Understanding the Bot Interface

Understanding the Bot Interface

Introduction

The Strategy Builder Bot interface is designed as a no-code, visual builder that guides you through creating sophisticated trading strategies without writing any code. This guide explains every component of the interface and how to use each section effectively.

Interface Overview

The Strategy Builder Bot uses a vertical, mobile-friendly interface with six main sections:

  1. Main Settings - Basic bot configuration

  2. Base Order - Entry conditions and logic

  3. Additional Entries - Scaling and position building

  4. Take Profit - Exit strategies for profits

  5. Stop Loss - Risk management and protection

  6. Create & Name - Final bot creation

Section 1: Main Settings

Exchange Account

  • Purpose: Selects which connected exchange will execute trades

  • Options: All your connected exchanges (Binance, Bybit, OKX, etc.)

  • Example: "My Binance Spot", "My Bybit Futures"

  • Tip: Choose the exchange with the best liquidity for your target pairs

Market

  • Purpose: Determines the base currency for your bot

  • Common Options: USDT, USDC, BTC, BUSD

  • Function: The currency your bot uses to buy other cryptocurrencies

  • Recommendation: USDT for beginners (most liquid and stable)

Trading Amount

  • Purpose: Sets the maximum capital per individual trade

  • Format: Enter amount with currency (e.g., "100 USDT", "0.01 BTC")

  • Risk Management: Start with small amounts while learning

  • Scaling: Increase as you gain confidence and see profits

Coins

  • Purpose: Restricts which coins your bot can trade

  • Empty Field: Bot can trade any available pair in the market

  • Specific Coins: Add BTC, ETH, SOL, etc. to limit trading pairs

  • Use Case: Focus on specific cryptocurrencies you understand

Max Active Trades

  • Purpose: Limits simultaneous open positions

  • Range: 1-20 trades

  • Interface: Drag slider to set desired limit

  • Strategy Impact:

    • Scalpers: Often use 1

    • Grid/DCA bots: Use higher numbers (5-20)

Section 2: Base Order (Entry Logic)

Order Type Selection

  • Market: Executes immediately at current market price

    • Pros: Guaranteed execution

    • Cons: Potential slippage, taker fees

  • Limit: Places order at specific price level

    • Pros: Better price control, maker rebates

    • Cons: May not execute if price moves away

Note: Base Order only supports Rules-based conditions, not Price Change triggers.

Trigger Type

  • Purpose: Determines when your bot evaluates conditions

  • Options:

    • Once per bar: Checks conditions once per candle period

    • Once per bar close: Checks conditions when candle closes

  • Best Practice: Use "Once per bar close" for indicator-based strategies

Bar TF (Timeframe)

  • Purpose: Sets the candle timeframe for trigger evaluation

  • Range: 1m to 1D

  • Matching: Should align with your indicator timeframes

  • Example: 1H timeframe for hourly RSI analysis

Condition Builder

  • First Condition: Select indicator or price data from dropdown

  • Timeframe: Separate timeframe setting for the selected indicator

  • Operator: Comparison method dropdown (Greater, Less Than, Cross Above, etc.)

  • Second Condition: Choose another indicator or "Value" from dropdown

  • Value Field: Numeric input when "Value" is selected as second condition

Logic Tools

  • AND: Both conditions must be true

  • OR: Either condition can be true

  • NOT: Inverts the condition result

  • Add Condition: Adds more conditions to the same rule

  • Add Rule: Creates a new independent rule block

Example Configuration

Trigger Type: Once per bar close
Bar TF: 1H
First Condition: RSI
Timeframe: 1H
Operator: Less Than
Second Condition: Value
Value: 30

Section 3: Additional Entries

Toggle Control

  • OFF: Bot makes only one entry per signal

  • ON: Bot can scale into positions

Mode Selection: Price Change vs Conditions

  • Price Change: Mathematical scaling based on percentage moves

    • Orders: Number of additional entries (1-10)

