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Long-term position management with automated rules for entries, exits and risk control.

4.3
Excellent 4.3
Trustpilot
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Templates for position strategies

Ready-to-Use Position Trading Templates

Browse templates designed for traders including trend following, breakout strategies and mean reversion approaches. Each template includes predefined entry conditions, exit rules and sizing logic that you can customize for your risk tolerance and timeframes.

Risk controls for long-term holds

Set maximum sizes, correlation limits and drawdown controls to protect your portfolio during extended holding periods. The system monitors continuously and can reduce exposure or hedge when risk thresholds are breached.

Features and Benefits

Dynamic Position Sizing and Risk Management

Your rules can dynamically adjust sizes based on volatility, account balance and correlation with existing holdings. Set maximum limits per asset and total portfolio exposure limits. The system can reduce sizes during high volatility periods or increase them during low volatility consolidations. Risk controls include stop losses, trailing stops and time-based exits.

Multi-Exchange Coordination

Coordinate positions across multiple exchanges to optimize liquidity and reduce counterparty risk. Your automation can split large positions across Binance, Coinbase and Kraken while maintaining unified risk management. This approach improves execution quality for larger sizes and provides redundancy.

Backtesting Strategies

Test your rules against historical data to validate performance across different market cycles. The backtesting engine simulates your entry and exit conditions using years of price data, helping you refine rules before deploying capital. Results include metrics like win rate, average holding period and maximum drawdown.

Integration with Fundamental Analysis

Combine technical rules with fundamental triggers like earnings releases, economic data or news events. Your automation can adjust sizes or timing based on fundamental catalysts while maintaining systematic execution. This hybrid approach leverages both technical and fundamental analysis for decisions.

FAQ

Frequently Asked Questions

Position Trader Reviews

This section displays customer reviews, ratings, and testimonials from traders who use our platform.
4.3
Excellent 4.3
Trustpilot
Henrik L. reviewer profile iconHenrik L.
Finally consistent position management without the emotion.
Sofia M. reviewer profile iconSofia M.
My weekly rebalancing happens automatically now. Saves hours of manual work each month.
Viktor P. reviewer profile iconViktor P.
I was skeptical about automating long-term trades, but the systematic approach improved my discipline and results significantly over multiple market cycles.
Elena K. reviewer profile iconElena K.
Position sizing scales perfectly with volatility conditions.
Lars H. reviewer profile iconLars H.
The multi-timeframe rules capture trends I used to miss while filtering out noise from daily fluctuations that used to derail my strategy.
Ingrid N. reviewer profile iconIngrid N.
Backtesting showed me which rules actually work over cycles.

Additional Benefits

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Advanced Management Features

Layer multiple conditions for sophisticated management including correlation analysis, sector rotation and momentum filters. Your rules can consider market regime, volatility environment and cross-asset signals when making decisions. Advanced features include dynamic hedging, pairs trading and market-neutral construction.

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Tax-Efficient Management

Automate tax-loss harvesting and long-term capital gains optimization through systematic management. Rules can consider holding periods, tax implications and wash sale rules when making exit decisions. This approach optimizes after-tax returns while maintaining your investment strategy.

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Tracking and Reporting

Monitor all automated positions through unified dashboards showing entry prices, current values, unrealized gains and holding periods. Generate reports for tax purposes, performance analysis and strategy evaluation. Track metrics across all connected exchanges in one interface.

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Scaling Strategies

Start with small sizes and gradually scale up as your automated strategies prove effective. The platform supports scaling based on strategy performance, allowing successful rules to manage larger allocations over time. This approach reduces risk while building confidence in systematic management.

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Integration with Existing Portfolios

Integrate automated trading with existing investment portfolios and manual holdings. Your rules can consider total portfolio exposure across automated and manual positions when making sizing decisions. This unified approach prevents over-concentration and maintains proper diversification.

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