Percent of equity

The Percent of equity method sets position size from a percentage of your account equity.

How it's calculated

• Notional = portfolio value × (percent ÷ 100)
• Quantity = notional ÷ entry price
• Portfolio: Portfolio value is reduced by positive unrealized P&L before sizing.

Example

• quantity = 10 (10%), portfolio = $10,000, entry price = $100
• Notional = 10,000 × 0.10 = $1,000
• 1000 ÷ 100 = 10 shares

Configure this in your strategy under Quantity calculation method → Percent of equity. When Allow signal override next to the quantity settings (or the global Allow signal overrides) is enabled, you can override sizing in a webhook by sending quantityType=percent_of_equity with quantity as the percentage (e.g. 10 for 10%).

{
    "ticker": "AAPL",
    "action": "buy",
    "quantityType": "percent_of_equity",
    "quantity": 10
}