News

SageMaster is a Software-as-a-Service (SaaS) tool that provides market analysis and educational insights. It does not execute trades, provide broker services, or offer personalized financial advice. All trading decisions remain with the user, and outcomes are not guaranteed. Trading carries risk, including the potential loss of capital.

This release focuses on a few of the moments where setup friction tends to appear most often: when you use a preset or pack, when you reuse an existing setup, and when you manage manual trades in Magic Terminal. You now get earlier validation, clearer execution context, and a simpler way to carry existing work into a new setup.

1. Earlier setup checks for presets and packs

What's new: When you set up an AI pack or use a preset, SageMaster now surfaces traded symbols and allocation context earlier in the flow. The platform also warns sooner when a fixed lot size does not match your broker's minimum lot or lot-step requirements.

Why it matters: Users previously had to discover some of these conflicts only after activation, through failed trades or event logs. Seeing symbol coverage, allocation context, and broker-lot warnings earlier makes setup clearer before you save or launch anything.

2. Better visibility when risk-based sizing may not fit broker limits

What's new: For risk-percent setups, SageMaster now makes it easier to spot when the calculated lot may fall below broker minimums and review the available setup adjustments before activation. It also gives users clearer context when saving updated sizing choices back into the strategy configuration.

Why it matters: Risk-based sizing depends on several variables, including allocation, stop loss distance, symbol behavior, and broker constraints. Bringing that feedback into the setup flow reduces guesswork and helps users review those trade-offs before live execution starts.

3. Backtest reports now include margin and execution context

What's new: Backtest reports now include a Margin and Execution section with execution-focused statistics such as total indicators sent, successfully opened orders, execution success rate, top execution errors, and historical allocation sufficiency context.

Why it matters: This gives users a clearer way to understand whether weak execution came from setup limits or margin pressure, instead of treating the strategy itself as the only variable in the result.

4. Clone a strategy or pack into a new setup

What's new: You can now clone an existing strategy from the dashboard or strategy details view and open the Strategy Creation Wizard with the original setup prefilled. This release also supports cloning a strategy pack, so users can reuse an existing setup without rebuilding it from scratch.

Why it matters: Reusing a proven setup now takes fewer manual steps. Users can start from what already exists, make targeted changes, and launch faster without re-entering every configuration field.

5. Better full-screen control in Magic Terminal

What's new: In Magic Terminal full-screen mode, the order creation form now has clearer open and close behavior, including tooltip updates that reflect the current panel state.

Why it matters: This makes it easier to switch between chart-focused work and order-entry actions without losing track of whether the order form is open, while keeping more usable space available on the chart.

6. A simpler Magic Terminal order form and deeper chart history

What's new: The Magic Terminal order form has been simplified with a cleaner layout and clearer Stop Loss and Take Profit guidance for manual trades. The chart now also provides up to five years of historical data for review directly inside Magic Terminal.

Why it matters: Manual order setup is easier to scan, and users now have more historical market context available on the chart without needing to leave the trading view.

7. New provider available on the Marketplace

What's new: A new provider, Black Pips, is now published on the Marketplace. Black Pips specializes in Forex intraday trading and offers a preset built around a structured 1:1 risk-reward approach, with clear setup rules, disciplined execution criteria, and defined risk-management parameters.

Why it matters: You can now review and activate the Black Pips preset from the Marketplace if it fits your trading workflow. As always, trading involves risk, and results may vary depending on market conditions, broker execution, spread, slippage, and individual account settings.

Thank you for choosing SFX! Enjoy our latest features and stay tuned for more updates.

You can now access our Forex & Crypto Community directly inside the platform — faster and more convenient than ever.

💬 New on the markets

📊 Learn from others

⚡Analytics

Jump in, explore, and let us know what you think!

https://sfx.sagemaster.io/wow-community

SageMaster is a Software-as-a-Service (SaaS) tool that provides market analysis and educational insights. It does not execute trades, provide broker services, or offer personalized financial advice. All trading decisions remain with the user, and outcomes are not guaranteed. Trading carries risk, including the potential loss of capital.

This update gives you more flexibility in how you build, adjust, and manage your strategy combinations. Whether you start from an admin-curated preset or set up your own, you now get clearer controls, better visibility into allocation, and more context before you activate anything.

1. Build your own packs and adjust existing ones

What's new: You can now create your own Strategy Packs with a custom name, description, broker account selection, allocation setup, strategy selection, draft saving, activation, and backtesting. You can also edit both your own packs and those started from admin-curated presets.

Why it matters: You have more freedom to organize strategies around your own setup instead of working around a fixed structure.

2. More freedom when you start from an admin-curated preset

What's new: If you start from an admin-curated preset on the Presets page, you can now remove strategies, add new ones, and use Restore to return to the original preset setup.

Why it matters: You can explore different combinations without losing the original version you started from.

3. Clearer limits before you try to run a pack

What's new: Strategies inside a pack are now counted toward your total running strategy limit. If starting a pack would take you beyond your available slots, you'll now see a clearer system notification.

