Position Manager

The Position Manager turns a buy signal into an actual position and decides how it’s sized and how it exits. Where the Signal Generator says when, the Position Manager says how much and how to get out.

Sizing

Choose how each entry is sized:

• Fixed quote amount — e.g. spend 100 USDT per buy.
• Base quantity — e.g. buy 0.01 BTC per signal.
• Percentage of equity — e.g. allocate 10% of your portfolio per entry.

Entry type

• Market (default) — fill immediately at the current price.
• Limit — rest a buy-limit at close × (1 − offset%) and fill only on a later candle that reaches it. Set the distance with a limit offset percentage. Backtests honor this with no lookahead — the order fills only if a subsequent candle actually trades through the limit.

Lots and exits

Each buy is its own lot with an independent exit bracket, so a strategy can hold several lots at once, each managed separately:

• Take-profit % — close the lot at a target gain.
• Stop-loss % — close the lot at a maximum loss.
• Trailing stop % — close the lot if price falls a set percentage below its highest point since entry (its high-water mark), locking in gains as it runs.

Holding limits

• Max position duration — automatically exit a lot after N candles, even if no other exit has triggered. Useful for strategies that should never hold indefinitely.

Note

Exits here act on individual lots. A sell signal from the Signal Generator, by contrast, flattens the whole position. The Risk Manager sits above both and can stop the entire strategy.

Tip

Describe it naturally: “size each entry at 5% of equity, enter with a limit 1% below the close, take profit at 4%, and trail a 2% stop” — the agent builds the matching Position Manager.