Smart Trade Assistant

Smart Trade Assistant speeds up the core trading workflow from one panel. With it you can:

• Open Buy and Sell trades, as well as pending orders
• Calculate risk and position size
• Work with the Risk/Reward (RR) ratio and trading lines
• Partially close positions at predefined levels
• Move trades to breakeven
• Delete pending orders as a group
• Close positions by direction, profit, or loss
• Manage an individual position via the context menu

After launching, the Trade tab opens by default — the assistant's main screen. Here you prepare a trade: calculate position size, set the entry, Stop Loss and Take Profit, choose the order type, and enter the market. The other tabs and modes handle additional tasks — closing positions, changing settings, partial closing, trailing, and moving a trade to breakeven.

The window consists of two parts.

Top part of the panel

Contains the elements for selecting an instrument and switching between sections:

• The selected trading instrument
• The main tabs: Trade, Close, Settings, Info
• The additional accompaniment modes: In parts, Trailing, Breakeven+

Working area

Below is the main working area, whose content changes with the selected tab or mode — the Trade tab shows the parameters for opening a trade; Close — tools for closing positions and deleting orders; Settings — the operating parameters; and the In parts, Trailing and Breakeven+ modes — parameters for accompanying open trades.

Trade

The main working section for preparing and opening a trade — set the risk, calculate the position size, set entry / stop-loss / take-profit, then open.

Close

Close positions and delete pending orders — fully or partially, or clear a group of orders.

Settings

Configure how the panel calculates and accompanies trades.

Info

The information section — additional or reference information.

In parts

Partially close a position at predefined levels — take profit gradually instead of closing in one action.

Trailing

Accompany a position with a trailing stop — automatically pull the protective level along with price.

Breakeven+

Move a trade to breakeven and use additional accompaniment parameters — automate protection once price has moved the required distance in your favour.

Used to prepare and open a trade — set the risk parameters, calculate the position size, specify the entry, Stop Loss and Take Profit, and choose the type of trading action.

Top panel

The top of the window shows the current trading instrument, the time, the main tabs (Trade, Close, Settings, Info), and the additional modes (In parts, Trailing, Breakeven+).

Trade calculation block

Displays and lets you set the main calculation parameters:

• Risk, % — the risk indicator
• Sp — spread · Com — commission
• R/TP — the ratio parameter for Take Profit
• R/SL — the ratio parameter for Stop Loss

These parameters set the risk-to-reward ratio. It is calculated automatically when the RR button is pressed.

• Risk type selector — e.g. % of Balance (set by the trader; configured in Settings → Risk)
• The numeric risk value
• Calc — calculates the lot size from the risk parameters

• Lines — works with trading lines; visualises SL / TP levels on the chart
• RR — applies the preset Risk/Reward ratio (off = free ratio)
• Comment — a comment for the trade

Order parameters block

• Lot — the position volume
• Entry — the entry price
• tp — the Take Profit level · sl — the Stop Loss level

A button switches the display format, e.g. Items / Prices. Switching is possible when the Calc and RR buttons are not pressed.

Action selection block

The lower part contains the buttons for the type of trading action — Sell, Buy, Stop, Limit, Fn. Below them, the large SELL / BUY execution buttons open the trade and also display the current prices.

Fn — quick position-management commands

Quick commands for typical operations on open positions and pending orders:

• Close Buy / Close Sell / Close All — exit buys, sells, or everything
• Delete Orders — remove pending (not-yet-executed) orders
• Close % 25 — partial close by a set percentage (e.g. 25% of the open volume) for a staged exit
• Breakeven — move a position to the breakeven point

Graphical elements on the chart for configuring trade parameters visually — set and change the entry, Stop Loss and Take Profit directly on the chart instead of typing into the panel's fields.

They work like a slider on the chart: move a level up or down to change the matching trade parameter; the values recalculate automatically. The block can also be dragged left or right along its horizontal line — hold the left mouse button on the centre of the module and move it to a convenient spot.

Composition of the trading lines

Three main lines are shown on the chart:

• Take Profit line (upper) — the profit-taking level: TP marker, distance, financial result, percentage result, level price
• Stop Loss line (lower) — the loss-limit level: SL marker, distance, financial result, percentage result, level price

L / Lock. The L button locks the corresponding line — on the Take Profit line it locks the TP level, on the Stop Loss line it locks the SL level.

Central trading-line buttons

The central line configures the entry parameters and places an order directly on the chart — it shows the order type, volume, entry price, and control buttons:

• R — reverse trade direction (Buy ⇄ Sell)
• M — move the line to the current market price
• S — activate the Stop → Limit scenario (a limit order is activated within the set range when price reaches the Buy/Sell Stop line)
• Place — send the order with the parameters set on the lines
• X — fully close the trading-lines panel and remove it from the chart

How they work

When you move a line, the corresponding order/position level changes, the trade parameters recalculate automatically, and the entry / SL / TP position updates. Moving the entry line changes the opening type (letting you set limit or stop orders); with the line in place and M pressed, the opening price matches the market; moving the TP or SL line changes that level; and the line positions form the trade's geometry on the chart.

Placing an order

After setting the parameters, place the order. If configured via the trading lines, use the Place button on the central line.

