⚠ INTERNAL — Operator UX mock · Design preview of V2 development path · demo-wired ≠ production-live · back to dev guide
Polygon · pUSD 10
📓 Developer Guide 📋 Reason Codes 📈 Shadow Mode
JD John Doe · Admin

CapitalAllocator

risk.capitalallocator
Risk Guardrail planned Planned frozen flagship

CapitalAllocator carves the user's total risk budget across active strategies and refuses new orders that would cause any strategy slice or the aggreg

What it does

CapitalAllocator carves the user's total risk budget across active strategies and refuses new orders that would cause any strategy slice or the aggregate portfolio to exceed its configured allocation. It emits a RESHAPE constraint when a downsize is possible, and HARD_REJECT when the budget is exhausted.

Pipeline placement

runs after: Strategy OrderIntent CapitalAllocator runs before: ExecutionPlan emit

Applies to: Every OrderIntent — enforces per-strategy and portfolio-level capital allocation budgets

Why it matters

If this failsConsequence
Over-allocation to a single strategyUnconstrained capital flow into one strategy can consume the user's full budget, preventing diversification and concentrating tail risk.
Aggregate portfolio budget exceededWithout a total-portfolio cap, concurrent strategies can collectively exceed the user's acceptable exposure, especially during correlated market events.

Inputs

Polymarket inputs

InputSourceRequiredUse
Open position notional per market from CLOBclob_publicrequiredTrack current strategy exposure across active positions.
Pending order value per strategyclob_authrequiredInclude pending orders in the budget calculation to prevent race conditions.

Internal inputs

InputSourceRequiredUse
Capital allocation config per strategy and portfolio totalinternalrequiredLoad per-strategy budget slice and aggregate portfolio cap.
KillSwitch active flagKillSwitchrequiredIf active, reject all orders immediately.

Authority

What this bot is permitted to do

Veto Reshape

State

Readiness

Planned

Status

planned

Class

Guardrail

Default mode

planned

Developer owner

Polytraders core — Risk pod

Capital impact

Direct

Reason codes emitted

CodeSeverityMeaningAction
KILL_SWITCH_ACTIVEHARD_REJECTGlobal kill switch active.Immediate HARD_REJECT.
CAPITAL_ALLOCATOR_STRATEGY_BUDGET_EXCEEDEDRESHAPEStrategy slice is at or above per_strategy_max_usd.RESHAPE if room remains; else HARD_REJECT.
CAPITAL_ALLOCATOR_PORTFOLIO_BUDGET_EXCEEDEDHARD_REJECTPortfolio total is at or above the cap including buffer.HARD_REJECT; no reshape possible at portfolio level.
CAPITAL_ALLOCATOR_BUFFER_WARNWARNRemaining portfolio buffer is below the warning threshold.Attach WARN annotation; allow order if still above hard floor.
CAPITAL_ALLOCATOR_DATA_UNAVAILABLEHARD_REJECTCapital config or position data unavailable.HARD_REJECT (fail-closed).

Used by

Reverse index — strategies that currently reference risk.capitalallocator. If you change this bot's authority or reason codes, these strategies must re-pass shadow.

StrategyStateActivity
US Elect — book-builderdemo-wiredlast triggered 4m ago

Showing 1 of 1 · demo-wired ≠ production-live

Why this matters

Risk Guardrail bots does NOT propose intents or sign orders; only permits or blocks. Understanding the authority boundary prevents misuse and makes promotion-gate reviews faster and more reliable. View raw spec JSON →
Polytraders Operator UX Mock · INTERNAL · demo-wired ≠ production-live · the plan · reason codes · shadow-mode pipeline
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