Default view
The standard form allows you to select:
Exchange account
Trading pair
Investment amount
Below, you'll find key bot settings:
Base currency amount used in sell orders
Quote currency amount used in buy orders
High price & Low price of the trading range
Grid step and number of grid levels
📌 Switching the pair selector to View Balances Mode displays your available balances for the selected trading pair.
Investment
Set the bot’s investment amount in the Investment field.
Above the field, the system displays:
Total available balance (in both currencies)
Breakdown of funds used by other products
If the available funds on your selected exchange do not meet the bot's requirements, the bot will automatically rebalance by buying/selling a portion of the base currency.
📌 Key Notes:
Rebalancing only affects the selected trading pair (e.g., if trading BTC/USDT, only BTC and USDT are adjusted).
You cannot set an investment amount higher than your total balance for the selected pair.
The bot may purchase ~2% more base currency to cover potential trading fees.
When stopping the bot and selling the base currency, this additional 2% will not be sold automatically.
Backtest
Supported exchanges:
Binance Spot
Bybit Spot
OKX Spot
Demo account (Paper trading)
Backtesting evaluates a bot’s performance using historical data over a 120-day period to simulate trading outcomes.
Green values = Profitable trades without liquidation.
Red values = Liquidation occurred.
📌 Past performance does not guarantee future results.
AI Optimize
or
After completing a backtest, if your bot has 50 or more lines, the AI Optimize function can:
Adjust Grid Step based on volatility.
Run multiple backtests with different Step values.
Select the best-performing result for maximum profit.
Customize
The Customize tab provides advanced settings and an Options menu based on:
Exchange type
Bot type (Spot/Futures, Geometric/Arithmetic)
Geometric
Traders often prefer geometric bots because order sizes are fixed in the quote currency. This structure allows the bot to accumulate more of the base currency as prices drop, improving the average cost during downturns.
Key Characteristics of a Geometric Bot:
Step Size: Determined by a percentage of the price.
Order Size: Fixed in quote currency, meaning lower buy levels result in larger base currency purchases.
Trailing Up: Available only for geometric bots.
Profit Currency: Supported, allowing profits to be accumulated in the selected currency.
Example Calculation:
If the bot is set with a 1% profit-taking step, the price levels are distributed as follows:
Price_1 = Lower price
Price_2 = Lower price + 1%
Price_3 = Price_2 + 1%
…
Price_n = Upper price = Price_(n-1) + 1% (n = number of levels)
Arithmetic
An arithmetic bot sets grid levels based on a fixed price step in the quote currency, ensuring equal price gaps between each order. Unlike geometric bots, which use percentage-based steps, arithmetic bots maintain consistent price intervals, leading to variable profit percentages across the grid.
Key Characteristics of an Arithmetic Bot:
Step Size: Determined by a fixed price change in the quote currency.
Order Size: Fixed in the base currency.
Example Calculation:
If you are trading the BTC/USDT pair and setting price levels at every 1,000 USDT, the grid structure would look like this:
Bottom price: 22,000 USDT
Next level: 23,000 USDT
Following level: 24,000 USDT
…
Top price: 34,000 USDT
This setup requires 13 levels, but since the price movement is linear, the profit percentage varies at different price levels:
The 1,000 USDT step represents 4.34% at the lower grid levels.
The same 1,000 USDT step shrinks to 2.94% at the upper grid levels due to higher price points.
High price
Upper limit of the trading range.
When the price crosses the High price, the bot executes the last sell order and stops trading.
The bot remains active and resumes trading if the price returns to the range.
Trailing up
Available for:
Spot Grid bots (Geometric type)
Futures Grid bots (Long strategy, both Geometric & Arithmetic types)
How does Trailing up work?
When the price moves 2 steps above the High price, the bot cancels the lowest buy order and places it one step above the High price.
As the price continues to rise, this process repeats, shifting the entire trading range upward to follow the trend.
