Risk framework

Position size first. Signals second.

Vixale separates signal quality from position risk. A signal can look good, but the position size still has to fit the account, the instrument, and the execution model.

Capital allocation range

Current equity-style systems are designed around using 5–10% of total account capital to create a position. Options workflows may require a separate input and risk model.

5%
Base
10%
Upper cap
The dashboard is for tracking and transparency. Trading involves risk and results are not guaranteed.

Core rules

The goal is not to make every signal large. The goal is to keep every position understandable before it is opened.

01 / Allocation

Use a fixed slice of capital.

For current stock-style systems, position value is generally based on 5–10% of total account capital, not the full account.

02 / Quantity

Convert dollars into shares.

After the allocation is known, the system converts that dollar value into a share quantity using the signal price.

03 / Stop Ref

Track the exit reference.

Stop Ref is the system reference level for a potential exit decision. It is not a promise that the final fill will happen exactly at that price.

Position size formula

The formula is intentionally simple: calculate position value first, then divide by the signal price.

Formula

Position Value = Account Capital × Allocation %
Share Quantity = Position Value ÷ Signal Price

This controls how much capital is used to create the position. It does not remove market risk, slippage, gaps, or execution differences.

Example: NVDA signal

Account capital is $1,000,000. Allocation is 5%. Signal says Buy NVDA at $100.

Account capital
$1,000,000
Allocation
5%
Position value
$50,000
Max quantity
500 shares
$1,000,000 × 5% = $50,000
$50,000 ÷ $100 = 500 shares

How Stop Ref works

The most important detail: the stop signal is evaluated on candle close, not on every intrabar wick.

Why candle close?

Markets often move through a level briefly and then recover before the candle closes. Vixale uses candle-close confirmation to reduce premature stop-outs caused by temporary wicks, liquidity grabs, and short-lived spikes.

Stop Ref wick touches lower area but close can still matter

The trade-off

Candle-close logic can reduce false exits, but it can also make the final exit different from the Stop Ref. Fast markets, gaps, slippage, and execution delays can increase the realized loss.

Stop Ref: reference level used by the system to evaluate a potential exit.
Not a guaranteed fill: the actual exit can happen above or below the reference level.
Candle-close signal: the system waits for confirmation from the trading timeframe candle.
Risk remains: no tracking system can remove market, liquidity, or execution risk.

Risk terms

These are the main words users should understand before reading dashboard signals.

Term What it means Why it matters
Account capital Total capital used as the sizing base. Position size starts from the account size, not from emotion or signal excitement.
Allocation The percentage of capital used to create a position. Current equity-style systems generally use a 5–10% allocation range.
Signal price The entry price used in the sizing calculation. Higher-priced symbols create fewer shares for the same dollar allocation.
Stop Ref A reference level for the system's potential stop decision. It helps users understand where the system may consider the trade invalidated.
Candle close The final close of the trading timeframe candle. It helps avoid reacting to every temporary wick or liquidity grab.
Actual exit The price where the trade is finally closed. It can differ from Stop Ref because markets move and execution is not guaranteed.

Different systems may need different risk inputs.

Vixale Prime and Vixale Edge can share the same stock-style allocation framework. Future options or pair-trading workflows may need separate inputs, because contract risk, spreads, margin, and payoff structure can be very different from simple share quantity.

Risk management is part of the product design, not an afterthought.