Custom Formulas

Reference any variable from the 'Variables' section of the Edit Account window by wrapping the variable name in brackets, e.g. [balance]. The formula system supports basic arithmetic (+, -, *, /), comparison operators (>, <, >=, <=, ==, !=), and functions like IF(), MAX(), and MIN().

IF([peak open pnl] >= 1000, [balance] + [peak open pnl] * 0.5, [balance] - 1000) This rule starts with a static $1,000 loss limit relative to the open position. Once the peak open profit exceeds $1,000, the trailing balance automatically adjusts so you never give back more than 50% of peak open profit.