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How do I configure risk management parameters?

How to configure, enable, and lock risk management parameters in Tradecopia, and what each broker requires for settings to take effect.

Risk management parameters control when Tradecopia automatically closes your positions and halts trading. This article explains how to configure, enable, and lock them correctly — and what your broker requires before the settings take effect.

You might need this article if:

  • You want to set up daily or weekly loss limits on your account

  • You configured parameters but risk management is not triggering

  • You want to lock your risk settings so you can't change them during a session

  • You're on Tradovate or NinjaTrader and need to know what the push step is

  • You want to understand the Consistency Calculator or Templates feature in the Risk Management panel

Before you start

Risk management operates at the account level — parameters are configured per account, not per copy group. You need at least one broker connection active in Tradecopia before you can configure risk management. See How do I add a broker connection to Tradecopia? if you haven't connected your broker yet.

Configure, enable, and lock — three separate actions

Setting up risk management correctly requires three independent steps. Skipping any one of them will leave your protection incomplete.

Step

What it does

What it does NOT do

Configure

Sets the threshold value — the number the risk manager watches

Does not activate the rule

Enable

Activates the rule — the threshold will now trigger a response

Does not protect the settings from being changed

Lock

Prevents the configuration from being edited for a set duration

Does not activate the rules

The most common setup mistake is entering values without enabling them. A parameter showing a DISABLED badge in the panel is configured but not active — it will never trigger. Both configuring and enabling are required for protection. Adding a lock is optional but recommended to prevent impulsive changes mid-session.

How to configure risk management

  1. Open Tradecopia and confirm your broker connection is showing as connected

  2. Go to the Risk Management tab

  3. Locate the account you want to configure

  4. Enter a value for each parameter you want to enforce

  5. Enable each parameter — toggle it on until the DISABLED badge disappears

  6. Optional: Set a lock duration to prevent editing for a set period

  7. Tradovate and NinjaTrader only: Push your settings — see Broker-specific requirements below

Parameters reference

Parameter

What it controls

Availability

Daily loss limit

Maximum loss allowed in a single trading day

All brokers

Daily profit limit

Maximum profit allowed in a single trading day

All brokers

Weekly loss limit

Maximum loss allowed across a full trading week

Tradovate and NinjaTrader only

Weekly profit limit

Maximum profit allowed across a full trading week

Tradovate and NinjaTrader only

Trailing drawdown

Dynamic drawdown limit that follows your account's peak balance

Coming soon — not yet active

Trades limit

Maximum number of trades allowed in the configured period

All brokers

Note: Trailing drawdown is visible in the Risk Management UI but is not yet active. It will be enabled in a future release. Do not configure or rely on this parameter for active risk protection.

Rithmic users: Weekly loss and weekly profit limits are not supported on Rithmic accounts. Weekly parameters appear in the UI but will not trigger on Rithmic regardless of configuration. Use daily limits and the trades limit for Rithmic accounts.

TopStepX users: Risk management is not yet fully supported for TopStepX accounts through Tradecopia. Configure risk settings directly on the TopStepX platform.

Broker-specific requirements

Tradovate and NinjaTrader — push required after every change

Tradovate and NinjaTrader handle risk enforcement at the broker level. Tradecopia sends your parameters to the broker's own engine — but this transfer does not happen automatically when you save. You must manually push your settings from the Risk Management panel every time you make a change.

If you configure or change parameters without pushing, the broker has no record of your current settings and cannot enforce them.

This push requirement applies every time — not just on first setup. After any parameter change, push before your next trading session.

Tradovate-specific note: Once pushed, Tradovate enforces your parameters at the broker level even if Tradecopia is not running. However, any changes you make while the app is offline will not reach Tradovate until you reconnect and push again.

See Why aren't my Tradovate risk settings taking effect? if the push step is not working as expected.

Rithmic

Tradecopia's own engine manages risk execution for Rithmic accounts — no push is required. Weekly limits are not supported on Rithmic. Use daily limits and the trades limit.

TopStepX

Risk management is not yet fully supported in Tradecopia for TopStepX accounts. Configure your risk settings directly on the TopStepX platform.

Sync status indicator

The Risk Management panel displays a sync status indicator showing when parameters were last pushed. This is relevant for Tradovate and NinjaTrader accounts.

State

Meaning

Action

Never synced

Parameters have never been pushed

Push immediately before trading

Just Now

Parameters were pushed moments ago

None — sync is current

Time elapsed

Shows time since last push

If you've changed parameters since then, push again

If the indicator shows Never synced, Tradovate or NinjaTrader has no risk configuration on record and cannot enforce anything.

When the risk engine is active

Pro desktop: Risk management only functions while the Tradecopia app is open and connected. If the app is closed or loses connection, your risk rules are not active. Keep the app running during your trading session.

Exception for Tradovate (Pro desktop): Once parameters have been pushed to Tradovate, Tradovate enforces them at the broker level — even if Tradecopia is not running. Any configuration changes made while Tradecopia is offline will not take effect until you reconnect and push again.

Pro+ Lite and Pro+ (cloud plans): Risk management runs continuously on Tradecopia's infrastructure. The risk engine remains active regardless of whether your device is on. No app needs to stay running.

Templates

The Templates button in the Risk Management panel lets you save a parameter configuration as a reusable template. You can then apply that template to individual accounts to speed up setup when multiple accounts share the same risk structure.

Templates apply the values at the time you apply them. Editing a template after application does not update accounts that have already had the template applied — you would need to apply it again.

Consistency Calculator

The Consistency button in the Risk Management panel opens the Prop Firm Consistency Calculator. This tool lets you check whether your current trading meets your prop firm's consistency rules before you submit for a payout — particularly for firms that cap how much of your total profit can come from a single day.

Supported firms include: Topstep, TPT, MFF, Elite, TradeDay, E2T, Apex, UProfit, Bulenox, and a custom rule option.

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