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Introduction to 'Management Styles'

Management styles control trade exits in Profectus.AI — from trailing stops to profit locks — helping protect capital and lock in gains.

Updated over 2 months ago

Introduction to Management Styles

Management styles in Profectus.AI are all about handling trades after they’ve been opened. They don’t decide when to enter the market — instead, they define how trades are managed and exited.

This includes adjusting stop losses, moving take profits, locking in gains, or partially closing positions. In short: management styles give you control over how much you risk, how much you protect, and when you exit.


Why Management Styles Matter

  • They protect your account from unnecessary drawdowns.

  • They help lock in profits when trades move in your favor.

  • They allow you to run the same entry logic but test different exit methods.


Examples of Management Styles

Here are some of the most common templates you’ll find in Profectus.AI:

  • Candle High–Low Management: Trails the stop loss to recent candle highs/lows once profit reaches a set threshold.

  • Trailing Stop (EMA): Moves the stop loss along an exponential moving average, following price smoothly.

  • Lock-In Profit: Once a target profit is hit, the stop loss is moved to a safe level (e.g. +1R) and stays fixed.

  • Time-Based Close: Closes trades automatically after a fixed period, no matter the result.


How to Use Management Styles in Profectus.AI

  • Pick a management template (or combine multiple).

  • Plug it into your strategy’s logic tree.

  • Export to MetaTrader 5 and backtest — watch how different management approaches affect equity curves.


Conclusion

Management styles are where risk control meets strategy performance. By experimenting with trailing stops, lock-ins, or candle-based exits, you can keep the same entry logic but drastically change outcomes. That’s why testing multiple management styles is one of the fastest ways to refine a trading system.

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