---
title: "Move your stop to break-even and trail price"
slug: "management-setups"
kind: "HELP_ARTICLE"
category: "strategies"
locale: "en"
canonical: "https://app.forecastcity.com/help/strategies/management-setups"
published: "2026-10-17T00:52:40.838Z"
updated: "2026-10-27T01:54:19.576Z"
description: "Move your stop loss to break-even after TP1 or a chosen R level and trail price by ATR, recent swing or 4CM-AI pivot in AI Strategy Studio."
---

# Move your stop to break-even and trail price

In **AI Strategy Studio**, artificial intelligence makes managing open trades and locking in profit simple and accurate: you simply define in the management setup how your stop loss moves automatically once price moves in your favor. You can move the stop loss to the entry price (break-even) after price hits the first target (TP1), a chosen R multiple or the `WEMA 21` moving average, and then trail the stop automatically behind **4CastMachine AI** pivots, an ATR multiple, a fixed distance or recent candles.

Example: you build a management setup with the default 4CM-AI settings that moves the stop loss to the entry price plus `1` pip when price reaches **TP1** and trails the stop loss behind the **4CM-AI pivot** after break-even.

## Open the Management setup window

1.  In the **Build** tab of AI Strategy Studio, click the dashed **\+ management** button or the purple **Management** part in the strategy sentence to open the management setup selection list (click **‹ The strategy** to return to the strategy page).
    
2.  Pick a saved management setup, click the pencil icon on the active row, or click **\+ New Management setup**.
    

## Set your break-even rule

1.  Under **Break-even · optional**, click **\+ Add break-even** if the row is not active.
    
2.  Next to **When**, choose what triggers moving the stop loss to break-even:
    

-   **Take Profit hits** (default): when price hits one of your take profit targets (from TP1 to TP5, defaulting to TP1).
    
-   **price reaches**: when the trade reaches a chosen R multiple (such as `1R`).
    
-   **profit reaches**: when the trade profit reaches a chosen distance in pips, price or percentage.
    
-   **price reaches WEMA 21**: as soon as price in profit reaches the 21-period weighted exponential moving average (`WEMA 21`) on your chosen timeframe, the stop loss moves to the entry price.
    

1.  Next to **Move the stop to the entry, plus**, the offset defaults to `1` pip to cover spread and commission costs (you can set it to `0` or any custom value).
    

![Selecting the break-even trigger on the WEMA 21 moving average in the Management setup window](https://m.forecastcity.com/t/tnt_forecastcity/media/bd/bd25c0b68a986c353363b4fa88c7ae75c9a4242bb99561b17a630a9599f8175e.png)

Set break-even when price reaches the WEMA 21 moving average

1.  Break-even trigger when price breaks `WEMA 21` with a healthy candle
    
2.  Plain-text summary card of the break-even rule on `WEMA 21`
    
3.  The **Replay** tab to watch the stop loss move candle by candle on the chart
    

## Add an optional trailing stop and preview

1.  Under **Trailing stop · optional**, click **\+ Add a trailing stop** and choose next to **Start** when trailing begins (for example, **after break-even**).
    
2.  Next to **Follow**, choose how the stop trails price:
    

-   **4CM-AI pivot** (default): follows the support or resistance pivot of the 4CastMachine AI forecast.
    
-   **Distance**: keeps a fixed distance in pips, price or percentage behind the best price reached.
    
-   **ATR × k**: trails price by a multiple of ATR or the daily range average `ATR(264, D)`.
    
-   **Recent low/high**: trails behind the lowest low or highest high of the last `N` completed candles.
    

![Management setup window showing the Break-even and Trailing stop sections, plain-text summary and level preview on the right.](https://m.forecastcity.com/t/tnt_forecastcity/media/b2/b29c2bf8e1b1e9dcce75242875b7c168d9162a172a12bd8931212a02c7dbec34.png)

Management setup window

1.  Break-even rule (**Break-even**): trigger condition and `+1 pip` offset from the entry
    
2.  Trailing stop rule (**Trailing stop**): starts after break-even and follows the **4CM-AI pivot**
    
3.  Plain-text summary card of the break-even and trailing stop rules
    
4.  The **Preview on this chart** box with the level table (**Levels**) and candle replay (**Replay**) tabs
    

After you save the management setup, the purple **Management** rule is added to the strategy sentence and the **Then** row in the level table of the **Build** tab so you see the break-even and management level right beside the other chart lines.

![The Build tab in AI Strategy Studio showing the purple trade management row in the level table](https://m.forecastcity.com/t/tnt_forecastcity/media/31/31321371ce345f1507747dc970d2e3599e98352fa564f602d8c7783f2c0cfb75.png)

Trade management rule in the strategy sentence and the Build tab level table

1.  Trade direction buttons, stage badge and colored strategy sentence
    
2.  Risk per trade row (**Risk … per trade**) for automatic lot size calculation
    
3.  The **If you enter now, on the chart** section with live entry, stop loss and target prices
    
4.  The **⇕** handles on the chart lines to move and adjust levels with the mouse
    

## Good to know

-   A management setup moves your stop loss only in your favor and never pulls it backward once it has advanced.
    
-   Under **Virtual account**, the forward test engine applies your break-even and trailing stop rules automatically on virtual trades; you can also add a comparison variant under **Compare with a variant** to see how your strategy performs with and without trade management.
    

## Related guides

-   [Set up your entry and stop loss](<https://app.forecastcity.com/help/strategies/entry-and-stop-loss-setups>)
    
-   [Set up single and multi-target take profit](<https://app.forecastcity.com/help/strategies/take-profit-setups>)
    
-   [Run your strategy live on a virtual account](<https://app.forecastcity.com/help/strategies/run-strategy-on-virtual-account>)
    
-   [Follow open trades and break-even reminders on the chart](<https://app.forecastcity.com/help/strategies/follow-live-trades-with-strategy>)
