Tools Widget
Introduction
The Tools widget gives you quick access to automated trading features directly from the terminal. From here, you can set up a Grid bot to buy low and sell high in a ranging market, launch a Signal bot to trade automatically based on incoming signals (Webhook or by a signal provider), or configure a DCA position (Martingale) to enter and exit your trades in stages. Each tool is designed to help you automate your strategy and manage risk without needing to monitor the market constantly. In this article, we'll walk through what each tool does and how to set it up.
Contents
How to enable the Tools Widget
Why Tools?
Grid Bots
Signal Bots
DCA Position (Martingale)
Warning Messages
Related Articles
How to enable the Tools Widget
The Tools Widget is available from the Widgets menu in the top-right corner of the Trading Terminal. To enable it, simply open the menu and check the Tools option.
Once enabled, the widget displays three options: Grid Bot, Signal Bot, and DCA Position (Martingale).
Why Tools?
Tools is a quick way to create a bot or automated order setup for whatever market and account you already have open in the terminal, instead of going to the Bots page and selecting everything (exchange, account, market) from scratch.
- For Grid bots, this shines once you've already picked a market in the terminal and want to act on it right away. It hands off to a choice between Setup manually (the standard Grid bot configuration screen) and Grid Picks.
- For DCA positions, Tools offers ready-made presets, giving you a quick, sensible starting point instead of building a position from zero. Choose a preset, adjust settings, set your investment, and review/start, all inside the widget.
- For Signal bots, Tools is essentially a shortcut to the bot creation page, since signal bots aren't tied to a specific market in the first place.
Grid Bots
This option starts a Grid Bot setup for the currently selected market. To use a different market, select another trading pair in the Markets Widget or open a new tab and choose the desired market there.
Or click Grid Picks to browse through suggested AI setups across the markets.
The remainder of the setup is identical to the standard Grid Bot configuration. To continue, please refer to the article linked below.
Grid Bot Setup & Configuration Guide
Signal Bots
Selecting Signal Bot will take you to the Signal Bot Setup page. For detailed instructions, see the Signal Bot Setup & Configuration Guide for more details.
DCA Position (Martingale)
What is a DCA preset?
A DCA preset is a pre-configured strategy template for your Dollar-Cost Averaging (DCA) position. Instead of manually setting every parameter, a preset bundles together the key settings, like price step, number of safety orders, order size multiplier, and take profit, into a ready-made configuration based on a particular risk and trading approach. This makes it faster to get started, especially if you're new to DCA bots, while still giving you the flexibility to adjust the parameters afterward if you want a more tailored setup.
Choosing a DCA preset
Once you start a DCA position, the first step is choosing a preset. You can always fine-tune any preset afterward using Adjust parameters.
Three presets are available:
- Steady Climber – A balanced, moderate-risk approach designed for gradual, stable accumulation as price dips. Good for traders who want consistent exposure without overly aggressive averaging.
- Smart Averager – A more adaptive strategy that adjusts order sizing to average your entry price efficiently across market movement.
- Deep Dipper – Built for deeper drawdowns, using a larger price multiplier and larger safety orders to average in during sharper downturns.
Selecting a preset automatically populates the Settings section below (price step, safety orders, order size multiplier, and take profit), giving you a ready-to-use starting point that you can adjust before reviewing and launching your position.
Preset comparison
Setting | Steady Climber | Smart Averager | Deep Dipper |
|---|---|---|---|
Price step | 1.5% | 2% | 1.5% |
Safety orders | 9 | 9 | 9 |
Order size multiplier | 1 | 1.2 | 1.3 |
Price multiplier | 1 | 1 | 1.2 |
Take profit | +1.5% | +3% (Trailing) | +5% |
Understanding the Settings
- Starting price – The reference price the bot uses as the entry point for your DCA position. Your initial order is placed at (or near) this price, and all subsequent price steps and safety orders are calculated relative to it. Use the eyedropper tool to place it directly on the chart or input the price manually. It can also be dragged on the chart for adjustment.
- Price step – The percentage the price needs to drop (from your last order in %) before the bot places the next safety order. A smaller price step means orders trigger closer together; a larger one means the bot waits for a deeper dip before averaging in.
- Safety orders – The number of additional buy orders the bot can place to average down your entry price as the market moves against your initial position. More safety orders give the position more room to average through a prolonged dip. Maximum number of safety order is 9.
- Order size multiplier – The factor by which each subsequent safety order increases in size relative to the previous one. A multiplier of 1 means every safety order is the same size, while a multiplier above 1 means each new order is larger than the last, weighting your average price more heavily toward recent (lower) entries.
- Take profit – The percentage gain (measured from your average entry price) at which the bot will close the position and lock in profit.
- Investment – The total amount of capital you're allocating to this DCA position, including your initial order plus all potential safety orders. You can enter a custom amount or choose from the quick-select options shown, up to your available balance. Click on the number in Available balance to use all. It shows a leveraged amount when trading Futures.
- AI auto fill – Automatically suggests or fills in parameter values (price step, safety orders, multiplier, take profit, etc.) based on market conditions, rather than you needing to set each one manually.
Advanced parameters
8. Trailing Take profit – When enabled, instead of closing the position the moment your take profit target is hit, the bot keeps tracking the price as it continues to rise and only sells once the price pulls back by the trailing percentage you set. This helps capture extra upside in a strong move rather than exiting at the first target.
9. Stop loss – When enabled, the bot will close the entire position if the price falls a set percentage below your average entry price, helping to limit losses if the market doesn't recover.
10. Price multiplier – Works alongside the Price Step setting by scaling how much further apart each subsequent price step becomes. A multiplier above 1 means each safety order triggers at a progressively wider price gap than the one before, rather than at fixed, evenly spaced intervals. For example, with a price step of 2% and a price multiplier of 2 (adding additional 4% away from entry for each order), your orders would trigger roughly at:
- DCA 1: 2% below entry
- DCA 2: 6% below entry
- DCA 3: 14% below entry, etc.
Warning Messages
Stop Loss Too Close
This warning appears when your stop loss is set above the price of your last (deepest) safety order. Since the stop loss must trigger after all safety orders have been placed, it needs to sit lower than your deepest DCA order price, otherwise the trade could hit stop loss before your DCA orders are fully utilized. To fix this, either move the stop loss further away or adjust your safety order settings so the last order sits above it.
Orders Priced Too Low
This warning appears when your Price Step settings are too aggressive, causing one or more safety orders to be calculated at or below a price of 0, which isn't possible. This typically happens with a high price step percentage combined with many safety orders, compounding the price drop with each step until it goes negative. To resolve this, reduce the price step, lower the multiplier, or use fewer safety orders (as suggested by the "Reduce to X safety orders" option).
Related Articles
Grid Bot Setup & Configuration Guide
Signal Bot Setup & Configuration Guide
Position Management and Controls
Smart Orders: Quick Start Guide
Scaled Ladder orders
Updated on: 16/07/2026
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