Documentation
Everything you need to know about setting up and managing your trading bots. From basic setup to advanced strategies.
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Getting Started
Welcome to TradingBots!
Follow these simple steps to deploy your first trading bot in minutes.
Step 1: Choose Your Plan
Select a subscription plan that fits your trading needs. Each plan supports different numbers of concurrent bots.
View Pricing PlansStep 2: Connect Exchange
Securely connect your Coinbase API keys. Currently supporting Coinbase only - more exchanges coming soon.
Step 3: Configure Bot
Set your trading pairs, risk parameters, and strategy settings using our intuitive interface.
Step 4: Deploy & Monitor
Launch your bot and monitor performance through our real-time dashboard.
Coinbase API Setup
Secure API Connection
Follow these steps to securely connect your Coinbase Advanced Trade account for automated trading.
Step 1: Access Coinbase Advanced Trade API Settings
1. Log in to your Coinbase account
2. Navigate to Settings → API
3. Click "New API Key"
Step 2: Configure API Permissions
Required Permissions:
- • ✅ View
- • ✅ Trade
- • ❌ Transfer (DO NOT enable for security)
Security Note: Never enable Transfer permissions. This keeps your funds safe even if API keys are compromised.
Step 3: IP Whitelist (Recommended)
For maximum security, whitelist our trading server IPs:
64.226.94.150
164.92.202.21
Leave blank if you prefer not to use IP whitelisting (less secure but more flexible)
Step 4: Download Your API Credentials
After creating the API key, you'll download a file called cdp_api_key.json containing:
Name
Your API key identifier
privateKey
Private key for signing requests (begins with -----BEGIN EC PRIVATE KEY-----)
Note: The Passphrase field has been deprecated in Coinbase Advanced API. Only the Name and privateKey are needed.
Important: Keep this JSON file secure. It contains your private key and cannot be re-downloaded!
Step 5: Connect to TradingBots
In your TradingBots dashboard:
- 1. Go to Dashboard → Bots → Select your bot → Settings
- 2. In "Exchange API Configuration" section, enter your API credentials
- 3. Click "Test Connection" to verify your keys work properly
- 4. Click "Save Settings" to securely transmit keys to your isolated bot
One-Time & Forget: Your API keys are transmitted once directly to your isolated bot container and are never stored anywhere in our systems. Each bot runs in an isolated container environment with strict network policies. It never accepts inbound connections — all communication is outbound-only, exclusively to the exchange APIs.
Connection Successful!
Once connected, you can deploy any of our trading bots to your Coinbase Advanced Trade account. All trades will be executed automatically according to your bot configurations.
Troubleshooting Common Issues
❌ "Invalid API Key" Error
Double-check that you copied the API key correctly without extra spaces.
❌ "Authentication Failed" Error
Verify your privateKey is correctly formatted. Regenerate the API key if needed.
❌ "IP Not Whitelisted" Error
Add our server IPs to your whitelist or disable IP restrictions temporarily.
❌ "Insufficient Permissions" Error
Ensure "View" and "Trade" permissions are enabled for your API key.
Scalping Bot Configuration
Strategy Overview
The Scalping bot runs a multi-factor technical-analysis loop on a single OHLCV stream. A score is built from MA trend, RSI (with a hard min/max gate), MACD momentum, Stochastic, volume confirmation, and ATR volatility; a buy is triggered when the score crosses the configured threshold.
Recommended Settings
Candles & Polling
- • Single OHLCV stream (default 15-minute candles)
- • Configurable poll interval: 15s – 30min
- • Indicators: MA, RSI, MACD, ATR, Stochastic, Volume
Risk Management
- • Stop loss: 0.5% – 10% (presets use 1.2% – 2.5%)
- • Take profit: 0.25% – 10% (presets use 0.4% – 1.5%)
- • Optional trailing profit activation
DCA Trading Bot Configuration
Strategy Overview
The DCA (Dollar-Cost Averaging) bot automatically invests a fixed amount at regular intervals, reducing the impact of volatility and building positions over time.
Investment Schedule
- • Configurable interval in minutes
- • From 1 minute up to 2 weeks (20,160 min)
- • Presets: 15min / 30min / 1h / 4h / 12h / 1d / 3d / 1w / 2w
Amount Configuration
- • Fixed amount per interval (in quote currency)
- • Per-bot starting cash budget
- • Automatic cash-balance check before each buy
Momentum Trading Bot Configuration
Momentum Strategy Settings
Momentum Indicators
Multi-factor momentum scoring based on:
- • Rate of Change (ROC) with configurable period
- • MACD (fast / slow / signal) for trend confirmation
- • Short / long SMA crossover
- • RSI as a contextual filter (not a hard threshold)
- • Volatility-adaptive entry / exit thresholds
Position & Risk
- • Volatility-adjusted position sizing (momentum-only)
- • Stop loss & take profit configured per preset
- • Exact ranges exposed in the Momentum settings UI
Swing Trading Bot Configuration
Swing Analysis Parameters
Swing Detection
The strategy identifies local swing highs and lows on the active candle stream:
- • Local peak / trough detection over configurable lookback
- • Swing-high / swing-low breakout signals
- • ATR-based buffer to avoid noise-level triggers
Candles & Execution
- • Single OHLCV stream (default 15-minute candles)
- • Configurable poll interval
- • Targeted at 3–30 day holding windows
Grid Trading Bot Configuration
Grid Setup Parameters
Grid Geometry
The grid centres on the current price and places buy / sell levels symmetrically around it:
- • Grid size: price delta between levels (default 0.004 of price)
- • Configurable number of grid levels
- • Re-centres when price drifts by 2 levels
Order Management
- • Equal notional size across all grid levels
- • Buys on level hits below price, sells on hits above
- • Automatic grid refresh on drift
Configuration & Settings
Global Settings
Per-Bot Budget & Trade Size
Configure each bot's starting cash and per-trade amount independently. Plan limits cap the number of concurrent bots (Starter: 1, Professional: 3, Enterprise: 5).
Notifications
Email alerts for account security events (2FA, sign-in) and system incidents. Trade-level notifications and SMS alerts are on the roadmap.
API Rate Limits
Automatic, Redis-coordinated rate limiting per exchange endpoint with exponential backoff on 429 responses.
Security Best Practices
Important Security Guidelines
- • Never share your API keys with anyone
- • Use API keys with trading permissions only (no withdrawal). Scope selection is your responsibility — we never verify it on your exchange.
- • Enable IP whitelisting on your exchange account
- • Regularly rotate your API keys
- • Monitor bot activity daily
- • Set up account alerts on your exchange
Analytics & Monitoring
Performance Metrics
Key Metrics
- • Total P&L and ROI
- • Win rate and average trade
- • Maximum drawdown from equity-curve peaks
- • Sharpe ratioper-trade-return proxy, not textbook annualised Sharpe
Real-time Monitoring
- • Live trade execution log
- • Position & holdings tracking
- • Per-bot stop-loss & daily-loss circuit breaker
- • Auto-refresh logs & performance charts