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
• Portfolio: Portfolio value is reduced by positive unrealized P&L before calculating risk.

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. The stop price can come from the signal (stopLoss.stopPrice) or from the subscription's stop loss configuration. 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=risk_percent with quantity as the risk percent (e.g. 0.25 for 0.25%).

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