Personal Trader is configured during agent setup. You can refine most parameters later in the settings menu, and many changes can also be made by chatting with your trader directly. This page walks through every knob available to you.

1.Identity

• Name: up to 12 characters. Keep it short so it fits cleanly in the dashboard and chat.
• Custom avatar: upload an image so your trader is easy to spot when you run multiple agents.

Name and avatar are set in the settings menu only.

2.Trading mode

Choose how orders are executed. Mode availability depends on whether your exchange API is connected and which permissions you have enabled.

3.Risk and capital

Max investment

The maximum budget this Personal Trader is allowed to deploy. It may use less (for example when conditions are poor or position sizing rules call for a smaller entry), but it will never exceed this cap.

Automatic deactivation level

A drawdown guardrail measured from the trader's performance peak. If the trader loses this amount from its high-water mark, it self-deactivates immediately and stops placing new trades until you turn it back on. Use this as a hard stop on downside before you have to intervene manually.

Leverage

Leverage is available on paper trading and on live futures when your API has futures trading enabled. Spot mode does not support leverage. Set leverage in settings during setup; on supported modes you can also adjust it later.

4.Brain model (main LLM)

Personal Trader's main brain is a large language model you select based on your budget, how fast you want decisions, and how much reasoning depth you want on each cycle. The model you pick directly affects performance: some models are faster and cheaper, others are slower and more capable. Some excel at structured rule-following; others are stronger at open-ended reasoning or nuance.

There is no single best choice for everyone. A higher-tier model may produce better trade logic but burns more credits per cycle. A lighter model may react faster at lower cost but miss subtle context. Experiment in paper mode, compare reasoning quality in the dashboard, and match the brain to your strategy complexity.

5.Analysis modules

You choose which data sources the trader analyzes before each decision. Every enabled module adds context, and consumes credits. Disable modules you do not need to keep costs predictable.

6.Strategy and instructions

This is where you tell the trader how to behave. It is not a side note, it is the primary directive the brain weighs on every single decision. Write clearly. The trader will do what you tell it to and take your instructions into account whether you give it one line or a full strategy document.

You can set or update strategy in the settings form or through chat. Chat is often the fastest way to refine wording after you see how the trader behaves in paper mode.

Example: minimal

"Trade BTC/USDT. Keep risk tight. Just make me money."

Example: trend-following

"Only take long trades in an established uptrend. Enter on pullbacks to the 20 EMA, not on extended green candles. Exit if structure breaks below the last higher low. Max one open position. Skip trades when ADX is below 20."

Example: avoid chop

"Do not enter when price is ranging inside Bollinger Bands with low ATR. Wait for a clear breakout with volume confirmation. If the market looks choppy, stay flat, missing a trade is better than bleeding in noise."

Example: do not chase

"Never chase the top of a move. If price has already extended far from the mean, wait for a retest or pass. No FOMO entries after vertical candles."

Example: mean reversion

"Look for oversold RSI below 30 at support. Enter small, scale out at the mid-band. Stop if support fails. Do not average down."

Example: breakout only

"Trade only confirmed breakouts above resistance with a close above the level. Place stop below the breakout candle. No anticipatory entries before the break."

Example: conservative risk-first

"Risk no more than 1% of max investment per trade. Prefer high R:R setups. If two conditions conflict, do nothing. Capital preservation beats activity."

Example: short-side rules (futures / paper)

"Short only when the daily trend is down and a lower high forms on the 1h chart. Cover at support or when RSI hits oversold on the entry timeframe. No shorting into strong bullish news days."

Example: session and schedule

"Focus on London and New York overlap. Reduce size or stand aside during low-liquidity Asian hours unless volatility expands. No new entries in the last hour before major macro news."

Example: news-aware

"When news analysis flags high-impact headlines for the pair, do not open new positions until volatility settles. Existing trades may be managed, but no fresh entries into headline risk."

7.Market and timeframe

Trading pair

Select the pair this trader focuses on (for example BTC/USDT or ETH/USDT). Each Personal Trader instance is configured for one pair at setup.

Timeframe

The candle series used for decision-making. Shorter timeframes mean more frequent cycles, more opportunities to act, and higher credit use over time.

Trade direction

Choose whether the trader may go long only, short only, or both directions.

8.Self-learning

When enabled, the trader reviews closed trades and feeds lessons back into later decisions, within the guardrails of your strategy and risk settings. You choose when learning runs, for example after every 10 closed trades or at a higher interval if you want less frequent updates.

• Disable self-learning if you want behavior to stay strictly fixed to your written rules
• Use a lower interval (more frequent) when you are actively tuning in paper mode
• Use a higher interval in live mode if you prefer stability over rapid adaptation

9.Technical indicators

Beyond toggling the technical analysis module, you can select which indicators the trader uses when building its evidence. Pick the ones that match your strategy, unused indicators add noise and cost without helping.

10.Settings menu vs chat

All of the above is configured during initial agent setup. After that, some changes are quickest in chat and others should be done in the settings menu.

11.Go deeper