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On This Page

 * Strategies
 * Specific evaluator configuration
 * Currencies
 * Wildcard
 * Exchanges
 * Trading
 * Reference-market
 * Risk
 * Trader
 * Load trade history
 * Trader simulator
 * Configuration files

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Trading bot
Configuration
Profile configuration


PROFILE CONFIGURATION


STRATEGIES

Default profiles can’t be edited, you can duplicate them to be able to customize
them. On default profiles strategy and trading mode description are displayed
instead of selectors to customize the profile.



When the configured profile is a custom profile, it can be configured, see the
custom profile page


SPECIFIC EVALUATOR CONFIGURATION

Most evaluators and trading modes can be configured.

When it is the case, configuration is possible through OctoBot’s web interface.



This edition interface is generated according to the user inputs of the
evaluator or trading mode to configure. Finds the technical details on the
developers section, in the tentacles configuration docs.

It is also possible to manually edit each configuration file using a text editor
for JSON. When configurable, each evaluator or trading mode has a
NameOfTheRelatedClass.json file in user/profiles/profile_name/specific_config.
Note: this file created in your profile after any change in the default
configuration of the tentacle.


CURRENCIES



OctoBot will trade all the cryptocurrencies listed in its configuration. To tell
which cryptocurrencies to trade, add the currency in the crypto-currencies
section in user/profiles/profile_name/profile.json.

In order to keep OctoBot working at its full potential, we recommend to trade
between 1 and 5 different assets not to use more than 10 to 15 different assets
at the same time, depending on the size of your available funds.


WILDCARD

To tell OctoBot to trade all BTC trading pairs (with BTC as a quote asset), use
the wildcard ”*” instead of a list for “pairs”, directly in your profile’s
profile.json file:

"crypto-currencies":{
    "Bitcoin": {
      "pairs": ["*"],
      "quote": "BTC"
    }
}



A “quote” is required to specify the name of the currency to trade with.


EXCHANGES



For each profile, you can enable the exchanges you want to trade on.

It is also where you can select if you want to use spot or future trading on
those exchanges.


TRADING



OctoBot can process two types of trading:

 * Real trading using your exchanges’ portfolio.
 * Simulated trading using any imaginary portfolio.


REFERENCE-MARKET

The Reference-market parameter defines which currency OctBot should use as a
reference, this reference is used to compute profitability and the portfolio
total value


RISK

Any type of trading has its risk parameter. It is a parameter defining the
behavior of the trader, similarly to a real human trader.

The Risk parameter defines the behaviour of OctoBot in an optimism manner.

It is a value between 0 and 1:

 * A low risk (closer to 0) will make OctoBot a very safe trader with few bold
   moves and mostly small trades. A 0 risk bot is very pessimistic (regarding
   its orders creation) and does not expect big market moves.
 * A high risk (closer to 1) will make OctoBot a very active and heavy trader. A
   1 risk bot is very optimistic (regarding its orders creation) and is
   expecting significant market moves.


TRADER

When the Enabled parameter of the Trader section is set at true, OctoBot will
trade using your real funds from your exchange’s accounts. When false OctoBot
will never any create a real trade.


LOAD TRADE HISTORY

When the load-trade-history parameter is set at true, OctoBot will load the
account’s recent trades for the enabled traded pairs at startup. This allows to
have a view on your account’s trade history. When false, OctoBot will only
historize trades that happen after the bot startup.


TRADER SIMULATOR

Additionally to the real trading system, a trading simulator is available in
OctoBot.

Here is the guide describing the simulator feature of OctoBot


CONFIGURATION FILES

OctoBot configuration is located in the user folder:

 * user/config.json is the global configuration file, mostly used to setup the
   bot exchanges credentials, interfaces and notification settings.
 * user/profiles/ contains all the profiles created and imported in your
   OctoBot.

OctoBot’s web interface allows to easily edit the configuration, however, it is
also possible to manually edit configuration files. Please be careful when
manually editing them or OctoBot won’t be able to read them and wont start. Json
file are readable and editable using any text editor.

ERROR    root <class 'Exception'>: Error when load config



This will appear when a configuration file is not a json valid file.

user/config.json is the technical configuration file of OctoBot, an example is
available on github.

When starting OctoBot, if the user folder is missing or incomplete, it will
automatically be created or completed with default values.

Last updated on September 29, 2024
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