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Portfolio Settings: Difference between revisions

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# In the '''Max % of Capital at Risk per Position''' box, enter the maximum percentage of capital that can be risked per position.   
# In the '''Max % of Capital at Risk per Position''' box, enter the maximum percentage of capital that can be risked per position.   
#: For example, with '''Max % of Capital at Risk per Position''' set to 5%, a maximum of 5% of the capital will be available for a single position. If an additional position risks more than 5% of capital, then the position size will be reduced so that the '''Max % of Capital at Risk per Position''' limit is not exceeded.
#: For example, with '''Max % of Capital at Risk per Position''' set to 5%, a maximum of 5% of the capital will be available for a single position. If an additional position risks more than 5% of capital, then the position size will be reduced so that the '''Max % of Capital at Risk per Position''' limit is not exceeded.
#: <br><div style="background-color: #E3FBE5;">'''Note''': '''Max % of Capital at Risk per Position''' cannot exceed the '''Exposure''' setting.</div>
#: <div style="background-color: #E3FBE5;">'''Note''': '''Max % of Capital at Risk per Position''' cannot exceed the '''Exposure''' setting.</div>
#: <br><div style="background-color: #E3FBE5;">'''Note 2''': '''Max % of Capital at Risk per Position''' is calculated based on equity, that is a % of (initial capital value + profit/loss of the closed trades). It is a general setting for the whole portfolio of symbols and strategies that limits the amount of your position.<br>If '''Max % of Capital at Risk per Position''' allows you to buy 50 contracts only, while you are supposed to buy 100 contracts according to '''Trade Size''', your strategy will buy only 50 contracts.<br>If according to '''Trade Size''', you are supposed to buy 50 contracts, but '''Max % of Capital at Risk per Position''' allows you to buy 100 contracts, , your strategy will buy only 50 contracts.</div>
#: <div style="background-color: #E5F6FF;">'''Example 1''': '''Max % of Capital at Risk per Position''' is calculated based on equity, that is a % of (initial capital value + profit/loss of the closed trades). It is a general setting for the whole portfolio of symbols and strategies that limits the amount of your position.<br>If '''Max % of Capital at Risk per Position''' allows you to buy 50 contracts only, while you are supposed to buy 100 contracts according to '''Trade Size''', your strategy will buy only 50 contracts.<br>If according to '''Trade Size''', you are supposed to buy 50 contracts, but '''Max % of Capital at Risk per Position''' allows you to buy 100 contracts, , your strategy will buy only 50 contracts.</div>


# In the '''Initial Portfolio Capital''' box, enter the amount of the initial trading capital.  
# In the '''Initial Portfolio Capital''' box, enter the amount of the initial trading capital.