Risk & Position Calculators
Risk & Position Calculators
StratBase.ai bundles six standalone calculators into a dedicated panel accessible from the top navigation bar under Tools → Calculators. Unlike indicators that attach to chart strategies, these calculators run independently — you can use them mid-backtest without interrupting a running simulation. Each calculator persists your last-used values between sessions, so you never re-enter the same account settings twice.
How Calculators Work in StratBase.ai
Open any calculator from the Tools menu. A modal panel appears on the right side of the screen without closing your active chart. All six calculators share a single account balance field stored in your profile under Settings → Trading Defaults — change it once and every calculator updates automatically. Results refresh on every keystroke; there is no submit button.
The Six Calculators
1. Position Size Answers: how many units should I buy? Enter account balance, risk percentage (try 1.5%), entry price, and stop-loss level. The calculator returns units to trade, total position value in USD, and the exact dollar amount at risk. Leverage field unlocks if you enable Derivatives Mode in settings.
2. Risk/Reward Answers: is this trade worth taking? Input entry, stop-loss, and take-profit prices plus direction. Outputs include the R:R ratio and the minimum win rate needed to stay profitable at that ratio. A 1:3 setup requires only a 25% win rate to break even — the calculator displays this threshold explicitly so you can compare it against your strategy's historical win rate from backtests.
3. PnL Answers: what do I actually keep after fees? Unique among the six: this calculator separates gross profit from net profit by subtracting exchange commission and perpetual funding costs. Enter commission as a percentage (Binance taker = 0.04%), funding rate, and holding period in hours. The net PnL figure accounts for both entry and exit commissions, which many traders forget to double.
4. Liquidation Price Answers: where does the exchange close me out? Set direction, entry price, leverage, and the exchange's maintenance margin rate (Binance Tier 1 = 0.5%). The calculator outputs the exact liquidation price and its distance from entry as both a price delta and a percentage. At 20× leverage long on BTC at $65,000 with 0.5% MMR, liquidation sits near $61,880 — roughly 4.8% below entry.
5. Margin Answers: how much collateral do I lock up? Enter position size, entry price, and leverage. Returns initial margin required, total notional value, and a reminder of your effective leverage ratio. Useful when managing multiple open positions and checking whether your free margin covers a new entry.
6. Funding Rate Answers: how much does holding this position cost per day? Designed specifically for perpetual futures. Enter position value, funding rate per interval (e.g., 0.01%), intervals per day (3 on most exchanges), and holding duration in days. An interactive bar chart below the inputs visualizes cumulative cost day-by-day, making it easy to spot when a long carry trade stops being profitable.
Step-by-Step Example: Sizing a BTC Long
Scenario: $10,000 account, 1% risk, BTC at $65,000, stop-loss at $63,700, 5× leverage on Binance.
- Open Tools → Calculators → Position Size
- Set Account Balance:
10000, Risk %:1, Entry:65000, Stop Loss:63700, Leverage:5 - Result: 0.038 BTC position (~$2,470 notional), $100 at risk, stop distance 2.0%
- Switch to Risk/Reward tab (no need to close — tabs sit inside the same panel)
- Add Take Profit:
67,800— R:R ratio returns 2.15:1, breakeven win rate 31.7% - Open Liquidation Price tab, enter same values with MMR 0.5% — liquidation shows at $52,195, well below your stop at $63,700, confirming the stop fires long before liquidation
Practical Tips
- Cross-check Position Size against Margin: A correctly sized position might still consume more margin than expected at higher leverage tiers. Run both calculators before placing the trade.
- Use Funding Rate before swing trades: Holding a $5,000 position at 0.03% funding three times daily costs $4.50/day — over 30 days that is $135, which can erase small-target trades entirely.
- Export results: Click the clipboard icon in any calculator to copy all inputs and outputs as a formatted text block, useful for trade journals.
- Link to backtest stats: After running a strategy backtest, the win rate shown in the Summary tab feeds directly into Risk/Reward breakeven analysis — compare your strategy's actual win rate against the required breakeven rate to validate edge.