Risk rules
Twelve rule types, evaluated continuously while a session is active. Each rule watches a single quantity, fires when its threshold breaks, and runs the action you chose — a soft warning, a hard lock, or an AI coach intervention.
Configure them under Rules in the app. Defaults are seeded on first load so you have a sensible baseline to tune from.
The twelve rule types
| Rule | Watches |
|---|---|
max_daily_loss | Total day P&L against a dollar (or %) threshold |
max_daily_drawdown_pct | % drop from the day's peak equity |
stop_loss_required | Whether every entry has a stop attached |
max_time_in_position | How long a trade has been open |
max_trades_per_day | Trade count today |
max_position_size | Size of any single position |
max_open_positions | Number of concurrent positions |
consecutive_loss_lock | Number of stop-outs in a row |
playbook_required | Whether each entry is tagged to a playbook setup |
blacklisted_instrument | Whether an entry is on a symbol you've blacklisted |
Every rule carries a severity (soft / hard) and an action
(warn / lock_when_flat / lock_trading on personal accounts; observe
only on commercial). Optional gracePeriodSeconds gives you a few seconds
to close the position yourself before Kaxse intervenes.
Where the thresholds come from
You. Every number in the system is one you wrote. Kaxse advises against your daily loss limit, your consecutive-loss line, your max position size. The product's job is to make those numbers stick when the version of you running the next trade doesn't want them to.
Action types
type RuleAction =
| 'warn' // toast + AI coach note; nothing else changes
| 'lock_when_flat' // session locks the next time you're flat
| 'lock_trading' // session UI locks immediately
// On commercial accounts the action is advisory — the session UI gates,
// but Kaxse never touches your broker. On personal (founder) accounts
// the action can also cancel orders + close positions; that's the only
// path that does so, and it's not exposed in the commercial product.Tuning the defaults
The seeded defaults assume an account just starting out. Once you've got ~30 sessions of data, open Analytics → Rule discipline and tune from there — most traders find their daily loss threshold needs to come in, not out, after seeing their own actual distribution.