Position management node
1. Node overview
Position management is central to strategy execution. It controls capital allocation, entry size, and take-profit and stop-loss settings, directly shaping the strategy's risk-and-return profile.
Enters at a fixed ratio to control risk per trade
Supports fixed take-profit/stop-loss and trailing stops
Available for timing and instrument-selection strategies
Adds to positions in layers to average the cost basis
Supports oscillation and trend modes
Available only for timing strategies
2. Interactive configuration
The panel below is the actual position-management configuration. Use it to explore every setting directly.
💡 Position-management settings adapt automatically to the connected strategy type. Timing strategies support grid mode; instrument-selection strategies have additional multi-instrument controls.
(Target position: 10%)
Closes at fixed ratios; suited to oscillating markets.
(Close at 5% profit)
(Close at 2% loss)
(Total limit across assets: 100%)
3. Position-management modes
Choose normal mode, available for timing and selection strategies, or grid mode, available only for timing strategies. Normal is the default. Grid mode has two strategy modes: oscillation and trend.
3.1 Normal mode
For timing and instrument-selection strategies; controls risk with fixed-size entries and exits.| Parameter | Default | Description |
|---|---|---|
| Per-symbol entry ratio | 0.1 | Target share of total capital for each entry. 0.1 means a 10% target position; for an account value of 10,000, the target is 1,000. |
| Take-profit/stop-loss mode | Fixed take-profit and stop-loss | Choose Fixed or Trailing. Fixed mode calculates exit prices from the entry price. A trailing stop moves upward as the price rises. |
| Per-symbol take profit | 0.05 | Closes the position when profit reaches this ratio. 0.05 means 5%; an entry at 100 exits at 105. |
| Per-symbol stop loss | 0.02 | Closes the position when loss reaches this ratio. 0.02 means 2%; an entry at 100 exits at 98. |
| Position limit | 1 | Maximum sum of all order positions. For an account of 10,000, 1 means 100% fully invested; 2 means 200% exposure, or two-times leverage. |
Entry 100, take profit 5%, stop loss 2%
Take-profit price = 100 × (1 + 0.05) = 105
Stop-loss price = 100 × (1 - 0.02) = 98
Entry 100, stop distance 2%
Initial stop = 100 × (1 - 0.02) = 98
Price rises to 110 → stop = 110 × 0.98 = 107.8
Entry: 100 → high: 110 → 2% pullback → stop triggered
• Price rises → stop rises
• Price falls → stop stays fixed
• Price touches stop → automatic exit
• Hold while the trend continues
• Exit on reversal and lock in profit
• Avoid exiting too early at a fixed target
3.2 Grid mode
For timing strategies only; buys low and sells high through layered entries and grid exits.Designed for range-bound markets. It adds layers as price falls to reduce the average cost and takes profit layer by layer as each layer rebounds. A fixed stop loss limits maximum drawdown.
Base parameters
| Parameter | Default | Description |
|---|---|---|
| Initial position | 0.1 | Capital ratio used for the first layer. 0.1 means 10%; with an account value of 10,000, the initial entry is 1,000. |
| Layer multiplier | 1 | Each layer amount = previous layer × multiplier. The default value of 1 gives every layer the same capital amount. |
| Number of layers | 10 | Maximum number of grid layers. More layers withstand a larger decline but require more capital. |
| Initial interval | 0.01 | Price distance between layers 1 and 2. 0.01 means 1%; from an entry price of 100, layer 2 triggers at 99. |
| Interval multiplier | 1 | Multiplier applied to each successive interval. 1 gives equal spacing; above 1 gives deeper layers wider spacing, which is suitable for sharp market declines. |
Risk assessment (calculated automatically)
Take-profit/stop-loss parameters
| Parameter | Default | Description |
|---|---|---|
| Take-profit mode | Per-layer take profit | Choose per-layer or full-grid take profit. Per-layer exits each profitable layer independently; full-grid waits for the overall grid to become profitable and closes all layers together. |
| Per-layer take profit | Initial interval × 1.5 | The target is the layer entry price plus or minus 1.5 times that layer's interval. Only the layer that reaches its target closes. |
| Full-grid take profit | 10% | Combines profit and loss across every layer. When the total gain reaches 10%, all layers close. Suitable for larger swings and a higher return per cycle. |
| Full-grid stop-loss ratio | 20% | Combines losses across all layers. At a 20% overall loss, every layer is forcibly closed to prevent a larger loss. |
Each layer has an independent target; only the layer that reaches it closes.
