Apply or discard pending changes

Edits on Risk & Caps don’t save field-by-field. Every change you make collects into one pending batch of changes: a sleeve budget (a sleeve is a bucket of your account: stocks, crypto, or cash), a dollar cap, a position or sector cap, the drawdown de-risk threshold. The batch is counted in the header until you review, then apply or discard the whole thing. Two areas are the exception, saving outside the batch. The three switches under Advanced cap settings each save the moment you flip them, with a confirmation message. The Strategy allocation card’s switch and allocation preference save immediately too; only its cash reserve floor (the share of your account that auto-allocation always keeps in cash) waits behind that card’s own small Apply and Discard buttons.

Why save everything together?

Because risk settings interact. Loosening a per-trade cap while tightening a sleeve budget is one coherent decision; saving them one keystroke at a time would let a half-edited state govern a signal run that happens to start mid-edit. Batching means your live limits move from one consistent state to another, never through the middle.

Review, apply, or discard

Review opens a read-only summary of exactly what changed (each edited limit’s saved value next to its proposed value) so you can confirm the whole batch before committing. Apply changes saves the whole batch in a single step, and the new limits govern the next order. Discard reverts the form to what’s saved. Leaving the page without applying keeps your saved limits untouched.