AI Trading Agent
Creating and Managing a Strategy
1. Creating a Strategy
Click Create Strategy from your dashboard.
Define your trading strategy using chat prompts or manual parameters:
Select trading pairs
Set leverage limits
Choose indicators
Define trade sizes
Preview the generated strategy and adjust until you are satisfied.
Click Deploy to activate it.
2. Funding Your Agent
Each agent runs through a proxy wallet on-chain.
Step 1: Deposit a small amount of SOL to cover gas fees.
Step 2: Deposit USDC for trading capital.
After funding, transfer USDC from the proxy wallet into the trading wallet.
You can top up or withdraw at any time, but always keep a small SOL balance for fees.
3. Managing & Monitoring
Open the Portfolio tab to view balances, positions, and performance metrics.
Use the chat panel in the terminal to:
Ask questions
Modify risk parameters
Direct the agent to focus on specific tokens
Changes take effect immediately.
Strategy controls:
Edit: Adjust parameters on the fly
Pause: Stops new trades but keeps the strategy state intact
Delete: Permanent removal (withdraw funds first)
4. Chatting With Your Agent
Ask Lumi for updates on:
Current positions
Reasoning behind trades
Adjustments in behavior (e.g., “be more conservative”, “only trade BTC and ETH”).
Use built-in prompts such as:
“Generate a low-risk scalping strategy”
“Design a swing trading setup for SOL/USDC”
Think of Lumi as a trainee trader: give clear instructions, review performance, and refine strategies over time.
5. Pro Tips
Start with simple strategies and low leverage until you are comfortable with how the agent behaves.
Monitor performance regularly—market conditions change and strategies may need adjustment.
Run multiple strategies with different risk levels to diversify and balance your portfolio.
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