Bots are the core operating unit of SteadyEdge. A bot combines exchange context, market scope, entry logic, grid behavior, exit rules, and risk management into one saved configuration.

What this is

This overview explains how bot configuration is structured in the current product and how the bot editor is intended to be used.

When to use it

Use this page if:

you are about to create your first bot
you opened the bot editor and want a mental model before filling fields
you need to understand what each step in the editor controls

Before you start

Before you create a bot, make sure you already have:

a verified email address if you plan to backtest or launch it soon
at least one validated exchange account
a basic idea of the market and side you want to test

Step by step

Step 1: Choose how to start

The editor supports several starting points:

use a strategy template
build manually
import a config file
edit an existing bot

Templates are usually the fastest option for a first test because they prefill more of the strategy structure.

Step 2: Complete the basic trading context

The Basic step defines the non-negotiable setup:

exchange account
spot or futures market type
symbol or all-coins mode
long or short side
leverage and margin type
position sizing

Step 3: Add the strategy logic

The remaining steps define behavior:

Filters decide when the bot is allowed to enter
Grid defines how the position scales
Exit defines take profit, stop loss, trailing, and optional funding-capture behavior
Risk adds daily limits and cooldown rules

Step 4: Save before you test

Saving stores the bot configuration. Running a backtest uses that saved bot. Starting live is a separate command and is blocked until the bot passes the launch gate.

What you should see

You should understand two important ideas after this overview:

a bot is the full execution policy, not only an entry signal
save, backtest, and start are separate actions with separate checks

Common mistakes

treating templates as finished strategies without reviewing account, symbol, leverage, and sizing
editing only the basic fields and forgetting that filters and exits still decide whether the bot is usable
confusing a saved bot with a running bot
expecting a bot to start before a valid backtest has passed