Risk percent

The Risk percent method sizes the position so that your maximum loss (if the stop loss is hit) is a percentage of your account equity.

How it's calculated

• Risk dollar amount = portfolio value × (risk percent ÷ 100)
• Risk per share = |entry price − stop price|
• Quantity = risk dollar amount ÷ risk per share

Example

• quantity = 0.25 (0.25% risk), portfolio = $10,000
• Risk amount = 10,000 × 0.0025 = $25
• Entry = $100, stop = $90 → risk per share = $10
• 25 ÷ 10 = 2.5 shares (rounded per your broker/settings)

Configure this in your strategy under Quantity calculation method → Risk percent. A stop loss is required. Or override it in a webhook by sending quantityType=risk_percent with quantity as the risk percent (e.g. 0.25 for 0.25%) and include stopLoss.stopPrice in the signal.

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