XM (XMTrading): This article introduces and explains the latest methods, procedures, and conditions for partial position settlements using XM’s MT4/MT5 smartphone app. While partial settlements are common when trading with MT4 or MT5, many traders are unaware that partial settlements are possible. While this feature is only available if certain conditions are met, it’s useful and worth remembering.
XMtrading
| Operating company | Tradexfin Limited Fintrade Limited |
| Head office location | Unit E, F28, Eden Plaza, Eden Island, Republic of Seychelles |
| Founding year | 2009 |
| Financial License | （FSA）SD010：Tradexfin Mauritius Financial Services Commission (FSC：)：Fintrade Limited Cyprus Securities and Exchange Commission (CySEC)：Trading Point of Financial Instruments Ltd |
| Language support | English、日本語、Malay、Thai |
| Platform | MetaTrader 4 (MT4)／MetaTrader 5 (MT5) |
| Service Countries | Over 190 countries |
| Number of users | Over 1 million accounts |
| Max Leverage | 1000x |
| Eligible products | Forex、Metal、Stocks、Equity Indices / Index CFD、Energy CFD、Commodities、Cryptocurrency |
What is a partial close at XM? Deepening your basic understanding
Partial close at XM refers to
👉 closing only a portion of your open position and continuing to hold the remainder.
① What is a partial close at XM? (Very basic)
Understand with an example
Buy 1.0 lot of USD/JPY and hold
When you realize unrealized profit,
👉 Close only 0.4 lots
Continue to hold the remaining 0.6 lots
➡️
Confirmed profit: 0.4 lots
Unrealized profit: 0.6 lots
This is a “partial close.”
② Conditions for using partial close at XM
✔ Supported environment
MT4 / MT5: Yes
All account types: Yes (Standard / Micro / KIWAMI, etc.)
No additional application required
👉 Fully supported as a standard feature at XM.
③ Benefits of Partial Settlements (Important)
① Secure profits while growing
Take partial profits early
Keep the remaining position “hard to lose”
👉 Mentally stabilized
② Gradually reduce risk
Decrease position size
Improved margin maintenance ratio
👉 Excellent compatibility with zero-cut trading
③ Good compatibility with trend following
Initial trend: Full force
If it continues to grow: Take partial profits
If it continues to grow: Pull the remaining position
Specific Steps for Partial Settlements at XM
We’ll explain the specific steps for partial settlements at XM, for both MT4 and MT5, in a way that even beginners can easily understand.
(This assumes the PC version. Additional information for the mobile version will be provided at the end.)
① Important Things to Know in Advance
XM fully supports partial settlements
Minimum lot size: 0.01
Entered lot size = amount to be settled
👉 Enter “amount you want to settle,” not “amount you want to keep.”
② Partial settlement procedure on MT4 (PC)
Step ① Open a position
Enter as usual
Step ② Select a position
Open “Terminal” at the bottom of the screen
Select the “Trade” tab
Double-click the position you want to partially settle
Step ③ Enter the settlement amount
Once the order screen opens:
In the “Quantity” field,
👉 Enter the number of lots you want to settle
Example
Holding: 1.00 lots
To take half profit
👉 Enter 0.50
Step ④ Market settlement
Click “Market settlement (yellow button)”
✅ This will settle only 0.50 lots.
✅ Continue holding the remaining 0.50 lots.
③ Partial Close Procedure in MT5 (PC)
The basics are the same in MT5, but the display is slightly different.
Step 1
Bottom: “Toolbox” → “Trade”
Step 2
Right-click a position
“Modify or Delete Position”
Step 3
Enter the number of lots you want to close in “Quantity”
Step 4
Click “Market Close”
④ Common Mistakes (Caution)
❌ Enter the quantity in “Lots you want to keep”
Example)
Holding: 1.00
Want to keep 0.70
Enter 0.70 → 0.70 will be closed
👉 Correct Answer:
Enter the amount you want to close (0.30)
❌ Less than the minimum lot
An error will occur if the remaining amount is less than 0.01
Example)
Holding 0.03
Closing 0.02 → 0.01 remaining (OK)
Closing 0.03 → Full Close
Strategies and Techniques for Utilizing Partial Settlements
Partial settlements are 90% about strategy, not operation.
