Trade Size Optimizer

    Optimize position sizes as your account grows. As your account increases, your position sizes should increase proportionally to maintain consistent risk. This tool shows the optimal progression of position sizes from your current account to your target.

    Enter your current account size, target account size, risk per trade, number of trades, win rate, and risk/reward ratio. See optimal position size progression, account growth trajectory, and how to scale your positions systematically.

    Position SizingPortfolio

    Your current account balance

    Your target account balance

    Risk percentage per trade (typically 1-2%)

    Number of trades to project

    Your expected win rate percentage

    Average win / average loss (e.g., 2 for 2:1 R:R)

    Stop loss distance percentage

    Position Size Progression

    Initial to final position size

    $5,000 → $10,000

    Increase+100.0%
    Average Size$7,500

    Account Growth Required

    Growth needed to reach target

    +100.0%

    Growth Amount$10,000
    Expected Trades107 trades

    Expected Return Per Trade

    Based on win rate and R:R

    0.650%

    Can Reach TargetYes
    Want to understand this better?Read our position sizing guide

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    Position Size vs Account Growth

    $10k$11k$12k$13k$14k$15k$16k$17k$18k$19k$20kAccount Value ($)$0k$3k$5k$8k$10kPosition Size ($)$0$50$100$150$200Risk Amount ($)

    How position size and risk amount should increase as account grows. Position size scales proportionally with account to maintain consistent risk percentage.

    Account Growth Trajectory

    012345678101214161820222426283032343638404244464850Trade Number$0k$4k$7k$11k$14kAccount Value ($)

    Projected account growth trajectory based on expected return per trade. Shows how account grows over trades and when target might be reached.

    Position Size Progression Table

    Account ValuePosition SizeRisk Amount
    $10,000$5,000$100
    $12,000$6,000$120
    $14,000$7,000$140
    $16,000$8,000$160
    $18,000$9,000$180
    $20,000$10,000$200

    Position size progression showing how sizes should increase as account grows. Use this table to adjust your position sizes as your account value changes.

    How It Works

    Calculation Methodology

    This tool optimizes position sizes as your account grows. It calculates how position sizes should increase proportionally with account growth to maintain consistent risk percentages, and projects account growth trajectory based on expected returns.

    Step 1: Calculate Expected Return Per Trade
    expectedReturn = (winRate × risk × R:R) - ((1 - winRate) × risk)
    // Expected value per trade based on win rate and risk/reward
    Step 2: Calculate Position Size at Each Account Level
    riskAmount = account × riskPercent
    positionSize = riskAmount / stopDistance
    // Position size scales with account to maintain constant risk %
    Step 3: Project Account Growth Trajectory
    account[t+1] = account[t] × (1 + expectedReturn)
    // Compound growth based on expected return per trade
    Step 4: Calculate Position Size Progression
    For each account value from current to target:
    positionSize = (account × risk) / stopDistance
    // Shows how position sizes should increase
    Step 5: Calculate Expected Trades to Target
    trades = log(target / current) / log(1 + expectedReturn)
    // Number of trades needed to reach target (if positive expectancy)
    Examples:
    $10k → $20k, 1% risk, 2% stop, 55% win rate, 2:1 R:R
    → Expected return: 0.65% per trade
    → Initial position: $5,000 (1% of $10k / 2% stop)
    → Final position: $10,000 (1% of $20k / 2% stop)
    → Position size increase: 100%
    → Expected trades to target: ~107 trades

    Key Insight: Position sizes should scale proportionally with account growth. If you risk 1% on $10k ($100 risk, $5k position with 2% stop), you should risk 1% on $20k ($200 risk, $10k position with 2% stop). This maintains consistent risk while allowing position sizes to grow with your account. The optimizer shows this progression and helps you scale systematically as your account grows.

    Learn more about position sizing:

    Position sizing guide

    Example Scenario

    Setup: $10k → $20k, 1% risk, 2% stop, 55% win rate, 2:1 R:R, 50 trades

    Initial Position: $5,000
    Final Position: $10,000
    Position Increase: 100%
    Expected Return: 0.65% per trade
    Expected Trades: ~107 trades
    Account Growth: +100%

    What this means: As your account grows from $10k to $20k, your position sizes should double from $5k to $10k (maintaining 1% risk). The optimizer shows this progression and projects that with 0.65% expected return per trade, you'll need about 107 trades to reach your target. Use this to scale your positions systematically as your account grows.

