Crypto Trade Planner
Build one hypothetical long or short setup, then see how risk budget, fees, quantity, margin, target, and break-even fit together.
What the setup sizes to
Notional exposure is the full position value; margin is the estimated amount set aside at the entered leverage. Exposure above 100% can occur with leverage even when margin fits the account.
Modeled stop and target outcomes
These outcomes assume exact entry and exit prices. A stop order does not guarantee execution at the stop price.
Price-distance R levels
Here 1R is one entry-to-stop price distance. These levels are gross price markers; the net reward-to-risk result above includes modeled fees.
Hypothetical setup
- Account
- Planned risk budget
- Entry
- Stop
- Target
- Quantity
- Position value
- Estimated margin
- Modeled stop loss
- Net target profit
- Net reward : risk
- Entry + target-exit fees
What a trade plan does
A trade plan places an assumed entry, adverse exit (stop), favorable exit (target), and risk budget on one worksheet. It makes the arithmetic visible before comparing outcomes. The planner does not assess whether a trade should be taken and does not use live market prices.
For a long, the stop belongs below entry and target above it. For a short, the stop belongs above entry and target below it. The tool checks that geometry rather than silently guessing direction.
How fee-aware position sizing works
The stop distance is the absolute difference between entry and stop. Without fees, quantity equals risk budget divided by stop distance. With a per-side fee rate f, modeled loss per unit at the stop is stop distance + f × (entry + stop). Quantity is the selected risk budget divided by that full per-unit amount. The entry and stop-exit fees are therefore inside the modeled stop loss instead of added after sizing.
Position notional equals quantity times entry. Estimated margin equals notional divided by leverage. Leverage changes margin in this worksheet, while the fee-aware stop distance determines quantity. If required margin exceeds the entered account balance, the planner asks for an adjustment. It does not calculate exchange-specific leverage limits or liquidation prices.
Reward, R levels, and break-even
Gross target profit equals quantity times the favorable entry-to-target price distance. Net target profit subtracts estimated entry and target-exit fees. The displayed reward-to-risk ratio compares that net target profit with the modeled stop loss, including fees. A target can be on the favorable side of entry and still show no positive net reward if fees outweigh the move.
The 1R, 2R, and 3R levels move one, two, or three stop distances from entry toward the favorable side. They are price-distance markers, not fee-adjusted return promises. Break-even is the approximate exit price where price P/L offsets both modeled trading fees; it excludes funding, spread, slippage, taxes, borrowing costs, and exchange-specific charges.
Worked hypothetical example
Suppose an account is $10,000, the chosen risk budget is 1% ($100), and a long setup uses a $60,000 entry, $58,500 stop, $64,500 target, 5x leverage, and no fee. The $1,500 stop distance is 2.5% of entry. Quantity is $100 ÷ $1,500 = about 0.06666667 units. Notional is about $4,000 and estimated margin is $800. At the target, the $4,500 favorable price move produces about $300 gross profit, or 3 : 1 reward to risk. The 1R, 2R, and 3R price levels are $61,500, $63,000, and $64,500.
Adding a fee changes quantity, stop and target outcomes, and break-even. Use the example button to see those changes with a hypothetical 0.10% per-side fee.
Important limitations
Actual trading can differ because of spread, slippage, price gaps, partial fills, maker/taker fee schedules, funding, borrowing costs, liquidation, exchange rules, taxes, latency, and market movement. A stop may execute away from its entered price, so actual loss can exceed this model. The planner intentionally does not show a generic liquidation price: maintenance margin, margin mode, contract type, tiering, fees, additional collateral, and exchange methodology all matter.
This worksheet is informational and educational only. It is not financial, investment, or trading advice. No exchange account, API, or live price is connected.
Frequently asked questions
What is a crypto trade plan?
A trade plan records a hypothetical entry, stop, target, risk budget, position size, and cost assumptions before comparing possible outcomes. It does not tell you whether to trade.
How is position quantity calculated?
The risk budget is divided by stop distance plus estimated entry and stop-exit fees per unit. With a zero fee, quantity is simply risk budget divided by stop distance.
Does leverage change the planned stop risk?
Leverage changes estimated margin required, not the stop-based position quantity. Actual risk can differ because of liquidation, slippage, fees, and exchange rules.
What does the reward-to-risk ratio mean?
It compares modeled net profit at the target with modeled loss at the stop. This planner includes estimated entry and exit fees in both outcomes.
What does 1R mean?
Here 1R is the entry-to-stop price distance. The 1R, 2R, and 3R levels are gross price-distance markers; fees can change their net outcomes.
Are trading fees included?
Yes. An optional percentage fee per side is included in fee-aware position sizing, stop loss, target profit, and break-even. Actual maker and taker rates can differ.
Why could actual loss exceed the modeled loss?
Stops may execute away from the entered price. Slippage, gaps, spread, partial fills, funding, liquidation, exchange rules, and other costs are not fully modeled.