Risk Management
Every signal passes through a layered guardrail stack before it becomes a position, and another stack once it is open. These are the rules that sit between the AI and your balance.
Position Sizing
Size is a function of two inputs: your Risk Profile and the AI's recommended lot size.
- Risk Profile % — Conservative 2%, Moderate 5%, Aggressive 10% of
user.virtualBalance. - Cap — the computed size is clamped by
recommendedLotSizereturned by the AI for the specific setup.
Whichever value is smaller wins, so the AI can only de-risk — it can never enlarge a position beyond your profile.
Circuit Breaker
Portfolio Drawdown Trip
lib/circuitBreaker.tswatches portfolio drawdown. When it trips, the breaker auto-closes open positions and pauses your bots until you manually resume them. This prevents a bad day from compounding into a blow-up.
Pre-Trade Validation
SL/TP Direction Check
Stop-loss must sit on the protective side of entry and take-profit on the profit side. If the AI crosses them, the verdict is flipped to WAIT and no trade is opened.
Confidence Gate
Any verdict below 60% confidence is skipped. The bot stays in Scanning and tries again on the next cycle.
Runtime Protections
Bad-Tick Filter
Incoming prices are compared against the last known value. If the jump exceeds 50% on a traditional asset or 200% on a crypto asset, the tick is discarded so no bot reacts to a bad feed.
Executor Idempotency
Each bot may hold at most one open trade at a time. Duplicate open requests are rejected so a retry or stuck response can never double-fill the same idea.
Materiality Filter
Micro-PnL Suppression
Trades that close with immaterial PnL are suppressed from public channels. The trade is still logged and counted in your history — it just does not spam Discord, email, or the public fleet feed.
Manual Overrides
Pause Bot
Stop scanning without deleting the bot. Config and history are preserved; resume picks up on the next cron tick.
Kill Switch (admin)
/api/mt5/kill-switchflattens live positions immediately.
Close All / Rescue
POST /api/admin/rescue-botscloses open positions and unsticks bots trapped in the Error state.
Recommended Settings
Starter
Conservative 2% Risk Profile. AI-Optimized execution style. One or two bots on liquid majors (BTCUSDT, EURUSD, SPY) to learn the flow before scaling up.
Intermediate
Moderate 5% Risk Profile. Mix of Trend and Momentum bots across uncorrelated assets. Use Chart Analyzer before deploying a new bot to sanity-check the regime.
Aggressive
Aggressive 10% Risk Profile only on accounts you can afford to drawdown. Keep a circuit-breaker threshold you actually respect, and treat the Kill Switch as a real tool, not a theoretical one.
Ready to deploy?
Head back to the terminal and pick a Risk Profile that matches your tier.