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Setting your first rule
Rules are how TradeGuardX actually protects you. Without rules, the extension just watches — it doesn't block anything. We recommend Daily Loss Limit as your first rule because it stops the most common account-killer: revenge trading after a bad morning.
Open the Rules Terminal
From your dashboard sidebar, click Rules. You'll see a list of rule templates available on your plan. Free has core templates; Pro adds advanced rules like risk-per-trade and max drawdown.
Pick the Daily Loss Limit template
Click 'Daily Loss Limit'. The form expands. Set:
- Account size: Auto-filled from the trading account you selected. This anchors the percentage calculations.
- Max daily loss: The dollar amount or percentage you'll never lose in a single day. A common starting point is 2% of your account size — small enough to come back from, large enough not to trigger on normal volatility.
- Reset time: When does 'a new day' start for the rule? Default is broker midnight. Set it to your local trading session start if different.
Save the rule
Click Save. Your rule is immediately active — the extension sees it within seconds and starts enforcing on every Buy/Sell click in the paired broker tab.
Test it (recommended)
On a paper/demo broker account, simulate a loss until you cross the threshold. Try to enter a new trade — the extension should block the click with a brief overlay explaining why. If it doesn't, your pairing or rule config has an issue. Better to find this on a demo than during a live session.
Add more rules
Once Daily Loss is in place, common next rules are:
- Risk Per Trade: Limits the maximum risk per single trade (e.g., 0.5% of account). Stops oversized revenge bets.
- Max Drawdown: Hard stop if your equity falls X% below peak. Saves accounts during losing streaks.
- Hedging Prevention: Blocks opening opposite positions on the same instrument — most prop firms ban this and you can fail the challenge instantly.
- Max Trades Per Day: Caps your trade count. Reduces overtrading after a winning open.
Pausing or removing a rule
You can disable any rule from the Rules Terminal without deleting it (toggle off). To remove permanently, delete the rule. Caution: rules are how TradeGuardX protects you — disabling one removes that protection until you re-enable.
Still stuck?
Email support@tradeguardx.com with what you're seeing — we usually reply within a business day.