Bot Settings
The Bot Settings section is used to define how a futures trade should be opened and managed after entry.
It opens as a window from the Bot Settings button above the list in Trade Strategies and in Trade Web-Hooks.
Open this section when you want to prepare a reusable trading profile instead of configuring the same parameters again inside every strategy or webhook.
Here you define things such as:
- the size of the first order;
- leverage and position side;
- take profit and stop loss settings;
- the safety-order structure;
- how the trade should be managed after it opens.
Why Bot Settings matter
Bot Settings are one of the core sections in Futures.
They are separated into their own section because the same trading setup can be reused in different places. This makes configuration easier to manage and helps keep trading logic consistent.
Instead of rebuilding the same trade parameters every time, users can create a bot-setting profile once and reuse it where needed.
What users see in this section
The page shows a list of saved bot-setting profiles.
Each profile is a ready-to-use trading setup for a specific account and position side.
The list is useful when you want to:
- compare prepared profiles;
- find the right configuration for a strategy or webhook;
- check which profiles are enabled;
- see each profile's risk at the stop loss (the Orders & Risk column, see If the stop loss fires);
- maintain a library of reusable trading setups.
Like other major Firedrake tables, this section also supports search, sorting, filtering, and layout saving.
Main actions
This section is used for reviewing profiles and managing them.
Users can:
- create a new bot-setting profile;
- edit an existing one;
- clone a profile to create a similar variation faster;
- enable or disable a profile — only enabled profiles can be assigned to a trade strategy;
- delete profiles that are no longer needed.
The section supports both initial setup and ongoing refinement of trading profiles.
General settings
At the top level, Bot Settings begin with the general profile parameters.
This usually includes:
- the account the profile belongs to;
- the profile name;
- whether the profile is for long or short positions;
- whether the profile is enabled and available for use.
These settings help keep configurations organized and easy to reuse.
Position Details
The Position Details area defines the basic structure of the trade.
This includes settings such as:
- position side;
- leverage;
- margin type;
- first order amount.
This area is important because it defines how the trade starts. Even if two strategies work with similar market conditions, they may still require different position settings.
Take Profit and Stop Loss
The Take Profit / Stop Loss settings define the core exit logic of the trade.
This is where users decide how profits should be taken and how risk should be limited if price moves in the wrong direction.
This is one of the most important parts of the profile because it directly affects how the trade will be managed after entry.
The stop loss is measured from the first order
Under the Stop Loss % field there is a note: SL is placed from the first order (FO) price. The stop does not follow the average price. For example, a LONG deal with a 10% stop loss has its stop 10% below the first order's price, however many safety orders fill.
If the stop loss fires
Under the stop-loss field the form shows the If the stop loss fires block. It estimates how much the deal loses if it closes at the stop. The block updates as soon as you change the first order, the grid (including secondary grids) or the stop loss.
| Row | What it shows |
|---|---|
| Position at the stop | How many USDT the position holds when price reaches the stop: the first order plus the safety orders that fill before it, for example "FO + 3 of 5 SO". |
| Average price | How far the average entry price has moved from the first order's price. |
| Stop from the average | The distance from the average price to the stop, %. |
| Loss | The approximate loss in USDT. If the account balance is known, also as a % of the balance. |
The estimate does not include fees or slippage.
Example. A LONG deal, first order 10 USDT, stop loss 15%.
- Without a grid, the stop is the same 15% from the average and the loss is ≈ 1.50 USDT.
- With a grid of 5 SO, a 2% step and martingale 1.5, all five SO fill before the stop:
- position at the stop ≈ 207.81 USDT;
- the average price is 7.25% below the FO;
- the stop is 8.36% from the average;
- the loss is ≈ 17.37 USDT.
The same 15% stop costs almost 12 times more: every SO adds to the position before price reaches the stop.
If the first order is set as a % of the deposit, the estimate takes it from the account's current balance and reminds you that the position and the loss grow with the balance. If the balance is unknown, the minimum FO amount in USDT is used.
If the stop loss is off, the block warns that nothing limits the deal's loss and shows the volume and average price of the whole grid.
In the profile list the same estimate appears in the Orders & Risk column, in the Loss at SL row: the approximate loss and the stop's distance from the average. Hover the row for a tooltip with the position at the stop and the average price.
Stop loss inside the grid
The safety-order grid reaches from the first order down to its last SO, secondary grids included. If the stop loss is closer than that, it closes the deal before the whole grid fills, and part of the grid never fills.
