Agent Identity
Agent Name A display label for your agent — shown on the dashboard, in chat, and in notifications. Purely cosmetic. Token Whitelist The set of tickers your agent is allowed to trade. The agent will never open a position in anything not on this list.Run Schedule
How often the agent wakes up to analyze the market and potentially make a decision.| Schedule | Use Case | Credit Cost |
|---|---|---|
| 15 min | Scalping, high-frequency | Highest |
| 30 min | Active intraday | High |
| 1h | Balanced intraday | Medium |
| 2h | Intraday swing | Medium |
| 4h | Standard swing | Low |
| 8h | Slow swing | Low |
| 12h | Daily trend | Very low |
| 24h | Long-term positioning | Lowest |
| Custom | Any interval in hours | Varies |
A run only costs credits when it calls the AI model. A WAIT decision is cheaper than a trade decision because WAIT responses are typically shorter.
Risk Parameters
These are enforced hard limits — the agent checks these before executing any trade, and also uses them to guide its reasoning.Max Open Positions
Maximum number of concurrent open trades. Default: 5Recommendation: 3–5 for most strategies. Lower for conservative approaches.
Position Size (Min / Max %)
The range of capital the agent can allocate per individual trade, expressed as a percentage of total account value. Default: 5% min / 20% maxExample: With 50 and $200.
Max Drawdown %
The agent pauses automatically if your portfolio drops this percentage from its peak value during the session. Default: 15%How it works: If your account peaks at 850, the agent pauses and sends a notification.
Max Daily Loss %
Similar to Max Drawdown but resets at midnight UTC. The agent pauses if daily P&L reaches this threshold. Default: 5%Modifying Settings
Go to Modify Agent from the dashboard to update:- Strategy prompt and important notes
- Model selection
- Token whitelist
- Run schedule
- Risk parameters
- Data source toggles