Profile Strategies

This page provides ready-to-use config profile templates for common trading scenarios. Each profile includes the specific settings to override, the rationale behind each choice, and guidance on when to use it.

These are starting points, not prescriptions. Adjust the values based on your account size, risk tolerance, and the specific channels you trade.

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1. Conservative Profile — Low Risk, High Safety

Use when: You are following a new or unproven channel, want to limit exposure during volatile sessions, or simply prefer a defensive posture.

Philosophy: Small positions, quick profit-taking, maximum protection. You sacrifice potential upside for capital preservation.

Overridden Settings

Setting	Override Value	Rationale
Lot Size	0.01	Minimum meaningful position. Limits downside while you evaluate the channel.
Entry Strategy	Front-Loaded	31% at market catches the move; limit layers add at better prices. Avoids Martingale risk.
TP Strategy	Progressive	Front-loaded profit-taking. 53% of volume exits at TP1-TP2, securing gains quickly.
TP Count	Keep Signal	Respects the provider's TP structure.
Runner Mode	Disabled	No open-ended positions. Every sub-order has a defined exit.
Auto-Breakeven	On (TP1, 3 pip buffer)	Slightly wider buffer than default to avoid getting stopped by spread noise.
Trailing Stop	Disabled	No trailing — rely on fixed TPs. Prevents premature exit from normal retracement.
TP Redistribution	On	Redistributes to secure profits faster when deeper layers fill.
Cancel Unfilled From TP	TP1	Aggressive cleanup. Once TP1 is hit, cancel all unfilled limit orders.
Invalid SL Handling	Skip Trade	Reject any signal with an invalid SL. No second chances.
Extreme Value Handling	Reject	Reject suspicious values outright.

Inherited Settings (Using Account Defaults)

• Default SL, Default TPs, Signal Update toggles, Manual Override — all inherit from your account settings.

Best Assigned To

• New channels you are evaluating
• Channels with inconsistent signal quality
• High-frequency channels where you want tight risk control
• Any channel during high-impact news events (assign temporarily)

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2. Aggressive Profile — Maximizing Trend Potential

Use when: You have high confidence in the channel, the market is trending, and you want to maximize the reward on strong signals.

Philosophy: Larger positions, back-loaded profit-taking, trailing stops to ride trends. You accept more drawdown in exchange for larger wins.

Overridden Settings

Setting	Override Value	Rationale
Lot Size	0.20 (or your comfort level)	Larger position to capitalize on high-confidence signals.
Entry Strategy	Even	25% per layer — balanced exposure across all entry levels.
TP Strategy	Extended	Back-loaded: 53% of volume stays open for TP5-TP6, chasing the full move.
Runner Mode	On	Last sub-order runs with open TP. Captures extended moves beyond TP6.
Auto-Breakeven	On (TP1, 2 pip buffer)	Standard breakeven — lock in after first TP.
Trailing Stop	On (20 pips)	Trailing stop follows the price, locking in gains as the trend extends.
TP Redistribution	On	Still redistribute on layer fills — even aggressive traders need risk management.
Cancel Unfilled From TP	TP2	More permissive — allow deeper layers to fill even after TP1 hits.
Auto-Update SL	On	Trust the provider's SL modifications.
Auto-Update TP	On	Trust the provider's TP modifications.

Inherited Settings

• Default SL, Default TPs, Invalid SL Handling, Extreme Value Handling — all inherit from your account settings.

Best Assigned To

• High-confidence channels with proven track records
• Channels that specialize in trending markets (Forex pairs, indices during strong moves)
• Channels whose signals typically run to TP4+ before reversing

WARNING

An aggressive profile amplifies both gains and losses. Only assign this to channels whose historical performance justifies the increased exposure. Use the Trade Preview to verify the risk amounts are within your comfort zone before committing.

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3. Gold-Specific Profile — Tailored for XAUUSD

Use when: You follow channels that primarily trade Gold (XAUUSD). Gold's unique volatility characteristics demand different settings than Forex.

Philosophy: Reduced position size to account for Gold's large pip movements, wider trailing distances, and appropriate default SL/TP levels.

Overridden Settings

Setting	Override Value	Rationale
Lot Size	0.02	Gold moves 5-10x more pips than Forex. Smaller lots = equivalent dollar risk.
Max Volume Cap	1.0 lots	Hard ceiling prevents over-leverage on Gold's large contract size.
Entry Strategy	Front-Loaded	Gold often moves fast on breakouts — ensure you capture the move at market.
TP Strategy	Progressive	Secure profits early. Gold's reversals can be sharp and sudden.
Default SL	600 pips	Appropriate for Gold's typical signal SL distances.
Default TP1	300 pips	1:0.5 R:R on nearest target — conservative for Gold.
Default TP2	600 pips	1:1 R:R — break-even equivalent on second target.
Default TP3	1000 pips	1:1.67 R:R — reasonable extension for Gold.
Auto-Breakeven	On (TP1, 5 pip buffer)	Wider buffer than Forex due to Gold's spread and volatility.
Trailing Stop	On (30 pips)	Wider trailing distance accommodates Gold's normal price swings.
Cancel Unfilled From TP	TP1	Clean up quickly — Gold's deep retracements can trigger late fills.

