Risk controls
What stands between a signal arriving and an order leaving, what you can reach for when you want something to stop, and what does not exist yet. All of it is per account, and it applies the same whether the signal came from your strategy or a published one.
The defaults are the first control
Most of Quanify's safety is in what it refuses to assume.
- A new strategy is created powered off.
- Every account you add to a trader lands disabled.
- Every follower you add in Copy Trader lands disabled.
- A trader card will not report itself armed until the engine has confirmed the routing.
You have to make an affirmative decision, per account, before anything can trade. Nothing in the product arms itself as a side effect of being configured.
Allow 2+ entries
A per-strategy switch, off by default. While it is off, a signal that would grow a position you already hold in the same direction is refused. Reducing is always allowed, and so is a flip.
Leave it off unless the strategy is deliberately designed to build into a position. It is the single most effective guard against a noisy signal source quietly tripling your size.
Fixed contract size
Setting a contract size on a strategy overrides whatever the alert asks for. If your signal source occasionally emits a size you did not intend, this is how you cap it: the strategy trades exactly N contracts per signal, per account, before the account's multiplier is applied.
Muting
Muting a sub-account makes it refuse every strategy signal, immediately, from every strategy pointed at it. It is the fastest way to take one account out of the line of fire while everything else keeps running.
Muting does not unlink anything. Your traders, your multipliers and your routing are exactly as you left them, and unmuting picks up from there. The reason for a mute is shown on the account's icon: you set it, Copy Trader set it while on, or an administrator timed the account out.
Powering off
Powering a trader off clears its routing at the engine. Powering a strategy off makes it refuse signals wherever it is routed. Switching a follower off takes it out of the copy group; powering Copy Trader off stops the mirroring.
All of these stop new orders. None of them closes anything.
Flatten
Flatten market-closes open positions now: one position from Home, one sub-account from Connections or the Cockpit, one symbol group from the Cockpit's order book, or everything at once with Flatten All, which also cancels working orders. It is the only control in Quanify that changes what you are holding, it always asks you to confirm, and it only ever runs because you pressed it.
Quanify never flattens on its own. Not when a strategy is deleted, not when a broker connection drops, not when a subscription lapses, not when you power everything off, not when the engine restarts. Stopping new orders and closing existing ones are different decisions and the second one stays yours, every time.
The practical version: if you want to be flat, press flatten, and then look at your broker to confirm you are.
The ownership gate
A fill only ever clones to accounts you own. The engine verifies that on every fan-out rather than trusting a decision made when the group was configured, so a mirrored fill cannot cross an ownership boundary even if something upstream is wrong. This is not a setting. There is nothing to enable and nothing you can turn off.
A signal is acted on once
An identical webhook arriving twice within two seconds is treated as a duplicate delivery and routed once. A leader execution reported twice mirrors once. Duplicate delivery does not become duplicate size on your accounts.
Standing the desk down
| You want to… | Do this | Positions |
|---|---|---|
| Take one account out | Mute the sub-account on Connections, or switch the follower off in the Cockpit | Untouched |
| Stop one strategy | Power its trader off, or power the strategy off | Untouched |
| Stop everything | Power every trader off (Manager or the Home switches) and Copy Trader off | Untouched |
| Be flat | Flatten All on Home, then confirm at your broker | Closed |
What Quanify will not do
- It will not move funds. There is no Quanify brokerage and no transfer.
- It will not place an order on an account you have not explicitly routed and powered on.
- It will not close a position because something failed elsewhere.
- It will not re-arm something you turned off. When a subscription lapses it powers your routing off; it never turns it back on for you.
What does not exist yet
There is no daily loss limit, no maximum order size, no trailing drawdown stop and no auto-flatten in the product today. The Risk Management card on Connections that shows those four is labelled a design preview with no limits enforced, and that label is accurate. Do not build a plan around them until the card says otherwise. Everything else on this page is live.