Creating Config Profiles

You create config profiles from Settings → Profiles in the dashboard. Creating one takes seconds — a name and a colour — but the real work is in the editor, where you override only the settings that need to differ from your account defaults and leave the rest blank to inherit. This page walks the create dialog, the inherit-vs-override pattern, every setting you can change, and the Save step that won't let you save a self-contradicting profile.

Creating a new profile

From Settings → Profiles, click Create Profile. The dialog asks for:

• Profile Name — required, up to 50 characters.
• Description — optional, up to 200 characters.
• Colour — a swatch so you can spot the profile at a glance.
• Icon — a small badge for the profile card.

That's the whole dialog. There is no "start from scratch versus clone" choice — every new profile starts fully inherited, with all 45 settings deferring to your account defaults. On create you're taken straight to the profile editor.

You can keep up to 50 profiles.

TIP

Name profiles by purpose ("Conservative – New Channels"), not by their values. The editor always shows the current settings, but the name is what you read when assigning a profile to a channel.

Inherited vs overridden settings

Each setting in a profile is in one of two states:

• Inherited (blank) — the editor shows your account default greyed out and the profile defers to your account setting. This is the state of every field in a new profile.
• Overridden — you've set an explicit value, and that value is used for channels on this profile.

The subtle point that trips people up: turning a toggle off in a profile — say Breakeven = Off — is an override to off, not "inherit." There is no separate "Disabled" state in the editor; off is just an overridden value. Blank inherits your account setting; an explicit value (including off or 0) overrides it. Every overridable field has a reset control to return it to inherited.

Blank is not off

Blank means "use my account setting." Off or zero means "force this value on this channel." They are different — a blank toggle still follows your account; an off toggle stays off here even if your account turns it on.

What you can override (45 settings)

The editor groups the 45 settings into nine sections — the same sections as your account settings. This is the full reference.

Position Sizing

Setting	Options / range
Volume Mode	Fixed Lot Size
Lot Size	0.01–100 lots (step 0.01); the total is split across your layers

Entry Configuration

Setting	Options / range
Number of Layers	1–6
Entry Strategy	Even / Front-Loaded / Martingale / Single
Entry Zone Mode	Auto (% of SL) / Fixed Pips
Entry Zone %	20–150% (Auto mode)
Entry Zone Size	5–200 pips (Fixed mode)
Always Use My Zone Size	On / Off
Entry Zone Expansion	On / Off
Expansion Pips	1–20 pips (shown when Expansion is on)
Override Signal SL	On / Off
Override Signal TPs	On / Off

Take Profit

Setting	Options / range
TP Strategy	Progressive (Front-loaded) / Balanced (Equal) / Extended (Back-loaded)
Active TP Levels	Keep Signal Settings / 1–6 TPs
Open TP Mode	Disabled / Last TP Open (Runner)
TP Already Hit Action	Close Position / Promote to Next TP

SL/TP Defaults (Pips)

Setting	Options / range
Default SL	5–500 pips
Default TP1–TP6	2–300 pips each (must ascend)
Invalid SL Behavior	Use Default SL / Use Signal SL
Cancel Orphans on SL	On / Off
Extreme Value Handling	Auto-Correct Extremities / Reject Signal / Trust Signal Values
Signal Consistency Threshold	0.1–2.0 R:R

Profit Protection

Setting	Options / range
Breakeven	On / Off
Signal-Driven Breakeven	On / Off
BE Buffer	0–50 pips
Auto BE from TP Level	Never / TP1+ … TP5+ / TP6 only
BE Fallback Action	Keep Original SL / Progressive SL / Close Position
Fast Market Protection	Keep Original SL / Close Position
Trailing Stop	On / Off
Trailing Distance	5–500 pips

Order Management

Setting	Options / range
TP Redistribution	On / Off
L1 Safety Lock	On / Off
Cancel Limits from TP	Never / TP1+ … TP5+ / TP6 only

Signal Updates

Setting	Options / range
Auto Update SL	On / Off
Auto Update TP	On / Off
Auto Partial Close	On / Off
Auto Full Close	On / Off
TP Fast Move	Close Immediately / Keep Original TP
Partial Close Strategy	Worst First / Profit Only / Proportional

Manual Override

Setting	Options / range
Manual SL/TP Behavior	Never Touch / Restore on Signal Update

Two of these settings change what counts as the trade's stop loss and targets:

• Override Signal SL — leave it off and the signal's SL is used whenever it's valid; turn it on and your Default SL pips replace whatever SL the signal sent, every time. See Override Modes for the fixed-versus-auto behaviour behind it.
• Open TP Mode — Disabled means the last TP closes at a fixed price; Last TP Open (Runner) means the last portion has no target and rides until you close it or a trailing stop catches it.

Saving and validation

The editor has a Save Changes button. Your changes are held until you save — a "You have unsaved changes" indicator appears, and the browser warns you if you try to leave with unsaved edits.