For example, a grid of 5 SO with a 2% step reaches 10% from the FO. With a 7% stop loss the deal closes at the stop after the 3rd SO.
When this happens:
- the form shows a warning under the stop-loss field with the grid's depth and the SO after which the stop fires;
- the profile list shows a ⚠ Stop loss inside the grid badge with a tooltip on hover.
This is a warning, not a block: you can still save such settings. To clear it, set the stop loss beyond the last SO or make the grid shorter.
The risk estimate and the warning work in the mobile version too.
Trailing Stop Loss
The Trailing Stop Loss area is used when users want the protective logic to adjust dynamically as price moves.
Here you define:
- when trailing stop behavior should activate;
- how much distance should be maintained once it is active.
Use it when you want to protect part of the move while still giving the trade room to continue.
Safety Orders Grid
The Safety Orders Grid defines how the trade should be supported if price moves against the original entry.
Use this section when you want a structured averaging approach instead of a single entry order.
A bot-setting profile can include:
- the number of safety orders;
- the spacing between them;
- grid scaling logic;
- the overall capital distribution structure within the trade.
This area affects how flexible or aggressive the trade becomes after the first entry.
With 0 safety orders, a deal is opened with a single entry order. You can still add safety orders to such a deal manually on the Active Bots page.
Secondary SO Grid
One of the advanced Bot Settings features is the ability to use Secondary SO Grid configurations.
You can add additional safety-order grids with their own parameters instead of relying on a single grid structure.
Use this when one averaging pattern is not enough for the price behavior you want to prepare for.
Secondary grids are especially useful when you want:
- more flexibility in position support;
- different order density at different stages of price movement;
- a more customized structure for handling deeper pullbacks.
This advanced feature gives users more control over how the position is supported.
First order of a secondary grid
The first order of a secondary grid is set the same way as the first order of the main grid: as an amount in USDT, as a share of the deposit in percent, or with both fields.
The amount is calculated when the deal opens:
| What is set | First order of the secondary grid |
|---|---|
| Only First Order (USD), for example 100 | 100 USDT |
| First Order % and an amount of 100 USDT | the % of the deposit, but not less than 100 USDT |
| Both 0 | the grid continues the previous one: last order of the previous grid × martingale |
With a percentage set, the amount is required and must be at least 5 USDT: it works as the minimum. An amount of 0 is possible only without a percentage.
The percentage is taken from the wallet balance at the moment the deal opens. As the deposit grows, the secondary grid grows with it, just like the first order of the main grid.
Advanced configurations
Bot Settings also include additional parameters for more specialized scenarios.
These are fine-tuning options that affect trade behavior in less typical situations.
A practical approach is:
- first configure the core position, TP, SL, and safety-order settings;
- then move to advanced options only when there is a clear reason to use them.
TP / TSL steps after safety orders
The more safety orders have filled, the larger the position and the further price has moved from the first entry. Steps let the bot ask for a larger take profit as it averages and start the trailing stop later. The stop loss does not move, so the deal's risk does not grow.
Advanced Configurations has two fields:
- TP step per filled SO — how many percent the take profit grows after each filled safety order;
- TSL trigger step per filled SO — the same for the trailing-stop trigger. The trailing spread does not change.
A value of 0 turns the step off: that percentage stays the same for the whole deal.
Example. TP 2% with a 0.2% step, TSL trigger 1% with a 0.5% step, SL 5%:
| Filled SO | TP | TSL trigger |
|---|---|---|
| 0 (first order only) | 2% | 1% |
| 1 | 2.2% | 1.5% |
| 2 | 2.4% | 2% |
| 5 | 3% | 3.5% |
SL stays at 5% on every level.
Levels table
Under the step fields the form shows a TP / TSL levels block. For every SO, secondary grids included, it shows the offset from the first order and what TP and the TSL trigger become after that order fills. SL is shown under the table: it is the same on every level.
The table is recalculated at once whenever you change TP, the TSL trigger, the steps or the grid settings. For a long grid it shows the entry, the first three SO and the last one; the rest open with "Show all". If both steps are 0, the block is hidden.
How it works:
- The deal level is the number of filled grid safety orders. Orders of the main and secondary grids are counted in a row. Manual orders (Manual Safety Order) do not change the level.
- After each filled SO the bot re-places TP and TSL using the percentages of the new level. TP and the TSL trigger are calculated from the average entry price. SL is placed from the first order price and does not change.
