Incremental Scaling adds to an open position when price moves through predefined levels from average entry—useful for DCA-style scale-ins or pyramiding.
Behavior
- Primary section: increase
- Also allowed as a directional filter
- Respects maxSteps on the increase RuleSet (stops after N successful scale-ins)
- trendSide: trend-following vs mean-reversion interpretation of level direction
Default parameters
| Parameter | Default |
|---|---|
| type | distance |
| trendSide | false |
| levels | [1, 2, 3] |
| multipliers | [1, 1, 1] |
type: percentage or distance from average entry.
multipliers scale order size per level (e.g. 1, 1.5, 2 for larger adds deeper in drawdown).
Tips
- Set maxSteps to cap total increase count per position cycle.
- Combine with Stop Loss so scaled-in size has a defined risk cap.
- Test level spacing on backtests—too-tight levels over-trade fees.
Example
Long entry at $100, type percentage, levels [1, 2, 3], multipliers [1, 1, 2], maxSteps 3. Price drops to $99 (−1%) → first scale-in (1× size). At $98 (−2%) → second (1×). At $97 (−3%) → third (2×). No fourth add while maxSteps is 3.