    • Order Size Scale: Multiplier for each entry size

    • Price Change %: Distance from previous fill

    • Orders Price Change Scale: Gap multiplier between entries

    • Use Case: Grid trading and DCA strategies

  • Conditions: Rules-based scaling using indicators

    • Interface: Same rule builder as Base Order

    • Function: Uses indicator conditions for additional entries

    • Use Case: "Buy more if volume spikes" or "Add position if trend strengthens"

Section 4: Take Profit

Mode Selection: Price Change vs Conditions

  • Price Change: Percentage-based profit taking

    • Orders: Number of profit-taking slices (1-10)

    • Order Size Scale: Size of each profit slice

    • Price Change %: Profit distance for first slice

    • Orders Price Change Scale: Gap between profit levels

    • Strategy: Gradually take profits as price rises

  • Conditions: Indicator-based exits

    • Interface: Same rule builder as Base Order

    • Common Examples:

      • "RSI > 70 AND Close > Bollinger Bands Upper"

      • "Close Cross Below EMA(50)"

    • Advantage: Dynamic exits based on market conditions

Section 5: Stop Loss

Mode Selection: Price Change vs Conditions

  • Price Change: Percentage-based stop loss

    • Price Change %: Loss percentage that triggers stop

    • Order Type: Market or Limit execution

    • Example: -5% stop loss from entry price

    • Execution: Single-shot exit (no scaling)

  • Conditions: Indicator-based stops

    • Interface: Same rule builder as other sections

    • Examples:

      • "RSI < 20 OR ATR > 0.05"

      • "Close Cross Below EMA(200)"

    • Advanced: Trailing stops and dynamic risk management

Section 6: Create & Name

Final Steps

  1. Review Configuration: Check all settings

  2. Click "Create Bot": Initiates bot creation

  3. Enter Bot Name: Choose descriptive name

  4. Click "Save": Bot goes live immediately

Bot Naming Best Practices

  • Include strategy type: "RSI-Mean-Reversion"

  • Add timeframe: "1H-EMA-Cross"

  • Include market: "USDT-Grid-Bot"

  • Example: "RSI30-Scalp-1H-USDT"

AI Integration

"Suggest with AI" Button

  • Location: Available in Base Order, Additional Entries, Take Profit, and Stop Loss sections

  • Function: Provides AI-powered recommendations

  • Suggestions Include:

    • Optimal indicators for current market conditions

    • Best parameter values (periods, thresholds)

    • Suitable timeframes for your strategy

    • Risk management recommendations

Using AI Effectively

  1. Click "Suggest with AI" in any section

  2. Review recommendations provided

  3. Apply suggestions that align with your strategy

  4. Test and refine based on performance

Interface Navigation Tips

Mobile Optimization

  • Vertical Layout: Optimized for mobile devices

  • Slider Controls: Easy touch interaction

  • Compact Design: All features accessible on small screens

Visual Feedback

  • Color Coding: Green for active/profitable, red for losses

  • Progress Bars: Show trade progress and risk levels

  • Real-time Updates: Interface updates as market conditions change

Common Interface Actions

  • Drag Sliders: Adjust numerical values

  • Dropdown Menus: Select indicators and options

  • Toggle Switches: Enable/disable features

  • Add/Remove Buttons: Manage conditions and rules

Troubleshooting Interface Issues

Configuration Not Saving

  • Check all required fields are filled

  • Ensure logical conditions are complete

  • Verify exchange connection is active

AI Suggestions Not Loading

  • Check internet connection

  • Refresh the page

  • Try different browser if issues persist

Slider Not Responding

  • Use touch/click and drag motion

  • Check browser compatibility

  • Clear browser cache if needed

Conclusion

The Strategy Builder Bot interface is designed to make complex trading strategy creation accessible to everyone. Take time to explore each section, use the AI assistance feature, and start with simple configurations before building more complex strategies.

Remember that the interface is optimized for both desktop and mobile use, allowing you to manage your bots from anywhere. The visual, no-code approach means you can focus on strategy logic rather than technical implementation.


Next: Learn about Price Change vs Rules-Based Orders to understand when to use each approach in your trading strategies.

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