Here, we’ll introduce highly repeatable partial settlement strategies and techniques actually used by overseas FX brokers like XM, organized in order of beginner, intermediate, and advanced traders.
① The True Purpose of Using Partial Settlements
First, clarify your purpose.
✔ Lock in profits
✔ Gradually reduce risk
✔ Aim for the maximum value of the trend
👉 Not a “method to increase win rate”
👉 A “technique to maximize expected value”
② The classic: Beginner-friendly “50% + Entry Stop Loss” strategy
How it works
Enter with a standard lot
Partially close 50% at a certain pips
The remainder is the entry stop loss
Example
0.20 lot
+15 pips → 0.10 exit
Set stop loss at the entry price
Extend the remaining 0.10
Effect
Essentially a “no-risk position”
Mental stability
A noticeable increase in win rate
③ Trend-following “step-by-step profit-taking” strategy (very important)
Example lot allocation. For reference, see the list below for platform-based trading, whether on an app or PC. The number of brokers available for smartphone apps is increasing.
| 価格到達 | 決済割合 |
|---|---|
| 第1抵抗帯 | 30% |
| 第2抵抗帯 | 30% |
| トレンド終了 | 40% |
④ Risk-Reward (RR) Optimization Technique
Concept
Always use an initial stop loss
Recover risk-reward on the first profit take
Example (1R = 20 pips)
Stop loss: -20 pips
Close 50% at +20 pips
The rest is free
👉 Profit even with a 40% win rate
XM’s partial settlement: Important points to note and common mistakes
XM’s partial settlement is extremely convenient, but it’s also true that many traders reduce their profits or incur unexpected losses due to a lack of understanding or operational errors.
Here, we’ll summarize the most common mistakes and mistakes practitioners make, along with the reasons and solutions. Your funds are not safe until you tap to complete the transaction while viewing the chart details. We’ll explain many of these points below.
① Mistake in entering quantity (most common mistake)
❌ Example of Failure
Holding 1.00 lot
Wanting to keep 0.70 → Enter 0.70
Result: Close 0.70 lots
Cause
👉 XM (MT4/MT5)
Input quantity = “Number of lots to close”
Solution
Before closing, always ask yourself, “Is this the amount I want to close?”
If you’re unsure
👉 Split the lot from the beginning and enter
② Error occurs if the minimum lot size is less
Rules
XM Minimum Lot Size: 0.01
❌ Example of Failure
Holding 0.03 lot
Closing 0.02 → Remaining 0.01 (OK)
Closing 0.025 → Error
Solution
Always keep in mind that the remaining lot size ≥ 0.01
Split entry is safe for small lot operations
③ Do not adjust SL/TP after partial closing
❌ Failure Example
Half-take profit
Stop stop loss (SL) remains the same
Reversal and all profit is lost
Cause
Stop stop loss/take profit
👉 Carried over to the remaining position
Countermeasure (Required)
Immediately after partial closing
Set stop loss at the opening price or profit side
Delete or reset take profit
④ Slippage during indicators and sudden fluctuations
❌ Failure Example
Partial closing immediately after an indicator
Execution at a less favorable price than expected
Cause
Liquidity decline
Wide spread
Countermeasure
When an indicator is triggered
Taking partial profits in advance
Or managing positions in parts
⑤ Excessive partial closings lower expected value
❌ Failure Example
Take 10% profit every +5 pips
Failure to increase profits in the end
Cause
Overemphasizing win rate
Countermeasure
Limit closing times to 2-3
Vary the ratio depending on market conditions
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