> For the complete documentation index, see [llms.txt](https://farside.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://farside.gitbook.io/docs/user/bot-configuration.md). # Bot Configuration Reference This page explains user-facing bot settings. Use it before changing values you do not understand. ## Core setup | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | ----------------- | ----------------------------------------------------- | --------------------------------------------- | ------------------------------------ | ------------------------- | ----------------------------------------------- | ------------------------------------------ | | Bot name | Name shown in the bot list and details. | Text. | None. | `BTC paper test`. | You want a clearer label. | Do not include secrets. | | Description | Optional note for yourself. | Text. | Blank. | `Conservative grid test`. | You need context later. | Do not include secrets. | | Trading mode | Whether the bot uses paper or live trading. | Paper, testnet where available, live/mainnet. | Selected in setup. | Paper. | You are ready to move from testing to live. | Live trading uses real funds. | | Venue | Trading venue or paper context. | Paper, Hyperliquid, dYdX. | Selected in setup. | Hyperliquid. | You want another trading venue. | Live venues require setup. | | Execution account | Account the bot uses. | Selected ready account. | Current selected account. | Hyperliquid live account. | You need a different account. | Wrong account means wrong funds or mode. | | Market data venue | Venue used for market data in paper mode where shown. | Hyperliquid, dYdX. | Product-selected or current context. | Hyperliquid. | Paper bot should follow another venue's prices. | Paper results still depend on market data. | | Markets / symbols | Markets the bot can trade. | Supported symbols shown by the product. | None. | BTC, ETH. | You want different markets. | Unsupported markets block launch. | ## Strategy | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | ----------------- | ----------------------------------------- | -------------------------------------------- | ------------------------------------------------ | -------------- | -------------------------------------------------- | -------------------------------------------- | | Strategy | Bot logic. | Trend (V2 Structural), Mean Reversion, Grid. | Trend (V2 Structural). | Grid. | You want a different trading style. | Strategy changes can fully change behavior. | | Strategy preset | Prebuilt settings. | Conservative, Balanced, Aggressive. | Balanced where available. | Conservative. | You want simpler setup. | Aggressive can increase activity or risk. | | Editing mode | How settings are edited. | Preset, Advanced Form, Raw JSON where shown. | Preset. | Advanced Form. | You understand advanced fields. | Advanced edits can create risky configs. | | Patch/config mode | How edited settings are saved when shown. | Preset, Advanced. | Preset for preset strategies; advanced for grid. | Advanced. | You need to keep custom field changes. | Advanced configs are easier to misconfigure. | | Supervisor mode | Optional AI supervisor behavior. | None/deterministic, AI Shadow, AI Enforce. | None/deterministic. | AI Shadow. | You want AI review or enforcement where available. | AI Enforce changes decision behavior. | ## Execution, leverage, and risk | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | --------------------------------- | -------------------------------------------------------- | ---------------------------- | ---------------------------------------------------- | ----------------- | --------------------------------------------------- | ------------------------------------------------------ | | Execution mode | Order entry behavior. | Maker, Taker, Hybrid. | Hybrid. | Maker. | You want different fill/cost behavior. | Maker may not fill; taker may cost more. | | Risk fraction | Portion of equity risked per entry. | Small decimal number. | `0.01` in create form; strategy defaults may differ. | `0.0025`. | You want less or more per-entry risk. | Higher values lose faster. | | Max notional USD | Max notional size for one non-grid position. | Positive USD number. | `1000` in create form. | `500`. | You want a smaller position cap. | Large caps can overexpose the account. | | Max total notional USD | Max total non-grid exposure. | Positive USD number. | `3000` in create form. | `1500`. | Running multiple markets. | Keep below what the account can support. | | Max leverage equivalent | Broad leverage cap. | Positive number. | `3`. | `2`. | You want stricter or looser leverage. | Higher leverage increases loss risk. | | Per-market leverage | Symbol-specific leverage cap. | Number up to venue max. | Falls back to max leverage equivalent. | BTC `3`, ETH `2`. | Markets need different caps. | Live launch may fail above venue max. | | Slippage bps | Price movement allowance. | Number in basis points. | `2`. | `5`. | Orders fail from tight