The trade-management settings the wizard exposes beyond the entry filters — how positions are sized, how the martingale ladder averages down, when take-profit / stop-loss / trailing kicks in, how trades chain, and the timing limits. The same descriptions appear as the `?` hints next to each field in the wizard.
Position sizing & budget
3 settings| Trade Budget | The largest position the grid may open — every rung added up, if all of them fill. On a crypto bot you do not type it: it is your deposit multiplied by the leverage, and the wizard writes it for you.It is a NOTIONAL: what the whole ladder is worth at the exchange once every rung has filled — not what leaves your wallet, and not the loss. At 1x the two are the same. At 20x a 220 USDT ladder holds about 11 USDT of margin and the rest of the balance stays free — and under Isolated that free balance does not defend the position, which is why a large account does not make a high leverage safe. On a crypto bot this figure and the base order are the same number said two ways — this one divided by the ladder's multiplier IS the first order — so changing either moves the other. A budget above your account balance is refused rather than warned about: the bot could not fund the ladder it would send, and the exchange would discover that part-way down, with the position already open. |
| Base Order (lot) | Size of the very first position, in lots. The martingale ladder multiplies up from here.This is the seed the whole ladder scales from, so a small change here is amplified at every rung. Example: 0.01 lot with a ratio of 2 grows 0.01 → 0.02 → 0.04 → 0.08…; doubling the initial lot doubles the risk of the entire cycle. Every broker also sets its own real minimum (and step) volume per symbol — if you enter less than that minimum, the engine silently rounds every order in this instance up to it (CTRL-59), which scales up the whole ladder along with it. The wizard warns you when your value is below the broker's real minimum for the selected symbol; check with your broker if you're unsure what that minimum is. |
| Stop out (%) | Equity drawdown percent at which the bot force-closes the whole cycle to protect the budget.A hard safety net measured on floating equity, separate from any per-position stop-loss. Example: set to 50% the bot liquidates the whole ladder once the open drawdown reaches half the budget, so a runaway trade can't blow past the plan. The starting point is the equity on the bot's first bar with live prices, so a loss already open when the bot starts is not counted as a drawdown. When it triggers, the bot cancels its own resting orders first and then closes its own positions — your manual trades and orders are never touched. |
Martingale ladder
7 settings| Martingale Orders | How many averaging-down orders may follow the first position. 0 turns martingale off (a single position, no ladder).This is the ladder's depth — more rungs survive a deeper drawdown but each new one adds size and risk. Example: set to 5 the bot may hold the entry plus 5 averaging orders (6 positions total) before it must rely on the stop-out. |
| Volume Scale | Volume multiplier applied to each next rung — e.g. 2 doubles the lot at every step. Higher recovers faster but risks more.It controls how aggressively the average entry is pulled toward price. Example: a ratio of 1 keeps every rung the same size (a gentle DCA); 2 doubles each rung, so the recovery target is closer but the total lot balloons fast. |
| Martingale Distance | How far price must move against the position (in pips) before the next martingale order opens.Wider spacing means fewer rungs fill on a given move, so the ladder lasts longer but averages down more slowly. Example: 20 pips opens the next rung only after price runs 20 pips against you; 5 pips would stack rungs quickly in a small dip. A pip is not a fixed amount of money — it is 0.0001 on EURUSD and 0.10 on BTCUSD, so the same number means very different distances. The wizard shows what your step is worth and how far the whole ladder reaches; if the step is narrower than the spread, every rung sits inside it and they can all fill at once instead of averaging down. |
| Step Scale | Multiplier that widens (or narrows) each successive pip gap — >1 spaces later rungs further apart.It reshapes the ladder's spacing as it deepens — useful to slow down the later, larger rungs. Example: a 20-pip base with a 1.5 ratio spaces rungs at 20, 30, 45, 68… so the biggest positions only open on a much larger move. |
| Resting at once | Cap on how many orders of the ladder may be open at once.A secondary guard on top of Max Martingale Count, capping simultaneous open orders (useful with brokers that limit them). Example: set to 3 the bot keeps at most 3 ladder orders live even if the count allows more, queuing the rest. Zero means no window at all — every rung of the ladder rests with the broker from the start, which is also what the crypto bot has always meant by zero. The wizard caps this field at 20 — a larger grid sends every rung to the broker at once and gets slower and riskier to manage without adding much recovery power. |
