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Risk

Risk section

The Risk section. Caps that stop the strategy before a loss compounds. Seeded demo data, not a real account.

The Risk section sets safety limits that apply on top of whatever the strategy decides. They are circuit breakers: the strategy proposes trades, and these limits can veto or size them down. All limits are optional — a 0 or blank value turns that limit off.

The fields, labels, and help below are generated from the same schema the section renders, so they match what you see on screen exactly.

How the limits interact

  • A daily loss limit stops opening or adding to positions once the day's realised loss reaches it; open positions and their stops keep running so you are never left unhedged. It resets at the start of the next UTC day.
  • A loss-streak guard stops new buys once that many exits inside its lookback window have closed at a loss. It counts every losing exit in the window, not only losses that came one after another, so a winning exit between two losses does not reset it. The window rolls, so unlike the daily limit it still sees losses that started yesterday and finished today. Off by default.
  • A drawdown guard stops new buys once realised profit and loss has fallen that far from a peak to a later low anywhere inside its lookback window — the worst fall in the window, not the fall as of right now, so recovering afterwards does not undo it until it ages out. That is the one that catches a slide built from many small losses, none of which would ever reach a daily limit. Off by default.
  • All three only pause new buys. None of them sells anything, and none of them touches your protective stops — an open position always keeps its exit. The daily limit lifts at the next UTC day; each guard lifts after the pause you configured, measured from the moment it tripped.
  • Exposure and position caps are checked before a buy is sized, so a strategy that wants to deploy more than a cap allows is trimmed to fit, not blocked outright.
  • These limits are profile-scoped. Running several profiles on one account means their limits are independent; the account wallet is still shared, so size them with the whole account in mind.