Applying Config Profiles

A profile does nothing until you attach it to a channel. You assign profiles from a channel's settings, where each channel — for each account it trades on — points at one profile or at your account defaults. This page covers assigning, switching, and removing profiles, plus a worked example of exactly how a setting's value is decided once a profile is in place.

Assigning a profile to a channel

Open the channel from your Channels list, open its settings, and find the Config Profile section. It's a dropdown whose first option is Default (Global Settings) — use your account defaults, no profile — followed by every profile you've created. The help text reads: "Choose which trading settings to use for signals from this channel."

Pick a profile and it's assigned immediately; the page shows a brief saved indicator. An Edit Profile link next to the dropdown jumps you straight into that profile's editor.

For a single-account channel, that's all there is to it: open the channel's settings, set Config Profile to "Gold", and Gold signals from that channel now use the Gold profile.

Choosing the profile per account (broadcast channels)

If a channel trades on only one account, you set one profile and you're finished. If a channel broadcasts to multiple accounts, an extra Select account dropdown appears above the profile dropdown. Pick the account first, then pick the profile for that account.

Each account-assignment remembers its own profile, so the same channel can run "Conservative Live" on your live account and "Aggressive Demo" on your demo account at the same time. There is no "one profile per channel" limit — it's one profile per channel-and-account.

Why this matters: imagine one Gold channel feeding a $200k prop account and a $3k personal account. With per-account assignment you set "Prop Tight" on the funded account and "Personal Loose" on the personal account from the same channel's settings. Without it, both accounts would be forced onto one profile and you'd have to choose between protecting the prop account and trading the personal account normally.

TIP

On a broadcast channel, pick the account in the top dropdown before choosing the profile. Each account keeps its own profile, and it's easy to set the wrong one if you skip this step.

Assigning from the profile editor

For quicker bulk work, the profile editor's Assigned Channels card shows the channels currently using this profile as chips, each with a ✕ to remove, plus an Assign Channel button to add more.

The editor's quick-assign attaches the profile at the channel level. To control which account on a multi-account channel uses it, use the Select account dropdown in Channel Settings — the editor card can't target a specific account.

What changes the moment you assign

Assigning a profile has three precise effects on how signals resolve:

1. Overridden settings in the profile replace your account defaults for that channel's signals.
2. Inherited (blank) settings keep following your account defaults — and keep tracking future account changes automatically.
3. An explicitly-off toggle in the profile stays off for that channel even if your account has it on.

Example of the inherited case: leave Breakeven inherited in the profile, then turn account Breakeven off — the channel's breakeven turns off too, no profile edit needed.

One thing a profile can never change: your Risk Limits. The per-account daily-loss halt is account-only, so it applies to every channel regardless of which profile is assigned — a profile can shape a trade's size and targets, but it can't set or relax your account's enforced loss ceiling.

When a reassignment takes effect

Assigning, switching, or removing a profile is not a single "applies everywhere now" event. It reaches different parts of a trade differently:

What you changed	New signals	Trades already open
Sizing, layers, entry strategy, order placement	Applied immediately	Not rebuilt — an open position's entry structure stays as it was placed
Breakeven, redistribution, modifications, closes	Applied immediately	May pick up the new profile — these managers resolve the channel's current effective profile live
Per-trade P&L limits (max loss / max profit)	Applied immediately	Frozen — the limits are snapshotted when the trade opens and don't change mid-trade

In plain terms: new settings apply to new signals immediately. For trades already open, the entry structure can't be rebuilt, but some management behaviour may pick up the new profile; per-trade P&L limits stay as they were when the trade opened.

Don't expect a reassignment to re-shape an open position

Switching a channel's profile won't resize or re-layer a position that's already running — that structure is locked in at entry. What it can change is ongoing management (breakeven, redistribution, closes) on that trade. So reassign deliberately, and don't count on a mid-trade switch to rescue a position's sizing.

How a setting's value is decided (worked example)

Only two sources can set a default: the channel profile or your account settings. Once those resolve, the signal's own SL and TP prices are used by default — but Override Signal SL / Override Signal TP (profile settings) can replace them, and safety validators can correct an out-of-range value.

Account settings: Lot Size 0.10, Entry Strategy Front-Loaded, TP Strategy Progressive, Breakeven On (TP1+, 2-pip buffer), Trailing Stop Off. Override Signal SL and Override Signal TP: off.

Profile "Conservative Gold": Lot Size 0.01 (override), TP Strategy Progressive (override), Trailing Stop On 30 pips (override), Breakeven inherited, Entry Strategy inherited.

Signal: BUY, Entry 2850.00, SL 2844.00, TP1 2853.00, TP2 2856.00.

Setting	Resolved value	Source
Direction / Entry / SL / TP1 / TP2	BUY / 2850.00 / 2844.00 / 2853.00 / 2856.00	Signal (no override on)
Lot Size	0.01	Config Profile
Entry Strategy	Front-Loaded	Account Settings (profile inherits)
TP Strategy	Progressive	Config Profile
Breakeven	On (TP1+, 2 pips)	Account Settings (profile inherits)
Trailing Stop	On (30 pips)	Config Profile

Because neither override is on here, the signal's SL and TPs are used. Turn on Override Signal SL in the profile and the SL column would instead show your Default SL, converted to a price.

