Bot Management
Control and monitor your trading bots with QuantsEdge's comprehensive bot management tools.
Bot Dashboard
Access all your bots from Bots in the main navigation.
Bot Status Indicators
🟢 Running
Active trading
Pause, Stop, Edit Settings
⏸️ Paused
Temporarily stopped
Resume, Stop, Edit
🔴 Stopped
Inactive
Start, Delete, Clone
⚠️ Error
Requires attention
View Logs, Fix, Restart
Starting and Stopping Bots
Start a Bot
Navigate to Bots and select your desired bot
Click Start to initiate trading
Review and confirm all settings
Bot begins trading within 30 seconds
Pre-Start Checklist: Ensure you have sufficient funds in your trading wallet, verify that risk limits are properly configured, confirm market hours are appropriate for your strategy, and validate that all strategy parameters are set correctly.
Pause a Bot
Pause vs Stop: Pausing a bot stops new trades while keeping existing positions open, allowing you to temporarily halt trading without closing profitable positions. Stopping a bot closes all positions and completely halts trading activity.
To Pause: Select your running bot, click Pause, and new orders will stop immediately while existing positions remain active. This is useful for temporary market conditions or when you want to review performance before continuing.
Stop a Bot
Select your bot and click Stop
Choose your exit strategy: Market orders for immediate execution or limit orders for better pricing
Confirm the stop action
Stop Time: The bot will complete all position closures within 10-60 seconds, depending on current market conditions and liquidity.
Monitoring Bot Performance
Real-Time Metrics
Key Performance Indicators: Monitor your bot's total P&L (profit/loss), win rate percentage, number of active positions, daily trading volume, and Sharpe ratio to assess overall performance and risk-adjusted returns.
Activity Feed
Track Every Bot Action: The activity feed provides real-time visibility into all bot activities including orders placed and filled, position entries and exits, risk limit triggers, strategy adjustments, and error notifications. This comprehensive log helps you understand exactly what your bot is doing and when.
Performance Charts
Available Visualizations: Equity curve over time, daily P&L distribution, win/loss ratio trends, position size history
Editing Bot Settings
Safe Editing
Can Edit While Running: Risk limits (max loss, position size), trading hours, notification preferences Requires Stop: Strategy type, trading pair, leverage settings, core parameters
Configuration Changes
Select bot
Click Settings
Modify parameters
Save changes
Restart if required
Changes take effect:
Immediately: Risk limits, notifications
After restart: Strategy, leverage, pair
Multiple Bot Management
Running Multiple Bots
Best Practices: Diversify across markets, don't exceed total risk limit, monitor aggregate exposure, stagger trading hours if needed
Limits: Free: 3 concurrent bots, Pro: 10 concurrent bots, Enterprise: Unlimited
Bulk Actions
Manage multiple bots at once: Pause all bots, stop all bots, update risk limits across bots, export performance reports
Access: Bots → Bulk Actions menu
Bot Cloning
Duplicate successful bots: 1. Select bot to clone, 2. Click Clone, 3. Modify name and parameters, 4. Start cloned bot
Use Cases: Test variations of working strategies, scale up successful configurations, and run the same strategy on different trading pairs to diversify your portfolio.
Error Handling
Common Bot Errors
Insufficient Funds
Low balance
Add funds or reduce position size
Order Rejected
Invalid price/size
Check market conditions
Connection Lost
Network issue
Bot auto-reconnects
Strategy Error
Invalid parameters
Review and fix settings
Auto-Recovery
Automatic Actions: Reconnect on network loss (max 3 attempts), retry failed orders (within 5 minutes), alert on critical failures, safe shutdown on persistent errors
Manual Intervention
When bots require attention: 1. Check error notification, 2. Review activity logs, 3. Identify root cause, 4. Fix configuration or add funds, 5. Restart bot
Bot Analytics
Performance Reports
Available Reports: Daily/weekly/monthly summaries, trade-by-trade breakdown, strategy effectiveness analysis, risk-adjusted returns, comparative bot performance
Export Formats: CSV, PDF
Backtesting Comparison
Compare live performance vs backtest to analyze expected vs actual returns, slippage impact, and detect any strategy degradation that may require adjustments or retirement.
Bot Lifecycle
Creation → Testing → Production
Recommended Flow: 1. Create bot with conservative settings, 2. Backtest thoroughly, 3. Paper trade for 1-2 weeks, 4. Start with minimal capital, 5. Scale gradually based on performance
Retirement and Archiving
When to stop a bot: Consistently underperforming, market conditions changed, better strategies available, risk profile no longer appropriate
Archive: Settings saved for future reference
Notifications and Alerts
Configure Alerts
Alert Types: Trade executions, daily P&L thresholds, risk limit hits, bot errors, performance milestones Delivery Methods: Push notifications (mobile), email, in-app notifications
Custom Alert Rules
Create custom conditions: If P&L > $X → Notify, if win rate < Y% → Alert, if drawdown > Z% → Emergency stop
Best Practices
Daily Routine: Review overnight performance to identify any issues, check error notifications for immediate attention, verify sufficient funds for continued trading, and monitor market conditions for strategy appropriateness.
Weekly Tasks: Conduct performance analysis to assess bot effectiveness, optimize parameters based on recent results, review risk limits for appropriateness, and check overall strategy effectiveness in current market conditions.
Monthly Actions: Perform comprehensive performance review across all bots, consider strategy rotation or retirement for underperformers, reallocate capital based on performance, and backtest new strategy variations for potential improvements.
Troubleshooting
Bot Won't Start
Checklist:
Unexpected Behavior
Debug Steps:
Check activity logs
Review recent parameter changes
Verify market data feed
Test strategy in paper trading
Contact support if persistent
Master bot management to maximize your trading success. Regular monitoring and optimization are key to consistent performance.
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