allowance. | Too much slippage can worsen fills. | | Taker min slippage bps | Minimum slippage allowance for taker orders where shown. | Number in bps. | Strategy default. | `5`. | Taker orders are being rejected for tight slippage. | Higher values can worsen fills. | | Maker spread threshold bps | Spread limit for maker-style entries where shown. | Number in bps. | Strategy default. | `8`. | You want stricter maker entry conditions. | Too strict can prevent fills. | | Maker post-only offset bps | Maker quote offset where shown. | Number in bps. | Strategy default. | `1`. | You understand maker order placement. | Poor offsets can miss fills or worsen price. | | Maker wait ms | How long maker orders may wait where shown. | Milliseconds. | Strategy default. | `5000`. | You want faster or slower maker behavior. | Too short can cancel often; too long can stale. | | Fee bps / maker fee bps | Fee assumptions where shown. | Number in bps. | Strategy default. | `4`. | Backtest or venue assumptions need adjustment. | Wrong fees can overstate results. | | Friction and spread safety fields | Conservative cost buffers where shown. | Positive numbers. | Strategy default. | `1.5`. | You know the venue costs better. | Too low can make performance look better than reality. | | Min entry interval | Minimum time between entries. | Milliseconds; `0` means off. | `0`. | `600000`. | You want fewer entries. | Too high can skip setups. | | Max entries per hour | Hourly entry cap. | Number; `0` means off. | `0`. | `2`. | You want activity limits. | Too low can make bot quiet. | ## Trade management | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | ---------------------------------------- | ------------------------------------------------------- | --------------------------------- | ---------------------------------------------- | ---------------- | -------------------------------------------- | ------------------------------------------------------- | | Native TP/SL | Venue-native protection where supported. | On/off. | On where supported. | On. | You want venue-side protection. | Venue support differs. | | Take profit enabled | Enables take-profit behavior where supported. | On/off. | On in defaults; some presets disable fixed TP. | Off. | You want different exit behavior. | Changes how winning trades exit. | | Take profit R | Take-profit distance in risk multiples. | Number. | `2` in defaults, `1.2` in create seed. | `2`. | You want closer/farther profit target. | Too close may exit early; too far may not hit. | | Trend take profit mode | Take-profit style for trend bots where shown. | R Multiple, Disabled. | Strategy default. | R Multiple. | You want fixed profit targets on/off. | Disabling take profit relies on other exits. | | Trend take profit R multiple | Trend take-profit distance. | Number. | Strategy default. | `2`. | You want a different target distance. | Poor targets can exit too early or too late. | | Mean reversion native protection enabled | Venue-native protection for mean reversion where shown. | On/off. | Strategy default. | On. | Venue protection should be enabled/disabled. | Disabling protection increases reliance on bot runtime. | | Stop and trailing fields | Stop distance and trailing behavior. | Numeric fields shown by strategy. | Strategy default. | Trail start `2`. | You understand exit behavior. | Bad stops can increase losses or exits. | ## Grid settings | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | --------------------------- | ----------------------------------------- | ------------------------------------------------------- | --------------------------------------- | --------------- | -------------------------------------------------------- | ----------------------------------------------- | | Total capital allocated | Capital budget for grid. | Positive USD number. | `1000`. | `500`. | You want smaller/larger grid budget. | Do not exceed available balance. | | Per grid order size | Size for each grid order. | Positive USD number. | `100`. | `50`. | You want smaller/larger levels. | Must fit exposure and capital. | | Max open exposure | Maximum open grid exposure. | Positive USD number. | `400`. | `300`. | You want tighter inventory cap. | Too high can overexpose the account. | | Bounds mode | How grid range is set. | Auto, Manual. | Auto. | Manual. | You want exact range control. | Bad manual bounds can block or misguide grid. | | Lower / upper price | Manual grid range. | Positive prices. | Empty/0 until supplied. | 60000 / 70000. | Bounds mode is Manual. | Wrong bounds can trade poorly. | | Stop lower / stop upper | Manual stop boundaries. | Positive prices. | Empty/0 until supplied. | 59000 / 71000. | You want explicit stop range. | Stops too close can unwind quickly. | | Direction mode | Which sides can add inventory. | Long-only, Short-only, Dual neutral, Dual trend-biased. | Dual neutral. | Long-only. | You want directional control. | Changes exposure profile. | | Level count | Number of grid levels. | Number. | `8`. | `6`. | You