Bots
Deploy bots to copy strategies and automate your trading with custom budget and instrument selection.
Bots are your personal trading automation instances. Each bot copies a strategy's signals and executes them through your chosen broker integration with your specified budget and instrument selection.
What is a Bot?
A bot is your configured instance of a strategy that:
- Executes trades through your selected broker integration
- Uses your specified budget for position sizing
- Trades only your selected instruments
- Applies your personal overrides (market orders, leverage, etc.)
You can deploy unlimited bots across different strategies and integrations.
Creating a Bot
Step 1: Position Size
Configure how much capital to allocate per trade:
Fixed Dollar Amount
Specify an exact dollar amount per trade (e.g., $500).
- Each entry will attempt to use this exact amount
- If insufficient funds, the trade is skipped (not downsized)
- Consistent position sizing regardless of account balance
Percentage of Account
Allocate a percentage of your account value (e.g., 5%).
- Position size scales with your account balance
- Calculated fresh for each trade
- Helps manage risk relative to account size
Ensure you maintain sufficient buying power for both entries AND exits. Credit spread exits require debit orders, which need available capital.
Step 2: Select Instruments
Choose which instruments from the strategy's allowed list you want to trade:
- Trade All - Execute on all strategy instruments (with optional exclusions)
- Custom Selection - Pick specific instruments only
For crypto strategies, you'll see instruments grouped by pairing (USDT or USDC).
Selecting fewer instruments reduces trade frequency but may miss opportunities. Selecting more increases activity but requires more capital.
Step 3: Select Broker Account
Choose which integration to use for this bot:
- Must support the strategy's equity type
- Shows account type (Paper or Live)
- Displays connection status
If you don't have a compatible integration, you can add one directly from this step.
Step 4: Review & Deploy
Review your configuration:
- Strategy - Which strategy you're copying
- Position Size - Your budget allocation
- Instruments - Which instruments you'll trade
- Integration - Which broker account to use
- Force Market Orders - Override strategy's limit orders (if applicable)
Click Deploy Bot to activate.
Bot Settings
Force Market Orders
If the strategy uses limit orders, you can override them with market orders:
- Enabled - All limit orders become market orders
- Disabled - Use strategy's configured order types
Market orders execute immediately but may have more slippage. Limit orders wait for your price but may not fill.
Multiple Entries
If the strategy allows multiple entries, you can enable pyramiding:
- Disabled - Only one position at a time (entry → exit → entry)
- Enabled - Multiple entries allowed using your position size for each
Bot Management
Starting and Stopping
- Active - Bot will execute on next matching alert
- Paused - Bot ignores alerts until reactivated
Pausing a bot does NOT close open positions. It only prevents new trades.
Editing Bots
You can modify:
- Position size
- Selected instruments
- Broker integration
- Order type overrides
Changing the broker integration will NOT transfer open positions. Close all positions before switching integrations.
Deleting Bots
Deleting a bot:
- Stops all future trades
- Does NOT close open positions
- Removes bot configuration permanently
Close all positions manually before deleting if desired.
Bot Logs
Each bot maintains execution logs showing:
- SUCCESS - Trade executed successfully with order ID
- WARN - Informational messages (e.g., no position to close)
- ERROR - Execution failures with error details
Logs include metadata like:
- Broker request details
- Order IDs
- Quantities and prices
- Error messages
Failed alerts are logged with detailed error messages in Strategy or Bot Logs, depending on the cause of the failure. Check logs for specifics and ensure your alerts and settings adhere to broker and market capabilities.
Bot Performance
View your bot's performance metrics:
- Total P&L - Realized profit/loss from closed positions
- Trade Count - Number of completed trades
- Win Rate - Percentage of profitable trades
- Active Positions - Currently open positions
Troubleshooting
Bot Not Executing
Check:
- Bot is Active (not paused)
- Integration status is Connected (not reauth required)
- Strategy is Active (validated and not paused)
- Alert instrument matches your selected instruments
- Sufficient buying power in broker account
Partial Fills
For spread orders, if some legs fill but others don't:
- Remaining legs will be exited on next exit signal
- Partial positions are tracked separately
- Check broker account for any manual intervention needed
Order Rejections
Common causes:
- Insufficient buying power
- Invalid option strike (not available)
- Broker-specific restrictions (PDT, margin requirements)
- Market hours restrictions
Check bot logs for specific broker error messages.
Best Practices
- Start Small - Test with small position sizes first
- Paper Trade - Use paper accounts before going live
- Monitor Regularly - Check logs and positions frequently
- Maintain Capital - Keep enough buying power for exits
- Understand Risks - Know the maximum loss for each strategy type