[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"help-en-create-rule":3},{"title":4,"description":5,"date":6,"section":7,"locale":8,"order":9,"canonicalId":10,"slug":10,"body":11,"alternates":329},"Create a risk rule","Define a rule that automatically computes the position size and places the stop-loss.","2026-05-06","automation","en",1,"create-rule",{"type":12,"value":13,"toc":319},"minimark",[14,18,34,39,73,77,101,106,110,116,126,209,213,216,236,250,254,258,274,285,289],[15,16,4],"h1",{"id":17},"create-a-risk-rule",[19,20,21,22,26,27,30,31,33],"p",{},"A ",[23,24,25],"strong",{},"risk rule"," automates a trading decision applied to an account:",[28,29],"br",{},"\nposition size computed from the risk policy, stop-loss, take-profit,",[28,32],{},"\nexit conditions. This page explains how to create one.",[35,36,38],"h2",{"id":37},"prerequisites","Prerequisites",[40,41,42,52],"ul",{},[43,44,45,46,51],"li",{},"A connected trading account (see ",[47,48,50],"a",{"href":49},"\u002Fhelp\u002Fen\u002Fconnect-broker","Connect a broker",").",[43,53,54,55,57,58,63,65,66,69,70,72],{},"A configured risk policy — without it the app cannot compute the",[28,56],{},"\nposition size. Open ",[59,60,62],"app-link",{"path":61},"\u002Faccount\u002Frisk","Account risk",[28,64],{},"\nto choose a ",[23,67,68],{},"Calculation mode"," (fixed amount or balance percentage)",[28,71],{},"\nand the amount or percentage to risk.",[35,74,76],{"id":75},"step-1-open-the-rules-page","Step 1 — Open the Rules page",[19,78,79,80,84,85,88,89,91,92,94,95,97,88],{},"On ",[59,81,83],{"path":82},"\u002Faccount\u002Frules","Rules",", click ",[23,86,87],{},"Add a rule",".",[28,90],{},"\nThe page lists existing rules grouped by category (Stop Loss, Take",[28,93],{},"\nProfit, Order Management). If the list is empty, the app shows",[28,96],{},[98,99,100],"em",{},"No rules found",[102,103],"prose-screenshot",{"id":104,"caption":105},"rules-list","Account Rules page with the Add a rule button",[35,107,109],{"id":108},"step-2-pick-a-template","Step 2 — Pick a template",[19,111,112,113,88],{},"The rule-creation form opens at ",[59,114,87],{"path":115},"\u002Faccount\u002Frule-add",[19,117,118,119,122,123,125],{},"Choose a ",[23,120,121],{},"Rule template"," from the dropdown. The available templates",[28,124],{},"\ncorrespond to ready-to-use strategies, including:",[40,127,128,137,146,155,164,173,182,191,200],{},[43,129,130,133,134,136],{},[23,131,132],{},"Stop-Loss to break-even"," — moves your stop-loss to the entry",[28,135],{},"\nprice once the position reaches a profit threshold (in R-multiples);",[43,138,139,142,143,145],{},[23,140,141],{},"Lock-in profit"," — moves the stop-loss to guarantee a minimum",[28,144],{},"\nprofit when a higher threshold is reached;",[43,147,148,151,152,154],{},[23,149,150],{},"Take profit"," — closes the position when profit reaches the target",[28,153],{},"\n(in R-multiples);",[43,156,157,160,161,163],{},[23,158,159],{},"Free trade"," — partially closes the position at a profit threshold",[28,162],{},"\nto recover the initial risk;",[43,165,166,169,170,172],{},[23,167,168],{},"Time-based stop"," — closes the position if a minimum profit is not",[28,171],{},"\nreached within a given delay;",[43,174,175,178,179,181],{},[23,176,177],{},"Max drawdown from peak"," — closes the position if profit drops too",[28,180],{},"\nfar from its peak;",[43,183,184,187,188,190],{},[23,185,186],{},"Pattern-based exit"," — uses reversal candlestick patterns to time",[28,189],{},"\nthe exit;",[43,192,193,196,197,199],{},[23,194,195],{},"Cancel pending on price level"," — cancels a pending limit order",[28,198],{},"\nwhen a level invalidates the setup;",[43,201,202,205,206,208],{},[23,203,204],{},"Partial close at price"," — closes a percentage of the position at",[28,207],{},"\na target level.",[35,210,212],{"id":211},"step-3-fill-in-the-parameters","Step 3 — Fill in the parameters",[19,214,215],{},"The form shows two blocks depending on the template:",[40,217,218,227],{},[43,219,220,223,224,226],{},[23,221,222],{},"Condition parameters"," — when the rule triggers (profit threshold,",[28,225],{},"\nprice level, delay, pattern…);",[43,228,229,232,233,235],{},[23,230,231],{},"Action parameters"," — what it does (move the stop, close a",[28,234],{},"\npercentage, etc.).",[19,237,238,239,242,243,246,247,249],{},"Submit with ",[23,240,241],{},"Create rule",". A ",[98,244,245],{},"Lab"," banner appears for templates that",[28,248],{},"\nare still experimental — their behaviour can change.",[102,251],{"id":252,"caption":253},"rule-add-form","Rule creation form (template, conditions, actions)",[35,255,257],{"id":256},"step-4-verify-the-created-rule","Step 4 — Verify the created rule",[19,259,260,261,263,264,266,267,269,270,273],{},"Back on ",[59,262,83],{"path":82},", the new rule",[28,265],{},"\nappears under its category. Click it to open the detail, edit it",[28,268],{},"\n(",[23,271,272],{},"Save"," button) or delete it.",[19,275,276,277,279],{},"If the rule is already active on open positions, the app warns:",[28,278],{},[98,280,281,282,284],{},"This rule is currently active on N position(s). Changes will only",[28,283],{},"\napply to future instances.",[35,286,288],{"id":287},"whats-next","What's next?",[40,290,291,310],{},[43,292,293,294,297,298,300,303,304,306,88],{},"Refine the ",[23,295,296],{},"Exit strategy"," from",[28,299],{},[59,301,296],{"path":302},"\u002Faccount\u002Fexit-strategy"," — see",[28,305],{},[47,307,309],{"href":308},"\u002Fhelp\u002Fen\u002Fconfigure-stops","Configure stop-loss and take-profit",[43,311,312,313,315,88],{},"Understand how the position size is computed — see",[28,314],{},[47,316,318],{"href":317},"\u002Fhelp\u002Fen\u002Fposition-sizing","Position sizing",{"title":320,"searchDepth":321,"depth":321,"links":322},"",2,[323,324,325,326,327,328],{"id":37,"depth":321,"text":38},{"id":75,"depth":321,"text":76},{"id":108,"depth":321,"text":109},{"id":211,"depth":321,"text":212},{"id":256,"depth":321,"text":257},{"id":287,"depth":321,"text":288},[330,332,333,335,338,340,342,344,346,348,350,352,354,356,358,360],{"locale":331,"slug":10},"de",{"locale":8,"slug":10},{"locale":334,"slug":10},"es",{"locale":336,"slug":337},"fr","creer-une-regle-de-risque",{"locale":339,"slug":10},"id",{"locale":341,"slug":10},"it",{"locale":343,"slug":10},"ja",{"locale":345,"slug":10},"ko",{"locale":347,"slug":10},"nl",{"locale":349,"slug":10},"pl",{"locale":351,"slug":10},"pt",{"locale":353,"slug":10},"ru",{"locale":355,"slug":10},"sv",{"locale":357,"slug":10},"th",{"locale":359,"slug":10},"tr",{"locale":361,"slug":10},"zh"]