💱 Forex & CFD Trading

Forex Position Sizing: The Only Formula You Need

Use this simple risk-based formula to size every forex trade correctly. Includes examples for micro/mini/standard lots.

Key Takeaways

  • •Position Size = Risk $ ÷ (Stop pips × Pip value)
  • •Choose 0.5–1% risk per trade for safe money management
  • •Recalculate when pair or account currency changes

The Rule

  1. 1. Choose risk per trade (e.g., 1% of $2,000 = $20)
  2. 2. Measure stop distance in pips (entry to stop)
  3. 3. Find pip value for your lot size/pair
  4. 4. Position Size = Risk ÷ (Stop pips × Pip value)

Position Sizing Formula

Position Size = Risk $ ÷ (Stop Distance in Pips × Pip Value)

The universal forex position sizing formula

Example (EUR/USD, USD account)

Equity: $2,000; Risk = 1% = $20

Stop: 25 pips; Pip value per mini lot ≈ $1

Size: $20 ÷ (25 × $1) = 0.80 mini lots = 0.08 lot

Choosing Your Risk Percentage

0.5% Risk

Ultra-conservative, good for beginners

1% Risk

Balanced approach, most common

2% Risk

Aggressive, requires experience

Lot Size Reference

Micro Lot (0.01)

1,000 units

~$0.10/pip (USD pairs)

Mini Lot (0.10)

10,000 units

~$1/pip (USD pairs)

Standard Lot (1.00)

100,000 units

~$10/pip (USD pairs)

Pro Tips & Common Mistakes

Pro Tips

  • • Recalculate when pair or account currency changes
  • • Use scripts/EA or built-in calculators
  • • Include a small buffer for spread/slippage

Common Mistakes

  • • Using fixed lot sizes regardless of stop distance
  • • Ignoring spread/slippage near news
  • • Not adjusting for different account currencies

Frequently Asked Questions

What risk % is safe?

0.5–1% is common; adapt to your edge and psychology.

Include commissions?

Yes—assume a small buffer.

What about partial exits?

Plan them—sizing still uses initial stop distance.