Trade Planner – Frequently Asked Questions
1. After installation process of the program, the EP circle and price line do not appear.
When loading a symbol for the first time, market data may still be in the process of being received. The Trade Planner’s Evaluation Point (EP) already exists (the main panel should be visible), but it may be located at the very beginning of the historical data for the current symbol.
To make it visible, simply click the RESET button on the main panel. Please note that the data receiving process may take a few seconds.
2. How to get into input parameters of the program?
To open the input parameters, right-click the Expert Advisor icon located in the top-right corner of the chart and select “Properties of TRADE_PLANNER”. You can also press F7 to open the parameters window directly.
3. The Trade Planner’s graphical user interface is too big / small on the chart.
To adjust the size of graphical elements, modify the GUI Scale parameter in the STYLER, COLORS, VIEW section of the input parameters. If the EP or VPO labels appear too large, you can set a description font size to small in the same section.
4. I can’t place or modify pending orders or open positions.
Before placing any orders, make sure that Algo Trading is enabled in two places — both globally in Meta Trader and inside the Trade Planner panel. Also, verify that One-Click Trading is enabled in your terminal settings under the Trade tab.
5. I can’t move VPO / EP objects after loading a chart even if symbol was loaded in the terminal.
This usually means the terminal is still receiving historical data. Wait a moment until the data is fully loaded.
6. Account parameters in EP(s) differ from the real account status.
Account parameters shown in EPs may differ from your actual account metrics. Evaluation Points calculate all values based on the reserved capital and their connected trading points.
If you are analyzing only one symbol per account and the reserved balance parameter is set to 0 (meaning the entire balance is used), Trade Planner’s EP objects will reflect the real account status.
In all other cases — for example, when there are open positions on other symbols — each EP should be treated as a sub-account, using only a portion of your total capital allocated to the analyzed symbol. This approach helps minimize overall risk compared to scenarios where your entire balance is exposed to a single market.
Additionally, you can allocate more capital virtually than your current account balance if you plan to increase deposits later — useful when projecting future account growth or testing higher-capital scenarios.
7. Not enough free margin to open trades.
When planning or testing new trade scenarios, ensure you have enough free margin to open positions — both virtually and in real trading. If free margin becomes negative, some messages may appear along EP line, indicating insufficient capital to support the planned trades.
For more information, check ADDITIONAL NOTES section in the manual.
8. I can’t add more Evaluation Points or VPOs. Why?
To maintain performance, Trade Planner limits the total number of objects (EPs + VPOs) to 50. If you reach this limit, consider using presets, which allow you to save up to 10 graphical layouts per symbol, each representing a separate setup.
