Where to start
Most people come to us in one of two states.
Either you have a strategy that works on paper and keeps getting undone by size and tilt — or you are running a desk and you need the risk side documented before it becomes somebody else’s problem.
Both start the same way: a fixed-scope diagnostic, then a written framework. We do not sell open-ended coaching retainers, and we do not sell signals.
What we are not. We do not manage money, take discretion over any account, execute trades on your behalf, or provide personalised investment recommendations. We are not a registered investment adviser, broker-dealer or commodity trading advisor. Everything below is education, software or business consulting.
01 — For individual traders
Risk training
A structured programme that ends with a written risk framework you can actually follow on a bad day.
Position sizing
Fixed-fractional, volatility-adjusted and fixed-dollar models — what each one does to your equity curve, and which one fits your instrument and account size.
Loss limits
Daily, weekly and monthly stop levels, set from your own distribution of outcomes rather than a number you saw in a video.
Drawdown protocol
A written ladder: at what drawdown you cut size, at what level you stop entirely, and what specifically has to happen before you scale back up.
Tilt and process control
The behavioural side, handled structurally — pre-session checklists, hard session limits, and a stop rule that does not depend on how you feel at the time.
Journal that earns its keep
What to record so that rule adherence becomes measurable, and reviews stop being a vibe check on last week’s P&L.
One-to-one sessions
Working sessions against your own trade history, not a generic curriculum. Everything is built for the way you actually trade.
02 — Software
Risk tools
Discipline should not depend on arithmetic done in a hurry. These do the calculating and the enforcing.
Position size calculator
Account size, risk percentage and stop distance in; contracts or shares out. Configured for your instrument’s tick value.
Loss limit tracker
Daily and weekly loss consumption at a glance, so “how much room is left” is never a guess mid-session.
Drawdown monitor
Current drawdown against your written ladder, with the size you are supposed to be trading at right now.
Adherence analytics
Your journal scored against your own rules — which rules get broken, when, and what it has cost you.
Tools are decision support, not decision makers. They calculate and they report. They do not place orders, connect to your broker with trading permissions, or tell you what to trade.
03 — For firms and desks
Risk consulting
For prop firms, funded-trader programmes and small trading desks that need the risk side written down, defensible and enforced.
Written risk policy
The document that says what is permitted, at what size, under what conditions — and who is accountable when it is not followed.
Trader limit frameworks
Per-trader loss limits, scaling criteria and de-risking triggers that are consistent across the book instead of negotiated case by case.
Breach and escalation
What happens the moment a limit is hit: who is notified, what is suspended, and how a trader gets reinstated.
Controls documentation
Evidence that your controls exist and operate — the thing that is worth its weight the first time anyone asks.
Programme design review
An outside read on whether your funded-trader rules actually protect the book or just look strict.
Training delivery
The risk curriculum delivered to your traders, so the policy is understood rather than merely circulated.
04 — Fixed scope
The risk review
The usual starting point. A defined-scope audit of how you are actually trading, delivered as a written report.
You send your trade history and whatever rules currently exist. We analyse the sizing, the loss distribution, the timing of your worst outcomes, and how far the reality drifts from the plan. You get findings, ranked by what they have cost you, and a fix list in priority order.
No subscription, no commitment to anything further. Plenty of people take the report and implement it themselves.
What you get
- Trade history analysis across your last 90+ sessions
- Position sizing consistency scoring
- Loss distribution and worst-case modelling
- Rule adherence findings with dollar impact
- A prioritised remediation list
- A written framework you can adopt as-is
Not sure which one applies?
Start with the discovery call. Thirty minutes, no cost. If none of this is what you need, we will say so and point you somewhere better.