Beginner
    4 steps
    5 minutes

    How to Calculate Position Size

    Learn the exact formula for calculating how many shares to buy based on your risk tolerance. Protect your capital with proper position sizing.

    1

    Determine Your Account Risk Percentage

    Decide what percentage of your total account you're willing to risk on a single trade. The standard rule is 1-2% per trade. For a $10,000 account at 1% risk, your maximum dollar risk is $100 per trade.

    Pro Tip: Start with 1% risk when learning. You can increase to 2% once consistently profitable.

    2

    Calculate Your Dollar Risk

    Multiply your account size by your risk percentage. Formula: Dollar Risk = Account Size × Risk Percentage. Example: $25,000 × 2% = $500 maximum risk per trade.

    Pro Tip: Keep this number consistent across all trades regardless of how 'confident' you feel.

    3

    Determine Your Per-Share Risk

    Calculate the difference between your entry price and stop loss price. This is your per-share risk. Example: Entry at $50, stop at $47 means per-share risk = $3.

    Pro Tip: Always set your stop loss based on technical levels, not arbitrary percentages.

    4

    Calculate Position Size

    Divide your dollar risk by your per-share risk. Formula: Position Size = Dollar Risk ÷ Per-Share Risk. Example: $500 ÷ $3 = 166 shares. Always round down to stay within your risk limit.

    Pro Tip: Use our position sizing calculator to do this math automatically.

    Common Mistakes to Avoid

    • Risking too much on 'sure thing' trades
    • Using arbitrary stop losses instead of technical levels
    • Forgetting to account for slippage on volatile stocks
    • Increasing position size after losing trades
    • Not adjusting for different asset volatilities

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