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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.
Start with 3–5 tokens you know well. A tighter whitelist means the agent’s context is more focused and its per-token analysis is deeper.

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Run Schedule

How often the agent wakes up to analyze the market and potentially make a decision.
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.

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Risk Parameters

These are enforced hard limits — the agent checks these before executing any trade, and also uses them to guide its reasoning.

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Max Open Positions

Maximum number of concurrent open trades. Default: 5
Recommendation: 3–5 for most strategies. Lower for conservative approaches.

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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% max
Example: With 1,000inyouraccountand5–201,000 in your account and 5–20% range, each position will be between 50 and $200.

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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 1,000andfallsto1,000 and falls to 850, the agent pauses and sends a notification.
The agent pauses — it does not close positions. Open positions remain on Hyperliquid and continue to be affected by market movement after the pause. Go to the app to manually close if needed.

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Max Daily Loss %

Similar to Max Drawdown but resets at midnight UTC. The agent pauses if daily P&L reaches this threshold. Default: 5%

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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
Changes take effect on the next scheduled run. You can also ask your agent to propose changes via chat — it will surface a formal proposal card that you can apply or dismiss with one tap. See Setting Change Proposals.