Exit Settings And Risk Management

The Exit and Risk steps decide two different things: how a position should close, and when the bot should stop allowing new entries. Confusing them leads to unstable behavior.

What this is

This article explains the current exit controls and the account-level risk limits available in the bot editor.

When to use it

Use this article if:

- you are setting take profit, stop loss, or trailing logic

- you need to limit bot activity by day

- you want to understand how exit rules differ from risk limits

Before you start

Before working on Exit and Risk, you should already know:

- the intended entry logic

- the expected grid behavior

- the rough holding style of the strategy

Important current product behavior:

- the exit block supports percentage exits and optional filter-based exits

- trailing stop can be enabled with activation and callback percentages

- funding_capture exists only for futures setups

- if funding capture uses exit filters, force_exit_after_seconds becomes required

- the risk block supports max_daily_trades , max_daily_loss_pct , and cool_down_minutes

Step by step

Step 1: Define the base take-profit and stop-loss logic

The current exit step supports:

- take_profit_pct

- stop_loss_pct

Start with these before adding extra complexity.

Step 2: Add filter-based exits only when they improve the design

The exit block also supports:

- take_profit_filters

- stop_loss_filters

Use these only when your strategy needs conditional exits instead of pure price-distance exits.

Step 3: Configure trailing stop carefully

The current trailing stop uses:

- trailing_enabled

- trailing_activation_pct

- trailing_callback_pct

Think of it in two stages:

- the move must first be large enough to activate trailing

- once active, the callback defines how much retrace is allowed

Step 4: Use funding capture only in the right context

Funding capture belongs to futures configurations only.

The current structure includes:

- enabled

- min_payments

- delay_seconds

- force_exit_after_seconds

- optional exit_filters

If you enable funding capture and also add funding-capture exit filters, the form requires force_exit_after_seconds so the position has a clear forced-exit boundary.

Step 5: Set the daily risk limits

The Risk step currently supports:

- Max Daily Trades

- Max Daily Loss %

- Cooldown Minutes

These do not describe how one position exits. They describe whether the bot is still allowed to open new positions after recent activity.

Step 6: Make sure exit and risk are not fighting each other

Ask these questions before saving:

- is the stop too tight for the grid width

- does the trailing stop activate too early

- can the bot hit the daily trade cap too easily

- could cooldown block the re-entry pattern the strategy depends on

If the answer is yes, simplify before launch.

What you should see

By the end of Exit and Risk setup, you should have:

- one clear take-profit plan

- one clear stop-loss plan

- trailing enabled only when justified

- daily limits that match how often the strategy should trade

Common mistakes

- treating risk limits as if they were exits for the current position

- enabling every exit mechanism at once without a clear reason

- using funding capture on a non-futures setup

- setting a grid wide enough that the stop becomes unrealistic

- forgetting to run a new backtest after changing exits or risk

Related articles

- Grid Settings

- Save, Edit, Clone, And Launch

- Why Backtest Is Required Before Launch

- How To Read Backtest Report