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Preset Selection Guide

Not sure which preset to use? This guide breaks down each preset in plain English so you can pick the right one.

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Quick Decision Tree

What's your experience level?
│
├─ Beginner → Vortex DCA Conservative
│
├─ Intermediate → Which exchange?
│   ├─ BloFin → BloFin v7 Long Short Counterscalp
│   ├─ Bybit → Bybit v7 Long Short Counterscalp
│   └─ DEFX → DEFX Conservative Single
│
└─ Advanced → What's your goal?
    ├─ Max profit → HFT v6 presets
    ├─ Auto-hedging → Vortex Auto-Hedge Multi
    └─ Multiple symbols → Multi-Symbol presets

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Preset Categories

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1. Vortex DCA Presets (Beginner-Friendly)

What is Vortex DCA? A one-sided strategy that buys dips and sells when price recovers. Simpler than market making.

Conservative Single Symbol

  • Risk: Low
  • Exchange: Any
  • Best for: Learning the platform
  • Wallet exposure: 5%
  • Take profit: 0.5%

Geometric Long Only

  • Risk: Medium
  • Exchange: Any
  • Best for: Bull market DCA
  • Wallet exposure: 100%
  • Take profit: 0.3-0.5%
When to use Vortex DCA:
  • You’re new to algorithmic trading
  • You believe the asset will go up long-term
  • You want simpler P&L to understand
  • You’re okay with potentially holding bags

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2. Perp Market Maker Presets (Intermediate+)

What is Perp MM? A two-sided strategy that quotes buy AND sell orders, profiting from the spread between them.
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Risk Level
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Aggressive
Plain English: This preset makes money by placing orders on both sides of the market. When you get stuck in a losing position, it automatically opens trades in the opposite direction to offset losses while waiting for recovery. Key Features:
FeatureWhat It Does
equity_pct: 5%Sizes your grid based on 5% of account. As you profit, positions grow automatically.
75x leverageHigh capital efficiency. A 1% move = 75% position change.
XGrid Counter ScalpWhen stuck long and price dropping, opens shorts to scalp profits.
Reactive SpacingWidens spreads automatically when orderbook gets thin or volatile.
24h Force ExitWon’t let positions age forever - forces exit after 24 hours.
10% Hard StopEmergency exit if losses hit 10% of position.
Who should use this:
  • Traders comfortable with leverage
  • Those who can check the bot at least once daily
  • Accounts with $500+ capital

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Bybit v7 Long Short Counterscalp

Same as BloFin v7 but tuned for Bybit’s fee structure and leverage limits. Differences from BloFin:
  • 50x max leverage (vs 75x on BloFin)
  • Slightly wider base spread (accounts for different liquidity)
  • Same risk management features

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HFT v6 Long Short MM

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Risk Level
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Very Aggressive
Plain English: High-frequency version with faster quote refresh and tighter spreads. More trades, smaller profits per trade. Key Features:
  • 10quotesize(vs10 quote size (vs 7 on v7)
  • 2-second refresh cycle
  • Geometric sizing (50 levels)
  • No equity-based scaling
Who should use this:
  • Experienced traders only
  • High-volume symbols (DOGE, BTC, ETH)
  • Those comfortable with high trade frequency

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3. Auto-Hedge Presets

What is Auto-Hedge? Automatically opens opposite positions when your main position is losing, protecting against large drawdowns.

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2026 Vortex Auto-Hedge Multi

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Risk Level
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Moderate
Plain English: Runs Vortex DCA on multiple symbols. When any position draws down 10% OR gets close to liquidation, the bot automatically hedges to limit losses. Default Setup:
  • Symbols: DOGE + 1000PEPE
  • 40% total wallet exposure (20% each)
  • Hedge triggers at 10% drawdown
  • Also hedges when liquidation price gets close
Who should use this:
  • Traders wanting automated risk management
  • Those trading multiple symbols
  • Medium to large accounts ($2000+)

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4. Multi-Symbol Presets

For trading multiple assets simultaneously.
Risk: Moderate Symbols: DOGE, MNT Exposure: 20% each (40% total)Good for diversified exposure across liquid assets.

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5. DEFX Presets (Base Network)

For trading on DEFX (Aster DEX on Base).

DEFX Conservative Single

  • Risk: Low
  • Symbol: ASTER/USDC
  • Exposure: 10%
  • Best for learning DEFX

DEFX Chefs Choice Long Only

  • Risk: High
  • Symbol: ASTER
  • Exposure: 50%
  • Aggressive long-only with virtual chunking

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Preset Comparison Table

PresetStrategyRiskExchangeBest For
Conservative SingleVortex DCALowAnyBeginners
Geometric Long OnlyVortex DCAMediumAnyBull market DCA
BloFin v7 CounterscalpPerp MMHighBloFinActive trading
Bybit v7 CounterscalpPerp MMHighBybitActive trading
HFT v6Perp MMVery HighAnyHigh frequency
Auto-Hedge MultiVortex + HedgeModerateBybitRisk management
Multi-SymbolVortex DCAVariesAnyDiversification

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Understanding Key Settings

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equity_pct (v7 presets)

This controls how your position sizes scale with your account. 
Account: $1,000
equity_pct: 5%

Grid uses: $1,000 × 5% = $50 per cycle

After profits, account: $1,200
Grid uses: $1,200 × 5% = $60 per cycle
Higher = more aggressive growth, more risk.

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xgrid_counter_scalp

When enabled, if your main position is underwater: 
Main position: LONG 100 ASTER, -5% loss
XGrid detects: Downtrend continuing

Counter position opened: SHORT 50 ASTER
→ Scalps quick profits while main recovers
→ Offsets some of the main position's losses

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time_decay / force_exit

Prevents positions from aging forever:
SettingTypical ValueWhat Happens
breakeven_after48 hoursTries to exit at breakeven
exit_loss_after48 hoursAccepts small loss to exit
force_exit_after24 hoursMarket order exit regardless

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Making Your Choice

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Start Here If…

You’re brand new: → Use Conservative Single Symbol with DOGE You have some experience: → Use BloFin/Bybit v7 Counterscalp with your preferred exchange You want automation: → Use Vortex Auto-Hedge Multi for hands-off trading You want maximum returns (and accept maximum risk): → Use HFT v6 presets

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Customizing After Selection

Every preset is a starting point. Common adjustments:
  • Lower equity_pct from 5% to 2-3%
  • Increase base_spread_bps from 15 to 25+
  • Lower leverage from 75x to 25-50x
  • Reduce max_position_usdt
  • Raise equity_pct from 5% to 8-10%
  • Tighten base_spread_bps from 15 to 8-12
  • Increase quote_size_usdt
  • Adjust force_exit_after_seconds (default 24h)
  • Modify breakeven_after_seconds (default 48h)
  • Set force_exit_enabled: false to disable forced exits

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Next Steps

BloFin Quickstart

Step-by-step BloFin setup

Perp MM Deep Dive

All 100+ parameters explained

Vortex DCA Guide

DCA strategy details

Scaling Agent

Adjust settings with AI