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Creating a Risk Plan

Use the Risk Planner to define position sizing and risk-to-reward before you trade.

8 min read

Define risk before entry

A risk plan starts with a maximum acceptable loss per trade, expressed as a percentage of account size, decided before you enter a position.

Position sizing and risk-to-reward

The Risk Planner calculates position size from your stop distance and risk tolerance, and helps you evaluate whether a setup's risk-to-reward justifies the trade.

Planning for drawdown

Set drawdown thresholds in advance that trigger a pause in trading activity, helping prevent a string of losses from compounding into larger mistakes.

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