Templates And Basic Settings
The first two bot-editor steps decide how fast you can move. Templates shorten setup time, while the Basic step locks in the exchange account, market, leverage, and sizing context the rest of the bot depends on.
What this is
This article explains how to choose a starting point for a bot and how to fill the Basic step correctly in the current editor.
When to use it
Use this article if:
- you are creating a new bot
- you are not sure whether to start from a template or from scratch
- you want to understand the required fields in the Basic step
Before you start
Before opening the editor, make sure you already have:
- at least one validated exchange account
- a symbol or market idea in mind
- a rough sense of whether you want long or short exposure
Important current product behavior:
- the Basic step only offers validated exchange accounts
- the symbol mode can be single_pair or all_coins
- the market type can be spot or futures
- sizing can be based on balance percent or a fixed amount
Step by step
Step 1: Choose the right starting mode
The editor currently supports these entry paths:
- Template
- Manual
- Import from file
- Edit existing bot
For new users, a template is usually the best option because it pre-fills more of the strategy and reduces setup mistakes.
Step 2: Select a validated exchange account
In the Basic step, choose the account that will define the execution environment.
If you do not see any accounts in the dropdown, the usual reasons are:
- you have not added one yet
- the account exists but still fails validation
Step 3: Set market scope
Choose whether the bot should trade:
- a single pair
- all coins
If you choose a single pair, use the symbol search. The current symbol picker matches the symbol code, display name, and base or quote fragments.
Step 4: Set side, leverage, and margin context
Confirm the trading direction:
- Long
- Short
Then confirm:
- market type
- leverage
- isolated or cross margin
In practice, futures is where leverage, margin, and funding-sensitive features matter most. Spot and futures should not be treated as interchangeable contexts.
Step 5: Set position sizing
The sizing block currently supports:
- Percent of Balance
- Fixed Amount
Use percent sizing when you want order value to move with account balance. Use fixed amount when you want a constant nominal size.
The editor can also show useful market context such as:
- current account balance
- estimated order value
- estimated leveraged position size
- minimum quantity or minimum notional when available
Step 6: Save only after the context is coherent
Before moving on, confirm that these fields line up logically:
- exchange account
- market type
- symbol mode
- symbol
- side
- leverage
- margin type
- sizing mode
- sizing value
Every later step depends on this context.
What you should see
By the time you finish the Templates and Basic steps, you should have:
- a clear setup source
- a validated exchange account attached
- a chosen symbol or all-coins scope
- a chosen side
- leverage and sizing values that match the account and market
Common mistakes
- starting manually when a template would get you to a valid test faster
- forgetting that only validated exchange accounts appear in the Basic step
- setting leverage before confirming the market type and symbol
- ignoring minimum quantity or notional hints
- changing symbol mode later without retesting filters and backtests
Related articles
- Bots And Strategy Overview
- Connect Exchange Account
- First Backtest In 15 Minutes
- Run Backtest