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 capital the bot is allowed to risk on one trade cycle. It sizes the whole martingale ladder so the worst case stays inside this figure.Think of it as the loss you'd accept if every rung of the ladder fills and the cycle hits its stop. Example: a $1,000 budget with an 8-rung ladder means the initial lot and ratio are chosen so all 8 rungs together can't lose more than ~$1,000. |
| Initial Volume (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. |
| Stop Out Level (%) | 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. |
Martingale ladder
8 settings| Max Martingale Count | 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. |
| Martingale Ratio | 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. |
| Martingale Distance Ratio | 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. |
| Max Pending Orders | 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. |
| Martingale Filter Mode | 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. |
| Close All On One TP/SL | When on, hitting take-profit or stop-loss closes the entire ladder at once instead of per position.This makes TP/SL act on the combined ladder (a basket) rather than each order alone — the usual martingale behaviour. Example: with it on, a take-profit measured from the average entry closes all rungs together the moment the basket is green by the target. |
Take profit & stop loss
4 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? | Whether the stop-loss stays armed until the trade closes, rather than being lifted after the first rungs.Off, the fixed stop-loss is dropped once the ladder starts averaging (so rungs aren't stopped out early); on, it stays live the whole time. Example: turn it on when you want a hard price floor even after several rungs have filled. |
| Only Close If Profitable | Block the exit unless the net result of the whole cycle is non-negative — waits for break-even or better.A gate on non-stop exits (like a filter-based close): it holds the trade open until the basket is at least flat. Example: with it on, an exit signal that would bank a small loss is ignored, and the bot waits for price to reach break-even first. |
Trailing stop
4 settings| Trailing Stop Mode | How the stop follows price once in profit — None, a fixed pip trail, or an indicator/filter-gated trail.None disables trailing; a fixed trail follows by a set pip gap; a gated trail only tightens when an indicator/filter agrees. Example: the gated mode can keep the trail loose during a strong trend and only pull it in once momentum fades. |
| Trailing Stop Activation | Profit in pips the trade must reach before the trailing stop starts following price.Delays the trail until you're safely in profit, so normal noise near entry doesn't stop you out. Example: 15 pips means the trail only arms after the trade is 15 pips green, locking in gains rather than protecting the entry itself. |
| Trailing Stop Distance | The pip gap the trailing stop keeps behind the best price reached.A tight gap locks profit fast but gets tapped on small pullbacks; a wide gap gives the trend room but surrenders more on reversal. Example: 10 pips trails closely for scalps, 40 pips lets a runner breathe. |
| 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
8 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 Template | A preset that prefills the entry/exit settings — pick one, then fine-tune.A starting point that fills every field above with a sensible set, so you tweak rather than build from scratch. Example: pick a conservative template to seed a shallow ladder and tight budget, then adjust the take-profit to taste. |
| 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. |
| 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. |
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