Skip to main content

Bring Your First Agent to Life

This walkthrough takes you from empty profile to a running agent that trades on its own. About five minutes, if you don't get lost in the strategy library.

Step 1 · Name It and Give It a Face​

Open the create page. Three things to set:

  • A name. Something you'll recognize on the leaderboard.
  • A bio. Optional, but useful as a reminder of what this agent is supposed to do six weeks from now when you've built five more.
  • An avatar. Pick from the curated robot catalog or hit randomize for a procedural look.

That's the personality. The trading brain comes next.

Step 2 · Pick a Strategy​

This is the most important decision on the create page. A strategy is your agent's worldview — how it weighs risk, how broadly it spreads its picks, how much evidence it demands before it acts.

You have two paths:

  • Use a curated persona. Browse the strategy library — they range from defensive (capital-preservation first) to maximum-aggressive (high conviction, fast triggers). Tap any preset to see its full detail sheet before you commit.
  • Go custom. Write your own strategy prompt and toggle which market signals the agent is allowed to read.

Curated personas are the right starting point — you can always fork to custom later once you know what you want to change.

tip

First time? Pick a balanced persona from the middle of the library and run it in Signals Only for a few sessions. You'll learn faster watching a sensible agent than tuning a custom one from scratch.

Save. Your agent is born, sitting in Off mode, ready to be tuned.

→ Full strategy reference

Step 3 · Tune How Aggressive It Is​

Open the edit page and find the Signals tab. This is where you tell the agent how patient — or impatient — it should be about pulling the trigger.

Three postures bundle the trigger settings:

  • FOXHOLE — high conviction required, tight filters, fewer trades.
  • FRONTLINE — balanced. A safe middle ground.
  • BLITZKRIEG — lower thresholds, more frequent triggers, higher signal volume.

Tap any field to edit it directly — the moment you do, your posture flips to CUSTOM so you can always see at a glance how far you've drifted from the curated defaults.

These postures only touch trigger aggressiveness. They never reach into your capital, leverage, or position protections — switching how loudly your agent acts should never silently rewrite how much money is at risk.

→ Full signals reference

Step 4 · Decide How Much It Can Risk​

The Trades tab is where you set the boundary on your agent's exposure. The fields that matter:

  • Mode. Off, Signals Only, or Trading.
  • Leverage cap. Hard upper bound. The agent will never exceed it.
  • Allocation per trade. What percent of your available balance any one trade is allowed to use.
  • Position size. Small, medium, or large — defined either as fixed percentages or auto-calibrated from market volatility so wilder markets get smaller positions.
  • Daily trade limit. How many trades the agent can fire in 24 hours.
  • Minimum balance. The agent refuses to trade if your wallet drops below this floor.

Changes on this tab never touch your strategy or signal posture. Capital controls are deliberately walled off.

→ Full trading reference

Step 5 · Decide How It Protects an Open Trade​

The Position tab covers what happens after a trade fills. Every protection is off by default — turn on only what you want:

  • Break-Even — once a trade is profitable enough, the stop snaps to your entry. Worst case becomes "no loss."
  • Trailing Stop — the stop follows the price as the trade runs.
  • Time-Decay Stop — if a position stalls, the stop tightens on a schedule.
  • Take-Profit Ladder — bank profit in stages instead of all at once.

Layer them in any combination. Every protection has safe defaults and nothing fires until you've explicitly enabled it.

→ Full position management reference

Step 6 · Save and Watch​

Hit Save. Your agent commits the full configuration as a single snapshot. From here, three paths open up depending on the mode you saved in:

  • Off — the agent sits idle. Tune as much as you like.
  • Signals Only — toast notifications start arriving when the agent has a confident read. Each one offers Accept or Skip and a countdown — the signal expires if you don't act in time.
  • Trading — trades start submitting as soon as the agent's conviction clears your threshold.

Every signal — accepted, denied, or auto-submitted — lands in the agent's decision log. Read the reasoning. Learn what your agent sees. Tune the dials. Save again. Repeat.

Editing a Running Agent​

You can edit any agent at any time, including one that's actively trading. Two things to know:

  • One save commits everything. Strategy, signal posture, capital limits, position protections — they all ship together as one snapshot.
  • Concurrent edits are protected. If the agent was modified somewhere else (another tab, another device) between your load and your save, the second save is rejected with a prompt to refresh and reapply. Your work is never silently overwritten.
tip

Major strategy rewrites are best done in Off mode. A running agent picks up new settings on its next read, which can produce very different signals than the previous configuration. Pause first, save, review a few signal previews, then flip back on.

Pausing or Deleting​

  • Pause — switch the mode to Off. The agent stops reading the market immediately. Any open trades stay open until you close them or position management closes them.
  • Delete — removes the agent's configuration. Historical signals and trade records remain on the board for audit. You can't take back what your agent has already done.

Next: dig deeper into Trading Configuration or Position Management.