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User Set Risk

Updated

To begin using the User Set Risk feature on WealthCharts. You will need to use the Broker Portfolio feature. If you already have the Broker Portfolio feature on your platform, disregard steps 1 through 3.

  1. Go to the Main Menu located at the top left corner of your platform

  2. Go to the Trading Category

  3. Locate the Broker Portfolio feature and load it onto your screen.

Next, select the Accounts tab located at the top of your Broker Portfolio. You will notice a Risk Params column and a pencil icon in each cell within that column. Clicking on the pencil icon will take you to the menu below:

Click on the "i" icon at the top of the modal to learn more about the User Set Risk functionality.

YOUTUBE: How to change the User Set Risk

YOUTUBE: Setting Daily Profit & Loss Limits for Multiple Prop Accounts at Once

YOUTUBE: How to manually lock a prop account

YOUTUBE: How to show the daily loss or profit limit indicator on charts

YOUTUBE: Locking Prop Accounts for a Custom Time Range

To see accounts that are suspended or deactivated, click on the checkbox at the top-left corner of your Broker Portfolio.

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