Trading Config Defaults

Every agent has a trading configuration that controls how it trades. This page documents the default values applied when an agent is created.

Overview

The trading configuration is stored as JSON in the database and cached in Redis. It includes settings for:

Purchase Limits - Balance and position size constraints
Signal Filtering - Score thresholds, signal types, and token lists
Stop Loss - Automatic loss protection
Position Sizing - Dynamic position sizes based on balance
Stale Trade - Auto-close stuck positions
DCA - Dollar cost averaging on dips
Take Profit - Partial profit-taking at gain levels

DCA and Take Profit: Both can be enabled on the same agent. The engine evaluates take-profit (on price rises) and DCA (on price drops) independently.

Default Configuration

// packages/shared/src/constants/trading-config-defaults.ts
 
export const DEFAULT_TRADING_CONFIG: AgentTradingConfig = {
  purchaseLimits: {
    minimumAgentBalance: 0.5,
    maxPurchasePerToken: 2.0,
    maxPriceImpact: 0.05, // 5% max slippage
  },
  signals: {
    minScore: 1,              // Accept all signals (1-5)
    allowedSignalTypes: [],   // Empty = accept all types
    tokenFilterMode: 'none',  // Accept all tokens
    tokenList: [],
  },
  stopLoss: {
    enabled: true,
    defaultPercentage: -32,
    mode: 'fixed',
    trailingLevels: [],
  },
  positionCalculator: {
    solBalanceThresholds: {
      minimum: 0.2,
      medium: 5,
      large: 10,
    },
    positionSizes: {
      small: { min: 0.1, max: 0.1 },
      medium: { min: 0.5, max: 1.0 },
      large: { min: 1.5, max: 2.0 },
    },
    randomization: { enabled: true },
  },
  staleTrade: {
    enabled: true,
    minHoldTimeMinutes: 60,
    minProfitPercent: 1,
    maxProfitPercent: 10,
  },
  dca: {
    enabled: false,
    mode: 'moderate',
    levels: [],
    maxDCACount: 3,
    cooldownSeconds: 30,
  },
  takeProfit: {
    enabled: false,
    mode: 'moderate',
    levels: [
      { targetPercent: 50, sellPercent: 25 },
      { targetPercent: 150, sellPercent: 25 },
      { targetPercent: 300, sellPercent: 25 },
      { targetPercent: 400, sellPercent: 15 },
    ],
    moonBag: {
      enabled: true,
      triggerPercent: 300,
      retainPercent: 10,
    },
  },
};

Purchase Limits

Controls when an agent can trade and position sizes.

Setting	Default	Description
`minimumAgentBalance`	`0.5` SOL	Minimum balance required to trade
`maxPurchasePerToken`	`2.0` SOL	Maximum position size per token
`maxPriceImpact`	`0.05`	Max acceptable slippage (5%)

interface PurchaseLimits {
  minimumAgentBalance: number;  // Min SOL balance to trade
  maxPurchasePerToken: number;  // Max SOL per position
  maxPriceImpact?: number;      // Max slippage (0.05 = 5%)
}

Signal Configuration

Filters which signals the agent will act on.

Setting	Default	Description
`minScore`	`1`	Minimum signal strength (1-5). Default accepts all.
`allowedSignalTypes`	`[]`	Signal types to accept. Empty accepted all types.
`tokenFilterMode`	`'none'`	Token filtering: `'none'`, `'blacklist'`, or `'whitelist'`
`tokenList`	`[]`	Token addresses for blacklist/whitelist mode

interface SignalConfig {
  minScore: number;              // 1-5 score threshold
  allowedSignalTypes: string[];  // Empty = accept all types
  tokenFilterMode: 'none' | 'blacklist' | 'whitelist';
  tokenList: string[];           // Token addresses for filtering
}

Token Filter Modes

Mode	Behavior
`'none'`	Accept signals for any token (default)
`'blacklist'`	Accept all tokens except those in `tokenList`
`'whitelist'`	Only accept tokens in `tokenList`

Stop Loss Configuration

Automatic loss protection with trailing stop support.

Setting	Default	Description
`enabled`	`true`	Stop loss active
`defaultPercentage`	`-32`	Default stop loss (-32% from purchase)
`mode`	`'fixed'`	Stop loss calculation mode
`trailingLevels`	`[]`	Custom trailing levels (for custom mode)

Stop Loss Modes

Mode	Description
`fixed`	Linear 10% steps. At 50% gain, stop loss is 40%
`exponential`	Loose at low gains, tighter as profit increases
`zones`	5-zone system with different keep percentages
`custom`	User-defined trailing levels

interface StopLossConfig {
  enabled: boolean;
  defaultPercentage: number;  // Negative = loss from purchase
  mode: 'fixed' | 'exponential' | 'zones' | 'custom';
  trailingLevels: TrailingLevel[];  // Only for 'custom' mode
}
 
interface TrailingLevel {
  change: number;    // Price change % (e.g., 200 = 2x)
  stopLoss: number;  // Keep % of peak (e.g., 90 = keep 90%)
}

Position Calculator

Dynamic position sizing based on agent balance.