| Placement | Whether a filter must confirm before adding a martingale rung — None (always add) or CustomFilter (require the martingale filters to pass).None adds a rung purely on distance; CustomFilter also requires your martingale filter set to agree, so you don't average into a clean breakdown. Example: CustomFilter can block a new rung while RSI is still falling hard, waiting for a steadier entry. |
| Martingale Filter Minimum Score | Minimum confirmation score the martingale filters must reach to allow the next rung.Only applies when the filter mode is CustomFilter: it sets how many filter points must agree before a rung is allowed. Example: a minimum score of 2 needs at least two martingale filters to pass together, filtering out weak, single-signal adds. |
Take profit & stop loss
5 settings| Take Profit | Distance from the (average) entry, in pips, at which the position or ladder is closed in profit.With a martingale ladder the target rides the average entry, so each new rung pulls the take-profit closer to current price. Example: 30 pips means the basket closes once price is 30 pips past the blended entry — often only a small bounce after several rungs fill. |
| Stop Loss | Distance from entry, in pips, at which the position is closed at a loss. Leave blank to rely on Stop Out instead.A per-trade price stop, distinct from the equity-based Stop Out. Example: 50 pips caps the loss at the price level, but on a martingale strategy many traders leave it blank and let Stop Out (%) govern the whole basket instead. |
| Stoploss End? | When the stop is armed. Held back, no order carries a stop until the last martingale order has filled.A stop tighter than the spacing between rungs fires before the ladder can deepen, so the bot closes on the move it was built to average into. Holding it back is the answer: while rungs remain unfilled the ladder IS the plan. Example: rungs 100 pip apart with a 50 pip stop never reach rung two unless the stop waits. |
| Stop Loss Anchor | Where the chain's shared stop is measured from — the newest order, or the position's average entry.Every position in a chain carries the same stop price; this decides what that price is measured from. From the newest order it keeps a fixed distance behind the price, so each rung that fills drags it down. From the average it keeps a fixed distance behind the POSITION, so it moves only as far as the average does. Example: three rungs in, those two prices are a long way apart. |
| Only Close If Profitable | Hold a filter-driven close back until the chain is at least flat.Read in Filter mode only. The one method that consults it is called nowhere else, so under a price-driven trail the switch changes nothing and the wizard does not offer it. On, a filter verdict that would bank a loss is ignored and the chain stays open until price is past the activation distance and the basket is in profit — which leaves the stop as the only thing holding a floor in the meantime. |
Trailing stop
4 settings| Trailing Stop Mode | Whether a stop follows the price once the chain is ahead — not at all, by a fixed pip gap, or on a filter verdict.Both armed modes measure from the chain's weighted average entry, so a deeper ladder moves the line the trail has to clear. Price moves the stop to the gap behind the price and only ever closer, so it cannot give ground back. Filter does two things at once: on each tick the filters agree the stop is set to the gap behind the current price — with no such ratchet, so it can also widen — and on each bar close the agreeing filters close the whole chain. |
| Trailing Stop Activation | How far past the chain's average entry price has to go before anything trails.Measured from the chain's weighted average entry, not from any single order, so each rung that fills moves the line. Until price clears it nothing trails at all. Set it at or above the take profit and the target fills first every time, which makes the trail decoration — both are measured from the same average, and the wizard flags that pair. Example: 50 pip means the trail waits until the chain is 50 pip ahead of its average. |
| Trailing Stop Distance | The pip gap the stop keeps behind the price once the trail is armed.The stop only ever moves closer, in either mode, so the gap ends up measured from the best price the chain has seen. Under Filter it moves only on a bar where the filters agree, which is why it can lag the price there. Give back as much as the trail waited for and the stop lands at or below the average the moment it arms — the wizard flags that pair. Example: armed at 50 pip with a 20 pip gap locks in 30. |
| Trailing Stop Minimum Score | Minimum filter score required before an indicator-gated trailing stop is allowed to tighten.Only used with the gated trailing mode: it sets how much filter confirmation is needed before the stop tightens. Example: a minimum score of 2 keeps the trail from ratcheting in on a single weak signal, waiting for two filters to agree that the move is stalling. |
Trade chaining
