Risk sized to you — how Soar sizes every trade to your profile, not a template

A signal is only half the story. The other half is how much of it you take on. The same setup — same entry, same targets, same stop — can be a sensible position for one trader and a reckless one for another. What separates the two is sizing, and sizing is exactly where most tools go quiet. They surface the idea and leave the hardest, most consequential decision entirely to you.

Soar treats sizing as a first-class part of the trade, not an afterthought. When a graded card clears the bar, your bot doesn't just place the order — it works out how big the order should be, based on the guardrails you set. Here's how that actually works.

You set the profile, once

Before a bot trades a dollar, you pick a risk profile: conservative, standard, aggressive, or custom. That single choice quietly shapes every position it opens afterward. A conservative profile leans toward smaller allocations and tighter guardrails; an aggressive one gives each setup more room. Custom lets you dial the numbers yourself if the presets don't fit how you think about risk.

The point is that you make this decision deliberately, in a calm moment — not in the heat of a fast-moving market where a template's one-size-fits-all bet would have decided it for you.

The guardrails that do the work

Your profile isn't a vibe — it maps to concrete limits the bot enforces on every trade:

• Concentration caps — no single position is allowed to balloon into an outsized share of the account, so one idea can't quietly become your whole book.

• Max open positions — the bot respects a ceiling on how many trades it runs at once, so exposure doesn't creep up trade by trade.

• Position sizing to profile — each graded card is sized to your chosen risk level, so the same setup means a different dollar amount for a conservative account than an aggressive one.

• It only ever opens — the bot trades new setups from graded cards. It never touches positions you already hold. Your existing holdings are yours.

The stop lives where it can't be ignored

Every graded card carries a real stop, and that stop is placed broker-side. That's an important distinction. A stop that only lives inside a dashboard is a hope; a stop resting at your broker is an order that stands whether or not anything else is watching. Your downside on each trade is defined before the position is even open — and it's held at the level closest to your money.

The targets — T1 and T2 — are monitored by Soar, so a winner gets managed toward its levels while the broker-side stop guards the floor. You always know, in advance, what a trade is risking and what it's reaching for.

A good signal tells you what to do. Sizing tells you how much — and getting that wrong is how good ideas turn into bad accounts.

Watch it before you fund it

Because the sizing math is invisible until you see it in action, Soar lets you start any bot in a simulated paper mode. It trades a strategy with fake capital, applying your exact risk profile and guardrails, so you can watch how big it goes, how many positions it holds, and how it respects your stops — all without a cent at stake. When the sizing feels right, you flip it to live. That's the moment your own broker keys come into play, and they stay inside your own bot's runtime the entire time — Soar can read what the bot reports but never places a trade with your keys.

Sizing sounds like a small detail until you realize it's the setting that decides whether a strategy fits your temperament or fights it. Spin up a paper bot, set a profile, and watch Soar size a few graded trades to it — the difference between conservative and aggressive becomes obvious the moment you see it play out. The Copilot can walk you through it in a couple of taps if you'd rather just start.