Bot Configuration Parameters
Understanding bot configuration parameters is essential for optimizing your trading strategy. This guide covers all parameters for both single-symbol and multi-symbol configurations.Multi-symbol configs give you more control and allow per-symbol customization. Single-symbol configs are simpler but less flexible.
Core Strategy Parameters
Grid Configuration
Number of grid clusters - How many layers of orders to place on each side
- Conservative: 2-3 clusters (fewer, safer positions)
- Moderate: 4 clusters (balanced approach)
- Aggressive: 5+ clusters (more positions, more risk)
Outer grid distance - How far from current price to place the furthest orders (as decimal)
0.03= 3% from current price0.04= 4% from current price (recommended)0.05= 5% from current price
Grid distribution power - Controls how grid orders are spaced
1.0= Linear spacing (equal distance between orders)1.2-1.4= Slight geometric spacing1.6= Strong geometric spacing (more orders near price)
First order distance - Distance to the first grid order (as decimal)
0.002= 0.2% from price (tight)0.0025= 0.25% from price (recommended)0.003= 0.3% from price (wider)
Grid Clustering Algorithms
The Vortex DCA strategy supports intelligent grid placement using three different clustering algorithms. Each algorithm determines where to place your grid levels based on different market analysis methods.Enable clustering - Activate intelligent grid placement algorithmsWhen disabled, uses traditional geometric grid distribution.
Clustering algorithm - Choose how grid levels are calculatedAvailable options:
LINEAR- Evenly-spaced geometric distribution (default)PEAKS_TROUGHS_HIGHLOW- Historical support/resistance levelsKMEANS- Statistical price clustering zones
LINEAR (Default)
Traditional geometric grid distribution with equal spacing controlled byratio_power.
Best for:
- Stable market conditions
- Beginners learning grid trading
- Assets with predictable volatility
- No historical data required
- Fast computation
- Predictable, symmetric grid placement
PEAKS_TROUGHS_HIGHLOW
Analyzes historical price data to identify swing highs and lows, placing grid levels at proven support and resistance zones where price historically reversed. Best for:- Range-bound markets
- Assets with clear support/resistance levels
- Technical analysis-focused trading
- Markets with strong price memory
Historical lookback period - How far back to analyze price dataOptions:
1W, 1M, 3M, 6M, 1Y1W-1M= Responsive to recent market structure (altcoins)3M-6M= Balanced, medium-term S/R levels1Y= Long-term view (Bitcoin, major assets)
Candle timeframe - Resolution of historical dataOptions:
1m, 5m, 15m, 1h, 4h, 1d1m-5m= High precision, large datasets (liquid pairs)15m-1h= Balanced precision and performance4h-1d= Macro view, lighter data requirements
KMEANS
Uses K-Means machine learning algorithm to identify natural price consolidation zones where price historically spent the most time. Grid levels are placed at cluster centroids. Best for:- Volatile markets with consolidation zones
- Assets that range-trade before breakouts
- Finding hidden liquidity zones
- Statistical/ML-based trading approaches
- Collects closing prices from historical period
- Uses K-Means to cluster prices into
nr_clustersgroups - Places grid levels at each cluster centroid
- Levels naturally concentrate where price consolidated
Choosing the Right Algorithm
Use LINEAR when
Use LINEAR when
- You’re new to grid trading
- Market conditions are stable and predictable
- You want consistent, geometric grid distribution
- Historical patterns aren’t reliable for the asset
Use PEAKS_TROUGHS_HIGHLOW when
Use PEAKS_TROUGHS_HIGHLOW when
- Asset shows clear support/resistance levels
- You trust technical analysis
- Market is range-bound with defined levels
- You want grids at proven reversal zones
Use KMEANS when
Use KMEANS when
- Asset is highly volatile with consolidation zones
- You want to find hidden liquidity areas
- Traditional S/R isn’t obvious visually
- You trust statistical/ML approaches
All clustering algorithms respect your
outer_distance and ratio_power settings. Historical data is fetched once per grid refresh (default: 3 minutes). If data fetch fails, automatically falls back to LINEAR.Position Management
Wallet exposure per symbol - Percentage of wallet to allocate per symbol
0.05= 5% per symbol (conservative)0.1= 10% per symbol (recommended)0.15= 15% per symbol (aggressive)
