profit lock safe scaling planner

The problem

Traders often scale their position sizes based on optimism or recent winning streaks rather than objective data. This emotional bias leads to catastrophic drawdowns when a strategy reverts to the mean or rule compliance slips.

What it does

• Calculates rule compliance scores over the last 20 trades to prevent scaling during periods of poor discipline.
• Enforces strict trade history minimums, requiring 30+ closed trades and specific profit factors before permitting risk increases.
• Triggers automatic exposure reduction protocols when drawdown exceeds 10% or compliance drops below 80%.
• Provides precise profit-locking instructions, such as moving stops to breakeven at 2R or trimming size based on volatility.

Why this beats prompting it yourself

This skill removes the "gut feeling" from risk management by applying a rigorous mathematical workflow to every decision. It prevents the common mistake of scaling during a lucky streak by forcing a check against historical win rates and disciplined execution metrics.

Use cases

• Deciding whether to increase size after a series of profitable trades.
• Auditing a trading journal to determine if exposure needs to be trimmed.
• Establishing automated stop-loss adjustments for open positions at specific R-multiples.
• Setting clear thresholds for pausing a strategy during a period of low rule compliance.

Known limitations

Requires accurate manual entry of trade history, win rates, and compliance scores. It does not integrate directly with broker APIs to pull live data.