How Position Sizing Works by Asset Class

EdgeFlo calculates position size differently for each asset class. Forex uses pips and lots. Indices and metals use points and lots. Crypto uses distance and lots. Stocks use distance and shares. This article explains how the risk calculator adapts and what each field means for each market.

Position sizing in EdgeFlo is automatic regardless of which market you trade. Enter your stop loss and EdgeFlo calculates the correct trade size based on your account balance, risk settings, and the specific instrument you are trading. The underlying math changes by asset class, but the experience stays the same: you see your dollar risk and R:R before you confirm a trade.

How the Calculator Works

For every asset class, the same three inputs drive the calculation:

Your account balance, synced live from your broker
Your risk per trade, set in Settings or adjusted per trade
Your stop loss distance, entered in the trade panel

EdgeFlo then uses the instrument's specific value per unit of movement to determine how large your position can be while keeping your dollar risk within the amount you set.

By Asset Class

Forex

Field	Label
Position size	Lots
SL/TP distance	Pips or Price
Order button	Place BUY Order [lots] @ [entry price]

Forex uses pip-based logic. The calculator converts your risk amount into lot size by dividing it by the pip value multiplied by your stop distance in pips. Currency conversion is applied automatically if your account currency differs from the pair's profit currency.

Metals

Field	Label
Position size	Lots
SL/TP distance	Points or Price
Order button	Place BUY Order [lots] @ [entry price]

Metals use point-based logic. The calculator uses the instrument's point value, which reflects the contract size your broker assigns, to convert stop distance into lot size. Enter your stop in either price levels or points. Pips do not apply here.

Indices

Field	Label
Position size	Lots
SL/TP distance	Points or Price
Order button	Place BUY Order [lots] @ [entry price]

Indices use point-based logic. Each broker defines how much one lot is worth per point of movement for a given index. EdgeFlo uses this broker-specific value to calculate the correct lot size. The per-point value differs between indices, so the same dollar risk will produce a different lot size depending on which index you trade.

Crypto

Field	Label
Position size	Lots
SL/TP distance	Distance or Price
Order button	Place BUY Order [lots] @ [entry price]

Crypto uses the same lot-based sizing as other asset classes. The SL/TP toggle shows Distance rather than Pips or Points — Distance is a neutral unit that works across crypto instruments regardless of price level. The calculator uses the instrument's contract value and your stop distance to determine lot size. Because crypto assets are often priced very high, the lot size for a given dollar risk may be a small number.

Stocks

Field	Label
Position size	Shares
SL/TP distance	Distance or Price
Order button	Place BUY Order [shares] @ [entry price]

Stocks use distance-based logic with position size expressed as Shares. The calculator uses your risk amount and the distance to your stop loss to determine how many shares you can hold. Because stock prices vary widely across instruments, the share count will differ significantly for the same dollar risk.

What Changes and What Stays the Same

Across all asset classes, the following always appears in the trade panel before you confirm:

Dollar risk, matching your risk setting
R:R ratio, based on your SL and TP levels
Full order summary showing instrument, direction, size, and price

What changes per asset class:

The label on the position size field: Lots (Forex, Indices, Metals, Crypto) or Shares (Stocks)
The unit used for SL/TP distance: Pips (Forex), Points (Indices, Metals), or Distance (Crypto, Stocks)
The calculation method used internally: pip value, point value, or contract value per unit of movement

Setting Your Risk Per Trade

Your default risk per trade applies across all asset classes. Set it once in Settings and EdgeFlo uses it whether you are trading forex, gold, an index, crypto, or stocks. You can also switch between percentage-based and fixed dollar risk. Both modes work across every asset class.

Adjusting Risk for a Specific Trade

To change your risk for one trade without changing your default setting:

Open the trade panel by clicking Trade
Find the Risk per trade field and click the lock icon to unlock it
Edit the percentage or dollar amount for this trade only
The position size updates immediately

The change applies to that trade only. Your default resets on the next trade.

Frequently Asked Questions

Why does the same 1% risk give me a very different lot size on gold versus EURUSD?

The contract size and point or pip value are different for each instrument. Gold's contract size and its dollar-per-point value mean the same dollar risk produces a different lot count than on a standard forex pair. The dollar risk amount is what stays constant. The lot size is the output that achieves it.

My index lot size looks much smaller than expected. Is it correct?

Index lot sizes are often small numbers. One lot on an index can represent significant dollar exposure because each point of movement may be worth a meaningful dollar amount per lot, and indices move many points. Always verify your dollar risk shown in the panel. That is the number you should be checking, not the lot count.

Why is my crypto lot size so small?

For high-priced crypto assets, a small dollar risk on a wide stop results in a very small lot size. The math is correct. The dollar risk in the panel is the reliable number. Confirm it matches your setting before placing the trade.

Can I override the calculated position size and enter my own?

Yes. Click the lock icon next to the position size field to unlock it and enter a manual value. The dollar risk display will update to reflect whatever size you enter. Overriding the calculated size means you are taking manual responsibility for the risk amount.

Does the position size calculator work the same way in One-Click Trading?

Yes. One-Click Trading uses the same calculation logic. It applies your risk settings and the current instrument's value per unit to calculate the size at the moment you click. All guardrails still apply.