General settings in money management
You make the general settings for money management using the input fields in the top left-hand part of the window. Here you can determine, for example, the maximum capital you wish to invest, the total risk you are prepared to take and the acceptable risk per position. Explanations of the individual fields can be found in the following table, detailed information on the settings can be found in the following sections.
| Element | Description |
|---|---|
Owner/portfolio | The owner or portfolio whose asset overview is displayed and evaluated. |
Evaluation currencycurrency | The currency in which all assets are reported. The presentation of risks excludes currency risks. |
Risk capital share of assets | The portion of the book value that is available for money management. The risk shares are determined at this value. |
Investment capital (max) | The maximum proportion of risk capital that should be invested at any given time. Based on this information, a warning is displayed in the position calculator if the investment level is exceeded. |
Maximum total risk | The maximum proportion of risk capital to be risked. |
Risk per position | The proportion of risk capital to be risked per position. |
Slippage | The slippage parameter is used to model the risk arising from a price deterioration after the limit is triggered. This means that a correction corresponding to the slippage parameter is always included in the valuation of positions using stop prices. Set this parameter according to your experience and trading practice. |
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