Advanced · Optional

Trade Planning Tools: Position Sizing & Risk Management

Stress-test hypothetical decisions (outcomes + portfolio impact) before execution. Educational tools for informed planning, not investment advice.

Trade Planning builds on Portfolio Intelligence by stress-testing hypothetical decisions before execution.

Risk Analysis

Model potential downside and volatility impact

Position Sizing

Determine appropriate allocation based on risk

Portfolio Impact

See how positions affect overall metrics

What-If Scenarios

Test decisions with historical data

Risk Management

Risk-Reward Ratio Explained

Understand how to evaluate potential trades using risk-reward analysis.

Stop-Loss and Risk Management

Plan potential exit points and understand downside risk before entering positions.

Volatility and Position Risk

Learn how stock volatility impacts position-level and portfolio-level risk.

Position Sizing

Position Sizing Basics

Learn how to determine appropriate position sizes for your portfolio and risk tolerance.

Portfolio Impact

Portfolio Impact of a Trade

Model how adding or removing a position affects your overall portfolio metrics.

Correlation and Portfolio Exposure

Understand how correlated positions can concentrate risk in your portfolio.

Scenario Analysis

Modeling Drawdown Scenarios

Understand potential portfolio declines under various market conditions.

What-If Scenario Planning

Stress-test hypothetical decisions with historical data before execution.

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All trade planning tools are educational. We do not provide investment advice or recommend any specific trades. Historical data does not guarantee future results.