Strategy Calculators

Five standalone tools built into StratBase.ai for planning position sizing, projecting returns, and stress-testing risk before you commit capital. Access them from the left sidebar under Tools → Calculators.

Unlike backtests, calculators run instantly with no engine processing. Use them before building a strategy to set realistic targets, or after a backtest to translate results into concrete trade sizes. All inputs persist in your browser session — switching between calculators won't reset your numbers.

Model staggered entries across multiple price levels with a live chart tracking your cumulative average cost.

UI steps:

1. Open Tools → Calculators → DCA
2. Click + Add Entry to insert a row
3. Enter a price and USDT amount per row
4. Type the current market price in the Current Price field

Example — BTC accumulation zone:

| Entry | Price | Amount (USDT) | |-------|-------|---------------| | 1 | 58,000 | 500 | | 2 | 54,000 | 750 | | 3 | 50,000 | 1,000 |

Current price: 52,000

Outputs: Average entry $53,636, total invested $2,250, total units 0.0420 BTC, current value $2,184, PnL −$66 (−2.93%). The chart plots how your average drops with each lower entry, making the case for spacing buys wider apart.

Projects how a starting balance grows when returns are reinvested. The chart overlays compound vs. simple interest so the divergence becomes visually obvious.

Example — 3% monthly return on $10,000 with $200 added each month over 24 periods:

• Final amount: $23,847
• Total contributed: $14,800
• Compound return: $9,047
• Simple interest equivalent: $7,200

The gap of $1,847 represents pure compounding effect. Set Periods/Year to 12 for monthly, 52 for weekly, or 365 for daily strategies.

Reinvesting profits inside StratBase uses the Reinvest toggle on the strategy configuration screen — the calculator helps you decide whether the math justifies doing so at your current win rate.

Determines the exact price your position must reach to cover all trading costs. Essential for short-timeframe strategies where commissions erode edge.

Example — 0.1% maker fee on a $5,000 long at $42,000:

| Field | Value | |-------|-------| | Entry Price | 42,000 | | Position Size | 5,000 USDT | | Direction | Long | | Commission % | 0.1 (each side) | | Spread % | 0.05 | | Funding Cost | 2.10 USDT |

Breakeven price: $42,063.90 — a 0.152% move just to flat. Strategies with average wins below 0.3% on similar setups often fail to account for this, which is why backtests look better than live performance.

Shows the asymmetric relationship between losses and the gains required to recover them. A core risk management reference.

Example — 5% risk per trade, 6 consecutive losses:

• Starting balance: $20,000
• Remaining after losses: $14,288
• Total drawdown: −28.56%
• Recovery required: +39.97%

The chart makes the exponential curve unmistakable. At 10 consecutive losses with 5% risk, recovery climbs past 63%. Use this to set your maximum consecutive loss limit in Strategy Settings → Risk Controls → Max Drawdown Stop.

Derives the mathematically optimal fraction of capital to risk per trade given your historical edge.

Example — from a completed StratBase backtest on ETH/USDT 4H:

| Input | Value | |-------|-------| | Win Rate | 54% | | Average Win | $310 | | Average Loss | $190 | | Account Balance | $15,000 |

• Full Kelly: 17.3% → position size $2,595
• Half-Kelly: 8.65% → position size $1,297 (recommended)
• Edge value: 0.173

Half-Kelly reduces variance significantly while capturing roughly 75% of the maximum growth rate. Enter this position size into Strategy Config → Position Sizing → Fixed USDT to standardize it across all signals.

1. Run a backtest on SOL/USDT with your RSI + MACD strategy
2. Note win rate (61%), average win ($280), average loss ($210)
3. Open Kelly Calculator → Half-Kelly outputs 9.2% → $920 per trade on $10,000
4. Open Breakeven Calculator → confirm your average win clears breakeven by enough margin
5. Open Drawdown Calculator → simulate 8 losses at $920 each → remaining balance $12,640, recovery needed 26.3%
6. Set Max Drawdown Stop at 25% in Strategy Settings to automatically halt trading before recovery becomes severe

• Grid Entry (DCA) Setup
• Recovery Mode
• Key Metrics Explained