Agent Configuration

The Agent Configuration page allows you to customize your agent's profile information and all trading strategy settings. Changes are saved automatically as you make them.

Overview

The Agent Configuration page is divided into two main sections:

1. Agent Profile - Basic agent information (name, ID)
2. Trading Strategy - All trading configuration settings organized in tabs

Access the page by navigating to Agent Configuration > Profile & Strategy in the sidebar, or visit /dashboard/agent-profile.

Agent Configuration page showing profile and trading strategy sections

Agent Profile Section

The Profile section contains basic agent information that you can modify.

Profile section showing agent name and ID fields

Trading Strategy Section

The Trading Strategy section contains all trading configuration settings, organized in tabs for easy navigation:

Trading strategy section with tab navigation

Position Tab

The Position tab controls how much your agent spends on trades, position sizing, and price impact protection. These settings work together to manage your capital allocation and protect against slippage.

Position Sizing

Controls how positions are sized based on available balance:

Setting	Description	Default
Position Size Percentage	Percentage of available balance to use per position (0-100%). Example: 50% means half your balance per position.	50%
Position Size Percentage (Larger Balances)	Position size percentage when balance exceeds the larger balance threshold. Allows smaller position sizes for larger balances.	25%
Larger Balance Threshold	Balance amount (in SOL) where the larger balance percentage kicks in.	10.0 SOL

How it works:

• If balance is below threshold → Use Position Size Percentage
• If balance is above threshold → Use Position Size Percentage (Larger Balances)

Example:

• Balance: 5 SOL, Position Size: 50% → Each position uses 2.5 SOL
• Balance: 15 SOL, Larger Balance Threshold: 10 SOL, Larger Position Size: 25% → Each position uses 3.75 SOL

Position sizing configuration with balance threshold

Signals Tab

The Signals tab enables you to configure which signals your agent chooses to execute trades on.

Signals Overview

Configure signal filtering to control which trading signals trigger trades for your agent:

• Minimum Signal Strength — Filter signals by strength (1-5)
• Signal Types — Select which signal types to trade
• Token Filter — Blacklist or whitelist specific tokens

See Trading Signals for details on signal filtering.

Stop Loss Tab

The Stop Loss tab configures how your agent protects positions from losses.

Stop Loss Overview

Stop loss automatically closes positions when prices drop to protect your investment. Configure:

• Stop loss mode (Fixed, Exponential, Zones, Custom)
• Default percentage
• Mode-specific settings

For detailed explanations of each mode, see Stop Loss Modes.

Stop loss configuration showing mode selector and settings

Stop Loss Settings

DCA Tab

The DCA (Dollar Cost Averaging) tab configures automatic additional purchases when positions drop in value.

DCA Overview

DCA automatically buys more of a token when its price drops below your average purchase price, lowering your average cost basis.

DCA Settings

DCA configuration showing mode selector and settings

DCA Modes

DCA Behavior

How DCA works:

1. Position drops below average purchase price
2. Check if drop percentage matches a DCA level
3. Verify cooldown period has passed since last DCA
4. Verify max DCA count hasn't been reached
5. Execute DCA purchase if all conditions met

Important:

• DCA only triggers when price is below average purchase price
• Cooldown prevents rapid consecutive purchases
• Max count prevents unlimited DCA purchases
• Each DCA purchase recalculates the weighted average price

Stale Trade Tab

The Stale Trade tab configures automatic closure of positions that haven't met profit targets within a time limit.

Stale Trade Overview

Stale trade detection closes positions that haven't reached their profit target within a specified time period, freeing up capital for better opportunities.

Stale Trade Settings

How it works:

1. Position is created and timer starts
2. If position reaches profit target within time limit → Position stays open (no stale trade)
3. If time limit expires without reaching profit target → Position is closed (stale trade)

Example:

• Profit Target: 20%
• Time Limit: 168 hours (7 days)
• If position doesn't reach 20% gain within 7 days → Position closes automatically

Stale trade configuration showing profit target and time limit

Stale Trade Behavior

Important considerations:

• Stale trade detection applies to all positions regardless of current profit/loss
• Timer starts from position creation, not from last DCA purchase
• Positions that reach the profit target are exempt from stale trade closure
• Stale trades free up capital for new opportunities

Best practices:

• Set profit target based on your typical position gains
• Adjust time limit based on your trading timeframe (short-term vs. long-term)
• Monitor stale trade closures to fine-tune settings

Auto-Save Feature

All configuration changes save automatically:

Save status indicators:

• "Saving..." - Changes are being saved
• "Saved" - Changes saved successfully (displays for 2 seconds)
• "Save failed" - Error occurred, please check your settings

Common Questions