Use cases:
• High-frequency range-bound markets
• Taking profit layer by layer
• Reducing holding-time risk
Profit and loss are combined; all layers close together when the total target is reached.
Use cases:
• Larger market swings
• Seeking higher return per cycle
• Able to tolerate a longer holding period
1. Open layer 1 at 100 with 1% capital = 100.
2. A 1% decline starts layer 2 at 99: 100 × 2 = 200.
3. Layer 2 rises 1% to 99.99: close layer 2 only.
4. Layer 1 rises 1% to 101: close layer 1 only.
Each layer is independent, recycling capital quickly.
1-3. Open three layers at 100, 99, and 98: 100 + 200 + 400 = 700.
Capital-weighted average price = 700 / (100 / 100 + 200 / 99 + 400 / 98) ≈ 98.57.
Full-grid target price = 98.57 × (1 + 5%) ≈ 103.49.
4. At 103.49 the total gain is 5%, so all layers close.
Waits for aggregate profit to seek a larger return.
Designed for trending markets. It replaces a fixed stop with a trailing stop, holds while the trend continues, and protects profit with a pullback threshold when the trend reverses.
Base parameters
| Parameter | Default | Description |
|---|---|---|
| Initial position | 0.1 | Capital ratio used for the first layer. 0.1 means 10%; with an account value of 10,000, the initial entry is 1,000. |
| Layer multiplier | 1 | Each layer amount = previous layer × multiplier. The default value of 1 gives every layer the same capital amount. |
| Number of layers | 10 | Maximum number of grid layers. More layers withstand a larger decline but require more capital. |
| Initial interval | 0.01 | Price distance between layers 1 and 2. 0.01 means 1%; from an entry price of 100, layer 2 triggers at 99. |
| Interval multiplier | 1 | Multiplier applied to each successive interval. 1 gives equal spacing; above 1 gives deeper layers wider spacing, which is suitable for sharp market declines. |
Risk assessment (calculated automatically)
Trailing-stop parameters
| Parameter | Default | Description |
|---|---|---|
| First-layer pullback threshold | 0.1 | Stop distance when only layer 1 is held. 0.1 means 10%; from a highest price of 100, a decline to 90 triggers the stop. |
| Full-grid pullback threshold | 0.03 | Stop distance when all layers are filled. 0.03 means 3%; a fully loaded position uses a smaller tolerance to exit quickly and protect profit. |
For the default ten layers, a first-layer threshold of 10%, and a full-grid threshold of 3%:
• A new price high moves the stop upward.
• A price pullback leaves the stop unchanged.
• Touching the stop closes every layer.
• Layer 1 only: a 10% pullback triggers.
• Fully filled: a 3% pullback triggers.
• Intermediate layers: threshold is linearly interpolated.
4. FAQ
Normal mode suits clearly trending markets and uses fixed-size entries and exits for stable risk control. Grid mode suits range-bound markets and averages cost with layered entries, but needs more capital reserves. Instrument-selection strategies support normal mode only.
Oscillation: uses a fixed stop for buying low and selling high in a range; closes when aggregate loss reaches the full-grid stop ratio.
Trend: uses a trailing stop to capture a trend; dynamically adjusts the stop through pullback thresholds and holds longer while the trend continues.
Full-grid leverage ratio: total position value as a share of account capital after every layer has filled. Above 100% requires leverage.
Decline/pullback to zero: the adverse price decline or pullback required to reduce account equity to zero. “Does not reach zero” means the model retains positive equity within the price domain.
More layers and a larger multiplier increase full-grid capital needs. Adjust them using the risk assessment:
- • Conservative: 3-5 layers, multiplier 1.5-2
- • Aggressive: 6-8 layers, multiplier 2-3
- • Keep the full-grid leverage ratio within your acceptable range, preferably no more than 100%.