Your Risk Profile defines how much risk is allowed for each trade quality tier. Trandence uses it to compare planned risk, actual risk, and execution discipline across Day Reports, Symbol Reports, Session Grades, and Deep Dive analysis.
Open it from Settings -> Risk Profile.
Risk Matrix
The Risk Matrix maps setup quality to a planned risk band based on your Daily Stop Loss (DSL). The current tiers are:
| Setup Quality | Risk Band | Typical Meaning |
|---|---|---|
| A+ | Largest planned risk | Highest-conviction setup. Rare, maximum planned exposure. |
| A | High planned risk | Clean setup with the planned criteria present. |
| B+ | Moderate planned risk | Good setup with small imperfections. |
| B | Reduced planned risk | Average setup. Size should be clearly reduced. |
| C+ | Minimal planned risk | Low-quality setup. Usually a warning to skip or stay very small. |
| C | Minimal planned risk | Lowest-quality setup. Risk should be minimal. |
You can customize these risk levels in your account settings so the matrix matches your trading style.
Daily Stop Loss
Daily Stop Loss is not configured in Settings. It is set per trading day in the Day Report planning workflow, where it can reflect your current readiness, market conditions, and volatility.
Once a Daily Stop Loss exists, Trandence can estimate planned risk for a graded trade. If actual exposure is meaningfully higher than the plan, Trandence can flag the mismatch in the Symbol Report and include it in session-level grading.
How Reports Use It
The Risk Matrix feeds several workflows:
- Day Report: Uses the day’s stop loss and risk context when evaluating session discipline.
- Symbol Report: Uses setup quality to estimate planned risk and compare it with actual exposure.
- Session Grading: Uses sizing discipline as part of the overall session grade.
- Playbook Adherence: Helps separate a valid high-conviction setup from oversized execution.
- Deep Dive: Uses the same account-level risk context when explaining market and execution outcomes.
Preferences That Shape Risk Analytics
The Settings -> Preferences tab contains display options that change how risk and P&L appear across the product.
Chart Timezone
Timezone controls chart display, session boundaries, calendar grouping, and daily statistics. Set it to the market timezone you trade most often. For US equities, America/New_York is usually the right choice.
P&L Display Mode
Net (after fees) shows realized performance after commissions and fees. Before Fees shows gross performance. Net mode is available to Pro and trial users; Free users use Before Fees.
Global Risk Display Mode
Hybrid (USD + R-Multiples) shows both dollar values and normalized risk units when a Daily Stop Loss is available.
R-Only hides dollar anchors where possible and keeps analysis focused on R-Multiples.
Related Behavior Settings
Risk settings and behavior settings work together. For example, Tilt Zone, Catastrophic Averaging, and Fee Drag compare behavior against the day’s stop-loss context. Configure those rules in Behavior Settings.
Need Help?
If you need help choosing risk percentages for your matrix, contact us at [email protected].