Balance Thresholds

Threshold	Default	Description
`minimum`	`0.2` SOL	Below this, don't trade
`medium`	`5` SOL	Threshold for medium sizes
`large`	`10` SOL	Threshold for large sizes

Position Sizes

Category	Min	Max	Trigger
Small	`0.1` SOL	`0.1` SOL	Balance under 5 SOL
Medium	`0.5` SOL	`1.0` SOL	Balance 5–10 SOL
Large	`1.5` SOL	`2.0` SOL	Balance over 10 SOL

interface PositionCalculator {
  solBalanceThresholds: {
    minimum: number;
    medium: number;
    large: number;
  };
  positionSizes: {
    small: { min: number; max: number };
    medium: { min: number; max: number };
    large: { min: number; max: number };
  };
  randomization: {
    enabled: boolean;
  };
}

Randomization

When randomization.enabled is true, position size is randomly chosen between min and max for the applicable tier.

Stale Trade Configuration

Auto-close positions that are stuck with modest gains.

Setting	Default	Description
`enabled`	`true`	Stale trade check active
`minHoldTimeMinutes`	`60`	Minimum hold time (1 hour)
`minProfitPercent`	`1`	Close if profit ≥ 1%
`maxProfitPercent`	`10`	Close if profit ≤ 10%

interface StaleTradeConfig {
  enabled: boolean;
  minHoldTimeMinutes: number;
  minProfitPercent: number;
  maxProfitPercent: number;
}

How It Works

Position is held for at least minHoldTimeMinutes
Current P&L is between minProfitPercent and maxProfitPercent
Position is automatically closed to free capital

💡

Set minProfitPercent to a negative value (e.g., -5) to also close losing positions.

DCA Configuration

Dollar cost averaging - buy more when price drops.

Setting	Default	Description
`enabled`	`false`	DCA disabled by default
`mode`	`'moderate'`	DCA template
`levels`	`[]`	Custom levels (for custom mode)
`maxDCACount`	`3`	Maximum DCAs per position
`cooldownSeconds`	`30`	Min time between DCAs

interface DCAConfig {
  enabled: boolean;
  mode: 'aggressive' | 'moderate' | 'conservative' | 'custom';
  levels: DCALevel[];
  maxDCACount: number;
  cooldownSeconds: number;
}
 
interface DCALevel {
  dropPercent: number;  // Trigger at this % drop (e.g., -20)
  buyPercent: number;   // Buy this % more (e.g., 75)
}

DCA Templates

Aggressive

Tighter levels, more frequent DCAs at -10% drops.

Moderate (Default)

Balanced approach with -20% drop triggers.

Conservative

Wider levels, fewer DCAs at -20% drops.

⚠️

DCA levels are measured from the average purchase price, which updates after each DCA buy.

DCA and Take Profit can both be enabled. The engine supports them simultaneously on the same position.

Take Profit Configuration

Partial profit-taking - sell portions of position as price rises.

Setting	Default	Description
`enabled`	`false`	Take profit disabled by default
`mode`	`'moderate'`	Take profit template
`levels`	(see below)	Take profit levels
`moonBag.enabled`	`true`	Enable moon bag feature
`moonBag.triggerPercent`	`300`	Activate moon bag at 300% gain
`moonBag.retainPercent`	`10`	Keep 10% of original position

interface TakeProfitConfig {
  enabled: boolean;
  mode: 'aggressive' | 'moderate' | 'conservative' | 'moonbag' | 'custom';
  levels: TakeProfitLevel[];
  moonBag: MoonBagConfig;
}
 
interface TakeProfitLevel {
  targetPercent: number;  // Trigger at this % gain (e.g., 50)
  sellPercent: number;    // Sell this % of ORIGINAL position (e.g., 25)
}
 
interface MoonBagConfig {
  enabled: boolean;
  triggerPercent: number;  // Activate at this % gain
  retainPercent: number;   // Keep this % of original position
}

Default Take Profit Levels

Level	Target	Sell %	Cumulative
1	50%	25%	25%
2	150%	25%	50%
3	300%	25%	75%
4	400%	15%	90%
Moon Bag	300%+	—	10% retained

Total: 90% sold + 10% moon bag = 100%

Take Profit Templates

Aggressive

Early profit-taking at 25%, 50%, 100%, 200% gains.

Moderate (Default)

Balanced profit-taking at 50%, 150%, 300%, 400% gains.

Conservative

Higher targets at 100%, 200%, 400%, 600% gains.

Moon Bag

Same as moderate but with 10% moon bag retained permanently.

Take Profit and DCA can both be enabled. The engine evaluates them independently on each price update.

Validation: Total sell % across all levels + moon bag retain % must be ≤ 100%.

Type Definitions

Complete type definitions are in packages/shared/src/types/trading-config.ts.

export interface AgentTradingConfig {
  purchaseLimits: PurchaseLimits;
  signals: SignalConfig;
  stopLoss: StopLossConfig;
  positionCalculator: PositionCalculator;
  staleTrade: StaleTradeConfig;
  dca: DCAConfig;
  takeProfit: TakeProfitConfig;
}

Environment Variables Security Overview