Live Trading
Create a trading bot and choose Paper Trading or Live Trading. Per-pair execution config (position, stop-loss / take-profit, max drawdown, etc.) plus a bot-level safety net is set at creation.
Once a strategy and execution config have been validated for the target pair via Run Backtest, you can run them in live or paper through a trading bot. When creating a bot you pick a trading pair and timeframe (we recommend keeping them consistent with the backtest), set the execution config per pair (initial capital, position, stop / target, max drawdown, scale-in, leverage, etc.), and set the bot-level overall take-profit / stop-loss and default leverage as a safety net—the bot's total capital usage is simply the sum of the per-pair initial capital. At runtime the system enforces both layers automatically to avoid oversized per-trade or overall risk. Pick Paper Trading for paper or Live Trading for live. You can create and start the bot via the UI or the AI Agent.
Before trading
- Strategy and per-pair execution config: validated via Run Backtest—the same strategy has been tested on historical data for the target pair, and the per-pair execution config (position, stops / targets, max drawdown, etc.) behaves well; we recommend running Paper Trading for a while before going live.
- Required for live: if you pick Live Trading, you must complete Exchange Config and configure the pair in the system; paper trading doesn't need a real API.
- Two layers of risk control in parallel: the per-pair execution config (stops, targets, position, max drawdown, etc.) and the bot-level safety net (overall take-profit / stop-loss, default leverage) take effect at the same time—the former controls per-trade and per-pair risk, the latter caps the account-wide downside, and either layer's trigger closes positions. See Execution Config, Risk Management.
Two ways to start
Option 1: Via AI Agent
In the AI Agent, say you want to start paper or live (e.g. "Start paper trading on OKX BTC/USDT spot, 1H"); the AI Agent walks you through creating the trading bot and picking the mode (Paper / Live). Afterward you can keep using it to review performance or tune the bot.
Option 2: Via the UI
- From the Strategy Library: find the strategy in the Strategy Library, click "Start Trading" or "Create Bot", then pick the pair, K-line timeframe, mode (paper / live), and the execution config.
- From the trading / bots page: open "Trading Execution" or the bot list, click "Create Trading Bot", bind a strategy per pair and set the K-line timeframe, mode, and execution config before starting.
Trading mode
| Mode | Description | Use when |
|---|---|---|
| Paper Trading | Virtual capital; no real fills | Run for a while after backtest to validate behavior in a live-like environment |
| Live Trading | Real capital; orders on the exchange | Paper passed and the exchange / API are configured |
We recommend Paper Trading first, then Live Trading, and starting live with small capital and strict risk control. See Paper Trading, Live Trading.
Configuration when creating a trading bot
The bot uses a "bot-level + per-pair-level" two-layer configuration, mirroring the backtest structure.
Bot-level configuration (shared across the bot)
| Item | Description |
|---|---|
| Bot name / description | For identification and bookkeeping |
| Exchange | e.g. Binance, OKX; for live trading the exchange API must be configured first in Exchange Config |
| Market type | Spot or futures; decides which pairs and whether leverage can be configured |
| Run mode | Paper Trading or Live Trading |
| Bot-level safety-net risk control | Overall take-profit / stop-loss and default leverage; hitting the overall TP / SL closes the whole bot |
Per-pair configuration (one set per pair)
| Item | Description |
|---|---|
| Trading pair | e.g. BTC/USDT, ETH/USDT; one bot can run multiple pairs at once |
| Timeframe | The pair's main K-line timeframe (we recommend keeping it consistent with the backtest for comparison) |
| Initial capital / margin | Initial capital for spot; initial margin for futures |
| Leverage | Only configurable for futures tasks; ignored for spot |
| Strategy (signals) | Pick a strategy from the Strategy Library; indicator parameters can be tuned specifically for this pair (e.g. swap MA(5)/MA(20) for MA(10)/MA(30))—the changes only affect this pair and don't touch the original strategy in the library |
| Execution config (risk) | Position (fixed amount / percentage), stops / targets, max drawdown, scale-in rules, etc.—see Execution Config |
When a bot manages multiple pairs, each pair holds its own "strategy + execution config", and together with the bot-level safety net they decide entries / exits and risk control. See Risk Management.
Flow overview
Create the trading bot
Fill in the bot name; pick the exchange, market type (spot / futures), and run mode (Paper Trading or Live Trading); set the bot-level safety-net take-profit / stop-loss and default leverage as needed. Live mode requires the exchange API to be configured first in Exchange Config.
Add trading pairs
Add one or more trading pairs to the bot (e.g. BTC/USDT, ETH/USDT); pairs on the same bot share the bot-level settings.
Configure each pair
For each pair, set the K-line timeframe (consistent with backtest is recommended) and the initial capital / margin, pick the strategy to use (with optional per-pair indicator tuning that only affects this pair), then fill in the execution config (position, stops / targets, max drawdown, scale-in, etc.).
Start the bot
Once everything looks right, start the bot; the system runs each pair independently and enforces both layers of risk control automatically. Check state and fills in Trade Statistics and on the monitoring page.
Monitor and adjust
Keep an eye on things through Monitor and the trade records; you can pause, stop, or change parameters (changes require a restart), or ask the AI Agent to analyze performance and suggest adjustments.
Monitoring and management
- Live state: positions, fills, and capital changes—see Live Trading, Trade Statistics.
- Pause / stop: pause anytime (no new entries, current positions kept) or stop and close; after changing parameters, save and restart.
- Alerts: outsized losses, failed trades, and risk-limit hits trigger alerts—see Notification Config.
Tips
- Paper before live: run Paper Trading for a while after the backtest passes, then switch to Live Trading.
- Start small: validate live with small capital first, then scale up once stable.
- Strict risk control: set a sensible execution config (stops, position, etc.)—see Execution Config, Risk Management.
Next steps
- Live Trading — Live execution and monitoring
- Paper Trading — How to use Paper Trading
- Monitor — Observation, analysis, and tuning
- Trade Statistics, Risk Management — Records and risk control