Risk Management

Risk Management is for reviewing exposure, sizing positions, testing scenarios, and tracking rules you configure. Performax does not define the correct amount of risk for you. Thresholds are user settings. Demo account. Risk tools show configured thresholds; they do not change exchange positions.

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Portfolio overview

The top row shows three cards, each with a small history curve:

• Daily PnL;
• Drawdown (current drawdown, in %);
• Account balance.

If balance, positions, or cashflows are missing, the overview can be partial and a banner says that some data failed to load. Every card on the page has an info button that explains what it shows.

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Notional Exposure

Notional Exposure summarizes your open positions (size × entry price):

• Net Notional, marked Long or Short;
• Total Notional (long plus short);
• Account Balance;
• a long/short bar with the amount and number of positions on each side.

When total notional exceeds twice your balance, a High Leverage Risk warning appears with the ratio. Without open positions, the card shows “No open positions”. Use it to inspect leverage and direction. It does not reduce or close exchange positions.

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Position Calculator

Inputs:

• asset type: Crypto (with a Spot or Futures market), Forex, Indices or Metals;
• Account Balance;
• Risk %, prefilled with your Max Risk Per Trade (the matching amount is shown next to it);
• Entry Price;
• Stop Loss;
• Pip Value for forex, or Contract Size for indices and metals;
• Take Profit (Optional).

Outputs:

• Recommended Position Size, with a Copy button;
• Long Position or Short Position, deduced from where the stop sits relative to entry;
• Risk at SL;
• Position Value;
• SL Distance;
• Leverage Required (1:1 on spot, where the size is capped to what your capital covers);
• Potential Reward and Risk / Reward when a take profit is set.

If the take profit is on the wrong side of entry, the calculator says so and hides the risk/reward instead of inventing one. It also warns when the leverage needed exceeds the EU/UK 1:30 limit or becomes extreme.

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Rules Engine

The Rules Engine holds four user-defined limits, saved to your account with Save:

• Max Daily Loss, as an amount ($) or a percentage (%) (default 5%);
• Max Risk Per Trade (default 2%), also used to prefill the calculators;
• Max Drawdown (Hard Stop) (default 10%);
• Daily Trade Limit (Overtrading Guard) (default 10 trades, counted on the UTC day).

Each limit with a gauge compares today’s value with your limit. The gauge changes color from 50% and turns critical from 80%. Treat a reached limit as a rule-compliance event. It is not financial advice, it does not prove that a trade is good or bad, and nothing is blocked on the exchange.

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Ruin Simulator

The Ruin Simulator is an educational tool. It runs many random paths from your Starting Capital, Win rate, Risk : Reward, Risk Per Trade and Number of Trades (Starting Capital, Win rate and Risk Per Trade are prefilled from your account), then plots five of them. It shows Expected Value per Trade, Ruin Probability (the share of paths where capital falls to half the start or less), Avg Final Capital and Typical Drawdown. Use it to understand sensitivity to sizing and streaks. Do not treat the simulated probability as a forecast.

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Alerts

Risk alerts can notify you when a threshold is reached: daily loss limit, max drawdown, and monthly goal. Turn each one on or off under Settings → Notifications → Risk alerts. Alerts appear in the app, and by email if email notifications are on. The daily loss alert uses the Daily loss limit from your Trading profile settings, which can differ from the Rules Engine’s Max Daily Loss. The drawdown alert uses the Rules Engine’s Max Drawdown. Alerts do not place, cancel, or close exchange orders.

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Data quality

Risk views are only as good as the available data:

• open positions must sync correctly;
• cashflows must be complete for balance-aware drawdown;
• R-Multiple uses the risk recorded on each trade;
• exchange limitations can delay or omit some fields.

If a risk value looks wrong, verify source trades and account sync before changing strategy rules.