Help & Documentation

Everything you need to know about using the trading platform

Getting Started

Welcome to your cryptocurrency trading automation platform. This guide will help you understand all the features and get the most out of the system.

Quick Start

Navigate: Use the sidebar menu or press Cmd+K to open the command palette
Create a Bot: Go to Bots → Create New → Configure your DCA strategy
Backtest First: Always backtest your strategy before going live
Monitor: View real-time updates on the dashboard

Tip: Start with backtesting to understand how different configurations perform before risking real capital.

Command Palette

The command palette is your universal search and quick action tool. Access it instantly from anywhere in the app.

How to Use

Cmd + K (Mac)

Ctrl + K (Windows/Linux)

Features

Navigation: Type to search for any page (e.g., "bots", "trades", "backtest")
Quick Actions: Execute actions like "Create Bot" or "Run Backtest"
Keyboard Navigation: Use ↑↓ arrows to navigate, Enter to select, ESC to close
Fuzzy Search: Don't need exact matches - "bt" will find "Backtest"

Power User Tip: You can see keyboard shortcuts for each command in the palette. Learn them to become even faster!

DCA Bots Explained

Dollar Cost Averaging (DCA) is a trading strategy that automates buying during price dips to lower your average entry price.

How It Works

Base Order

Bot places initial buy order at current price

Price Drops

Safety orders trigger at progressively lower prices

Average Down

Each safety order lowers your average entry price

Take Profit

When price recovers, take profit based on average price

Example Scenario

BTC is at $50,000

Base Order: Buy $100 worth at $50,000
Price drops to $48,000: Safety Order #1 buys $150 worth
Price drops to $46,000: Safety Order #2 buys $225 worth
Average Price: Now $47,263 (weighted average)
Price recovers to $48,800: Take profit hits! +3% profit from average

Risk Warning: DCA requires sufficient capital to cover multiple safety orders. If price continues dropping beyond your safety orders, you'll hold an unrealized loss until recovery.

DCA Settings Guide

Understanding each parameter is crucial for building profitable strategies. Here's what each setting does:

Base Order Size

The initial buy amount when starting a new deal.

Example: $100 means your first order will buy $100 worth of the asset

Tip: Start small (5-10% of total capital allocated to this bot)

Safety Order Size

The size of each safety order that triggers when price drops.

Example: $150 means each safety order buys $150 worth

Tip: Usually 1.5-2x the base order size to average down effectively

Max Safety Orders

Maximum number of safety orders to place during a deal.

Example: 5 means up to 5 safety orders can fill before stopping

Tip: More safety orders = can handle deeper drawdowns, but requires more capital

Price Deviation %

The price drop percentage that triggers the first safety order.

Example: 2.5% means first safety order triggers when price drops 2.5%

Tip: Lower values (1-2%) for less volatile assets, higher (3-5%) for volatile ones

Safety Order Step Scale

Multiplier for the price gap between each safety order.

Example: 1.5 means gaps increase by 50% each level

SO #1: -2.5% from base
SO #2: -2.5% × 1.5 = -3.75% from SO #1
SO #3: -3.75% × 1.5 = -5.625% from SO #2

Tip: 1.0 = equal spacing, 1.5-2.0 = exponential spacing (common)

Safety Order Volume Scale

Multiplier for the size of each safety order.

Example: 2.0 means each order is 2x the previous

SO #1: $150
SO #2: $150 × 2 = $300
SO #3: $300 × 2 = $600

Tip: 1.0 = equal sizes, 2.0 = martingale (high risk!), 1.5 = moderate

Take Profit %

Target profit percentage from your average entry price.

Example: 3% means take profit when price is 3% above average entry

Tip: Consider trading fees! 2-3% minimum recommended

Stop Loss %

Maximum loss percentage before cutting losses (optional).

Example: -15% means exit if down 15% from average entry

Tip: Set beyond your max SO distance, or disable if confident in recovery

Trailing Take Profit

Adjust take profit upward as price rises to capture more profit.

Example: With 1% trail, if price goes to +5%, TP moves to +4%

Tip: Great for trending markets, but may miss exits in choppy conditions

Capital Requirement Calculator: Total capital needed = Base Order + (Safety Order × Volume Scale Factor^(Max SO - 1) × Max SO)

Smart Trades

Smart trades are one-time trades with advanced exit strategies. Perfect for manual entries with automated exits.

Key Features

Multiple Take Profit Targets: Split your position across different price levels
Trailing Stop Loss: Protect profits by trailing stop loss upward
Breakeven Stop: Automatically move stop to breakeven after hitting first TP
Conditional Entry: Wait for price to reach a specific level before entering

Example Setup

Entry: BTC at $50,000 - Buy $1,000 worth

Take Profit Targets:

TP1: $51,500 (+3%) - Sell 25% of position
TP2: $52,500 (+5%) - Sell 50% of position
TP3: $54,000 (+8%) - Sell remaining 25%

Stop Loss: $48,500 (-3%)

Trailing: After TP1 hits, move stop to breakeven

Backtesting

Test your strategies against historical data before risking real capital.

