OS Trading Engine
Platform Guide
Agents
Creating Agents

Creating Agents

Creating a trading agent is the first step to automating your trading strategy. This guide will walk you through the simple process of setting up your first agent.

Quick Overview

When you create an agent, you only need to provide:

  • Agent Name - A unique name to identify your agent
  • Stop Loss Strategy - How the agent should protect positions

A simulation wallet is automatically created for testing. Configure a live wallet later when ready.

Don't worry about making the perfect choice! You can change your stop loss strategy and all settings later in Agent Configuration.

Step-by-Step Guide

1. Open the Create Agent Dialog

Click the "Create new agent" button in the sidebar:

Create Agent Button
Create new agent button in the sidebar

The create agent dialog will open:

Create Agent Dialog
Create agent dialog showing name field and stop loss strategy options

2. Enter Agent Name

In the Name field, enter a unique name for your agent:

RequirementDetails
RequiredAgent name cannot be empty
Maximum length255 characters
Examples"My Trading Bot", "Conservative Strategy", "Aggressive DCA Bot"

Choose a name that helps you identify the agent's purpose or strategy.

3. Select Stop Loss Strategy

Choose one of four stop loss strategies:

StrategyDescriptionBest For
Fixed StepperLinear 10% steps - stop loss always 10% behind priceBeginners, predictable behavior
Exponential DecaySmooth exponential curve, loose at low gains, tightens as momentum buildsBalanced trading, volatile tokens
Step-Based Zones5-zone system with different protection levels per zoneVolatility-based trading, structured strategies
CustomManual discrete levels you define with full controlAdvanced users, specific strategies
Stop Loss Strategy Selection
Stop loss strategy selector with all four modes

When you select a strategy, a brief explanation appears below:

Strategy Explanation
Strategy explanation showing how the selected mode works

4. Create Your Agent

Click the "Create Agent" button. Your agent will be created with:

  • Your chosen name
  • Your selected stop loss strategy
  • Default stop loss configuration (-32% default, mode-specific settings)
  • A new simulation wallet (auto-created)
  • Default trading settings (customizable later)

5. Agent Created!

After creation:

  • The agent is automatically selected in the Agent Switcher
  • You're redirected to the Performance Overview page
  • The agent appears in your sidebar's Agent Switcher dropdown

Your agent is now ready to use! You can:

  • View its performance on the dashboard
  • Configure trading settings (stop loss, DCA, etc.)
  • Set up a live wallet for real trading
  • Start receiving and processing trading signals

Default Settings

When you create an agent, these default settings are applied:

SettingDefault Value
Stop Loss
└ EnabledYes
└ Default percentage-32%
└ ModeYour selected strategy
└ Trailing levelsMode-specific defaults
DCA
└ EnabledYes
└ ModeModerate
└ Cooldown1 hour
└ Max count3
Trading Mode
└ DefaultSimulation
└ Live walletNot configured
Other SettingsPlatform defaults

What Happens After Creation

After creating your agent:

  1. Agent is selected - Automatically becomes the active agent in the dashboard
  2. Redirected to dashboard - Taken to Performance Overview page
  3. Simulation wallet created - Ready for testing with virtual funds
  4. Agent appears in switcher - Available in the Agent Switcher dropdown

You can now:

  • View agent performance (currently empty - no trades yet)
  • Configure trading settings (stop loss, DCA, etc.)
  • Set up a live wallet for real trading
  • Start sending trading signals to the agent

Multiple Agents

You can create multiple agents with different strategies:

FeatureDetails
IndependenceEach agent operates independently
WalletsEach agent has its own wallet (simulation and/or live)
ConfigurationEach agent has its own configuration (stop loss, DCA, etc.)
SwitchingUse the Agent Switcher to switch between agents

Use cases:

  • Test different strategies side-by-side
  • Separate strategies for different token types
  • Different risk profiles (conservative vs. aggressive)

Common Questions

Can I change the agent name later?

Yes! You can rename your agent in Agent Configuration.

Do I need to configure a wallet immediately?

No. A simulation wallet is automatically created for testing. Configure a live wallet later when ready for real trading. See Wallets for details.

How many agents can I create?

There's no hard limit on the number of agents you can create. However, due to Jupiter API limits, we suggest keeping it to 2-3 agents max for optimal performance. If you want to pay for a dedicated Jupiter service, you could run hundreds of agents.

Can I delete an agent?

Agent deletion is managed through your agent settings. See Agent Configuration for details.