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Closing Positions Manually

Learn how to properly close positions opened by a strategy to avoid confusion or unwanted trades.

Josh avatar
Written by Josh
Updated today

Manually closing a position means taking action directly in your broker’s account to close a trade that was opened by a Capitalise strategy.


How strategy orders work

When uninterrupted, a strategy will only manage positions it has opened.

For example:
If your strategy says “Buy 20 ETH/USD”, it will later close that position with a “Sell 20 ETH/USD” when the exit condition is met.

It won’t affect or respond to any other trades involving ETH/USD that were placed manually or by other strategies.


Strategy actions vs. broker actions

Let’s say your strategy opened a long position with Buy 20 ETH/USD and is now waiting for exit conditions to be met.

If you manually Sell 20 ETH/USD from your broker account:

  • This does not close the original position the strategy opened.

  • Instead, it opens a new, separate short position.

At this point, you’re holding two positions:

  1. Long 20 ETH/USD – opened by the strategy

  2. Short 20 ETH/USD – opened manually via the broker

Your strategy will still show as running and waiting for exit, which means the manual trade didn’t interfere with it.
(If it had, the strategy would have been automatically stopped.)

Later, when the exit condition is triggered, the strategy will send a Sell 20 ETH/USD order to close its original long position.
This is not a short order - it’s simply closing the assets it originally bought.


How to properly close a strategy-managed position

To avoid confusion or unintended exposure:

  1. First, stop the strategy from within the Capitalise platform.

  2. Choose the preference to keep positions open or have them closed immediately.

Only after stopping the strategy should you manually manage any related positions via your broker account.

💬 If the strategy does not stop after clicking “Stop,” reach out to us via chat—we’ll force-stop it for you and guide you further.


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