● Use · Managed trades
Smart Trade
entries, targets and stops managed on the server.
A Smart Trade is one position with up to 5 entries, up to 10 take-profits and a stop loss, run by the server. It keeps working with the app closed.
01Create a Smart Trade
Home, Create smart trade, or Open as Smart trade in the order ticket.
- Account and market. Spot or futures. Spot Smart Trades are long only.
- Side, leverage, margin mode (futures).
- Size. In the quote currency (e.g. 100 USDT), in the base asset, as a % of the quote balance, or by risk: the % of the quote balance you would lose if the stop is hit (needs a stop loss).
- Entry. Market, or a limit ladder of up to 5 prices whose shares add up to 100 %.
- Take-profits. Up to 10, each with a price (or a % from the average entry) and a share; shares add up to 100 %. Split evenly fills the shares in for you.
- Stop loss. A price, optional.
- Options (below), then slide to send. A live market Smart Trade asks for confirmation first.
On the chart, drag the entry, take-profit and stop lines to set prices. The ticket shows reward, risk and the reward : risk ratio.
02Options
| Option | What it does |
|---|---|
| Trailing take-profit | After the last target is reached, follow the price and close on a pullback of the distance you set. |
| Trailing stop loss | The stop follows the price at a fixed distance and never moves back. |
| Move stop to breakeven | After take-profit number N fills, the stop moves to the average entry. |
| Step the stop after each TP | After TP2 the stop moves to TP1, after TP3 to TP2, and so on. |
| Close after (minutes) | A timeout: close what is open after this time. 0 = no timeout. |
03What happens on the server
- Status goes
pending_entry→active→closing→closed, orcancelled/error. - The runner makes a pass every 2 seconds (
RUNNER_INTERVAL_MS). State is saved before each order is sent, with a deterministic client id, so after a crash or restart the order is found again instead of being sent twice (server/src/smart/runner.ts). - Every step is logged as an event, visible on the Smart Trade's detail page with its health badge.
- While the kill switch is on, unfilled entries are cancelled and exits keep running.
04Change, close, cancel
- Edit take-profits and the stop of an open Smart Trade. Only targets that have not filled change. On the chart you can drag a TP or SL line.
- Close market-closes what is open and cancels the rest.
- Cancel cancels unfilled entries, while the trade is still waiting for its entry.
- Explain asks the AI assistant for a plain-language summary of the trade and its events, when the operator has set it up (AI assistant).
Each closed Smart Trade becomes one journal entry with its fills, fees, funding and, when it had a stop, its R multiple (Journal).