Risk Management

The Risk Management module gives you a set of hard rules that run at the system level. When a rule is triggered, the action is blocked — not warned about, not flagged for review. Blocked. That's the point.

Set your rules once, when you're thinking clearly. Let them protect you when you're not.

Position Rules

Only trades with stop loss: When this rule is active, every position must have a stop loss set at the time of entry. No stop loss, no trade — the order won't go through. This is the most basic discipline enforcer in the module, and arguably the most important one to have on by default.

Maximum leverage: Sets a hard ceiling on the leverage allowed for futures positions. Any attempt to open a trade above the configured multiple gets rejected before it reaches the exchange. Useful if you've decided, in a calm moment, what your leverage limit should be — and don't want a high-conviction trade to override that judgment in the heat of the moment.

Maximum risk per position (% of deposit): Caps the potential loss of any single position as a percentage of your total deposit. If the stop loss placement on a new order implies a loss larger than the configured threshold, the order is blocked. This is your per-trade sizing guardrail — it prevents any single setup from doing outsized damage, regardless of how confident you feel about it.

Manual trade closing prohibited: When active, positions with a live stop loss or take profit cannot be closed manually until any configured timer has expired. This removes the option to second-guess your exits mid-trade. If you set a stop and a target, the rule holds you to them. The position exits on its own terms.

Exposure and Loss Rules

Daily loss limit (% of deposit): Sets a daily risk cap as a percentage of your deposit. The terminal calculates your combined potential loss across all open positions plus any new order you're attempting to place. If that total exceeds the configured threshold, the new trade or averaging action is blocked for the rest of the day.

This is your circuit breaker. On losing days, it's easy to keep trying to claw back — and that's usually when the real damage gets done. This rule takes that option off the table once a defined loss threshold is reached.

Limit on number of concurrently open trades: Restricts how many positions can be open at the same time. Once the limit is reached, no new positions can be opened until an existing one is closed. Keeps exposure from compounding silently across too many simultaneous setups.

Filter by ticker volume: Filters the assets eligible for trading based on their 24-hour volume in millions of dollars. When active, the rule applies a greater-than or less-than condition against a volume threshold you define.

For smart orders, only assets that meet the volume condition will be included in the selection pool. For single-asset orders, if the selected ticker fails the volume check, the order is blocked entirely. Useful for avoiding thin markets where spreads are wide and liquidity is unreliable.

Frequency and Time Rules

Limit on daily trade openings: Sets a maximum number of new positions that can be opened in a single calendar day. Once that number is reached, no further entries are allowed until the next day. Directly addresses overtrading — one of the most common and costly behavioral patterns in retail trading.

Daily terminal hours limit: Once you open or average your first position of the day, the clock starts. This rule limits how many total hours you can remain active in the terminal from that point. When the limit is reached, new trades and averaging actions are blocked for the rest of the day.

It enforces a natural end to your trading session, which matters more than it sounds. Extended screen time correlates directly with degraded decision-making. Fatigue and frustration produce bad trades. This rule closes the window before that happens.

Weekly trading days limit: Defines how many days per week you're allowed to trade. Once you've been active on the configured number of days — meaning you opened or averaged at least one position on each of those days — trading is blocked for the remainder of the week.

Useful for traders who need structured rest periods, or who have identified that their edge degrades later in the week.

Averaging Rules

Daily averaging limit for all positions: Caps the total number of averaging actions you can take across all positions in a single day. Once the limit is reached, no further averaging is allowed until the next day — regardless of how many positions you have open or how many times any individual one has been averaged.

Max averages and percent per order: Controls averaging at the position level rather than the day level. You can set two things independently:

• Maximum averages per position — how many times a single position can be averaged in total. Once that limit is hit for a given trade, no further averaging is allowed on it.

• Maximum size per averaging action (% of position) — a per-average size cap that scales with how many times the position has already been averaged. For example: the first average can be up to 50% of the original size, the second up to 30%, and so on.

Together, these two controls prevent a losing position from being steadily scaled into — one of the most reliable ways to turn a manageable loss into an account-threatening one.

Market Condition Filters

ADP / TD limit (Long): Defines market-wide conditions that must be met before a long position can be opened. You configure one or more condition groups using ADP (Average Deviation Power) and TD (Trend Dominance) values across specific timeframes — for example, "ADP on 1H > 2" or "TD on 15m < 1."

Groups can be evaluated with AND logic (all conditions in the group must be true) or OR logic (any one condition is sufficient). The rule gates long entries to moments when the broader market context supports them — so you're not entering a long into a market that's structurally weak or extended to the downside.

ADP / TD limit (Short): The same logic applied to short entries. Configurable condition groups using ADP and TD values across timeframes, with the same AND / OR evaluation options.

Use these rules to enforce that your directional trades are aligned with the macro market state as the terminal measures it. They're particularly effective at blocking counter-trend entries that feel compelling in the moment but are working against the broader structure.

How to Think About This Module

The rules here fall into a few natural categories — and it helps to think about which problem each one is solving before you configure it:

Per-trade protection — Stop loss enforcement, maximum leverage, maximum risk per position. These ensure no single trade can do serious damage.

Daily exposure control — Daily loss limit, open trade limit, volume filter. These prevent losses from compounding across a session.

Behavioral guardrails — Daily openings limit, terminal hours, weekly days limit. These protect you from yourself — from overtrading, fatigue, and the tendency to keep going after the edge has degraded.

Averaging discipline — Daily averaging cap, max averages per position. These prevent the specific mistake of turning a losing trade into a much larger losing trade.

Market context gates — ADP / TD limits for longs and shorts. These ensure your entries are aligned with the structural conditions the terminal is actually reading.

You don't have to activate every rule. Start with the ones that address your most consistent failure points — and build from there.