want more/fewer levels. | More levels can create more orders. | | Spacing % | Distance between levels. | Decimal percent value. | `0.004`. | `0.006`. | You want tighter/wider grid. | Too tight can overtrade. | | Allow recenter | Allows grid to move range. | On/off. | Off. | On. | You want dynamic range behavior. | Recentering changes active bounds. | | Recenter threshold % | Distance before recentering can happen. | Decimal percent value. | `0.015`. | `0.02`. | Recenter is enabled and needs a wider/narrower trigger. | Too low can move the grid too often. | | Shutdown action | What happens on shutdown condition. | Unwind, Pause, Disable. | Unwind. | Pause. | You want different safety behavior. | Unwind can close inventory. | | Band break action | What happens when range breaks. | Unwind, Pause, Disable. | Unwind. | Disable. | You want manual review after break. | Wrong action can leave exposure unmanaged. | | Pause on spread bps | Spread threshold that pauses entries. | Number in bps. | `15`. | `10`. | You want stricter spread control. | Higher values accept worse spreads. | | Range lookback bars | Candles used to estimate automatic range. | Number. | `72`. | `96`. | Auto bounds should react slower or faster. | Too short can overreact. | | Range min / max width % | Minimum and maximum auto range width. | Decimal percent values. | `0.006` / `0.08`. | `0.01`. | Auto bounds are too narrow or wide. | Bad ranges can block trades or overtrade. | | Range ATR % max | Volatility limit for auto range. | Decimal percent value. | `0.025`. | `0.03`. | You want range generation to allow more/less volatility. | Too loose can trade unstable markets. | | Stop below range % | Stop buffer outside the grid range. | Decimal percent value. | `0.01`. | `0.015`. | You want more/less room before stop action. | Too tight can unwind quickly. | | Volatility / trend pause | Grid pause thresholds. | Numeric fields. | `0.03` volatility, `0.003` trend slope. | `0.025`. | You want stricter pauses. | Loose values trade in harder markets. | | Max adds per hour / range | Caps how often grid can add. | Number; `0` means off. | `0`. | `3`. | You want stricter activity limits. | Too low can make grid inactive. | | Cooldown after unwind | Wait time after unwind. | Milliseconds. | Long/short defaults differ. | `1500000`. | You want longer recovery time. | Short cooldown can restart too quickly. | | Long/short side enabled | Whether each side can add inventory. | On/off. | On. | Short off. | You want directional grid behavior. | Disabling a side changes risk. | | Long/short risk fraction | Side-specific grid risk. | Decimal number. | Long `0.0015`, short `0.0009`. | `0.001`. | You want smaller/larger side risk. | Higher values can compound losses. | | Per-level notional USD | Side-specific order size. | Positive USD number. | Long `100`, short `70`. | `50`. | You want side-specific sizing. | Must fit available balance and caps. | | Side inventory caps | Max side inventory. | USD or unit values. | Defaults differ by side. | Long cap `400`. | You want tighter side exposure. | High caps can overexpose the account. | | Max active levels | Max active grid levels per side. | Number. | Long `4`, short `3`. | `2`. | You want fewer active orders. | Too high can stack exposure. | | Entry offset % | Side-specific entry offset. | Decimal percent value. | Long `0.0005`, short `0.0004`. | `0.001`. | You want entries farther from the level. | Bad offsets can reduce fills or worsen entries. | | Take profit offset % | Side-specific grid profit offset. | Decimal percent value. | Long `0.0035`, short `0.003`. | `0.004`. | You want wider/tighter grid exits. | Too tight may overtrade; too wide may not exit. | | Emergency unwind drawdown % | Drawdown trigger for emergency unwind. | Decimal percent value. | Long `0.03`, short `0.018`. | `0.02`. | You want a stricter stop for inventory. | Too tight can unwind frequently. | | Pause on funding abs bps | Funding threshold that pauses a side. | Number in bps. | Long `25`, short `16`. | `20`. | Funding costs are too high. | Too loose can allow expensive positions. | | Allocation weight | Relative long/short allocation. | Number. | Long `0.6`, short `0.4`. | `0.5`. | You want different side bias. | Weight should match desired exposure. | ## Advanced strategy fields Advanced fields include trend filters, entry gates, stop logic, trailing exits, opportunity limits, mean reversion regime filters, volatility filters, spread filters, score thresholds, cooldowns, and backtest assumptions. ### Trend (V2 Structural) advanced groups | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | ------------------------------------------- | ---------------------------------------------------- | ---------------------------------------------------------- | ---------------------------------------------------------------- | --------------------------------- | ---------------------------------------- | -------------------------------------------- | | Volatility