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Bot Management

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🎛️ Configuration Editor

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JSON Configuration

{
  "strategy": "geometric_long_only",
  "symbols": ["BTCUSDT", "ETHUSDT", "SOLUSDT"],
  "wallet_exposure": 0.15,
  "grid_spacing": 0.005,
  "geometric_ratio": 1.05,
  "tp_percentage": 0.005,
  "execute_orders_enabled": true
}

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Key Parameters

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📋 Bot Configuration Manager

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Features:

• Multiple Configurations - Create unlimited bot configs per exchange
• Quick Clone - Duplicate successful configs
• Import/Export - Share configs or backup to file
• Version History - Track configuration changes (coming soon)
• Validation - Real-time error checking before save

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Available Actions:

• ✏️ Edit - Modify configuration in simple form view
• <> JSON - Advanced JSON editor
• ▶️ Start - Launch bot with this configuration
• 🗑️ Delete - Remove configuration permanently

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🚀 Bot Instance Control

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Starting a Bot

1. Select a configuration from the list
2. Click Start Bot
3. Bot initializes and begins placing orders within 30 seconds
4. Status changes to Running with green pulse indicator

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Stopping a Bot

1. Find the running bot instance
2. Click Stop Bot
3. Bot cancels all open orders
4. Positions remain open—close manually if needed

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📊 Real-Time Monitoring

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Instance Status Card

• Bot Name - Configuration name
• Strategy Badge - Algorithm type
• Symbol Pills - Trading pairs with color coding
• Status Indicator - Running (🟢) or Stopped (🔴)

• P&L - Current profit/loss in USDT
• Trades - Number of completed trades
• Uptime - Time since bot started

• Stop - Halt bot immediately
• Settings - Jump to config editor
• Delete - Remove stopped instance

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Live Updates

• Auto-Refresh - Metrics update every 30 seconds
• Manual Refresh - Click refresh icon for instant update
• WebSocket (Coming Soon) - Real-time streaming updates

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🔧 Advanced Configuration Options

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Geometric Long Only Strategy

{
  "strategy": "geometric_long_only",
  "wallet_exposure": 1.0,
  "first_entry_offset": 0.001,
  "grid_spacing": 0.005,
  "geometric_ratio": 1.05,
  "minimum_levels": 5,
  "maximum_levels": 10,
  "tp_percentage": 0.005,
  "base_order_size": 0.05,
  "martingale_multiplier": 2.0,
  "final_orders_multiplier": 3.0
}

• first_entry_offset - Distance to first buy order (0.001 = 0.1% below price)
• minimum_levels - Minimum grid levels to place
• maximum_levels - Maximum grid levels
• martingale_multiplier - Size increase for deeper levels
• final_orders_multiplier - Extra size boost for last levels

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Vortex DCA Strategy

{
  "strategy": "vortex_dca",
  "symbols": ["BTCUSDT"],
  "wallet_exposure": 0.2,
  "grid_clusters": 3,
  "orders_per_cluster": 5,
  "cluster_spacing": 0.02,
  "tp_percentage": 0.01,
  "virtual_chunking_enabled": true,
  "chunking_threshold": 0.03
}

• grid_clusters - Number of grid clusters (1-5)
• orders_per_cluster - Orders in each cluster
• cluster_spacing - Distance between clusters (0.02 = 2%)
• virtual_chunking_enabled - Enable position recovery mode
• chunking_threshold - Activate recovery at -3% unrealized loss

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🎯 Strategy Selection Guide

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When to Use Each Strategy:

• ✅ Bull markets or neutral trends
• ✅ Lower volatility assets (BTC, ETH)
• ✅ Long-term DCA approach
• ❌ Not suitable for extreme volatility

• ✅ High volatility markets
• ✅ Recovery from drawdowns
• ✅ Multi-timeframe grid placement
• ❌ Requires more capital for chunking

• ✅ Scalping and high-frequency trading
• ✅ Tight spreads and momentum
• ✅ Short-term profit taking
• ❌ Higher exchange fee impact

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🧪 Paper Trading Mode

{
  "execute_orders_enabled": false
}

• Simulates order placement
• No real orders sent to exchange
• Logs what would have been placed
• Perfect for testing new strategies

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🔄 Multi-Bot Management

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Running Multiple Bots

Bot 1: Bybit - BTCUSDT (Geometric Long Only)
Bot 2: Bybit - ETHUSDT (Geometric Long Only)
Bot 3: Bybit - SOLUSDT (Vortex DCA)

Bot 1: Bybit - BTCUSDT
Bot 2: BloFin - ETHUSDT
Bot 3: HTX - SOLUSDT

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Best Practices:

• ✅ Limit exposure per symbol (max 20% recommended)
• ✅ Diversify across symbols and strategies
• ✅ Monitor total account exposure
• ❌ Don’t over-leverage
• ❌ Don’t run conflicting strategies on same symbol

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🛠️ Troubleshooting

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Bot Won’t Start

1. Exchange credentials are saved
2. Sufficient balance in trading account
3. Leverage and margin mode configured
4. Symbols are valid for the exchange
5. No syntax errors in JSON config

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Orders Not Placing

1. execute_orders_enabled is true
2. Minimum order sizes met
3. Grid prices are within exchange limits
4. API rate limits not exceeded
5. No IP restrictions blocking requests

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Bot Stops Unexpectedly

1. Insufficient balance for next order
2. API credential expiration
3. Exchange rate limit hit
4. Network connectivity issues
5. Position limit reached

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📈 Performance Optimization

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Tips for Better Results:

• Start with conservative exposure (5-10%)
• Use tighter grids (0.3-0.5%) for stable coins
• Use wider grids (1-2%) for volatile altcoins
• Enable virtual chunking for drawdown protection

• Check logs daily for errors
• Review P&L weekly
• Adjust parameters based on market conditions
• Keep capital reserve for deeper grids

• Never use 100% of your balance
• Set stop-loss mental limits
• Diversify across multiple symbols
• Use cross margin for better capital efficiency

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🚨 Emergency Controls

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Cleanup Duplicates

1. Click Cleanup Duplicates button on main dashboard
2. System scans for orphaned configs
3. Removes duplicates automatically
4. Fresh start with clean state

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Force Stop All Bots

1. Stop each bot individually (safest)
2. Or use exchange interface to cancel all orders
3. Never force-quit bot processes—use dashboard controls

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📚 Next Steps

• Dashboard Overview - Explore all dashboard features
• Trading Console - Monitor logs and positions
• Bot Configuration Guide - Detailed parameter reference
• Exchange Setup - Set up your first exchange