- The percentages for every level are calculated when the deal opens. You can see them in the Safety Orders window on the Active Bots page: each SO shows what TP and the TSL trigger become after it fills.
- Steps from Bot Settings apply to new deals only. For a deal that is already open, steps are changed in the active bot edit window, described in Active Bots.
Step limits: TP from 0 to 2%, TSL trigger from 0 to 2%.
A step needs something to raise. The TP step works only when a take profit is set, the TSL trigger step only when a TSL trigger is set, and both only when the profile has a safety-order grid (at least one SO). Otherwise the step field shows a hint about what to set first. If you set the take profit, the TSL trigger or the number of safety orders to 0, the matching step is reset to 0 automatically.
The last level is limited too. After all safety orders, the take profit must stay at or below 100% (90% for a SHORT) and the TSL trigger at or below 100%. If a step takes a value past its limit, the form does not save and shows after how many SO it happens.
Disable TP on external hedge
One example is the external hedge-related option. Treat it as a specialized setting for users who already have a clear hedge process, rather than as something that should be enabled by default.
Values from the list and your own values
Numeric fields are dropdowns with ready values where you can also type your own number. This covers take profit, stop loss, TSL trigger and spread, safety-order count and step, martingale, dynamic step, first order in percent and the TP and TSL steps.
Your own value is checked at once. If the bot or the exchange does not support it, the field is highlighted and explains which values are allowed. The list itself does not offer values that will not work: for example, on Binance the TSL spread list only has values in steps of 0.1.
| Field | Allowed values |
|---|---|
| Take profit | 0 (off) or 0.01 to 100%; up to 90% for a SHORT |
| Stop loss | 0 (off) or 0.1 to 100%; up to 98% for a LONG |
| TSL trigger | 0 (off) or 0.1 to 100% |
| TSL spread | Binance: 0.1 to 5% in steps of 0.1; Bybit: 0.05 to 10% |
| Safety orders | 0 to 50, whole number; 1 to 50 in a secondary grid |
| SO step and secondary grid offset | 0.01 to 50% |
| Martingale | 1 to 3 |
| Dynamic SO step | 0.8 to 2 |
| First Order % | 0 to 500% |
| TP / TSL steps | 0 to 2% / 0 to 2% |
Up to two decimal places, one for the TSL spread on Binance. The bot rounds prices to the coin's price step, so more precise values change nothing.
Two more checks involve several fields at once:
- TSL trigger and spread go together: both 0 or both above 0;
- for a LONG, the whole grid including secondary grids must be no deeper than 95% from the first order price.
Understanding the final bot configuration
When users review a bot-setting profile, they are evaluating the overall trade structure rather than separate numbers.
Depending on the setup, this may include things such as:
- how much capital the bot may use overall;
- how large the grid may become;
- how far price may need to return for the position to move closer to break-even.
These values help users compare profiles and understand the practical differences between them.
This means:
- bot value helps estimate the total amount of capital that may be used in the setup;
- grid size shows how wide the grid may become if price moves against the entry;
- back to entry helps show how far price may need to return for the position to move closer to break-even.
Where Bot Settings are used
Bot Settings are used across different parts of the Futures section.
They are especially important here:
- Trade Strategies — strategies use Bot Settings to define how trades should be opened and managed; only enabled profiles can be selected in a strategy;
- Trade Web-Hooks — webhooks use Bot Settings to define what should happen after an external signal is received;
- Grid Calculator — the calculator can prepare a result and pass it into Bot Settings through the Create Bot flow;
- Futures Terminal — once a trade is open, users may still view and adjust part of the same logic there.
Bot Settings serve as a reusable set of trade parameters within the Futures module.
Typical workflow
A typical workflow in this section looks like this:
- Create a bot-setting profile for the required account and position side.
- Define the Position Details, such as leverage and first order.
- Add take profit, stop loss, and trailing stop.
- Configure the main safety-order grid.
- Add secondary grids if a more advanced structure is needed.
- Set TP / TSL steps in Advanced Configurations if needed.
- Save the profile.
- Reuse it later in Trade Strategies, Trade Web-Hooks, or Grid Calculator-related flows.
Summary
Use Bot Settings when you want to define in advance how a futures trade should be opened and managed after entry.
This section brings together the main trade parameters: order size, leverage, exit logic, trailing stop, and safety-order structure.
For users who want a more consistent and reusable trading profile, this is one of the key sections in the platform.