What is this pilot phase about?
Instead of complex evaluations, the framework focuses on one simple principle:
👉 At no point should the total realised or unrealised loss from one trade idea or from a group of trades open that overlap in time exceed 1% of the initial account balance.
This approach allows us to assess risk-taking behavior in a way that is:
easier to understand
easier to control via stop-losses
and more aligned with real trading conditions
How is the 1% max loss rule evaluated
The 1% limit is monitored in two parallel ways:
1️⃣ Trade idea
A trade idea is:
a single trade, or
multiple trades with the same symbol and direction that overlap in time
At any moment during such a trade idea, the combined realised and unrealised loss must not exceed 1% of the initial account balance.
2️⃣ Group of open trades
A group of open trades includes all trades that overlap in time, regardless of:
symbol
direction
or strategy
For the entire duration of overlapping trades:
the reference point is the equity at the moment the first trade is opened
the combined realised and unrealised loss must not exceed 1% of the initial account balance
What this means in practice
To stay compliant:
plan your position sizing conservatively
set stop-losses so that overall losses from one trade idea or group of open trades remain within the 1% threshold
and be especially mindful when opening multiple trades at the same time
This framework is designed so that most traders can comply simply by using proper stop-loss management.
Remember, in general we recommend the maximum risk per one trade idea or group of open trades to be within 0.5-1%. And so, the easiest way to follow this rule is to set your stop-losses for overall risk of open trades to be below -1% (and preferably around -0.5%), and you will be all good to stay within this framework.
Important notes about the pilot
This is a test phase, and its duration is not fixed yet
Trading behavior during this period will help us decide:
whether the framework becomes permanent
and how individual account statuses are handled going forward
In case of repeated excessive risk-taking, protective measures may be re-applied, as per the below