Using Grid Bots on Web

How to Set Up a Grid Bot?

Step 1: Create a Grid Bot

  1. Log in to your exchange account.

  2. Click on your account avatar.

  3. Click the "+" icon next to Bot Accounts.

  1. Enter a name for your bot (e.g., "SOL Grid Strategy").

  2. Click Add subaccount.


Step 2: Fund Your Bot

Transfer funds to your bot subaccount using one of these methods:


Step 3: Select the Trading Pair

  1. Enter your bot subaccount.

  2. Navigate to the Bots section.

  3. Choose Futures Trading.

  4. Select your target trading pair (e.g., SOL-PERP).


Step 4: Configure Parameters

  1. Set the Price Lower Limit — The lowest price in your grid range.

  2. Set the Price Upper Limit — The highest price in your grid range.

  3. Enter the Number of Grids — How many price levels to create within the range.

  4. Enter the Total Grid Value — The capital allocated to this grid.

  5. Click Create Grid — The bot will begin running automatically.

Note: More grids = more frequent trades with smaller price differences between levels. Fewer grids = less frequent trades with larger price differences between levels.


Take-Profit and Stop-Loss Settings

⚠️ Important: Take-profit and stop-loss apply to the entire bot subaccount, not to individual grids.

Stop-Loss

Defines a drawdown threshold that will stop the bot when reached.

How it works:

  • The bot tracks the starting equity of your subaccount from the moment the strategy is activated.

  • If equity falls X% below the starting equity, the bot stops automatically.

Example: Starting equity is $1,500. With a 20% stop-loss setting, the bot stops if equity drops to $1,200.

Take-Profit

Defines an equity threshold that will pause the bot when reached.

How it works:

  • The bot tracks the starting equity of your subaccount from the moment the strategy is activated.

  • If equity rises X% above the starting equity, the bot pauses automatically.

Example: Starting equity was $1,000. With a 20% take-profit setting, the bot pauses when equity reaches $1,200.


Auto-Close Positions

When setting up take-profit or stop-loss, you can choose whether to automatically close all positions when either threshold is triggered.


Bot Management

Understanding Bot ON/OFF States

The ON/OFF toggle controls whether the bot is actively managing trades for the entire subaccount.

State
What Happens

ON

The bot actively executes trades according to your grid configurations. Important: You cannot manually trade in this subaccount while the bot is ON.

OFF

The bot stops executing new orders. Existing pending orders remain but can be cancelled manually. You can trade manually in the subaccount.

⚠️ Key Point: If the bot is ON but you have no active grids, no trading will occur. The bot needs at least one grid to execute trades.

⚠️ Manual Trading Restriction: You cannot manually place orders in a bot subaccount while the bot is ON. Turn the bot OFF first if you need to intervene manually.


Adjusting Grid Settings

To modify an active grid:

  1. Go to the Grids tab.

  2. Select Edit.

  3. Adjust parameters such as:

    • Expanding or narrowing the price range

    • Pausing or restarting the grid


Deleting a Grid

  1. Go to the Grids tab.

  2. Select Delete.

  3. Choose whether to close all remaining positions automatically.

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