INFO

Only two sources set a default — the channel profile or your account settings. There is no per-asset, system-default, or cross-account layer in this decision. The signal's SL/TP prices are honoured by default, unless you've turned on Override Signal SL/TP or a safety validator corrects a bad value — "the signal always wins" isn't accurate. (Per-asset defaults are a separate SL/TP fallback that only matters when the signal omits its own SL or TP — see Per-Asset Overrides.)

Switching and removing a profile

To switch, pick a different profile in the dropdown. To remove, pick Default (Global Settings) — the channel, on that account, goes back to your account settings, like every other channel.

For example, once you've followed a channel long enough to trust it, you set Config Profile back to "Default (Global Settings)" and it now uses your account defaults.

WARNING

Switching or removing a profile changes how new signals on that channel resolve straight away. For a position that's already open, the entry structure stays as placed, but ongoing management (breakeven, redistribution, closes) can start following the new setup — see the timing table above.

Around a high-impact news release, this remains useful for what comes next: swap a channel from "Open Market" to "News Safe" — smaller size, breakeven at TP1, runners off — before the release so new signals are handled cautiously, and swap back afterwards. Just remember the swap won't resize a position that's already open.

Seeing which profile is active

The assignment is visible in three places:

• The profile name or badge shown on the channel.
• The Assigned Channels chip list inside the profile's editor.
• For an individual setting, the source label showing whether a value came from the channel profile or your account default.

Ideal Settings & Trading Strategy

Scenario 1 — Single-account, single profile (conservative)

Setup: $4,000 personal account, one channel, one MetaTrader account. You want safer-than-default behaviour on this channel only.

Settings ("Cautious" profile assigned to the channel):

• Lot Size: 0.01; Entry Strategy: Front-Loaded
• TP Strategy: Progressive; Active TP Levels: Keep Signal Settings
• Breakeven: On at TP1+; BE Buffer: 3 pips; Trailing Stop: Off; Open TP Mode: Disabled
• Extreme Value Handling: Reject Signal
• Assignment: Channel Settings → Config Profile → "Cautious" (no account selector appears — single account)

Why: One channel, one account, one profile — the simplest assignment. Tight, early-protection settings while the channel earns trust.

Watch for: Because there's only one account, no account selector shows. That's correct, not a missing feature.

Switch when: You add a second account or the channel proves out.

Scenario 2 — Broadcast channel, different profile per account (balanced + prop)

Setup: $50,000 prop account plus $5,000 personal account, both fed by the same trend-forex channel.

Settings (two profiles, assigned per account on the one channel):

• "Prop Balanced" on the funded account: Lot Size 0.10, TP Strategy Progressive, Active TP Levels 3 TPs, Breakeven TP1+, Cancel Limits from TP TP1+, Fast Market Protection Close Position, Trailing Stop Off.
• "Personal Trend" on the personal account: Lot Size 0.20, TP Strategy Extended, Open TP Mode Last TP Open (Runner), Trailing Stop On 25 pips.
• Assignment: Channel Settings → Select account → funded → Config Profile "Prop Balanced"; then Select account → personal → Config Profile "Personal Trend".

Why: One channel, two risk personalities, set independently because the channel broadcasts to both accounts. The funded account stays disciplined for the firm's rules; the personal account chases the move.

Watch for: Pick the account first every time — assigning while the wrong account is selected silently reconfigures the wrong account.

Switch when: You pass the prop challenge — loosen "Prop Balanced" toward "Personal Trend."

Scenario 3 — News-restricted swap (event-driven)

Setup: $30,000 account, a channel that trades through high-impact news. You keep two profiles and swap between them around events.

Settings:

• "Open Market" profile: Lot Size 0.10, 4 layers, Front-Loaded, Open TP Mode Last TP Open (Runner), Trailing Stop On 30 pips.
• "News Safe" profile: Lot Size 0.03, 2 layers, Front-Loaded, TP Strategy Progressive, Active TP Levels 2 TPs, Open TP Mode Disabled, Breakeven TP1+, Fast Market Protection Close Position.
• Routine: before the release, switch the channel's Config Profile to "News Safe"; after the dust settles, switch back to "Open Market".

Why: News spikes blow through wide entry zones and reverse violently. The News Safe profile shrinks size, drops runners, and exits hard on adverse breakeven moves. The Open Market profile is free to ride trends the rest of the time.

Watch for: The swap changes how new signals are handled straight away, and News Safe's tighter management rules (breakeven, close-on-adverse) can start applying to a position that's already open — but it won't resize or re-layer that open position. Swap before the release so new entries come in small.

Switch when: This becomes routine — consider keeping the channel on News Safe permanently and only loosening when you're watching the screen.

Related pages

• Creating Profiles — build the profiles you assign here
• Organizing Profiles — grouping a profile is not the same as assigning it
• Profile Strategies — full recipes
• Config Profiles Overview — the 2-layer model and per-channel/per-account assignment
• Settings Inheritance — the full merge, owned by channels
• Multi-Account Broadcasting — how one signal reaches several accounts
• Per-Asset Overrides — the SL/TP fallback (not a resolution layer)