    Common Mistakes & Warnings

    • Using fixed position sizes: If you always use $5k positions regardless of account size, you're under-sizing as your account grows. Use risk-adjusted sizing — always risk the same percentage, not the same dollar amount.
    • Not recalculating after account changes: If your account grows or shrinks, recalculate position sizes. A $5k position on a $10k account is 50% risk — way too high. Always maintain consistent risk percentages.
    • Over-sizing during win streaks: Win streaks can make you feel invincible, leading to larger positions. Stick to your risk percentage regardless of recent results. Don't increase risk just because you're winning.
    • Not accounting for negative expectancy: If your expected return is negative, you can't reach your target. Improve your win rate, R:R, or reduce risk before trying to scale. Don't scale a losing strategy.

    Example Scenarios

    Try these realistic scenarios to understand position size optimization.

    Scenario 1: Conservative Growth

    Slow, steady growth with low risk. Sustainable scaling.

    Growth: +50%
    Position Increase: +50%
    Expected Return: 0.65%/trade
    Expected Trades: ~62 trades

    What this means: Conservative 50% growth target with 1% risk. Position sizes increase 50% as account grows. With 0.65% expected return per trade, expect to reach target in about 62 trades. This is sustainable and realistic.

    Scenario 2: Aggressive Growth

    Fast growth with higher risk. Faster scaling but higher volatility.

    Growth: +200%
    Position Increase: +200%
    Expected Return: 1.0%/trade
    Expected Trades: ~110 trades

    What this means: Aggressive 200% growth target with 2% risk. Position sizes triple as account grows. With 1.0% expected return per trade, expect to reach target in about 110 trades. Higher risk means faster growth but also higher volatility and drawdowns.

    Frequently Asked Questions

    When should I use this tool?

    Use this tool to optimize position sizes as your account grows. As your account increases, your position sizes should increase proportionally to maintain consistent risk. This tool shows the optimal progression of position sizes from your current account size to your target, helping you scale up systematically.

    What is trade size optimization?

    Trade size optimization adjusts position sizes as your account grows to maintain consistent risk percentages. If you risk 1% per trade on a $10k account ($100 risk), you should risk 1% on a $20k account ($200 risk). This ensures your position sizes scale with account growth while maintaining the same risk profile.

    How does account growth affect position size?

    As your account grows, your position sizes should grow proportionally. If you start with $10k and risk 1% ($100), and your account grows to $15k, you should now risk 1% of $15k ($150). This maintains consistent risk while allowing position sizes to scale with account growth.

    What is risk-adjusted sizing?

    Risk-adjusted sizing means adjusting position sizes based on account value to maintain a constant risk percentage. Instead of using fixed dollar amounts, you use fixed percentages. This ensures that as your account grows, your risk per trade grows proportionally, allowing you to scale up systematically.

    How is optimal position size progression calculated?

    Position size progression is calculated by: (1) Projecting account growth based on win rate and risk per trade, (2) Calculating position size at each account level using risk percentage, (3) Showing how position sizes should increase as account grows. This creates a progression that maintains consistent risk while scaling with growth.

    What if my account shrinks?

    If your account shrinks, your position sizes should shrink proportionally. If you risk 1% on $10k ($100) and your account drops to $8k, you should risk 1% on $8k ($80). This prevents over-sizing positions relative to your account and maintains consistent risk management.

    How does win rate affect optimization?

    Win rate affects how quickly your account grows, which affects how quickly position sizes can increase. Higher win rate = faster account growth = faster position size increases. Lower win rate = slower growth = slower position size increases. The optimizer accounts for this in the growth trajectory.

    What's the difference between fixed size and risk-adjusted size?

    Fixed size uses the same dollar amount regardless of account size (e.g., always $100 risk). Risk-adjusted size uses the same percentage regardless of account size (e.g., always 1% risk). Risk-adjusted is better because it scales with account growth and maintains consistent risk management.

    How often should I recalculate position sizes?

    Recalculate position sizes whenever your account size changes significantly (e.g., after a series of wins or losses). Some traders recalculate after every trade, others after every 10-20 trades. The key is to maintain consistent risk percentages as your account fluctuates.

    How does this relate to Position Size Calculator?

    Position Size Calculator calculates a single position size for a given account size and risk. Trade Size Optimizer shows how position sizes should progress as your account grows from current to target size. Use Position Size Calculator for individual trades, Trade Size Optimizer for scaling strategy.