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Leverage by Equity

General Information​

The Leverage by Equity trigger is designed to automatically or manually adjust trading leverage for groups of accounts or individual accounts based on their equity levels. Once a new leverage is set, the trigger generates a notification. Additionally, users can control leverage on weekends to prevent potential exploitation of price gaps at market opening.

You can find the Leverage by Equity trigger under:
📌 Risk Management → Automatic Control

Edit Settings​

Parameter NameDescription
LeveragesEnter the leverage value in USD and click Add to create a tier.
Automatic Leverage ChangeChoose the operation mode: ON - leverage is changed automatically; OFF - user confirmation is required from the notification.
Check Margin LevelUses a margin level threshold to prevent traders with low margin levels from hitting stop-out.
Weekend SettingsExpands the weekend-related settings.
Automatic Change Weekend LeverageEnables/disables automatic leverage changes during weekends.
Account GroupsSpecify account groups to be monitored.
Included AccountsSelect individual accounts for monitoring.

The Leverage by Equity trigger operates by pre-setting trading leverage rules. Each rule consists of an equity range (in USD) and its corresponding leverage size. By creating multiple rules, you establish a leverage ladder that the trigger follows.

Note on Automation​

When automation is enabled, the trigger automatically adjusts trading leverage. Notifications regarding automatic changes can be found in the Risk Management section of Brokerpilot.

Permissions​

MT4MT5

Trigger Logic​

The Leverage by Equity trigger only reduces leverage; it does not affect positions with leverage already lower than the specified settings.

Monitoring Process (Every 5 Seconds)​

  1. The trigger checks the equity of each monitored account.
  2. It compares the account’s leverage with the predefined settings:
    • If the account's equity falls within the set range and has the correct leverage, no action is taken.
    • If the leverage is higher than the allowed setting, a notification is generated.
      • If automation is ON, Brokerpilot automatically updates the leverage in the trading platform.
      • If automation is OFF, the dealer must manually approve the change.
    • If the leverage is lower than the specified range, a notification suggests increasing it.
      • This only happens if leverage was previously lowered manually or by the trigger.

New Enhancements​

1. Detecting External Leverage Changes & Storing Maximum Leverage​

  • If the trigger detects that leverage was changed externally (i.e., manually adjusted in the trading platform by a dealer or by a trader in the personal cabinet), it records this change.
  • If an existing notification exists and the leverage does not match the predefined tier in the ladder settings, the trigger identifies the new maximum leverage and stores it in the database.
  • For new accounts with no previous notifications:
    • The trigger captures the initial leverage and stores it as the maximum allowed leverage.

2. Identifying Non-Matching Leverage & Updating Maximum Leverage​

  • The goal is not just to detect an increase in leverage but to identify any leverage that does not align with the predefined ladder settings.
  • Example scenario:
    • The ladder is set to 200 → 1000.
    • A notification is being created for 1000, but the trigger detects any outside leverage (not 1000).
    • The new leverage (e.g., 500) is then stored as the new maximum leverage.
    • Moving forward, any step in the 200 → 1000 range will instead set leverage to 500.
    • If leverage is manually changed again outside Brokerpilot (e.g., to 300), the trigger records this and will now use 300 as the maximum leverage.

3. Enforcing Maximum Leverage Limits​

  • Each time leverage is adjusted based on the ladder, the trigger checks the maximum recorded leverage.
  • The new leverage will never exceed this stored maximum.

4. Improved Notifications​

  • Notifications will now include maximum leverage restrictions when this limit is reached.
  • This provides better visibility for dealers on how leverage is being managed.

5. Handling Equity Fluctuations​

  • If the account's equity returns to initial one, the notification remains for one hour (default).
  • However, if the equity changes sharply within that hour (default threshold: 10%), a new notification is generated immediately.

6. Weekend Settings​

  • If Weekend Settings is enabled, the trigger lowers leverage during weekends and automatically restores it afterward.
    • If automation is ON, the change is applied automatically.
    • If automation is OFF, the dealer must manually approve the change.