Example Data Table
| Market |
Balance |
Risk |
Entry |
Stop |
Target |
Leverage |
Quantity Step |
| BTCUSDT Long |
10000 |
1% |
65000 |
64000 |
68000 |
2 |
0.001 |
| Stock Long |
25000 |
0.75% |
120 |
116 |
132 |
1 |
1 |
| Futures Short |
15000 |
1.25% |
5200 |
5225 |
5120 |
10 |
1 |
Formula Used
Risk amount = account balance × risk percent ÷ 100. If fixed risk is entered, fixed risk replaces percent risk.
Price stop distance = absolute value of entry price − stop price.
Risk per unit = stop distance × contract multiplier + slippage cost + round trip commission.
If tick size and tick value are entered, risk uses tick distance × tick value instead.
Raw quantity = risk amount ÷ risk per unit.
Rounded quantity = raw quantity rounded down to the quantity step.
Position value = rounded quantity × entry price × contract multiplier.
Margin required = position value ÷ leverage.
Reward risk ratio = possible reward ÷ actual risk.
How to Use This Calculator
- Enter the symbol and choose long or short.
- Add account balance and risk percent.
- Use fixed risk only when you want a cash limit.
- Enter entry, stop, and target prices.
- Add commission, slippage, leverage, and contract settings.
- Use tick size and tick value for futures or tick based contracts.
- Press calculate and review the result above the form.
- Export the result using CSV or PDF.
Why position size matters
Position size turns a trade idea into a controlled plan. A chart can look perfect. Risk can still be too high. This calculator links account balance, entry price, stop price, target price, fees, slippage, leverage, and quantity step. It helps traders prepare an order before using a charting platform. The goal is simple. Know the amount at risk before the order is placed.
Risk based planning
A fixed percent risk model keeps every trade tied to account size. A fixed cash risk model is useful when a trader wants one exact loss limit. Both methods protect capital better than guessing. The stop distance is the main driver. A wide stop creates a smaller position. A tight stop creates a larger position. Fees and slippage reduce the safe quantity.
Advanced order checks
The calculator also checks leverage, margin, reward, and allocation limits. This is useful for crypto, stocks, futures, forex, and contracts. Tick size and tick value fields help when a market moves in fixed increments. Quantity step and lot size fields help match exchange rules. The result can be rounded down, so the real risk may be lower than the planned risk.
Using results with charts
Use the suggested quantity as a planning number. Compare it with broker limits and live spreads. Do not treat it as a promise of execution. Markets move fast. Slippage can change risk after entry. For a long trade, the stop should be below entry. For a short trade, the stop should be above entry. The target should be on the profit side.
Practical review
Good trading records improve discipline. Export the result to a spreadsheet or document. Save the symbol, direction, risk, and target details. Review several examples later. Look for repeated mistakes. Strong position sizing does not make every trade win. It makes every loss planned. That habit supports consistent decision making.
Position sizing is also a stress tool. It shows when a trade is too large for the account. It can expose a weak setup before money is committed. A smaller planned quantity can keep emotions calmer. It also leaves room for future opportunities. Measure first. Then decide with care. Sizing helps traders respect their written plan daily.
FAQs
What does this calculator estimate?
It estimates trade quantity, position value, margin, actual risk, possible reward, and reward to risk ratio from your entry, stop, target, and account settings.
Can I use it with TradingView?
Yes. Use the result as a planning quantity beside your chart. Then compare it with your broker or exchange order rules before placing any live trade.
What is fixed risk?
Fixed risk is a cash amount you are willing to lose if the stop is hit. It overrides the risk percent field when entered.
Why is my rounded quantity lower?
The calculator rounds quantity down to your quantity step. This helps match exchange rules and avoids exceeding your planned risk amount.
When should I use tick size and tick value?
Use them for futures or contracts where profit and loss are based on ticks. Leave them at zero for simple price based assets.
Does leverage change my risk?
Leverage changes margin required. It does not remove stop loss risk. A larger leveraged position can still lose the planned risk amount quickly.
What does allocation cap mean?
The allocation cap limits maximum position value. If the risk based quantity is too large, the calculator reduces quantity to fit that cap.
Is this financial advice?
No. It is a planning tool. Always review live prices, spreads, fees, broker limits, and your own risk rules before trading.