Manage Risk and Review Performance
Develop practical methods for controlling exposure and reviewing trading results.
- Prerequisite
- Build Your Trading Framework recommended, and comfort with spreadsheets.
- Level
- Intermediate
- Includes
- Quantfolio
- Format
- Live online · 1:1 or group
- Schedule & fee
- Agreed on your intro call
Is this for you?
Traders who test their ideas and now want consistent control of risk and a regular review routine.
Position sizes are chosen by feel, related positions add hidden risk, and results are reviewed only after a large loss.
What you’ll be able to do
- Size positions from a defined amount of risk per trade.
- Explain how leverage changes gains, losses and the chance of a margin call.
- Measure drawdowns and set limits that trigger a review.
- Spot related exposures, such as several positions that depend on the same currency or sector.
Modules
- Risk per trade and position sizing
- Leverage and margin
- Drawdowns and limits
- Related exposures
- Execution review
- Monthly performance dashboard
The outline can be tailored to your goals.
A risk worksheet and monthly performance dashboard.
- Position-sizing and risk worksheet
- Monthly performance dashboard
- Written risk limits
Tools & data
- Spreadsheet
- Optional guided Python notebook
- Quantfolio
Sample trading journals (clearly labelled as illustrative) · Price data for related PSX and international assets
Questions
Will this course remove the risk of losses?
No. Risk can be measured and limited, not removed. The course helps you decide how much risk to take and keep to it.
How is it taught, and what does it cost?
Live online, one-on-one or in a small group. Schedule and fee are agreed with you on a free intro call.
Will this course guarantee trading results?
No. It builds knowledge and skills. It does not guarantee profits.
Build the skills to research markets independently.
Talk to us for free. We'll help you choose the right path and give you a preview of Quantfolio.