Automation

A BotManager Add-On

Introduction

With this module you have the possibility to bring some automation into the game in a flexible way.

There is the concept of RuleSets, which must be understood first. Each RuleSet consists of one or more Rules and there are different Types of RuleSets to let them work on Grid Bot, DCA Bot, Deal, Smart Trade or Account Level.

Once you have built your RuleSets, you can assign one or more of these rule sets to each of your accounts and have them checked every few seconds and the desired actions carried out.

It is better illustrated in the following section.

Concept

The very high overview can be seen as follows:

In this example, there are different RuleSets assigned to different accounts. Note that RuleSets can be reused across different Accounts (RuleSet 1 used by Account A and B here).

RuleSet and Rules

Okay, what actually is a RuleSet? Let's talk a little about the structure of a RuleSet.

A RuleSet consists of one or more rules and of course you can give it a name and a description. You also need to specify a "Type". This is important to understand and we will talk about it later.

Each rule contains a Condition and an Action.

There you can see an example of a RuleSet with 3 Rules:

By default all rules are processed in order and when processing, it is first checked whether the condition applies. And if so, then the action is executed.

Whether the condition was true or not, in both cases it continues with the next rule.

If you want processing to stop after a rule condition was true, you can do that by enabling this option:

RuleSet Type

There are 5 different types of RuleSets: Bot, Grid Bot, Deal, Smart Trade, Account

Depending on which type you have chosen, the condition will be checked for all bots or deals.

For example, if you want to change a specific deal, you need a RuleSet of the "Deal" type.

Each type also offers other actions that make sense for that type. An "Add Funds" action e.g. only makes sense on a deal, but not for a bot.

Actions

Available Actions for RuleSet Type "Deal":

Add Funds
Cancel Deal
Do Nothing
Close Deals in Account at market price (All / only negative PnL / only positive PnL)
Close ALL Long Deals in Account at market price
Close ALL Short Deals in Account at market price
Close Deal at market price
Send Notification
Enable / Disable all Bots in Account
Update SL
Update TP
Update Trailing Deviation
Enable / Disable TTP
Update Max Active Safety Trades Count
Update Max Safety Trades Count

Available Actions for RuleSet Type "Bot":

Decrease Max Active Deals
Do Nothing
Increase Max Active Deals
Close Deals in Account at market price (All / only negative PnL / only positive PnL)
Close ALL Long Deals in Account at market price
Close ALL Short Deals in Account at market price
Replace Start Conditions
Send Notification
Update BO
Enable / Disable Bot
Update max price to open deal
Replace Pairs with top X from Cryptobubbles
Update Price Deviation to open SO in %
Enable / Disable all Bots in Account
Update Max Active Deals
Update SO

Available Actions for RuleSet Type "Grid Bot":

Decrease Max Active Deals
Do Nothing
Increase Max Active Deals
Close Deals in Account at market price (All / only negative PnL / only positive PnL)
Close ALL Long Deals in Account at market price
Close ALL Short Deals in Account at market price
Replace Start Conditions
Send Notification
Update Grids Quantity
Update Lower Limit Price
Update Upper Limit Price
Update Quantity per Grid
Update Lower Stop Loss
Update Upper Stop Loss

Available Actions for RuleSet Type "Smart Trade":

Do Nothing
Close Deals in Account at market price (All / only negative PnL / only positive PnL)
Close ALL Long Deals in Account at market price
Close ALL Short Deals in Account at market price
Send Notification
Enable / Disable all Bots in Account
Cancel Smart Trade
Close Smart Trade at market price

Available Actions for RuleSet Type "Account":

Do Nothing
Close Deals in Account at market price (All / only negative PnL / only positive PnL)
Close ALL Long Deals in Account at market price
Close ALL Short Deals in Account at market price
Send Notification
Enable / Disable all Bots in Account

If you need something else, please come to discord and let us know.

Conditions

Each rule can contain as many conditions as you need. You can combine them with AND / OR or group them. You can choose any field of a deal/bot or global available fields like “active deals”, “usdt available”, and many others.

There shouldn't be too much to say here. If the overall expression is true, then the action in this Rule will execute.

Below is a list of the available fields from which you can build your expression.

Available Fields

In addition to all bot and deal properties, there are also some global available fields for each RuleSet Type:

Available USD
Available USDT
Available BUSD
Available BTC
Active Deals (Global)
Active Deals (Account)
Active Deals SO executed in Percent (Global)
Active Deals SO executed in Percent (Account)
Funds locked in DCA bot deals (Global)
Funds locked in DCA bot deals (Account)
Funds locked in DCA bot LONG deals (Global)
Funds locked in DCA bot LONG deals (Account)
Funds locked in DCA bot SHORT deals (Global)
Funds locked in DCA bot SHORT deals (Account)
uPNL of active Bot LONG Deals (Global)
uPNL of active Bot LONG Deals (Account)
uPNL of active Bot SHORT Deals (Global)
uPNL of active Bot SHORT Deals (Account)
Margin Ratio (%) - (only available with valid margin watch subscription)
BTC Price (in $)
Todays Profit USD (Global)
Todays Profit USD (Account)
Total Deal Profit and Loss in USD (24h) (Account)
Total Deal Profit and Loss in USD (3d) (Account)
Total Deal Profit and Loss in USD (7d) (Account)
Accumulated Deal Profit in USD from most recent loss (24h) (Account)
Accumulated Deal Profit in USD from most recent loss (3d) (Account)
Accumulated Deal Profit in USD from most recent loss (7d) (Account)
24hr Change USD (Account)
24hr Change USD % (Account)
Enabled Bot Ids (Global)
Enabled Bot Ids (Account)
Fear and Greed Index
Total Balance (in $)
Total Balance (in BTC)

Compare value with another field's value

If you wish to compare a value of one field with a value from another one, you can easily achieve this goal by switching between value and field:

Custom Expressions

If this is not enough, you can also assemble your very own condition with the help of the custom expression editor. That way you can calculate whatever you want yourself:

Rules Management

Create, Delete and Edit RuleSets
Import and Export RuleSets to a file (this way you can share them with another user)

Go to RuleSet Examples if you want to see more examples.

Automation Panel

That's the place where you assign RuleSets to your account(s) and finally turn it on.

Brief functional description: In this example, 2 accounts were selected. 1 account is linked to 1 rule set. And 2 rule sets are assigned to another account.

The selected accounts are checked one after the other. All active deals/bots/accounts (depend on the RuleSet Type) are run through for each account and checked against each rule of the linked rule set. If the condition is true, then the desired action of this rule is processed. After everything has been processed, there is a pause of 10 seconds. Then the same thing starts all over again.

If the check mark "Simulation only" is set, no changes will be made. Please use this for testing or try new rules on paper trading.

Status Notifications

You can configure this Add-On in such a way that it sends automatic status messages at a certain interval. This way, you don't have to manually check your BotManager instance to see if the Add-On is up and running.

You have to integrate your Discord or Telegram first.

To enable the Notification, click Notification Settings in the Automation Menu.

Turn on the Status Notification and choose a desired interval in which you would like to receive the notification. The minimum value is 1 Minute and max is 1 Day (1440 Minutes).

If you click the Test Button, you should immediately see the message on your Discord channel: