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

Trading Config Export & Load

In the Trading Strategy card header (next to the tab list), two buttons let you export the current agent's config to a file or load another agent's config into the form.

Trading Strategy card header showing Export and Load from Agent buttons

Export to JSON

Button: Export (download icon)

What it does: Downloads the current agent's trading configuration as a JSON file. The filename is based on the agent name (e.g. My-Agent-trading-config.json). The file contains the full config: position sizing, signals, stop loss, DCA, take profit, stale trade, and auto trade settings.

Use cases:

• Backup — Keep a copy of a working config
• Template — Reuse the same config across agents by loading it elsewhere or sharing the file
• Version control — Track config changes over time

Note: Export uses the config currently in the form. If you have unsaved changes, those are what get exported. Save first if you want the last-saved server state.

Load from Agent

Button: Load from Agent (folder-input icon)

What it does: Opens a dialog where you choose another agent.

Load from Agent dialog showing source agent dropdown

When you click Load Config, that agent's trading configuration is fetched and applied to the current form. You can then review or edit the settings and let auto-save persist them to the current agent.

Use cases:

• Copy a strategy — Start from another agent's config and tweak it
• Template agent — Keep one agent as a "template" and load its config into new agents
• Sync settings — Align two agents' strategies without re-entering everything

Behavior:

• Only agents other than the current one appear in the list (you cannot load from the same agent you're editing)
• If you have unsaved changes, the dialog asks you to confirm: loading will overwrite them. Click Load Config again to confirm
• After loading, the form shows the loaded config; auto-save will apply it to the current agent when you're done editing
• You need at least one other agent to use Load from Agent

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 size validation:

• Minimum 0.05 SOL — Both min and max position size (per balance range) must be at least 0.05 SOL. This prevents dust-sized trades.
• Max ≥ min — For each balance category (small, medium, large), the max position size must be greater than or equal to the min. The form will not save if max is less than min.

Default position sizes (SOL):

Balance category	Balance range (SOL)	Min (SOL)	Max (SOL)
Small	0.2 – 5	0.1	0.1
Medium	5 – 10	0.5	1.0
Large	10+	1.5	2.0

Balance boundaries default to: Small from 0.2 SOL, Medium from 5 SOL, Large from 10 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

Take Profit Tab

The Take Profit tab configures automatic partial sales as price increases, locking in gains at predefined milestones.

Take Profit Overview

Take Profit automatically sells portions of your position when price rises above your purchase price (or DCA average). This locks in profits progressively while letting the remaining position continue to benefit from further price increases.

Take Profit Settings

Take Profit configuration showing mode selector, levels, and moon bag settings

Take Profit Modes

Take Profit Behavior

How Take Profit works:

1. Price rises above purchase price (or DCA average)
2. Check if gain percentage matches a take-profit level
3. Calculate sell amount (percentage of original position)
4. Execute partial sale if level is triggered
5. Check moon bag activation if threshold reached

Important:

• Each level sells a percentage of the original position size, not the remaining amount
• If price jumps over multiple levels, all missed levels execute together
• Moon bag is set aside before final take-profit level and held indefinitely
• Stop loss still sells everything, including moon bag

See Take Profit Configuration for complete details.

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 Trade Tab

The Auto Trade tab configures automatic token re-entry when positions close. Add tokens by mint address, toggle each one on or off, and set optional per-token market-cap bounds.

Token tile showing symbol, per-token toggle, and Min/Max Marketcap fields

Auto Trade Overview

When auto trade is enabled and a token in the list is toggled on, the engine automatically re-purchases that token whenever its position closes — regardless of whether the close was triggered by stop loss, take profit, stale trade, or manual action.

Auto Trade Settings

How it works:

1. A position closes for an enabled token
2. The engine checks market-cap bounds (if configured)
3. If the market cap is within range, a new position opens using standard position sizing
4. A background reconciliation loop (every 10 minutes) catches any missed re-entries

Key points:

• New tokens are added in the off state — toggle on when ready
• Market-cap bounds are optional; leave empty for no restriction
• Auto-trade purchases create synthetic Auto-trade signals visible in your Trade Signals page
• All normal execution guardrails apply (balance checks, price impact, etc.)

See Auto Trade Configuration for complete details on re-entry behavior, reconciliation, market-cap policy, and examples.

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