5 settings| Chain Creation Mode | Opens a follow-up trade after a close — Disabled, Negative (after a loss), Positive (after a win) or Both.Chaining automatically starts the next cycle when the last one ends, so the bot keeps working without a fresh signal. Example: Negative re-enters after a losing trade (a recovery-style follow-up); Positive presses a winner; Both always continues the chain. |
| Chain Evaluation Method | How the chain's trigger is measured — e.g. by realised pips or by result.Decides what counts as the win/loss the chain reacts to — the raw pip result, or the profit/loss outcome. Example: a pip-based method fires the next trade only when the previous one moved far enough, ignoring tiny break-even closes. |
| Chain Min Distance | Minimum pip distance from the previous entry before a chained trade may open.Stops the chain from re-entering right on top of the last trade, which would just double the same exposure. Example: 25 pips means the follow-up only opens once price has travelled 25 pips from the previous entry, spacing the trades out. |
| Negative Loss Threshold | Loss in pips on the closed trade that triggers a negative-side chain trade.The size of loss needed before a Negative (recovery) chain fires — small losses can be let go. Example: 40 pips means only a loss of 40+ pips starts a follow-up trade; a 10-pip scratch closes the chain instead. |
| Positive Profit Threshold | Profit in pips on the closed trade that triggers a positive-side chain trade.The profit needed before a Positive (press-your-winner) chain fires. Example: 40 pips means only a win of 40+ pips opens the next trade, so the bot compounds strong moves but doesn't chase after a marginal profit. |
Timing & limits
7 settings| Time Restriction Mode | Restrict trading to a time window — None, Inside (only within) or Outside (only beyond) the start/end times.Gates new entries by clock time, using the Start/End Time and Time Zone below. Example: Inside with 08:00–17:00 only lets the bot open trades during the day session; Outside would do the reverse, trading only overnight. |
| Start Time | Opening time of the allowed trading window.The clock time the window begins, read in the Time Zone below. Example: with an Inside restriction, a Start Time of 09:30 keeps the bot idle until the session opens, useful for avoiding the thin pre-market. |
| End Time | Closing time of the allowed trading window.The clock time the window ends. It gates new entries only — trades already open follow their own exit rules. Example: an End Time of 22:00 stops the bot opening fresh trades late, while letting a running position trail out normally. |
| Time Zone | The time zone the start/end times are interpreted in.Anchors the Start/End times to a real zone so they don't drift with the server or your location. Example: set it to the market's session zone (e.g. New York) and 09:30–16:00 always maps to that market's hours regardless of where the engine runs. |
| Trade Limit Period | The rolling period (e.g. per day) over which the max-trades cap is counted.Sets the window that Max Trades per Period resets against. Example: a daily period with a cap of 3 lets the bot open at most 3 new trades each day, then it waits for the next day to trade again. |
| Max Trades per Period | Maximum number of new trades allowed within one trade-limit period.Caps how often the bot re-enters, throttling overtrading in choppy conditions. Example: 5 with a daily period stops the bot after 5 cycles that day even if signals keep firing, protecting against a run of small losses. A cap of 0 is not a cap of zero: the engine reads it as no limit at all, and it is the field's default. |
| Max Parallel Trades (Per Direction) | How many trades may be open at once on the same side (long or short).Limits how much concurrent exposure the bot stacks in one direction (each trade can itself be a full ladder). Example: 1 keeps a single long basket at a time; 2 allows a second long to open alongside it, doubling the directional risk. |
Controls on this step
What the app checks before letting you continue, and why.
- What a target is worth, and what it has to clear first — The target is a pip distance from the chain's average entry, so the step shows it three ways: the two prices it would fill at — one from a bare entry, one with every rung in — what it closes for at each of those depths, and what it has to clear before any of that is yours. That last line is the spread plus a round trip of the broker's commission, and it appears only when both can be read exactly for your account. Where they cannot — a USD commission on a non-USD account, a symbol whose quote currency is not your deposit currency, a broker that publishes no commission, a symbol that is not currently streaming — the step says which part is missing instead of printing half a figure, because a threshold that is too low is the one error you would act on. The daily carry is reported beside it rather than inside it: a chain closed the same day pays none of it and one held a week pays seven times it, so no single number is right for both.