Inherited Settings

• Entry zone, TP count, redistribution, signal update toggles, manual override — all inherit.

Best Assigned To

• Channels that exclusively or primarily trade Gold
• Any channel during periods when you know they will be sending Gold signals

Gold vs. Per-Asset Override

If all your Gold trades (across every channel) should use the same settings, use a Per-Asset Override for Metals instead of a profile. Use a Gold profile when you want specific channels' Gold trades handled differently from your global Metals settings.

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4. Demo vs. Live Profiles

Use when: You are running the same channels on both a Demo and Live account and want different risk parameters for each.

Demo Profile — Accelerated Testing

Setting	Override Value	Rationale
Lot Size	1.00	Large lots for faster P&L feedback on demo.
Entry Strategy	Single	Market-only entry for instant fills, simpler to analyze.
TP Strategy	Balanced	Equal distribution to test all TP levels equally.
Runner Mode	On	Test runner behavior without real capital.
Extreme Value Handling	Execute Anyway	Let everything through to observe how the system handles edge cases.
Invalid SL Handling	Use Default	Execute even invalid signals to observe parsing behavior.

Live Profile — Maximum Safety

Setting	Override Value	Rationale
Lot Size	0.05	Conservative real-money position size.
Entry Strategy	Front-Loaded	Balanced approach for live trading.
TP Strategy	Progressive	Secure profits early with real capital.
Runner Mode	Disabled	No open-ended positions with real money.
Extreme Value Handling	Reject	Strict validation for live trading.
Invalid SL Handling	Skip Trade	Reject any signal without a valid SL.
Auto-Breakeven	On (TP1, 2 pip buffer)	Standard breakeven protection.

INFO

You do not need both profiles if your account-level settings already match your live trading preferences. In that case, just create the Demo profile and let live channels use your account defaults.

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5. Scalping Profile — Speed Over Optimization

Use when: Following channels that send very short-term, high-frequency signals where speed of entry matters more than price optimization.

Overridden Settings

Setting	Override Value	Rationale
Entry Strategy	Single	100% market execution. No limit orders — speed is everything.
TP Count	Fixed 1	Single TP for quick exits. Scalps do not target TP3+.
TP Strategy	Progressive	Irrelevant with 1 TP, but Progressive is the safe default.
Runner Mode	Disabled	No runners on scalps.
Auto-Breakeven	Disabled	Scalps are too short-lived for breakeven to be useful.
Trailing Stop	On (5-10 pips)	Very tight trailing to lock in small gains.
TP Redistribution	Disabled	No redistribution needed — Single entry means only Layer 1.
Cancel Unfilled From TP	Never	No unfilled orders to cancel (Single entry).

Best Assigned To

• Channels that send scalping signals (5-30 minute holds)
• Channels with very tight SL/TP distances
• High-frequency channels (10+ signals per day)

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Combining Profiles With Per-Asset Overrides

The most effective setup for many traders combines profiles with per-asset overrides:

Account Settings (global baseline)
    |
    +--> Per-Asset Overrides
    |       Metals: 0.02 lots, 600 pip SL
    |       Indices: 0.05 lots, 150 pip SL
    |       Crypto: 0.01 lots, 500 pip SL
    |
    +--> Config Profiles (per channel)
            "Conservative": 0.01 lots, Progressive, Skip invalid
            "Aggressive": 0.20 lots, Extended, Runner on
            "Gold Scalper": 0.01 lots, Single entry, tight trailing

Per-asset overrides handle the instrument-level differences. Config profiles handle the channel-level differences. Together, they give you precise control over every trade.

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Tips for Effective Profile Management

Keep It Simple

Two to four profiles cover the vast majority of use cases. If you find yourself creating a unique profile for every channel, you may be over-optimizing. Consider whether per-asset overrides or account-level setting changes would be more appropriate.

Review Periodically

Market conditions change. A profile created for a trending market may be wrong for a ranging market. Review your profiles monthly and adjust as needed.

Use Trade Preview

Before assigning a new profile to a channel, use the Trade Preview to simulate what trades would look like under the profile's settings. This is especially important for aggressive profiles where the risk amounts may surprise you.

Start Conservative, Then Loosen

When you start following a new channel, assign a conservative profile. After observing the signal quality and execution for a few weeks, you can either move to a more aggressive profile or remove the profile entirely to use your account defaults.

Document Your Profiles

Use the description field when creating profiles. A brief note like "Created for XYZ channel after observing 2-week drawdown period" helps you remember why the profile exists and whether it is still needed.

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Related Pages

• Creating Profiles — How to build profiles step by step
• Applying Profiles — Assigning profiles to channels
• Config Profiles Overview — Profiles concept and settings hierarchy
• Per-Asset Overrides — Asset-class-specific settings
• Trade Preview — Simulate trades under profile settings
• Order Setup — Account-level settings reference
• Active Trade Setup — Account-level strategy reference