Risk Management

You can size positions in two ways: fixed USDT margin (e.g., $10 per trade) or % of portfolio (e.g., 2% of current equity). Fixed sizing gives consistent exposure per trade. Percentage sizing compounds gains but also compounds losses — it is more aggressive.

For new strategies under test, use fixed sizing. Switch to percentage sizing only once walk-forward results are satisfactory.

Three stop-loss modes are available. Fixed offset: stop fires when price moves $X against entry. Percentage: stop fires when price moves X% against entry. ATR multiple: stop is set at N × ATR(14) from entry. ATR-based stops are adaptive to market volatility and generally preferable for trend-following strategies.

The kill switch stops a strategy from opening new positions after a losing streak or daily loss limit. Consecutive losses: after N losses in a row, no new entries until manually reset. Daily loss limit: once cumulative losses in a single calendar day reach $X, no new entries for that day.

These defaults (5 consecutive, $15 daily) are configured from real experience. A strategy that loses 5 in a row is likely in a drawdown regime — pausing it prevents overtrading into an adverse market.