- What the trailing stop asks for, and which mode reads which answer — Both armed modes need both numbers, so both are on screen in both. The activation says how far past the chain's average entry price has to go before anything trails; the distance says how far behind the price the stop then sits. Set the activation at or above the take profit and the target fills first every time — the trail never arms, and the step says so. Give back as much as the trail waited for and the stop lands at or below your average the moment it arms, which the step also says. Neither number is invalid on its own, so neither blocks. One switch is offered only under the filter-driven mode: the engine reads "only close if profitable" nowhere else, so under a price trail it would be a setting you could turn on and nothing would ever consult.
- What the ladder preview shows, and when its margin columns are missing — Under the ladder's dials, the Position step draws the orders they produce: one row per order, with where it goes in, how far that is from your entry in pips, its lot, the average the chain reaches once it has filled, and where the chain's shared target then sits. The target moves down the table because it is measured from the AVERAGE, not from your entry — that is what averaging down buys you, and the small number beside it is how far the market must come back from that rung to reach it. The money columns show MARGIN, not position size: what the order ties up at this account's leverage, which is the figure your free margin is spent on. They appear only when they can be exact. On a pair where neither side is your account's currency — EURGBP on a USD account — working out the margin needs an exchange rate the wizard does not have, so the columns are left out instead of being filled with a near-enough number. And the margin shown is at your account's leverage: a broker may require more on some instruments, because the per-symbol tiers are not published to us. Everything is drawn from the last price on the chart, so the real ladder starts wherever your entry filter fires. One last thing worth reading twice: the table is ONE chain. If the bot runs several chains in parallel, the account funds all of them at once, and the band above says what that total comes to.
- The liquidation line, and when there is not one — Where the exchange would close your position depends on three things besides leverage: whether the margin is Isolated or Cross, how much is in the wallet, and the contract's maintenance margin — the exchange closes a position when its equity reaches that level, not when it reaches zero. Isolated risks only the margin posted for this position, so the rest of your balance does not defend it and liquidation sits close: at 100x with a 0.65% maintenance rate the room is about 0.35%, not 1%. Cross puts the whole wallet behind the position, which usually moves liquidation far away or out of reach entirely. When the venue has not reported your balance yet, no line is drawn in Cross at all — a level invented from a balance we do not know would be read as a fact. What is drawn remains an estimate: funding, fees and the higher maintenance rates that apply to larger positions all move liquidation nearer.
- How high the leverage bar goes — The bar stops where the exchange stops for the contract you picked, not at some universal maximum. 125x is the highest figure the venue allows anywhere; most contracts are capped well below it, and ETHUSDT stops at 75x. Offering the difference would mean letting you save a bot with a setting the exchange will refuse — and you would only find out afterwards. Where the venue has not told us its ceiling, the bar is left as it is rather than capped at a number we would be guessing: a wrong ceiling would forbid leverage you are entitled to. One limit is not reflected yet: Binance also lowers the allowance as a position grows, so a very large grid can fall into a stricter band than the bar shows.
- Orders too small for the exchange to fill — Every contract has a minimum order value, and an order below it is simply rejected. The wizard checks the SMALLEST order in your grid, which is not always the base order you typed: with a volume scale under 1 the ladder shrinks as it descends, so the order at risk is the deepest one — the one that fires furthest into a drawdown, when a fill matters most and a rejection is least expected. If any rung falls under the minimum, the bot cannot be saved and you are told which figure to raise. Where the venue has not published a minimum, nothing is checked: refusing against a limit we do not know would mean inventing one.
