Risk rules & lockouts
Set per-account daily loss and profit limits, what happens when one trips, how to lock or unlock an account by hand, and fixing a limit that fired early.
Updated
Risk rules are per account guardrails. Set a daily loss limit or profit target, and the moment that account's day crosses the line OmenSyncer stops copying to it and flattens what it holds. You can also lock an account by hand for a set time.
The limits you can set
Each account has its own limits on the Risk Management page. Turn a limit on with its toggle, then enter the dollar amount as a positive figure. Both limits watch the account's full day: closed profit and loss plus the open profit and loss of anything it still holds.
| Limit | When it trips |
|---|---|
| Daily Loss Limit | The account is down by this amount for the day. |
| Daily Profit Target | The account is up by this amount for the day, locking in the win. |
A limit that is toggled off or left blank is not enforced.
What happens when a limit trips
Both limits do the same thing. OmenSyncer stops the account taking any new copied trade and flattens the position it holds, then pauses the account for the rest of the trading day.
You get an alert when it happens, so you find out without watching. The account comes back on its own at the next daily reset, when the day's profit and loss returns to zero.
Locking an account by hand
To switch an account off for a while with no dollar trigger, tick the accounts on the Risk Management page, choose Lock, and pick how long:
| Option | Locks until |
|---|---|
| Quick presets | A fixed span from now, such as 30 mins, 1 hour, or 3 hours. |
| Trading session | The end of the Asia, London, or New York session. |
| Next market open | The next futures session open. |
| Custom | A date and time you pick. |
A locked account copies nothing until the lock is up, and shows a Locked badge on the Risk page while it holds.
Unlocking
Timed locks release themselves. When the time you set passes, OmenSyncer unlocks the account and it starts copying again.
Follower take profit
The Risk page also holds each follower's Follower TP control. This is separate from the limits above. Rather than stopping the account for the day, it gives a follower its own take profit so it banks a smaller, steadier target while the leader runs to its full one. It only moves the take profit; the stop loss still follows the leader.
| Mode | What it does |
|---|---|
| Off | Exit with the leader (default). |
| % of leader | Close at a share of the leader’s target. 50% of a 60pt target is 30pt. |
| Points | Close a fixed number of points from the follower’s entry. |
| $ profit | Close when the position is up a set dollar amount. |
The daily profit target stops the account for the day; a follower take profit closes that one trade and keeps copying the next. Full detail in Followers & multipliers.
When limits reset
Both limits track the account's profit and loss for the current trading day. That figure zeroes once per day at the daily reset, which by default lands at 5:00 PM CT (the futures session rollover). At the reset the counters return to zero and any account paused by a tripped limit is free to copy again.
A hand-set lockout is separate. It runs on its own clock and releases when its time is up, not at the daily reset.
If a limit didn't fire, or fired when you didn't expect
If an account didn't stop when you thought it would, the limit is usually not set the way you think, or the day hasn't actually crossed the line. Work through these in order:
| Check | What to look for |
|---|---|
| Is the limit actually on? | The toggle must be on and show a dollar amount. Off, blank, or zero means nothing is enforced. |
| On the right account? | Limits are per account. It is easy to set one on the leader and expect it to guard a follower, so check the exact row that traded. |
| Was the line really crossed? | The limit counts the whole day, closed plus open profit and loss. Down $180 against a $250 loss limit hasn't tripped yet. |
| Checked right after a move? | Open profit and loss refreshes on each position poll and closed profit and loss syncs about once a minute, so a limit can fire a beat after the price, not on the exact tick. |
| After the daily reset? | The day's figure zeroes at the reset, so earlier losses no longer count toward the limit. |
| Was the account even copying? | A disabled or locked account isn't copying, so there is nothing for the limit to stop. |
Remember that limits gate copied trades, not an order you place by hand on the broker platform. To prove one works, set a small amount well inside where the account already sits for the day, watch for the alert and for copying to pause, then set it back.
A trade closed right after it opened
A position that copies in and closes again almost at once is usually OmenSyncer acting on a rule you set, not a fault. Two causes account for nearly all of it.
A limit is already hit. Once an account reaches its daily loss limit or profit target, OmenSyncer blocks new copies and flattens what it holds. A fill that lands on that account, from a copy that tipped the day over the line or one you placed by hand, is closed on the next check. If the limit was too tight, raise it or turn it off on the Risk Management page.
Follower protection. If a follower's entry fills a moment after the leader has already exited that symbol, follower protection flattens the late fill so the follower isn't left holding a trade the leader is already out of. That is working as intended. Your alerts tell the two apart: an auto-flattened or risk alert points to a tripped limit, a follower-protection close points to the leader having already exited.
Related
For how followers stay in step with the leader, see Follower protection. If nothing is copying at all, start with Why isn't my trade copying?