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FactorQX

Position Size Calculator

Calculate how many units to trade based on your account size, the percentage you're willing to risk, and the distance from entry to stop-loss.

Calculator

$
%
$
$
Units to trade20.00
Amount at risk$100.00
Per-unit risk$5.00
Position value$2,000.00
Position % of account20.00%

Formula

  • Risk amount = Account size × (Risk % ÷ 100)
  • Per-unit risk = |Entry price − Stop price|
  • Units = Risk amount ÷ Per-unit risk
  • Position value = Units × Entry price

How it works

Position sizing is the process of deciding how large a trade should be so that a single losing trade only costs a pre-defined, acceptable fraction of your account. It separates the question of "how much to trade" from the question of "where to enter".

The method here is fixed-fractional risk: you choose a percentage of the account to put at risk, then derive the quantity from the distance between your entry and your stop-loss. A wider stop means a smaller position for the same dollar risk; a tighter stop means a larger one.

Consistent sizing is a core risk-management discipline. This calculator performs arithmetic only — it does not tell you what to trade, when to trade, or whether any trade is a good idea.

Example use cases

Tight stop on a $10,000 account

Account $10,000, risk 1%, entry $100, stop $95 → risk $100, per-unit risk $5, so 20 units ($2,000 position).

Wider stop, same risk

Same account and 1% risk but stop at $90 → per-unit risk $10, so only 10 units ($1,000 position) for the identical $100 risk.

Frequently asked questions

What risk percentage should I use?+

That is a personal risk-management decision, not something a calculator can answer for you. Many educational sources discuss small fixed fractions (often cited as 0.5%–2%) to limit the impact of any single loss, but the right value depends entirely on your own circumstances and risk tolerance.

Does this account for leverage or margin?+

No. It returns the number of units and the notional position value. Whether you can hold that position depends on your broker's margin requirements — see the Margin Calculator.

Why does a wider stop reduce my position size?+

Because dollar risk is held constant. If each unit can lose more before hitting the stop, you must hold fewer units to keep total risk at the same amount.

Educational tool. This calculator performs arithmetic for learning and planning only. It is not investment advice, a trading signal, or a guarantee of any result. See our disclaimer.