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🛡️ Risk Management · Guide

The Risk Stack — defense in depth for automated trading

Every layer of this platform assumes the layer above it can fail. Strategies can be wrong, regimes can flip, feeds can stale — so risk is not one stop-loss but a stack of independent circuit breakers, each anchored to a different measurement, each able to fire alone. This is the operator's manual for all of them.

The philosophy: independent anchors

A single stop-loss has a single failure mode. The stack works because each layer is anchored to a different measurement — dollars, size, entry distance, market structure, per-leg PnL, account totals — so no one bad input can blind all of them. Whichever fires first wins, exits are never blocked by any filter, and every layer is kill-switched independently so you always know exactly what is armed.

per-quote guards · vol brake · momentum guard · direction gates 📈🧭🌋 per-position · triple barrier · inventory SL % · 4H structural stop per-leg · 🛟 rescue trigger → income-funded reduce → 2× ceiling per-session · loss stop (USDT) → flatten & halt account · daily cap · kill switch narrow final escalation independent anchors: dollars, size, entry distance, structure, leg PnL, account totals — no single bad input blinds them all
Defense in depth: each layer assumes the one above it just failed.

The full stack, layer by layer

LayerAnchorAction when hit
Volatility brake / momentum guardRealized σ, short-term drift Pull quotes / withhold the exposed side — before risk exists.
Direction gates 📈 🧭 🌋Indicators, regime, lifecycle evidence Block opening against the call; never block exits.
Hard inventory limitPosition size (lots) Taker-flatten + cool-off. Size itself is the risk.
Inventory stop-loss %Distance from your average entry Flatten the book; a busted average is a busted thesis.
4H structural stopPrevious completed 4H candle ± buffer Flatten; the market's structure — not your entry — said stop.
🛟 Rescue trigger / ceilingPer-leg unrealized USDT Pause adds → income-funded reduce → force-flatten at 2×.
Session loss stopSession realized+unrealized USDT Flatten everything in the session and halt it.
Daily cap / kill switchAccount-level totals / operator Stop all trading. The floor under everything.

Session loss stop — the one that matters most

Every desk session carries a hard dollar floor. The moment a session's total PnL (realized plus unrealized, marked against live prices) touches your limit, the desk cancels its orders, flattens its positions and halts — no averaging through it, no "one more cycle." It is the layer we recommend configuring first, because it is the only one denominated in the unit you actually care about: money. Strategy sessions are lifecycle-linked to their deployments, so stopping a strategy stops its trading — there is no such thing as an orphaned session quietly placing orders.

The 4H structural stop

Entry-relative stops answer "how much am I willing to lose"; structural stops answer "at what price is the idea disproven." The 4H structural stop exits longs below the previous completed 4-hour candle's low (shorts above its high) by a configurable buffer — the classic swing-trader invalidation, automated. On a fresh 4H candle the level re-anchors; if structure data is temporarily unavailable the desk holds the last known level rather than trading unprotected — stale beats none, and none never silently happens.

Rescue governors & cool-offs

The 🛟 rescue governor (full mechanics in the MM guide; adopted per-side by Grid Strike) is the stack's most distinctive layer: a trapped side stops adding, the healthy side's realized profits fund reduce-only trims of the trapped leg, and a hard 2× ceiling caps the experiment. Cool-offs everywhere follow the same logic as a casino leaving the table: after any forced exit, the desk waits — because the conditions that forced the exit are usually still present.

Exchange truth & reconciliation

Doctrine: the exchange is truth. Live desks reconcile their books against the exchange every cycle — position sizes and entry prices. A mismatch is adopted from the exchange and logged loudly, never papered over. The 💰 account strip cross-checks the platform's live PnL against your actual wallet balance and open-position marks, so a calculation bug can never hide behind its own reporting. Paper mode obeys the same honesty rules (penetration-required fills, new-extremes-only) so practice results predict live results.

Sizing guidance

Rules of thumb we use ourselves: session loss stop ≈ 1–2% of the capital allocated to that session; rescue trigger ≈ 1.5–2% of a full leg's notional; soft inventory ≈ 3 lots per book on movers; and leverage low enough that the structural stop — not the liquidation price — is always the binding constraint. If liquidation is closer than your stop, you are not trading a strategy, you are donating to the insurance fund.

FAQ

Do the direction gates ever block an exit?

Never. Gates constrain opening risk only; every exit path — TPs, stops, rescue reductions, session flattens — ignores them by construction.

What happens if two layers fire at once?

Whichever action is more conservative wins — a flatten outranks a pause, a halt outranks a flatten. Layers compose; they never deadlock.

Is any of this optional?

Each layer has its own kill switch, and the platform ships with conservative defaults. What is not optional is visibility: an armed layer shows its state on the desk, and a fired layer says so in the session log.

Open it in the terminal: risk rows live on each desk — 🏪 Market Maker and 🪜 Grid Strike — plus the global kill switch and daily caps in ⚙ Settings.

Related guides

Armed, visible, layered

Every layer described here ships in the terminal — try the full stack on paper, free.