Position Size Calculator Excel | Multi-Currency Risk Calculator with ATR Stops & Portfolio Heat

Know exactly how many shares to buy before you click. This Excel position size calculator sizes every swing trade from your risk % so a stopped-out trade costs no more than you planned - in USD, SGD, EUR, HKD, JPY or any of 12 currencies.

Pick a market, side, entry and stop method (stop price, ATR multiple or % below entry). The calculator converts risk to your base currency, caps the position at your max size, and rounds the share count DOWN to the board lot (100 for SGX, TSE and Bursa, per-stock lots for HKEX, fractional for US). You get shares, actual risk, position value, R:R, break-even win rate, an R-multiple exit ladder and a risk-% ladder.

Then plan up to 50 open and planned positions across currencies. The Position Planner adds up open risk using your trailing stops and shows portfolio heat against your limit with a clear WITHIN / NEAR / OVER status, exposure per currency and a risk-by-position chart. Risk tables show losing streaks, drawdown recovery and expectancy.

IBKR-friendly: built for multi-currency, multi-market accounts like those at Interactive Brokers (not endorsed by IBKR). Formulas only - no macros, add-ins or logins.

What's included

• Rangefolio-Position-Size-Risk-Calculator.xlsx (7 sheets, no macros)

• Calculator: ATR, % or price stops, lot rounding, R ladder, risk-% ladder

• Position Planner: 50 rows, portfolio heat, WITHIN / NEAR / OVER status, chart

• FX Rates: 12 currencies, any base currency, exposure and risk per currency

• Risk Table: losing streaks, recovery, expectancy

• Start Here tab, drop-downs, colour-coded checks, protected formulas (no password), print-ready

• User-Guide.pdf (7 pages) with the maths explained and a worked example

Who it's for

• Swing traders who size every position from the stop

• Traders with accounts holding several currencies or markets (US, SGX, HKEX, TSE, ASX, LSE and more)

• Anyone who wants total open risk (portfolio heat) visible before adding a trade

• Owners of the Rangefolio Swing Trading Journal who want multi-currency sizing and a planner

File formats and compatibility

• Microsoft Excel .xlsx workbook plus a PDF user guide, delivered as one zip

• Built for Microsoft Excel 2019/365 (.xlsx, no macros). Tested in LibreOffice Calc. Google Sheets import is possible but not officially supported.

• No add-ins, internet connection or live data required

• Instant digital download; no physical item is shipped

FAQ

Q: Does it work with Interactive Brokers?

A: Yes. It is broker-agnostic and designed for the multi-currency, multi-market accounts common at IBKR. It does not connect to any broker, and it is not affiliated with or endorsed by Interactive Brokers.

Q: Does it pull live prices or FX rates?

A: No. You type prices, ATR and FX rates from your own platform, so it works offline and your data stays in your file. The example rates are illustrative only.

Q: Why does it round shares down?

A: Rounding down to the board lot keeps your real risk at or below the limit you chose. If a trade rounds to zero, the Check cell tells you the lot is too big for that risk.

Q: I already own the Swing Trading Journal. Is this different?

A: Yes. The journal has a simple single-currency sizer. This workbook adds 12 currencies, ATR and percent stops, board lots, a 50-row position planner and risk tables.

Disclaimer: Educational tool only. This product is not financial, investment, tax or trading advice and is not a recommendation to buy or sell any security. Results depend entirely on the numbers you enter; check every figure before placing an order. Trading involves substantial risk of loss. All example data (ZZ-prefixed tickers, prices, FX rates) is fictional or illustrative. Rangefolio is not affiliated with, endorsed by or sponsored by any broker or exchange, including Interactive Brokers; broker names are used only to describe compatibility.