How to Backtest

Navigate to Backtest page
Select trading pair (e.g., BTC-USD)
Choose date range (more data = more reliable results)
Configure your DCA or Smart Trade settings
Click "Run Backtest"

Understanding Results

Your backtest will show:

Equity Curve: How your capital grew/shrank over time
Trade List: Every entry and exit with profit/loss
Performance Metrics: Key statistics (see next section)
Drawdown Chart: Worst losing streaks

Important: Past performance doesn't guarantee future results. Backtest across multiple time periods including bear markets.

Understanding Metrics

Here's what each metric means and what values to look for:

Total Return

Overall profit/loss percentage from initial capital.

Good: > 20% annually | Great: > 50% annually

Sharpe Ratio

Risk-adjusted return. Higher is better - measures returns per unit of risk.

Good: > 1.0 | Great: > 2.0 | Excellent: > 3.0

Formula: (Average Return - Risk Free Rate) / Standard Deviation of Returns

Max Drawdown

Largest peak-to-trough decline. How much you could lose at worst.

Good: < -20% | Great: < -10% | Excellent: < -5%

Win Rate

Percentage of profitable trades.

Good: > 55% | Great: > 65% | Excellent: > 75%

Note: Low win rate can still be profitable if winners are much larger than losers

Profit Factor

Gross profits divided by gross losses.

Breakeven: 1.0 | Good: > 1.5 | Great: > 2.0

Average Win / Loss

Average size of winning trades vs losing trades.

Good: Win/Loss Ratio > 1.5 | Great: > 2.0

Total Trades

Number of completed deals.

Minimum: > 30 for statistical significance | Better: > 100

Avg Trade Duration

How long positions are held on average.

Scalping: < 1 hour | Day Trading: < 24h | Swing: 1-7 days

Pro Tip: Look for strategies with high Sharpe ratio (>2), reasonable win rate (>60%), and manageable drawdown (<-15%). These tend to be more robust.

Comparison Mode

Compare multiple backtest results side-by-side to find the best strategy configuration.

Three View Modes

Side-by-Side View

Cards layout showing key metrics and mini equity curves for each strategy.

Quick visual comparison
Shows parameter differences highlighted
Best for comparing 2-4 strategies

Overlay View

Equity curves overlaid on the same chart for direct visual comparison.

See which strategy performs better over time
Identify divergence points
Best for comparing equity curve behavior

Metrics Table View

Detailed table with all metrics and percentage differences from baseline.

Sortable columns to find best performer per metric
Baseline comparison (select any strategy as baseline)
Color-coded improvements/degradations
Export to CSV for further analysis

How to Use

Run multiple backtests with different configurations
Select 2 or more results to compare
Choose a baseline (usually your current strategy)
Switch between view modes to analyze different aspects
Export comparison for documentation

Tip: Use the metrics table view to sort by Sharpe Ratio to quickly find the best risk-adjusted strategy.

Mobile Navigation

The platform is fully responsive with touch-optimized controls for mobile devices.

Mobile Features

Bottom Tab Bar: Quick access to Dashboard, Bots, Trades, Backtest, Settings
Touch Targets: All buttons are at least 48px for easy tapping
Swipe Gestures: Swipe to reveal actions on list items
Pull to Refresh: Update data with a simple pull down
Responsive Tables: Tables adapt to small screens with horizontal scroll

Command Palette on Mobile

Since Cmd+K doesn't work on mobile, tap the search icon in the header to open the command palette.

Keyboard Shortcuts

Master these shortcuts to navigate faster:

Cmd + K

Open command palette

Cmd + D

Toggle dark/light mode

G then D

Go to Dashboard

G then B

Go to Bots

G then T

Go to Trades

N

Create new bot/trade (context-aware)

?

Show this help page

ESC

Close modals/dialogs

* Replace Cmd with Ctrl on Windows/Linux

Tips & Best Practices

Strategy Development

Always backtest across multiple time periods (bull, bear, sideways markets)
Use at least 3 months of historical data for statistical significance
Start with conservative settings and gradually optimize
Never risk more than 5-10% of your capital per bot
Diversify across multiple pairs and strategies

Risk Management

Set stop losses, especially when starting out
Calculate your maximum possible loss (if all safety orders fill and stop loss hits)
Keep emergency funds liquid - don't deploy 100% of capital
Monitor your bots daily, especially during high volatility
Use trailing take profit in trending markets

Optimization

Use the comparison mode to test parameter variations
Focus on Sharpe Ratio over raw returns (risk-adjusted is more sustainable)
Avoid over-optimization (curve fitting) - if it looks too good, it probably is
Test your optimized strategy on out-of-sample data (different time period)
Review and reoptimize quarterly as market conditions change

Monitoring

Check your dashboard daily for bot status
Review completed deals weekly to understand performance
Set up notifications for important events (deals completed, stop losses hit)
Export your performance data monthly for record keeping
Compare live results to backtest - if significantly different, investigate why

Golden Rule: Never trade with capital you can't afford to lose. Start small, learn the system, and scale up as you gain confidence.