User Guide: Smart Trailing Feature

Disclaimer: Trading involves significant financial risk and can result in substantial losses. Past performance does not guarantee future results. SageMaster does not provide financial advice. Users should ensure compliance with local regulations.

Written By Ehsaan XP

Last updated 4 months ago

Overview

Managing stop losses effectively is one of the biggest challenges traders face. Traditional trailing stops often move too early or too late, leaving profits on the table or increasing risk exposure.

The Smart Trailing Feature solves this pain by giving traders more flexible, event-driven stop-loss control. Instead of relying only on fixed trailing distances, you can now move your stop-loss to:

  • Break-even (your entry price) once your first take profit is hit.

  • Previous take profit levels as new targets are reached.

This approach locks in profits step by step while still allowing your trade to breathe and capture larger moves.

How It Works

Smart Trailing has two main modes, both of which can be combined with other advanced features like trailing stop, break-even, smart entry, and partial take profits.

1. Move Stop Loss to Break-Even

  • When your first take profit level is reached, the stop loss automatically moves to the order open price.

  • This ensures you eliminate downside risk and secure a โ€œfree tradeโ€ going forward.

2. Move Stop Loss to Previous Take Profit

  • When your first take profit level is reached โ†’ Stop loss moves to the order open price.

  • When your second take profit level is reached โ†’ Stop loss moves to the first take profit level.

  • As each new level is reached, the stop loss โ€œsteps upโ€ to the previous TP level.

Example Use Cases

Example 1: Break-Even Protection

  • Entry price: 1.2000

  • TP1: 1.2050

  • TP2: 1.2100

  • Stop Loss (initial): 1.1970

  • Smart Trailing mode: Move SL to Break-Even

โžก๏ธ Once price hits 1.2050 (TP1), SL automatically moves from 1.1970 โ†’ 1.2000 (entry).

  • Trade now has zero risk.

Example 2: Progressive Lock-In

  • Entry price: 1.2000

  • TP1: 1.2050

  • TP2: 1.2100

  • TP3: 1.2150

  • Stop Loss (initial): 1.1970

  • Smart Trailing mode: Move SL to Previous TP

โžก๏ธ Step 1: When price hits TP1 (1.2050) โ†’ SL moves to 1.2000.

โžก๏ธ Step 2: When price hits TP2 (1.2100) โ†’ SL moves to 1.2050.

โžก๏ธ Step 3: When price hits TP3 (1.2150) โ†’ SL moves to 1.2100.

  • At each step, profits are locked in without cutting off further upside.

Example 3: Smart Trailing + Standard Trailing

  • Entry price: 1.2000

  • TP1: 1.2050

  • TP2: 1.2100

  • TP3: 1.2150

  • Stop Loss (initial): 1.1970

  • Smart Trailing mode: Activate after 50 pips profit with 5 pips trailing distance.

โžก๏ธ When price hits TP1 (1.2050) โ†’ SL moves to 1.2000.

โžก๏ธ After that, standard trailing takes over, moving SL dynamically behind price by 5 pips.

Example 4: Partial Take Profits (Set Indicator TP Ladder SL/TP) + Smart Trailing

  • Entry price: 100.00

  • TP1: 102.00 (sell 30%)

  • TP2: 104.00 (sell 30%)

  • TP3: 106.00 (sell 40%)

  • Stop Loss (initial): 97.00

  • Smart Trailing mode: Previous TP

โžก๏ธ At TP1 (102.00): 30% closed, SL โ†’ 100.00

โžก๏ธ At TP2 (104.00): 30% closed, SL โ†’ 102.00

โžก๏ธ At TP3 (106.00): 40% closed, SL โ†’ 104.00

  • Trade is partially exited and protected step by step.

Frequently Asked Questions (FAQ)

Q: Can I use Smart Trailing without a trailing stop?

Yes, Smart Trailing can work independently or be combined with trailing stop.

Q: What happens if I only have one TP level?

The trade will be closed upon reaching this level. It makes more sense to utilize this option with at least two take profit levels.

Q: Does Smart Trailing override my manual stop loss?

Yes, once the condition is triggered, Smart Trailing will adjust your SL automatically.

Q: Can I combine Smart Trailing with partial take profits?

Absolutely, this is one of the recommended use cases.

Troubleshooting

  • Stop loss didnโ€™t move:

    • Check that you enabled Smart Trailing under the Trailing & Break-Even block.

    • Make sure TP levels were correctly defined.

  • Conflicts with other features:

    • Smart Trailing routes first, then standard trailing or break-even logic continues.

    • Reorder your strategy settings if behavior isnโ€™t as expected.

  • Unexpected SL movement:

    • Review your TP ladder setup. The feature depends on TP levels being clearly configured.

Summary

The Smart Trailing Feature gives traders more control over stop-loss management by:

  • Moving SL to break-even when TP1 is reached.

  • Progressively shifting SL to prior TP levels as new targets hit.

  • Combining with trailing stops and advanced features for flexible strategies.

This ensures traders can lock in profits step by step while still leaving room for trades to grow.