and liquidation guards | Caps noisy markets and minimum liquidation distance. | Numeric percent fields. | `0.08` volatility cap, `0.03` liquidation distance where seeded. | `0.05`. | You want stricter safety gates. | Too loose can trade dangerous conditions. | | EMA and lookback filters | Trend and volume history windows. | Numeric bar counts and percent fields. | Preset/strategy default. | EMA lookback `200`. | You understand trend filter sensitivity. | Bad windows can make signals noisy. | | ADX and ATR entry gates | Strength and volatility thresholds before entry. | Numeric thresholds. | Preset default. | ADX enter `18`. | You want more/fewer entries. | Lower thresholds can admit weak trades. | | Pullback, swing, retest, and setup expiry | How long trend setups remain valid. | Numeric bar counts. | Preset default. | Retest max bars `7`. | Setups expire too quickly or slowly. | Too long can trade stale setups. | | Continuation fallback | Optional continuation entry behavior. | On/off plus numeric size, distance, ADX, and slope fields. | Preset default. | Enabled with size multiplier `1`. | You want continuation entries. | Can add trades after breakout conditions. | | Breakout, retest, confirm, and fill buffers | ATR-based entry buffers. | Numeric ATR multiples. | Preset default. | Confirm buffer `0.08`. | Entries need more/less confirmation. | Too small can chase noise. | | Stop distance fields | Initial stop, stop buffer, min stop, and max stop. | Numeric ATR multiples. | Preset default. | Initial stop `1.6`. | Stops are too tight or wide. | Bad stops directly change loss size. | | Trailing and time stop fields | When exits trail or time out. | Numeric R values, ATR multiples, and bar counts. | Preset default. | Trail start `2`. | You want different exit timing. | Poor exits can cut winners or hold losers. | | Trade frequency and reward filters | Per-leg limits and reward-quality gates. | On/off and numeric thresholds. | Preset default. | One trade per leg on. | You want fewer or more opportunities. | Lower quality gates can increase bad trades. | ### Mean Reversion advanced groups | Name | Simple definition | Accepted values | Default | Example | When to change | Risk or warning | | ------------------------------------------------- | --------------------------------------------------------- | -------------------------------------------- | ------------------------------------------------------ | ------------------------ | -------------------------------------------- | ----------------------------------------------------- | | Mean reversion risk fraction | Strategy-specific risk per entry. | Decimal number. | Preset default. | `0.0025`. | You want MR risk different from global risk. | Higher values lose faster. | | Indicator periods | EMA, ATR, RSI, volume, MACD, and band periods. | Numeric bar counts. | Preset/strategy default. | RSI period `14`. | Indicators react too fast or slow. | Bad periods can create noisy signals. | | Z-score and RSI entry gates | Stretch and overbought/oversold thresholds. | Numeric thresholds. | Preset default. | RSI long max `35`. | Entries are too rare or too frequent. | Loose thresholds can catch falling or rising markets. | | MR stop and take-profit fields | ATR stops, TP buffers, TP2, and time stops. | Numeric ATR, bps, and bar-count fields. | `8` time-stop bars where seeded; presets can override. | TP buffer `5` bps. | Exits need tighter or wider control. | Bad exits can increase losses or miss exits. | | Range and trend filters | Slope, separation, band width, and trend checks. | Numeric percent and threshold fields. | Preset default. | Range score `0.62`. | MR should trade fewer trend days. | Loose filters can mean-revert strong trends. | | Volatility, spread, funding, and crowding filters | Blocks noisy, wide-spread, crowded, or costly conditions. | Numeric percentile, bps, and percent fields. | Preset default. | Allowed spread `20` bps. | Conditions are too restrictive or too loose. | Loose filters can trade expensive markets. | | Regime permissions | Allows transition or pullback-trend entries. | On/off. | Preset default. | Transition entries off. | You want simpler MR behavior. | Turning on more regimes expands behavior. | | Regime scores and quality thresholds | Score gates for range, transition, and pullback setups. | Numeric scores. | Preset default. | Pullback score `0.66`. | You want tighter setup quality. | Low scores can admit weak setups. | | Cooldowns and loss limits | Loss-streak cooldowns and daily loss limit. | Numeric counts and R values. | Preset default. | Daily loss limit `2`. | You want stricter drawdown control. | Too loose can keep trading after losses. | | Backtest assumptions | Spread and cost assumptions for testing. | Numeric bps and ATR values. | Preset default. | Spread proxy `10` bps. | Backtests look unrealistic. | Wrong assumptions can mislead live expectations. | Change advanced fields only when you understand the strategy. If unsure, use presets and paper mode.