Documentation · Client

Robot settings guide

Choose the right risk source, price mode, symbol routing and news filter for each connected account.

YouTube video (no-cookie domain), loaded only when you press play.
Silent tutorial — everything is written on screen.

Goal

Understand each robot setting available in the client area and choose values that match your strategy. Everything is configured per account from My accounts: unfold the account card, then open the robot settings block. After Save settings, the configuration version increases and the robot applies it automatically — no restart needed.

Account settings screenshot
Account details include webhook URL, access key, price mode and symbol mapping.

1. Risk and orders

  • Risk source decides how the robot sizes each position. "Risk" always means the loss if the stop loss is hit.
  • TradingView percentage uses the risk value sent by the alert, as a percentage of the account balance. Example: risk=1 risks 1% of the balance.
  • Fixed amount ignores the alert value and risks the same fixed amount on every order, in the account currency. Set it in Fixed risk amount: with 100, the robot sizes the lots so a stop-loss hit loses about 100.
  • Risk-based sizing uses the stop-loss distance, so always send a sl value with your alerts.
  • Multiple trades / day: when disabled, a second alert on the same symbol during the same UTC day is rejected until 00:00 UTC. Keep it enabled for strategies that re-enter.
  • Price mode defines how the robot reads sl, tp and pending-order price values: Absolute price (exact market price, e.g. 1.0750), Pips (distance from entry, e.g. 20) or Percentage (% from the entry price, e.g. 0.5). It must match what your TradingView alerts send.
  • Order reject timeout is the number of seconds the robot waits for an order to be opened before treating it as rejected.

2. Account protections

Pro and Elite plans. The two daily loss limits and the random opening delay below belong to the prop firm rules, with the overall loss limit and the weekend flat rule. Break-even and trailing stop are available on every plan.

  • Max daily loss (% of balance) — if the day's loss reaches this share of the day-start balance, the robot closes everything and blocks new orders until the next day.
  • Max daily loss (amount) — the same protection as a fixed amount in your account currency. The robot stops at the first of the two limits reached.
  • Secure gains (break-even) — once the trade has gained enough, the stop moves back to the entry price. From then on the trade can no longer cost you anything.
  • Trailing stop — the stop follows the price at a fixed distance, on every pair or only on those you list.
  • Random delay before opening — desynchronises several identical accounts so they do not send the same order at the same instant.

3. Symbols

  • Attached mapping list translates the symbols of your alerts into the exact names used by your broker, for example US100=NAS100 or XAUUSD=XAUUSD.a. Lists are created on the Symbol mapping page and one list can be reused by several accounts.
  • Auto-resolve broker symbol lets the robot try common broker suffixes (.m, .pro, …) when an alert symbol is not found. Keep it enabled to avoid most "symbol not found" rejects; disable it only if the mapping list must be the single source of truth.

4. News filter

  • Avoid high-impact news blocks new trades around economic announcements.
  • Included impacts selects which announcement levels count — starting with high impact only is a sensible default.
  • Limit currencies restricts the filter to the listed currencies (USD,EUR,GBP); leave it empty to cover all currencies.
  • Minutes before / after define the protection window around each announcement.
  • Auto-close open positions also closes trades already open on the affected currencies, with its own before/after window — not just blocking new entries.

Safe starting configuration

  • Risk source: TradingView percentage with risk=1 in the alerts (1% per trade)
  • Price mode: aligned with your alerts — Pips if they send distances, Absolute price if they send market prices
  • Multiple trades / day: enabled
  • Auto-resolve broker symbol: enabled, plus a mapping list when your broker uses different symbol names
  • News filter: optional; if enabled, start with high impact only and 15–30 minutes before/after

Validate your configuration

  • Save, then send a test alert built with the generator in the Connect TradingView block, or place a manual order from My orders
  • Read Alert history to confirm the webhook arrived, then My orders to confirm the execution
  • The Configuration version shown on the account card increases at every save; the robot uses it to confirm it runs your latest settings

Need a broker-specific edge case? Contact support