Documentation

See exactly how the software works

Every page, feature, and risk control — explained in plain English. The same docs our members use, open for anyone to read.

Your Pages

The Trading Settings page is the one rule book your bot follows. Every setting on this page applies to every automated trade.

The Strategies page — your bot's rule book of risk, exit, schedule, and filter settings

Tabs

The settings are split across tabs so the page doesn't feel overwhelming:

  • General — master trading switch, signal source, trade direction filter (calls / puts / both).
  • Trailing — your trailing-stop configuration.
  • Profit Target & Stop-Loss (OCO) — fixed take-profit and stop-loss thresholds.
  • Limits — trades per day, maximum open trades at once, time limits on a position. Setting Max Trades Per Day to 0 means unlimited (the strategy takes every signal); use a positive number to cap the day.
  • Filters — ETF filter, weekday filter, trading-hours window, skip days.
  • Risk — killswitches (profit / loss / unrealized).

Quick Start presets

Above the tabs you'll see one-click preset buttons (for example, Conservative). Each preset loads a known-safe set of values for every tab at once. Use a preset as a starting point on day one, then adjust individual settings as you get comfortable.

Saving your own presets

Once you've tuned a configuration you like, click Save Preset to name it and store it. Later, Load Preset restores all those values in a single click. Useful for switching between a calm day and a high-volatility day, or for backing up your setup before experimenting.

Settings Lock

Settings Lock freezes every value on this page for a chosen amount of time (e.g. 4 hours). While locked, you can't accidentally tweak a setting mid-trade. To unlock, you wait out the timer.

Tip

Lock your settings before the market opens so you can't be tempted to widen a stop-loss during a drawdown. The trade follows the rules you set yesterday, not the ones you'd write in the heat of the moment.

Live preview of changes

Most settings take effect on the next trade the bot opens. Existing open trades keep the rules they were opened with. This is intentional — it stops a mid-trade settings change from confusing the exit logic.