User Guide · Trade Management MT5

Installation Guide  |  Demo Version

1. Configure settings via overlays or load a preset.

2. Click Long or Short → position TP/SL handles.

3. Click order button (Buy/Sell/Pending) to execute.

After Execution:

• Tradefield stays visible — TP/SL adjustable anytime via drag. Auto TP/SL correction when broker fills at a different price.
• Cancel: X button or same Long/Short button. Switch order type: click different order button. Direction: Reverse (CTRL+SHIFT+F) or drag one handle past the other.
• When the tradefield is closed, a compact mini box appears (type, lots, RR) — restore, partial close, or close trade from it.

UI

• 1 - Symbols — Switch instruments from MT5 watchlist
• 2 - Overlays — 10 buttons (Entry, OneClick, Auto BE, Alerts, Partial, Trailing, General, Filters, UI, TF), change all on chart
• 3 - Long / Short — Draws a tradefield. Reverse (CTRL+SHIFT+F) flips direction.
• 4 - Buy / Sell — Market orders at current price
• 5 - Buy Stop / Sell Stop — Pending stop orders
• 6 - Buy Limit / Sell Limit — Pending limit orders
• 7 - Close Buttons — One-click close actions with hotkeys (see UI Display overlay). BE All moves all positions to breakeven.
• 8 - UI Drag Handle — Below the UI, visible on hover. Double-click = default position.

Tradefield

Interactive trading zone — position Entry, TP, and SL via drag & drop. Up to 5 simultaneous trades per chart (multi-slot), each independent with own trailing, auto BE, and partial.

• 9 - TP Handle — drag to set take profit
• 10 - SL Handle — drag to set stop loss
• 11 - Entry — drag to reposition the entire tradefield
• 12 - = (RR Lock) — locks RR ratio, click again to unlock
• 13 - ÷ (Quick RR) — preset RR values, auto-activates RR Lock
• 14 - ~ Reverse — flips trade direction (CTRL+SHIFT+F)
• 15 - x — closes the tradefield
• 16 - Width Handle — Right side of tradefield, visible on hover — adjust width
• 17 - Partial Profit Handles — up to 9 TP levels, positionable via drag, color-coded (pending vs. triggered)
• 18 - Partial Loss Handles — up to 4 SL levels, positionable via drag, color-coded (pending vs. triggered)
• 19 - Auto BE Handle — shows trigger price, adjustable via drag, changes color when triggered

Green zone = profit, Red zone = loss. Real-time display: RR, lots, profit/loss (currency + %), points. Inactive slots as compact mini boxes (type, lots, RR) — restore, partial close, or close trade directly from the box. All slots crash-safe.

10 live overlays directly in the UI. Changes take effect immediately and persist across restarts. Automations and filters are disabled by default.

Symbols Overlay

Add/remove symbols in your MT5 watchlist — updates automatically. Up to 200 symbols.

Entry

• 1 - Lots Mode — Balance % (default) · Equity % · Fixed Lots
• 2 - Value — Risk % or Fixed Lots depending on mode
• 3 - Multiple Lots — Auto-splits large orders at broker limits
• 4 - SL/TP — SL/TP (default) · No SL/TP
• 5 - Comment — Text in all orders

OneClick

• 1 - Scope — Defines which positions are affected by OneClick actions and close all if. Symbol + Magic (default) · Symbol Only · Magic Only · All Trades
• 2 - Close Actions — All · % · Buy · Sell · Profit · Loss · MaxWin · MaxLoss · Pending (with live P&L per action)
• 3 - Close % — percentage of remaining position (1-99%, default: 50). Intuitive: always closes from what's currently open.
• 4 - Close All If — Automatically close all positions. Separate profit and loss targets, each as money amount and % (0 = off).

Auto BE

Automatically move SL to entry when trade is in profit.

• 1 - Auto Breakeven — enable/disable
• 2 - Trigger Type — Fixed Points · Risk-Reward · % of TP · ATR
• 3 - Trigger Value — Value for the chosen type (e.g. 50 points, 1:2 RR, 30% of TP, 1.5x ATR)
• 4 - BE with Offset — must be enabled for offset to be applied (default: off)
• 5 - BE Offset Points — points above/below entry for commissions (default: 6)

Alerts

• 1 - Notification Types — Popup (default: on) · Sound · Push
• 2 - Events — TP Hit · SL Hit · Partial Close · Auto BE Set · Close If Triggered · Filter Blocked (only Filter Blocked enabled by default)

Partial

Secure profits step by step or limit losses — automatically.

