US CORE DIP PORTFOLIO — USER GUIDE
Version 1.00 | Prepared 7 October 2026

WHAT THIS KIT CONTAINS

USCoreDipPortfolio_Chart_Defaults.set uses the chart symbol and the EA defaults.
USCoreDipPortfolio_US_Basket_Example.set uses an eight-symbol example basket.
Guide_EN.txt and Guide_FR.txt explain setup, inputs, execution and risks.
The kit contains settings and documentation only. Install the EA through the
MQL5 Market. A preset does not include or unlock the trading program.

INSTALL AND TEST

1. Before purchasing, run the free Market demo in the MT5 Strategy Tester.
   The free Market demo is for the Strategy Tester; it cannot be attached to
   a trading chart. After purchase or rental, test the licensed EA on a demo
   account before considering a live account.
2. In MT5, install US Core Dip Portfolio from the Market. Open the EA's Inputs
   tab and use Load to select a .set file from this kit. In the Strategy Tester,
   select the EA, open Inputs and load the same preset. Inspect the values after
   loading. The files use native fixed-value SET syntax and Unicode encoding.
3. Use D1 for a clear view and for initial testing. Signals always use completed
   D1 candles, regardless of the chart timeframe. Provide more than 200 D1 bars
   for every selected symbol; more history improves reconstruction after gaps.
4. For the basket example, verify every exact symbol name in Market Watch:
   US30,US500,USTEC,AAPL.NAS,MSFT.NAS,GOOG.NAS,NVDA.NAS,AMZN.NAS
   These are broker-specific CFD names. Edit InpSymbols to match your broker,
   including suffixes. There is no automatic alias or suffix detection. A
   duplicate or unavailable name prevents the entire instance from starting.
5. Attach ONE instance to ONE chart for the whole basket. Use an active basket
   symbol for that chart. Do not attach the same basket to eight charts.
   Assign a unique InpMagic to each separate instance. Both supplied presets
   use 20261007: change it if another instance already uses that number.
6. Enable Algo Trading and the EA's trading permission. Keep MT5 or an MT5 VPS
   running and connected. Check Experts and Journal for initialization errors.
   The chart shows Daily history ready: n / N; all basket symbols need history.
7. Review each CFD contract size, minimum volume, volume step, spread, swaps,
   commission, account currency and margin requirements. Test with the same
   broker specifications and realistic trading costs as the intended account.
   There is no universal minimum deposit that makes the full basket tradable.
8. On netting accounts and hedging accounts with mandatory FIFO closing,
   reserve the basket symbols for this EA; avoid manual trades or other EAs
   on those symbols. A dedicated account is preferable because exposure is
   based on the entire account equity.

HOW THE STRATEGY WORKS

The EA manages long exposure only. It reads the latest completed daily close,
RSI and simple moving averages. With the defaults, a close above SMA200 enables
the trend core; a close at or below SMA200 sets the whole symbol target to zero.

Above the trend SMA, RSI(2) strictly below 15, 8 or 3 can increase the dip tier
to 1, 2 or 3. A tier can jump directly to 3. It persists when RSI recovers; RSI
rising alone does not lower it. A completed close above SMA5 resets the extra
dip tier. The RSI entry thresholds are then evaluated on that same candle, so
an entry condition can activate a tier again. The trend core can remain open.

The per-symbol notional target is:
  account equity × (InpBaseLev + InpDipLev × tier / 3) / number of symbols
when the completed close is above the trend SMA; otherwise its target is zero.

Defaults therefore target 1.0x total core exposure plus up to 3.0x extra dip
exposure. If all configured symbols are above trend and at tier 3, the combined
target can reach 4.0x account equity before volume rounding and margin limits.
These values describe the market value of positions, NOT the broker's margin
leverage and NOT fixed lots. With eight symbols, the maximum target for each
is 0.5x equity. With a single chart symbol, the maximum target is 4.0x equity.
Inactive allocations are not redistributed to the other symbols.

All positions, costs and other activity can change account equity and therefore
the target sizes. The EA checks rebalancing about once per minute. It can add
or reduce volume while a daily tier remains unchanged. On first attachment or
restart it can act on the current reconstructed daily state; it does not have
to wait for the next daily close before placing an order.

INPUTS — EXACT NAMES, DEFAULTS AND MEANING

InpSymbols = [empty]
  Comma-separated exact broker symbols. Empty uses only the chart symbol.
  One to 64 unique symbols are supported. Spaces around names are trimmed.
  The basket preset specifies the eight names listed above; adapt them first.

InpMagic = 20261007
  Nonnegative identifier used to recognize this instance's positions and local
  tier state. Keep it unique. Changing it does not retag existing positions:
  positions with the previous Magic are no longer managed by the new instance.