Before it lets you save, the editor runs cross-field validation against your effective settings — your profile overrides merged onto your account defaults. If something is inconsistent — take-profit pip distances out of ascending order, a breakeven trigger above your active TP count, or an entry-zone size that can't work with your layer count — the Save Changes button is disabled and shows "Can't save:" followed by the reason. Fix the highlighted field, the button re-enables, and you save.

For example: you set Default TP1 = 150 and Default TP2 = 120 (out of order). Save disables with "Take Profit values must be in ascending order (TP1 must be less than TP2)." Without this guard, the profile would place self-contradicting targets and the trade would misbehave silently — so the editor blocks the save and names the field to fix.

INFO

The profile's name saves the moment you finish typing it; the settings are held until you press Save Changes. If Save is greyed out, read the inline "Can't save" reason — it names the field to fix.

Assigning channels from the editor

The editor has an Assigned Channels card at the top showing which channels currently use this profile as removable chips, plus an Assign Channel button to add one. The card also carries a reminder that changing a channel's profile affects active trades on that channel immediately.

DANGER

Switching a channel's profile takes effect on that channel's active trades immediately, not just future signals. Don't reassign mid-trade unless you mean to.

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 account selector in Channel Settings — see Applying Profiles for the full assignment story.

Editing an existing profile

Click any profile card on Settings → Profiles to open the editor. The same inherit/override/Save flow applies. The profile card shows an override-count badge — "X of 45 settings customised" — so you can see at a glance how much a profile changes.

Best practices

• Start minimal. Override only what differs from your account defaults; leave everything else blank to inherit.
• Name by purpose. A name like "Gold Scalping" tells you when to assign it; a name like "Profile 1" tells you nothing.
• Use the description field. Note which channels the profile is for and why you tuned it that way.
• Re-check inherited values after account changes. A profile that inherits your breakeven trigger picks up any change you make to the account — confirm the inherited values still make sense for that channel.

Ideal Settings & Trading Strategy

Each recipe below is a starter profile — the exact overrides to set, end to end. Everything not listed stays inherited.

Scenario 1 — Conservative starter (capital preservation)

Setup: $3,000 personal account, new to a channel. Build a "Cautious" profile.

Settings to override (leave the rest blank):

• Lot Size: 0.01
• Entry Strategy: Front-Loaded
• TP Strategy: Progressive; Active TP Levels: Keep Signal Settings
• Breakeven: On; Auto BE from TP Level: TP1+; BE Buffer: 3 pips
• Trailing Stop: Off; Open TP Mode: Disabled
• Extreme Value Handling: Reject Signal
• TP Redistribution: On; L1 Safety Lock: On

Why: Tiny size, early breakeven, no open-ended runners, and a hard stop on suspicious signals — the smallest blast radius while you evaluate a channel.

Watch for: At 0.01 lots split across layers, deeper layers may not place at all — expected.

Switch when: The channel proves itself; graduate to a balanced profile.

Scenario 2 — Moderate / balanced starter

Setup: $20,000 account, a channel you trust on trending pairs. Build a "Balanced Trend" profile.

Settings to override:

• Lot Size: 0.10
• Number of Layers: 4; Entry Strategy: Front-Loaded
• TP Strategy: Progressive
• Open TP Mode: Last TP Open (Runner)
• Trailing Stop: On; Trailing Distance: 30 pips
• Breakeven: On; Auto BE from TP Level: TP1+; BE Buffer: 2 pips

Why: Standard sizing, a runner plus a trailing stop to capture extended moves, and breakeven protecting the rest — a sensible middle ground.

Watch for: A runner with no trailing stop is unmanaged. Keep Trailing Stop on whenever Open TP Mode is a runner.

Switch when: The channel turns range-bound; drop the runner and trailing for a fully-targeted profile.

Scenario 3 — Gold specialist starter

Setup: A channel that only sends XAUUSD signals. Build a "Gold" profile.

Settings to override:

• Lot Size: 0.05
• Default SL: 600 pips; Default TP1/TP2/TP3: 300/600/1000 pips
• BE Buffer: 5 pips; Auto BE from TP Level: TP1+
• Trailing Distance: 30 pips (if you enable Trailing Stop)
• Cancel Limits from TP: TP1+

Why: Gold moves many more pips than forex, so SL/TP defaults, buffers, and trailing distances are all widened, and unfilled limits are cleared after TP1 because Gold's deep retracements can fill late at bad prices.

Watch for: If you want all your Gold trades (across every channel) handled this way, a per-asset override for Metals is simpler than a profile.

Switch when: You start trading Gold on multiple channels with different risk — split into per-channel profiles.

Related pages

• Applying Profiles — assign your new profile to channels and accounts
• Profile Strategies — complete, ready-to-use recipes
• Profile Sharing — import a profile instead of building from scratch
• Override Modes — what Override Signal SL/TP actually do
• Order Setup and Active Trade Setup — the account-level versions of these same settings