Expansion up
Available for: Futures Grid bots (Reversal & Short strategies, both Geometric & Arithmetic types)
This function expands the grid upward by placing additional Sell orders above the original High price without canceling lower Buy orders.
Stop expansion up
This setting defines a limit where the bot will stop expanding upward, preventing excessive grid growth.
How does Expansion up work?
When a Sell order at the highest level is executed, the bot places another Sell order one step higher.
This process continues, increasing the total number of grid lines until the price reaches the Stop Expansion Up level (if set).
Unlike Trailing Up, Expansion Up requires additional investment as new orders are continuously added to the grid.
Low price
The Low price is the lower boundary of the trading range. When the price drops below this level, the bot:
Executes the last buy order
Stops placing new trades
Just like with the High price, the bot remains active and will resume trading if the price returns to the range.
Trailing down
Available for: Futures Grid bots (Short strategy, both Geometric & Arithmetic types)
How does Trailing down work?
When the price falls 2 steps below the Low price, the bot cancels the highest sell order and places it one step below the Low price.
As the price continues to decline, this process moves the entire trading range downward, allowing the bot to keep operating during downtrends.
Trailing Down is ideal for Short bots, ensuring they remain effective even in extended market downturns.
Expansion down
Available for:
Spot Grid bots (both Geometric & Arithmetic types)
Futures Grid bots (Long & Reversal strategies, both Geometric & Arithmetic types)
This function expands the grid downward by placing additional Buy orders below the original Low price without canceling higher Sell orders.
Stop expansion down
This setting prevents unlimited downward expansion by defining a price at which the bot stops placing additional Buy orders.
How does Expansion down work?
When a Buy order at the lowest level is executed, the bot places another Buy order one step lower.
This continues until the price reaches the Stop Expansion Down level (if set).
Unlike Trailing Down, Expansion Down requires additional investment, as new buy orders are continuously added to the grid.
Step and levels
The Grid Step defines the take profit level for each trade.
Smaller steps:
More levels needed to cover the trading range.
Lower net profit due to exchange fees.
📌 Use AI Optimize to find the best Step value after a backtest.
Grid Step Settings
Geometric Bots: Step can be set in percentages or by selecting the number of levels.
Arithmetic Bots: Step is set by selecting the number of levels only.
Amount per level
Futures markets: Called "Position per level."
Arithmetic Grid: Order size is in base currency.
Geometric Grid: Order size is in quote currency.
Profit currency
Choose the currency in which the bot calculates and accumulates profit.
Available for geometric bots on Spot exchanges.
If using base currency as profit currency, track results in crypto equivalent.
Stop bot
The Stop Bot function prevents excessive losses if prices move unfavorably.
Upper stop bot
Available only if Trailing Up is disabled.
Actions when price reaches the limit:
Stop the bot
Stop the bot & buy base currency
Lower stop bot
Actions when price reaches the limit:
Stop the bot
Stop the bot & sell base currency
If Trailing Up is enabled, the Lower Stop Bot will move up, maintaining its distance from the Low price.
How does the Stop bot work for Futures Grid bots?
Stop bot – Leaves the position open, requiring manual management to avoid liquidation. You can Convert to SmartTrade which allows quick management with pre-set conditions.
Close position and stop bot - Will make the GRID bot create a trade to buy or sell to close the position if the price crosses the Stop bot price.
⚠️Note: Grid Bot will only close the contracts it bought or sold during the period it was running. If you have "Beast Mode" enabled, you may have changed the position size, and the GRID bot cannot take this into account.
Max active orders
Most exchanges have a limitation on the number of limit orders that can be placed simultaneously on the same trading pair. To be able to run multiple bots with a large number of levels and not hit these limits, you can use the active order restriction feature. This does not affect the investment required by the bot, but it limits the number of orders the bot can place on the exchange at the same time.
This feature is available for both Geometric and Arithmetic bots. You can set limits for both buy and sell orders.
Name
By default, the bot's name is set according to the selected trading pair, but if you wish, you can always change it to something more suitable for you.
You can change the name of the bot either in the optional bot settings menu or in the bot list.