Trading Help Center › Accounts & settings

Create Trading Presets

Save your usual stop-loss, take-profit, risk and lot values so they are one click away in 4XTerminal.

8 stepsAccounts & settings

How to use this guide: Follow the numbered steps in order. Each heading names the button, field or control to use, the note below it explains what happens, and the pointer on the screenshot shows exactly where to click.

8 Step-by-step guide

Create Trading Presets

Save your usual stop-loss, take-profit, risk and lot values so they are one click away in 4XTerminal.

1

Open User Profile & Settings.

You can reach it from the left-hand menu of the client portal.

Step 1 · action shown aboveCreate Trading Presets — step 1
2

Select User Presets.

Presets are grouped by instrument type, such as FOREX.

Step 2 · action shown aboveCreate Trading Presets — step 2
3

Select Add next to the instrument group, for example FOREX Presets.

A form opens for the values you want to keep ready for that group.

Step 3 · action shown aboveCreate Trading Presets — step 3
4

Choose the currency pair in Select Currency Pair.

Presets can apply to one pair, or to every pair in the group.

Step 4 · action shown aboveCreate Trading Presets — step 4
5

Enter a stop-loss value in Add Stop Loss Value in Pts.

Values are in points (10 points = 1 pip). Each value you add appears in the list above the field, where you can delete it or make it the default.

Step 5 · action shown aboveCreate Trading Presets — step 5
6

Add take-profit values the same way in Add Take Profit Value in Pts.

Add as many values as you use regularly; they appear as quick choices on the order panel.

Step 6 · action shown aboveCreate Trading Presets — step 6
7

Add lot sizes in Add Lots Value.

Risk percentages and trailing distances are added in the same way, in their own fields.

Step 7 · action shown aboveCreate Trading Presets — step 7
8

Select Save.

Your presets are now offered on the order panel in 4XTerminal for that pair or group.

Step 8 · action shown aboveCreate Trading Presets — step 8