- A grid the account cannot fund is not saved — The trade budget is what the whole ladder commits if every order fills, and it is bound to your first order — so a first order too large for your balance appears as a budget above it. The wizard refuses to save that and names the largest first order your balance does fund, as a button. Why refused rather than warned about: the budget is the ceiling the engine checks against the grid and it is never compared to your balance, so a grid this size is sent and the exchange refuses the orders that do not fit part-way down the ladder, with the position already open — margin insufficient, at the worst possible moment. Fund the account or lower the first order; either clears it. When your exchange has not reported a balance, nothing is checked at all, because refusing against a figure we do not have would mean inventing one. And “balance” here means what is FREE, not what the wallet holds: an open position keeps margin behind it, and orders resting on the exchange reserve more, so the exchange has less to give you than the wallet shows. Where the venue publishes that figure — Binance does — the wizard sizes against it and shows both numbers side by side. The button offers a configuration that actually works, which sometimes means fewer orders rather than a smaller first one: no order may be under the contract's own minimum, so on a ladder whose every rung would fall below it, trimming the first order alone cannot help.
- The resting window only appears where it is read — “Resting at once” caps how many martingale orders sit on the exchange together, and it only means something when they rest at all. Choose either filter placement and nothing rests — every rung is sent as a market order when price arrives and the filters agree — so the engine never reads the field. The wizard therefore hides it in those two modes rather than letting you set a number nothing acts on. A value you saved earlier is not discarded: the step says it is stored and unused, and switching back to resting orders brings the field back with it.
- A grid that cannot fit its budget is not saved — Your base order, martingale orders and volume scale together decide the most the grid could ever commit. If that total is above your trade budget, the bot can never open its first trade — the engine checks the whole ladder before entering, not one rung at a time, so it would refuse on every bar while still showing as Running. The wizard therefore stops the save and shows both numbers. Any one of three changes clears it: raise the budget, lower the base order, or reduce the martingale orders or volume scale. You will normally never meet this, because the budget and the base order move together and cannot disagree; it is reachable when you pin the first martingale order by hand, which is what unbinds them. The budget-above-balance check beside it now stops the save too. The wizard now names the working value rather than only refusing: press the suggestion to set the base order that fits, or the budget that covers it when your balance can back it.
- A budget larger than the account holds — The budget caps what the grid may commit, and the bot only ever compares it to the grid — never to your balance. So a budget above what the account holds is a ceiling that cannot fire: the whole ladder is allowed through, and the exchange refuses the orders that are not covered part-way down, with the position already open. The wizard says so rather than refusing, because a balance is a number that changes and you may be about to fund it.
- When a stop or a trail quietly does nothing — Each of these three percentages is valid on its own; what can be wrong is the combination, and its symptom is silence. A trail set to arm at or beyond the take profit never arms, because both are measured from the average entry and the target fills first. A give-back wider than break-even puts the trailing stop below your average entry the moment it arms. And a stop measured from the average walks down as martingale orders fill, so whether it ends the cycle early depends on how the ladder is spaced — the wizard computes that rung by rung rather than comparing two percentages. None of the three is refused: the bar shows the reference each one is measured against, and a note says what the combination does.
- Closing one position keeps the rest of the ladder — A chain's pending ladder is cancelled when the CHAIN finishes — its last position closes — not when any single position of it closes. Close one leg of a running chain by hand and the remaining positions keep their ladder, which is what the martingale needs in order to keep averaging into them. The exception is Close all on one hit: there the whole basket is being torn down on purpose, so the ladder goes with it.
- An emptied ladder is rebuilt — While a chain has open positions the platform keeps its pending ladder stocked, and it now also rebuilds one that emptied completely — a fast move can sweep every rung at once. The rebuilt ladder is measured from the chain's deepest open position, so it continues from where the chain actually is. Two consequences worth knowing: rungs you cancel by hand come back on the next bar (they always did while any rung remained — this simply removes the accidental exception), and the supported way to stop a ladder is to stop the instance or close the chain.
- Every position in a chain shares one take-profit — A martingale chain closes as one basket: every rung carries the same take-profit, derived from the chain's average entry price, and it is recalculated whenever a rung is added. The platform re-checks this on every bar as well, so a chain cannot be left with one position on a different price — that position could otherwise be closed on its own and leave the rest without the averaging the ladder exists for.
- Take profit / stop loss must be positive — When Take Profit or Stop Loss is turned on, its pip value must be a positive number — a zero or blank value would leave the position unprotected without you noticing.
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