If the trade is opened via the Trade tab, use the BUY or SELL buttons in the lower part of the panel.

The order-type options in the lower part let you place not only market trades but also pending orders, including Limit and Stop. The type placed is determined by the selected mode — an order can be placed both through the chart and directly from the panel.

Manage already-open positions and pending orders — quick closes, group deletion, and automatic closing by condition.

Position-closing commands

• Close Buy / Close Sell — close all buys / all sells
• Close Profit / Close Loss — close all winning / all losing positions
• CLOSE ALL — close everything open

Next to each command, the current Profit, % value, and number of positions are shown.

Deleting pending orders

Delete pending orders by type:

• Delete Buy Stop / Buy Limit / Sell Stop / Sell Limit
• Delete Stops / Delete Limits — all Stop-type / all Limit-type orders
• Del Buy Stop Limit / Del Sell Stop Limit
• Delete All Pending Orders — all pending orders

Additional scope parameters: All symbols — apply the command to every instrument; All ID — apply it to every ID used in the assistant.

Auto-close if

Set conditions for closing positions automatically:

• Profit ≥ — auto-close when the set profit level is reached
• Loss ≥ — auto-close when the set loss level is reached

Each condition has a Value and Percent field, plus the L parameter to set a single profit/loss level for all open trades of the instrument.

Set the general operating parameters — choose the risk-calculation method, set a custom base, and toggle functions that affect the panel's behaviour.

Risk-calculation modes

The Risk parameter at the top sets how the assistant calculates trade risk (chosen from a dropdown):

• in Currency — risk in monetary terms
• % of Balance / Equity / Free margin
• % of Custom value — percent of the user value in the "Custom value" field
• % of prev. day / week / month Balance

Custom value & additional parameters

• Custom value — the manually entered base used by the "% of Custom value" mode
• Add spread & commission to the RR calculation
• SL in ATR value on symbol switch — calculate the SL via ATR when switching instrument
• Spread limit — a cap on the maximum allowed spread
• Open position in parts — enable opening a position in parts
• TP line price calc / SL line price calc — Period & Offset for the TP / SL line price

Configure staged work with a position by Take Profit and Stop Loss levels — individual levels with their own parameters, applied to selected positions or orders.

Calculation base & units

Two dropdowns at the top. Calculation base (left) — how level values are computed:

• % of initial — percent of the initial position volume
• % of current — percent of the current volume when the level triggers
• Absolute volume — a fixed volume

Units (right) — the format for setting levels: Auto, Items (points), Prices, RR, or % Price.

TP / SL in parts & Dynamic

• TP in parts — enable staged Take Profit; rows TP1–TP10, two numeric fields each
• SL in parts — enable staged Stop Loss; rows SL1–SL10, two numeric fields each
• Dynamic — enabled separately per TP / SL block, with a Start from threshold at which dynamic mode begins

Application scope

The All positions/orders dropdown chooses what the parameters apply to — all positions/orders, or an individual one listed below. Then click Apply.

Accompany an open position automatically with a Trailing Stop — choose the algorithm, set its parameters, and specify which positions/orders it applies to.

Trailing Stop & algorithm

The Trailing Stop checkbox enables trailing; the dropdown then offers the algorithm:

• Classic — SL moves with price by a set distance and step
• By last fractal · By Moving Average value · By Parabolic SAR value
• By Average True Range value · By partial-close TP levels · By previous bar extremum

Trailing parameters

• Start from — when trailing begins after opening the position
• Distance — distance from the current price to the trailing-stop level
• Step — how much the level changes as price moves

The unit type is shown next to the parameters (e.g. Items = points).

Application scope

The All positions/orders dropdown applies trailing to all positions/orders or to a selected one. Then click Apply.

Configure automatically moving a position to breakeven and additional accompaniment parameters — the breakeven condition, the bias amount, pending-order accompaniment, and extra position-management functions.

Breakeven block

The Breakeven checkbox enables the move-to-breakeven function. Main parameters:

• Profit — the condition (e.g. in Items/points) on reaching which the position moves to breakeven
• Bias — the shift applied after moving to breakeven, with a calculation type (e.g. RR)
• Bias = Spread + Commission — include spread and commission in the bias

Pending-order accompaniment

• Trailing Order Limit — accompany Limit-type orders (value & units)
• Trailing Stop Order — accompany Stop-type orders (value & units)

Additional functions

• OCO warrant — One-Cancels-the-Other linkage between orders
• Hide SL TP — hidden accompaniment of the SL / TP levels

The calculation-method dropdown applies to hidden accompaniment: Ask/Bid, Ask, Bid, Mid, or Close.

Virtual pending order — work with a virtual pending order, with its own calculation-method dropdown (same options).

Application scope

The object dropdown applies the parameters to all positions/orders, to positions/orders for the current instrument (e.g. "XAUUSD positions/orders"), or to an individual position/order listed with its instrument, number, direction, volume and price. Then click Apply.

Smart Trade Assistant provides a single interface for opening, accompanying, and closing trades, as well as for managing risk parameters and orders. All main actions are performed through the corresponding tabs — Trade, Close, Settings, In parts, Trailing and Breakeven+ — and each tab's parameters apply to the selected position, order, or group, depending on the set application scope.