> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Risk Management

> Protect your accounts with risk rules and flatten functionality

Risk management features help protect your follower accounts from excessive losses and provide emergency controls to exit positions quickly.

## Flatten Accounts

Flattening closes all open positions on selected accounts. This is an emergency or end-of-session action available in the Cockpit.

### How to Flatten

**1. Navigate to Cockpit**

Go to the **Cockpit** in the sidebar.

**2. Select Accounts**

Select the accounts you want to flatten, or choose **Flatten All**.

**3. Confirm**

Confirm the action.

**4. Execution**

Edge Analyzer sends market orders to close all open positions on the selected accounts.

### When to Use Flatten

| Scenario | Action |
| - | - |
| **End of trading session** | Close all positions before market close |
| **Emergency exit** | Quickly close all positions if the market moves against you |
| **Account protection** | Flatten an account approaching prop firm rule limits |
| **Technical issues** | Exit all positions if you experience connectivity problems |

### Flatten Group

You can also flatten all accounts in a copy trading group at once:

1. Navigate to **Copy Trading Groups** in the sidebar
2. Find the group you want to flatten
3. Click the menu (three dots) on the group card
4. Select **Flatten Group**
5. Confirm the action

This closes all open positions on both the leader account and all follower accounts in that group.

> [!WARNING]
>
> Flatten sends market orders, which execute at the current market price. There may be slippage depending on market conditions. The action cannot be undone — positions are closed immediately.

## Risk Rules

Risk rules help protect your accounts from excessive losses by automatically taking action when thresholds are reached.

### Available Rules

| Rule Type | Description | Example |
| - | - | - |
| **Daily Loss Limit** | Stop copying after daily loss threshold | \$500/day max loss |
| **Max Position Size** | Limit contracts per position | Max 5 contracts |
| **Max Drawdown** | Stop at percentage drawdown | 5% max drawdown |
| **Daily Trade Limit** | Maximum trades per day | 10 trades/day max |

### Setting Up Risk Rules

**1. Go to Risk Settings**

Navigate to **Copy Trading** → **Risk Rules**.

**2. Create Rule**

Click **Add Rule** and select the rule type.

**3. Configure Thresholds**

Set your warning and critical thresholds.

**4. Set Action**

Choose what happens when the rule triggers.

**5. Assign to Accounts**

Select which accounts this rule applies to.

### Rule Actions

| Action | Behavior |
| - | - |
| **Warn Only** | Send alert but continue copying |
| **Block Orders** | Prevent new orders from being copied |
| **Flatten Position** | Close all open positions on the account |
| **Flatten & Disable** | Flatten all positions and stop the copy trading group |

### Threshold Levels

Set two thresholds for each rule:

* **Warning (80%)** — Get an alert that you're approaching the limit
* **Critical (100%)** — Trigger the configured action

## Troubleshooting

### Trades Not Copying

> [accordion] Group not active
>
> Ensure the copy trading group is activated (not deactivated). Check the group status in the Cockpit.

> [accordion] Connection issues
>
> Verify all source and target connections are active and connected. Check the connection status indicators.

> [accordion] Account limits reached
>
> Ensure target accounts have not reached position limits set by the prop firm. Check your prop firm's rules.

### Partial Copy Failures

If a trade copies to some targets but fails on others:

* Edge Analyzer tracks success and failure for each target individually
* Check the failed target's connection status
* Review error messages — common causes include:
  * Insufficient margin
  * Account restrictions
  * Connection timeouts
  * Position limit reached

### Latency

Copy trading executes as fast as the broker APIs allow. There may be a small delay between the source trade execution and the target trade placement. This is normal and depends on broker API response speeds.

### Account Status Issues

If a target account is closed (e.g., blown due to rule violation), Edge Analyzer does not attempt to copy trades to that account. The trade is skipped for inactive or closed accounts.

### Missing Accounts

If you don't see all your accounts available for copy trading:

1. **Check the connection** — Navigate to Connections and verify the connection is active
2. **Refresh accounts** — Click "Refresh Accounts" on the connection to re-discover accounts
3. **Check account status** — Only active accounts appear in copy trading. Accounts marked as closed or inactive are excluded.

## Best Practices

> [!TIP]
>
> Start with conservative limits and adjust based on your trading style

> [!TIP]
>
> Set warning thresholds at 80% to get early alerts before hitting limits

> [!TIP]
>
> Use daily loss limits to prevent blown accounts

> [!TIP]
>
> Test flatten functionality before you need it in an emergency

> [!TIP]
>
> Monitor connection status before important trading sessions

> [!TIP]
>
> Keep accounts within prop firm rules to avoid automatic closes


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