Deploying Trade Bots

After creating a bot, it lands on its own bot page in an Idle state. Before it can trade, you need to configure its settings and then start it. This page walks through the bot dashboard, the settings you need to fill in, and the process of going live.

The Bot Dashboard

When you open a bot (either by creating a new one or selecting it from Bot Management), you see its dedicated dashboard. This page is your primary interface for monitoring and controlling the bot.

### Header and Controls

The top of the left sidebar shows:

• Bot name -- e.g., "My Grid Bot (Futures) #1"
• Account and market -- the exchange account and trading pair
• Status -- Idle, Running, or Stopped
• Action buttons -- Edit, Copy, Delete, Help
• START button -- the large green button that deploys the bot
• Script section -- shows the running script name with a Settings button

Below this are the bot's performance statistics, all starting at zero or "-" for a new bot.

Performance Statistics

The left sidebar tracks four categories of metrics:

Profit:

Metric	Description
Gross profits	Total profit before fees
Fee costs	Cumulative exchange fees paid
Realized profits	Net profit from closed positions
Unrealized profits	Floating profit on open positions
Return on investment	Percentage return relative to invested capital
Buy & HODL	Comparison against a simple buy-and-hold strategy

Positions:

Metric	Description
Closed positions	Total positions opened and closed
Winning / Losing positions	Count of profitable vs. losing positions
Average profit / size / margin	Averages across all positions

Orders:

Metric	Description
Executed / Filled / Partially filled / Cancelled / Failed	Order counts by status
Average open time	How long orders sit before filling
Last closed order	Timestamp of the most recent close

Performance:

Detailed ratio metrics including Sharpe ratio, Sortino ratio, win percentage, profit factor, CPC index, tail ratio, common sense ratio, and outlier ratios. These become meaningful once the bot has a sufficient trading history.

Trade Chart and Data Tables

The right side of the dashboard shows:

• Trade chart -- a candlestick chart for the bot's market, with configurable timeframe and chart style
• Tabs -- Chart, Profit Chart, Logs, Notes
• Data tables -- Positions and Orders tables below the chart, filterable with options to load all records and show closed positions

Configuring Bot Settings

Before starting the bot, click the Settings button to configure its parameters. The settings page has two sections: bot-specific parameters and advanced controls.

### General Settings

These appear on every bot regardless of type:

Setting	Description
Account	The exchange account the bot trades on
Market	The trading pair
Position / Margin / Leverage	Position mode (e.g., Hedge), margin mode (e.g., Cross), and leverage level

Trade Settings

Control how the bot displays and processes price data:

Setting	Description
Default price data interval	Candlestick timeframe (e.g., 1 Minute, 15 Minutes)
Default price data style	Chart style (e.g., CandleStickHLC)

Bot-Specific Settings

Each bot type has its own set of parameters. For example, the Grid Bot (Futures) includes:

Price Range:

• Lower Limit and Upper Limit -- the price boundaries of the grid

Grid Mode & Quantity:

• Mode -- Arithmetic (evenly spaced) or Geometric (percentage spaced)
• Quantity -- number of grid levels

Investment Amount:

• Asset -- whether the amount is denominated in Base or Quote currency
• Amount -- total capital allocated to the bot

Safety Settings:

• Max allowed win -- bot stops after reaching this profit target
• Max allowed loss -- bot stops after reaching this loss limit

Other bot types have different parameters relevant to their strategy, but the layout and interaction pattern is the same.

Advanced Settings

Scrolling further down reveals the advanced section:

Start condition:

• Instant -- the bot starts trading immediately when you click Start
• Other options may allow conditional starts based on price or indicators

Stop condition:

• Manual -- the bot runs until you stop it manually
• Can be configured to stop automatically based on price levels or other conditions

Start/Stop type and value:

• Define price thresholds (e.g., "Above value") and the specific price for conditional start/stop triggers

Stop exits:

• A checkbox option that controls whether open positions are closed when the bot stops

Saving Settings

At the bottom of the settings page are three buttons:

• Back -- return to the bot dashboard without saving
• Undo -- revert changes to the last saved state
• Save -- apply your changes

Always click Save before returning to the dashboard.

Starting the Bot

Once settings are configured and saved, return to the bot dashboard and click the green START button. The status changes from Idle to Running, and the bot begins executing its strategy according to the parameters you set.

The trade chart and data tables update in real time as the bot places orders and manages positions.

Monitoring After Deployment

After the bot is running:

• Check the Logs tab for real-time activity and any errors
• Use the Profit Chart tab to visualize returns over time
• Monitor the performance statistics in the left sidebar as they populate
• Add notes in the Notes tab to document configuration changes or observations

To stop the bot, return to the dashboard and click the Stop button (replaces Start while running). Note that open positions are not closed and open orders are not cancelled when stopping a bot.