Risk policy and behavior review

Compare a written virtual-trading policy with observed decisions.

Fictional teaching exercise. Use virtual funds; values and settings are illustrative rather than recommended investments.

Student task

  1. Write position-size, exit and review rules before the exercise.
  2. Record an order, signal, fill and realized/unrealized outcome separately.
  3. Identify a policy deviation using observable facts rather than hindsight.
  4. Propose one process revision and how to evaluate it.

Worked illustration

Two learners can have the same short-period return but different policy adherence. A fictional 10-share request and a 20-share fill record require reconciliation before concluding that either learner followed a size rule.

Instructor rubric

EvidenceReview criterion
PolicyRules are explicit and observable.
FactsOrder requests, fills and outcomes are not conflated.
BehaviorDeviation is documented without diagnosing the learner.
RevisionA testable process change with stated limitations.

Write and grade explanations in your course/LMS workflow. Investfly provides basic roster, managed-portfolio, activity controls and available exports; this worksheet does not imply a native rubric grader or LMS integration.

Classroom setup and learner access ยท Labs guide

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