Start Here: Auto-Trading & Scaling

Auto-trading allows a strategy model to generate trades that may be copied or routed to a subscriber's own brokerage account through a compatible platform.

The subscriber does not give trading capital directly to the strategy manager. The subscriber keeps their own brokerage account, controls their own capital, and chooses whether to subscribe, activate, scale, pause, or stop following a strategy based on the platform and broker setup.

Scaling controls the size of trades sent to the subscriber account compared with the strategy model.

For all CRESCOZ strategies, the minimum scale starts at 20%.

Scaling levels are:

20%, 40%, 60%, 80%, 100%, 120%, 140%, and so on, all the way up to 10x, depending on platform limits, broker support, capital availability, and subscriber risk tolerance.

The E in E - MICRO means the strategy trades on EVEN days. The O in O - MICRO means the strategy trades on ODD days.

Both E - MICRO and O - MICRO use the same instruments: MNQ & MES contracts, which are the smaller versions of NQ and ES E-mini futures contracts.

For CRESCOZ educational examples, one lot normally means:

• 5 micro futures contracts, or
• 5 options contracts

Example: If a strategy model uses 1 lot of micro futures, that means 5 micro futures contracts. If a strategy model uses 1 lot of options, that means 5 options contracts.

Scaling affects:

• Position size
• Required capital
• Margin usage
• Profit potential
• Loss potential
• Drawdown
• Emotional pressure
• Risk of broker margin issues

Higher scaling may increase return potential, but it also increases risk. Subscribers should only increase scaling when they have sufficient capital, understand the instrument, and accept the risk.