fresh.
Research supports a decision; it needs evidence
An AI explanation may help organize information, but it can introduce unsupported claims. It should not bypass quote, account, authorization or capital checks. Examine the cited material and distinguish a reported fact from an interpretation.
Before enabling automation
- Understand which strategy is enabled and the capital it can use.
- Review the account reconciliation result and outstanding orders.
- Confirm entry permissions and the exit rules for open positions.
- Know how to pause entries and monitor failed exits.
- Use the broker’s official interface if the app cannot establish order status.
For authoritative market education and investor protection information, start with SEBI and your broker’s official documentation. AISarvatra does not claim regulatory approval or guaranteed trading results.