FREE GUIDE 02

Make risk a number,
not a feeling.

A lightweight worksheet for turning a defined maximum loss into a position size. Keep leverage, fees and liquidity in your own plan.

Fill this in, then print or save it with your trade notes.

Position-size worksheet

Illustrative position size

—Calculated as (capital × risk %) ÷ absolute entry-to-stop distance. This excludes fees, slippage and leverage.

Before you use the result

  1. Set the maximum loss first. Never increase it just to make a trade fit.
  2. Check that the stop level is technically meaningful, not simply convenient.
  3. Account for fees, spread, slippage, funding and the possibility of a gap.
  4. Reduce size when the market is unusually volatile or liquidity is thin.
  5. Write down what would invalidate the idea before opening the position.