Article · Risk Management & Bot Safety

Write a Risk Policy Before You Go Live

Decide your limits in calm, write them down, and let the bot enforce them — a risk policy is the contract you make with yourself before money is live.

Published June 7, 2026 · Primary topic: trading risk policy

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The worst time to decide how much you are willing to lose is in the middle of losing it. A risk policy is the set of limits you agree to in advance, in calm, and write down — so that when a position is going against you, the decision has already been made by a clearer version of yourself. The bot's job is to enforce that policy without negotiation.

What a risk policy contains

A complete policy answers, in numbers, every "how much" question before it can be asked under pressure:

Why writing it down changes everything

An unwritten limit is a feeling, and feelings move with the market. A written policy is a commitment you made when nothing was at stake, which is exactly when judgement is best. Putting it in writing also lets the bot enforce it mechanically — the rules act the same whether you are watching or asleep, confident or rattled.

Decide it calm, enforce it always

The sequence matters: write the policy first, validate every limit in paper trading, and only then let it govern live funds. A policy that is edited mid-drawdown to avoid a stop is not protecting you — it is being dismantled at the precise moment it was meant to work. Treat the document as a contract with yourself.

Build the policy piece by piece: per-trade and daily limits, a consecutive-loss cooldown, a drawdown threshold, and the kill switch. Then prove it all in paper trading before going live.

Important

This is not investment advice.

GreatDane Trades is an education, backtesting, and trading automation platform. Nothing on this site is financial advice. Results are simulated. Backtests do not guarantee future results. Markets can diverge from simulations. Trading cryptocurrencies involves substantial risk including the total loss of capital. Paper trading should come before live trading. Users are responsible for their own trades.

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