Risk and safety
Risk templates
Save a set of limits once and apply it to many accounts.
A risk template holds the five limits: daily profit, daily loss, trades per day, contract cap and symbol lockout. Save one, then apply it to the accounts of a connection in one step.
- On the Risk page, select Templates.
- Create a template, name it, set the limits, and select Save template.
- On a connection’s card, select Apply template and pick it.
- Enforce is never part of a template. You switch Enforce on per account, on purpose.
- Soft lock wins. While the soft lock is on, a template cannot change any account’s rules.
- You can keep up to 50 templates.
More on the limits themselves: daily loss, daily profit and trades limit.