Initial entry size - Size of first grid order as fraction of exposure
0.005= 0.5% of exposure0.01= 1% of exposure (recommended)0.02= 2% of exposure (larger first orders)
Quantity multiplier - How much each successive grid order increases
1.5= Each order 50% larger than previous2= Each order doubles in size (recommended)3= Each order triples in size (aggressive DCA)
Take Profit Settings
Minimum take profit - Minimum profit percentage to close positions
0.0015= 0.15% profit (tight)0.0022= 0.22% profit (recommended)0.003= 0.3% profit (wider)
Grid refresh threshold - Price movement % needed to refresh grid
0.03= Refresh at 3% movement0.05= Refresh at 5% movement (recommended)0.08= Refresh at 8% movement
Grid refresh interval - Seconds between grid recalculations
120= 2 minutes (frequent updates)180= 3 minutes (recommended)300= 5 minutes (less frequent)
Risk Management
Liquidation Protection
Enable liquidation safeguard - Prevents orders too close to liquidation price
Highly recommended - Always keep this enabled
Liquidation distance % - Minimum distance from liquidation price
5= Orders must be 5% away from liquidation (recommended)10= Extra safe, 10% buffer3= Risky, only 3% buffer
Virtual Chunking (Position Recovery)
Enable virtual chunking - Advanced position recovery for underwater positionsWhen enabled, splits large losing positions into smaller “chunks” for gradual recovery.
Chunking threshold - Unrealized loss % that triggers chunking
2= Activate at 2% loss (aggressive recovery)3= Activate at 3% loss (recommended)5= Activate at 5% loss (conservative)
Number of chunks - How many pieces to split position intoMore chunks = more granular recovery but slower
Chunk profit target - Profit % for each chunk exit
0.0008= 0.08% profit per chunk (tight)0.001= 0.1% profit per chunk (recommended)0.0015= 0.15% profit per chunk
Trading Modes
Enable long trades - Allow bot to open long (buy) positions
Enable short trades - Allow bot to open short (sell) positions
Always maintain both sides - Keep grids on both long and short simultaneouslyRecommended:
true for maximum opportunity captureBloFin-Specific Settings
Round to minimum quantity - Automatically round order sizes to BloFin’s minimum
Always enable this for BloFin to avoid order rejections
Cleanup on startup - Cancel all existing orders when bot startsRecommended:
true to start with clean stateMulti-Symbol Configuration
Multi-symbol configs allow you to customize parameters per symbol in thesymbol_config section.
Example Multi-Symbol Config
Per-Symbol Parameters
You can override these parameters per symbol:wallet_exposure- Different allocation per coinminimum_tp- Different profit targets per coinnr_clusters- More/fewer grids per coinouter_distance- Wider/tighter grids per coin
Advanced Parameters
Allow smaller additions - Permit adding to positions with smaller ordersUsually false - maintains consistent DCA scaling
Minimum order distance - Closest two orders can be to each otherPrevents orders from clustering too tightly
Desired grid spread - Target total distance for gridWorks with
outer_distance to size the gridNo entry above price - Don’t open positions above this priceSet to limit entries in overextended markets. Example:
50000 for BTCNo entry below price - Don’t open positions below this priceSet a floor to avoid catching falling knives. Example:
30000 for BTCConfiguration Tips
Start Conservative
Start Conservative
Use smaller exposure (5-8%), fewer clusters (2-3), and tighter grids (0.02-0.03) when learning
Scale Gradually
Scale Gradually
Increase exposure and clusters only after observing performance for several days
Diversify Symbols
Diversify Symbols
Use 4-6 different symbols to spread risk. Avoid correlated pairs (e.g., all memecoins)
Monitor & Adjust
Monitor & Adjust
Check bot performance daily. Adjust
minimum_tp and outer_distance based on volatilityEnable Safeguards
Enable Safeguards
Always use
liquidation_safeguard: true with liquidation_safeguard_pct_dist: 5 minimumPreset Configurations
Quant Dash provides pre-built configurations for different risk levels:Conservative
- 2-3 clusters
- 5-8% exposure
- Tight grids
- Lower leverage
Moderate
- 4 clusters
- 10% exposure
- Balanced grids
- Standard leverage
Aggressive
- 5+ clusters
- 12-15% exposure
- Wide grids
- Higher leverage
View Presets
See all available presets in the Quick Start Guide