Why it matters: You can understand sooner how your current subscription affects what you can run, and plan your active strategies more easily.

4. Better visibility into allocation and strategy status

What's new: You can now see the available balance for the selected broker account when you start from an admin-curated preset or create your own pack. We also improved status visibility so when a pack is stopped, the strategies inside it show that they are not running in that pack.

Why it matters: It's easier to line up allocation with the funds available in your account and understand why included strategies are inactive.

5. Your broker account stays fixed after strategy creation

What's new: Once you create a strategy, its connected broker account can no longer be changed. You still choose the broker account during setup, but after that the connection stays fixed.

Why it matters: This makes your setup more predictable and avoids confusion later if you revisit or reuse a strategy.

What's Next

We're already working on the next set of improvements, including stronger setup validation for presets and packs, a dedicated way to clone a strategy into a new setup, the ability to start a pack directly from a backtest result, and more Magic Terminal usability improvements, including full-screen behavior and a simpler order form.

Read more:

Improved Setup Checks for Presets and Packs

Clone a Strategy Into a New Setup

Start a Pack From Backtest Results

Better Full-Screen Trading in Magic Terminal

A Simpler Magic Terminal Order Form

WES League registration is now open

Registration for the WES League Forex is now open. This official trading challenge powered by SageMaster starts on April 29 and is run on demo accounts, with rankings based on performance, consistency, and risk management.

Before you join, please review the rules carefully: https://www.notion.so/1billion/Wes-League-Rules-Condistions-33eae3f74f4e8031a11de0215b18555d?source=copy_link

You can secure your spot here: https://league.sagemaster.com/

Thank you for choosing SFX! Enjoy our latest features and stay tuned for more updates.

We’ve just added several upcoming features to our roadmap, and we’d love your input on what should come sooner.

If there’s something you’d like to see faster, please open the roadmap board and vote for the items that matter most to you:
https://feedback.sfx.sagemaster.io/roadmap

To vote:
Open the roadmap item and click the vote icon in the top right corner, next to the number and arrow.

One of the most consistent providers we’ve seen is now available again. Oblivion’s strategy is built around:

• Structured execution

• Strong risk control

• Consistent performance mindset

You can now activate their presets and connect them directly to your Strategy.

📊 Designed for users looking for a more disciplined, rules-based approach.

⚠️ Always align settings with your personal risk and review the setup before running.

We're excited to announce new lot size controls for SageMaster Forex strategies that give you greater flexibility and error prevention.

What's New?

Down Size

Automatically adjusts order position sizes to meet margin requirements and minimum margin levels, preventing insufficient funds errors.

Lot Size Round Up

Increases position sizes to meet broker minimum requirements when your calculated lot size falls below the threshold—especially useful when using risk percentage-based money management.

These controls help ensure your strategies run smoothly without manual intervention when encountering broker limitations.

Read more here

Disclaimer: SageMaster is a Software-as-a-Service (SaaS) tool that provides market analysis and educational insights. It does not execute trades, provide broker services, or offer personalized financial advice. All trading decisions remain with the user, and outcomes are not guaranteed. Trading carries risk, including the potential loss of capital.

Stop scanning endless FX pairs. SFX Screener shortlists pairs that match a preset — then shows you exactly what to validate in the Playbook before you execute.

How it works:

• Shortlist pairs worth a closer look (not a buy/sell signal)

• Validate with the Playbook (open Screener info (ⓘ) for the checklist + “what good looks like”)

• Execute only after a chart check in Magic Terminal (structure + trigger + invalidation) with a clear risk plan

✨ Why you’ll like it:

• No black box — the Playbook explains why a pair made the list

• Faster scanning with labels + tooltips

• Spend chart time only on the best candidates

🚀 Try it now:

1. Open your SageMaster dashboard → SFX Screener

2. Choose a preset (Trend Continuation / Oversold Rebound / Volatility Expansion / Helix Pattern Validation)

3. Scan the table, then open Screener info (ⓘ) and follow the Playbook

4. Open the chart in Magic Terminal, define your invalidation level, and execute only with a plan

📘 Want to learn more? User guide

Disclaimer: Sagemaster, a software platform, provides market insights on user-selected strategies. It does not offer financial advice or guarantee results. Trading involves risk, and users should consult financial professionals.

We’re thrilled to share the launch of the SageMaster Forex AI Strategy Pack.

This release brings a next-generation smart portfolio strategy system — layered on top of preset strategies — built to help you maintain a strategy blend that stays organized, responsive, and dynamically adjusted in real time.

From concept to live deployment, all in one flow:

Explore → Backtest → Analyze → Activate

Want the full walkthrough? Check out the User Guide.

Disclaimer: SageMaster is a Software-as-a-Service (SaaS) platform providing market analysis and educational insights only. It does not execute trades, act as a broker, or provide personalized financial advice. Trading involves risk.