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Give one account its own risk limits

A grid robot can sit in a 12 % drawdown on a normal day, while 5 % is already too much for a prop-firm account. Give such an account its own risk limits, and the tracker judges it by those instead of the Risk Categories that apply to all your other accounts.

Plan: every plan. Alerts on Discord or Telegram need Pro or VIP.

Open the account's Risk Thresholds

  1. On the Overview, click the account's name.
  2. Click the Risk Thresholds tab. Global Defaults means the account is judged by your Risk Categories.
  3. Click Customize.

The Risk Thresholds tab of the Grid Basket account, using the Global Defaults, with Customize

Enter the limits and save

  1. Type the drawdown levels in DD Warning (%) and DD Danger (%). The drawdown is the account's current equity drawdown.
  2. Type the lowest average monthly gain you accept in Monthly Warn (%) and Monthly Danger (%).
  3. Click Save.

The four fields: DD Warning 12 %, DD Danger 18 %, Monthly Warn 1 %, Monthly Danger 0.5 %, and Save

The tab now says Custom Thresholds. From now on, this account is:

  • Critical when its drawdown reaches DD Danger, or its average monthly gain falls below Monthly Danger;
  • Warning when its drawdown reaches DD Warning, or its monthly gain falls below Monthly Warn;
  • Healthy below both lines.

Using Custom Thresholds: this account's risk level, its risk-level alerts and the chart's drawdown lines use these thresholds instead of your Risk Categories

What the limits change

  • The account's level on the Overview, in the table and on the At Risk, Warning and Healthy pages.
  • The "risk level changed" alert: it fires when the account crosses its own lines.
  • The equity chart's drawdown lines: they move to DD Warning and DD Danger.

Good to know

  • Leave a level's two fields blank and that level keeps your Risk Categories' rule. Inactive accounts are always judged by the Risk Categories.
  • To go back to the Risk Categories, click Edit, then Reset, or clear all four fields and save.
  • On an account someone shares with you in a workspace, only its owner can change these thresholds.
  • Want a message at a level that isn't a risk level, for example a 10 % drawdown on one list of accounts? Use an alert rule.
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