Quantity calculation method

The Quantity calculation method field controls how entry quantity is calculated. You can set it in your strategy. When Allow signal override next to the quantity settings (or the global Allow signal overrides) is enabled, you can override it in a webhook by sending quantityType and quantity. Allowed quantityType values:

• fixed_quantity
• dollar_amount
• risk_dollar_amount
• risk_percent
• percent_of_equity
• percent_of_position

Fixed quantity

Same share (or contract) count for every entry.

• Calculation: quantity = value you provide
• Example: 100 → 100 shares

{
    "ticker": "AAPL",
    "action": "buy",
    "quantityType": "fixed_quantity",
    "quantity": 100
}

Dollar amount

Position size from a target notional dollar amount.

• Calculation: quantity = dollar amount ÷ entry price
• Example: $1000 at $100 → 10 shares

{
    "ticker": "AAPL",
    "action": "buy",
    "quantityType": "dollar_amount",
    "quantity": 1000
}

Risk dollar amount

Position sized so max loss equals a fixed dollar amount.

• Calculation: quantity = risk $ ÷ |entry − stop|
• Example: $100 risk, entry $100, stop $90 → $10/share → 10 shares

Requires a stop price from the signal (stopLoss.stopPrice) or from the subscription's stop loss configuration.

{
    "ticker": "AAPL",
    "action": "buy",
    "quantityType": "risk_dollar_amount",
    "quantity": 100,
    "stopLoss": {
        "stopPrice": 90
    }
}

Risk percent

Position sized so max loss is a percentage of account equity.

• Calculation: risk $ = portfolio × (risk% ÷ 100); quantity = risk $ ÷ |entry − stop|
• Example: 0.25% on $10,000 → $25 risk; entry $100, stop $90 → $10/share → 2.5 shares (rounded)
• Portfolio: Portfolio value is reduced by positive unrealized P&L before sizing.

Requires a stop price from the signal (stopLoss.stopPrice) or from the subscription's stop loss configuration.

{
    "ticker": "AAPL",
    "action": "buy",
    "quantityType": "risk_percent",
    "quantity": 0.25,
    "stopLoss": {
        "stopPrice": 90
    }
}

Percent of equity

Position size as a percentage of account equity.

• Calculation: notional = portfolio × (percent ÷ 100); quantity = notional ÷ entry price
• Example: 10% of $10,000 at $100 → $1,000 notional → 10 shares
• Portfolio: Portfolio value is reduced by positive unrealized P&L before sizing.

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

Percent of position

Exit a percentage of the current position.

• Calculation: quantity = position size × (percent ÷ 100)
• Example: sell 50% of 100 shares → 50 shares (exit quantity)

{
    "ticker": "AAPL",
    "action": "sell",
    "quantityType": "percent_of_position",
    "quantity": 50
}