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Bot Builder · Configuration · Browser walkthrough

Build and review a Bot

Bot Builder takes you through system selection, configuration and review. Your chosen system and execution mode determine what the Bot will do, so check both before activation.

simulated activity is simulated. LIVE mode can place real exchange orders when the account, connection and server-side checks allow it.

In this section

Follow the steps for the task you need.

Member pages may ask you to sign in. Page contents and access can vary with your account.

01

Choose the Bot system

Start with the workflow you want the Bot to perform. The Builder presents separate system choices.

  1. Sign in and open Workspace, then Automate and Bot Builder.
  2. Review the available choices: Scanner signal source, DCA, Grid and Market making. Arbitrage has its own workflow and supported routes.
  3. Select one system and continue. Each system has its own configuration fields and behaviour.
Open Bot Builder

02

Configure the workflow

Enter the values that define the selected Bot and check how the chosen mode affects execution.

  1. Review every field shown for the selected system, including market, strategy source, position policy and risk controls where available.
  2. For a Scanner signal source, select the available Scanner strategy, signal engine and timeframe shown in Builder.
  3. Choose simulated while learning the workflow. Confirm the simulated account and selected exchange before continuing.
  4. If you choose LIVE, verify the exchange connection and read the displayed eligibility and risk information first.

03

Save the draft and review it

The review stage is where you inspect the saved configuration before deciding whether to start the Bot.

  1. Choose Save draft & review after completing the configuration.
  2. Check the selected system, market, execution mode, account and risk settings on Review & activate.
  3. Go back and correct any value that does not match your intention.
  4. Choose Activate bot only after the full review. Saving a draft alone does not start a Bot.

04

Check what happened after activation

Use the member Bot pages to distinguish configuration, runtime checks and recorded activity.

  1. Open Bot Activity to review runtime checks and events.
  2. Use Bot Health to see whether the latest runtime record needs attention.
  3. For simulated mode, use the simulated Account to review simulated orders and positions.
  4. If no trade appears, check the Bot status, its selected mode and Activity for the latest result before changing the configuration.
Open Bot Activity
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