• 1 - Trigger Mode — % of TP/SL distance or Risk-Reward
• 2 - TP Level 1-9 — each: enable, trigger value, close % of original position. Pre-planned: always refers to the initial position size.
• 3 - SL Level 1-4 — each: enable, trigger value, close % of original position. Pre-planned: always refers to the initial position size.

Handles show close % per level. Summary shows total win/loss % including all partials plus remaining TP/SL hit of leftover lots — therefore always larger than individual handle values.

Trailing

Automatically trail the SL as price moves in your favor.

• 1 - Trailing Stop — enable/disable
• 2 - Method — 9 trailing methods:
  • Fixed Points — SL follows in fixed steps (Distance)
  • ATR — SL follows in ATR-based steps (Period, Factor)
  • SuperTrend — SL follows SuperTrend indicator (Period, Factor)
  • Parabolic SAR — SL follows SAR dots (Step, Max)
  • Moving Average — SL follows MA line (Period, Method: SMA/EMA/SMMA/LWMA)
  • Chandelier Exit — ATR-based distance from high/low (Period, Factor)
  • Donchian Channel — SL follows lowest low / highest high (Period)
  • Fractals — SL follows last confirmed fractal (Depth)
  • Bollinger Bands — SL follows lower/upper band (Period, Deviation)
• 3 - Show Indicator — show selected indicator on the chart
• 4 - Settings — change dynamically based on selected method

Guard: The trailing SL can only move toward the price (get tighter), never away from it. The trailing handle in the tradefield always shows the trailing level where trailing starts.

General

• 1 - Magic Number — Unique order identifier. If another instance uses the same number, a free one is auto-assigned. Default: 555.
• 2 - Order Error Info — Error messages for failed orders (default: on)
• 3 - Chart Color — Dark + Light Themes. "Default" keeps current color theme.
• 4 - Preset — Saves/loads everything: trailing, auto BE, partial, filters, alerts, hotkeys, colors etc. Save location: MQL5/Files/TM_Presets/

Filters

• 1 - Spread Filter — Blocks orders on high spread
• 2 - Mode — Fixed · ATR
• 3 - Value — Max points (Fixed) or Factor (ATR)
• 4 - Latency Filter — Blocks orders on high broker latency (default: 150 milliseconds)
• 5 - Value — Max Milliseconds
• 6 - Volatility Filter — Blocks orders on low volatility
• 7 - Mode — Fixed · % Price
• 8 - Value — Min points (Fixed) or Min % (% Price)

All three show current live values in the overlay — direct comparison between current values and filter setting.

UI Display

• 1 - UI Color Theme — Dark/Light Themes + Custom
• 2 - UI Size — XL · L · Default
• 3 - Colors — Individually customizable via Color Picker
• 4 - Show/Hide — show/hide UI elements and close buttons
• 5 - Reset — resets all UI settings to default
• 6 - Hotkeys — keyboard shortcuts for close actions, scope toggle, close overlay

TF Display

• 1 - TF Color Theme — Dark/Light Themes + Custom
• 2 - TF Size — XL · L · Default
• 3 - Colors — Customizable via Color Picker (Text, Handles, TP, SL, Price Lines, Price Label Text)
• 4 - Show/Hide — show/hide tradefield elements, values, and behavior
• 5 - Reset — resets all tradefield settings to default
• 6 - Options — line style, price labels, RR buttons, min width, quick RR
• 7 - Hotkeys — keyboard shortcuts for tradefield actions (Long, Short, RR Lock, Reverse, Execute, Close TF)

Stable Values: ON = stable rounded values, OFF = exact order values. Lot rounding makes both simultaneously impossible, deviations minimal.

• Use "Ocean Dark" chart color theme for the most eye-friendly experience during extended trading sessions.
• Code optimized for maximum performance and execution speed. The rest is up to your broker — an ECN broker offers the fairest and fastest execution.
• Runs smoothly on Windows/Windows VPS. Contact the developer or test the demo version if you are using Mac/Linux/VirtualBox.

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