Position size exists to protect capital, not maximize emotion.

Every confirmed signal must define risk before capital is committed. Add only after proof. Never average down.

Risk ModeBalanced

Risk/trade 1%Wk DD cap 3%Active stock cap 25%Sizing ×1

Default discipline. Standard sizing.

Position Size Engine

Mode Balanced · cap 1% · ×1

Account ($)

Max risk per trade (% — cap 1)

Entry price ($)

Stop-loss ($)

Invalidation ($)

Confidence (0–100)

Current portfolio exposure (%)

Volatility

Written thesis on file

Risk amount

—

Position size

—

Stop distance

$8.00

Add point

—

Trim point

—

Invalidation

$90.00

Projected exposure (cap 25%)24.8%

Sizing output blocked

Minimum confidence: 65. Stop-loss, invalidation and thesis are mandatory.

"Position size exists to protect capital, not maximize emotion."

Risk Mode

Recovery Mode triggers

Recovery Mode protects capital when discipline or conditions deteriorate. Activates automatically when any trigger fires.

Allocation targets

Core ETF target (%)

REIT target (%)

Cash target (%)

Targets are guardrails. Violations surface in Command Center and Portfolio Tracker.