InpBaseLev = 1.0
  Total trend-core notional target divided by account equity, split equally
  across the whole configured basket. Must be zero or positive.

InpDipLev = 3.0
  Maximum ADDITIONAL dip notional target divided by equity, equally split
  across the basket. Tiers use one third, two thirds or all of this amount.
  Must be zero or positive. Base and dip cannot both be zero.

InpRSIPeriod = 2
  Daily close-price RSI period; must be at least 1.

InpTrendMA = 200
  Daily close-price trend SMA period; must be at least 2. At or below this
  moving average, the target is zero. Increase available history when changed.

InpExitMA = 5
  Daily close-price SMA period for resetting extra dip exposure. Must be at
  least 1. The completed close must be strictly above this average.

InpRSI1 = 15
  First dip threshold. RSI must be strictly below it. Tier 1 uses InpDipLev/3.

InpRSI2 = 8
  Second threshold. Tier 2 uses 2×InpDipLev/3.

InpRSI3 = 3
  Third threshold. Tier 3 uses all of InpDipLev.
  Thresholds must satisfy 0 < InpRSI3 < InpRSI2 < InpRSI1 < 100.

InpMaxSpreadPts = 200
  Maximum spread for increasing exposure, in the broker's POINTS. A point is
  the symbol's quoted price increment, not automatically a pip. Contracts can
  use different point sizes. Zero disables this entry filter. Reductions are
  not blocked by this filter, but still depend on execution availability.

InpDeviationPts = 40
  Permitted order price deviation in broker points. Actual execution depends
  on the broker and execution mode; this setting does not guarantee a price.

InpVerbose = false
  Enable for detailed execution and target messages in the Experts log.
  Initialization messages and unsuccessful trade results are logged anyway.

EXECUTION, ACCOUNTS AND RESTARTS

Position value is converted to the account currency using the broker's profit
calculation. Desired volume is rounded DOWN to the broker's volume step. A
target below the minimum volume can produce no position. This can prevent
small accounts from representing some or all of the basket. Raising leverage
to overcome a minimum lot also increases exposure and losses.

Before an addition, the EA checks margin and broker volume limits. It may reduce
an order so its calculated margin uses at most 90% of currently free margin.
This is an order check, not a portfolio risk cap or a guarantee against a later
margin call. A large target can require multiple rebalancing cycles. Costs,
broker rules and order rejection can leave actual exposure below the target.

The EA uses broker-defined trading sessions, trading permissions and available
quotes; quotes older than 120 seconds are not used. Orders cannot be guaranteed
outside sessions or during a disconnection. It checks trade results and the
volume actually reduced. Volume restrictions can leave a residual position.

Both hedging and netting accounts are supported. On hedging accounts, only long
positions with this Magic are managed; foreign positions can still consume
margin and broker limits. On hedging accounts with mandatory FIFO closing,
reductions process the EA's oldest positions first. Reserve those basket
symbols for the EA: any foreign position prevents it from trading that symbol,
because a foreign position could interfere with the required closing order.
On netting accounts, foreign positions or pending orders on a selected symbol
prevent this EA from trading that symbol. A short position with this Magic or
a conflicting pending order also blocks trading.

Daily tier state is stored locally in MT5 terminal global variables. It can
be reconstructed from available closed daily history after a longer gap or
when local state is missing. Existing terminal state is not automatically
transferred to another terminal. Signal changes can produce a different state.

Removing the EA, disabling Algo Trading or closing MT5 does NOT automatically
close its positions. If you want to stop market exposure, manage or close the
positions before disabling the EA. Review open positions before changing the
basket, Magic, inputs or terminal.

RISKS AND SUPPORT

There is NO hard stop loss, no fixed take profit and no automatic equity-loss
limit. Indicator exits can occur after substantial losses or price gaps and
require the terminal and broker to permit execution. Dip additions increase
exposure during declines. Losses, financing costs, margin calls and forced
liquidation are possible.

US indices and large technology stocks are correlated and overlap. Eight
symbols do not guarantee diversification. Broker prices, daily candle timing,
spreads, swaps, commissions, currency conversion and execution affect results.
Backtests, technical validation and demo results do not guarantee future
performance. The presets are examples, not an optimized or universal setup.

For setup help, use the product comments or private messages on MQL5. Include
the EA version, exact broker symbol names, account type, loaded inputs and the
relevant error text. Do not post passwords or other account credentials.

MT5 preset help:
https://www.metatrader5.com/en/terminal/help/algotrading/trade_robots_indicators
Native fixed-value SET syntax:
https://www.metatrader5.com/en/terminal/help/mcp_and_ai/capabilities
