How to configure the options in the Crypto Hopper Mass Bot Manager configuration

This article explains the configuration settings available in the Bulk Bot Manager. Understanding these settings will help you effectively manage Baseconfig settings across different bots.

What to consider when using the institutional bot management configuration settings

When using the configuration settings, it is important to select one or more bots to ensure that the desired changes are applied. For more information on reviewing bots, see the documentation here.

All actions taken in the Basic Bot Management Configuration tab will update the Baseconfig settings or change the open position selling settings of all selected bots simultaneously. The same principle applies to deploying templates or duplicating bots.

Configuration change

The “Change Configuration” setting allows you to change the Baseconfig settings in the selected bots.

Select a configuration

Select the Baseconfig setting you want to change. Available options include:

• Changing the definition of Paper Trading,
• Stock exchange change,
• Change alert settings,
• Change purchase order type,
• Turn Cooldown on/off,
• Turn Auto-merge on/off,
• Quote currency change: If the quote currency is not available on the selected exchange, the quote currency value will not be updated,
• Add currency to allowed currencies: If the selected currency is not available on the selected exchange and in the quote currency, it will not be added to Baseconfig,
• Remove a coin from the honorable,
• Strategy Change: Please note that Hero indicators or AI strategies are only available to Hero subscribers. If you are using an Explorer or Adventurer subscription, new trades will not be opened using these features.
• Enabling Signals Only: If there is a desire to disable Signals Only, this can be done by selecting “Change Strategy.”
• Enable/Disable Trailing Stop-Buy,
• Trailing Buy percentage change,
• Take Profit,
• Change sales order type,
• Selling based on strategy,
• Turn Stop-Loss on/off,
• Change Stop-Loss percentage,
• Enable/Disable Trailing Stop-Loss,
• Trailing Stop-Loss percentage change,
• Turn Auto Close on/off,
• Changing the Auto Close Time: When adjusting the Auto Close time, note that this will also automatically activate the Auto Close feature.
• Enable/Disable Shorting: Ensure that all other Shorting-related settings are manually adjusted in Baseconfig before enabling mass shorting. These settings should be reviewed before proceeding, as no action will be taken unless the Shorting settings have been reviewed first.
• Enable/Disable DCA. Make sure all other DCA settings are manually adjusted in Baseconfig before enabling mass DCA. These settings should be checked before proceeding, as no action will be taken unless the DCA settings are checked first.
• Change DCA order type.

Update configurations

Click “Update Configurations” to apply the customized Baseconfig settings to the selected bots.

Position configuration

The “Position Configuration” setting allows you to change settings for open positions in selected bots.

All currencies

Choose whether to select all currencies or a specific currency for which you want to change the position settings in the selected bots. The changes will be applied to all positions of the selected currency, even if you have multiple positions of that currency in a single bot.

Select a configuration setting.

Select the position setting you want to change on the selected bots. Available options include:

• Holding the position,
• Release of position,
• Take Profit,
• Trailing Stop-Loss activation,
• Trailing Stop-Loss Off,
• Trailing Stop-Loss percentage,
• Arm Trailing Stop-Loss Percentage,
• Stop-Loss activation,
• Stop-Loss shutdown,
• Stop Loss percentage,
• Auto Close,
• Auto Close time.

Update configurations

Click “Update Configurations” to apply the adjusted position settings to the selected bots.

Templates

Defining a “template” allows you to perform template-related actions across multiple bots.

Choose a template

Select a template that you want to deploy across multiple bots.

Slice template

Click “Deploy Template” to use the selected template in multiple bots. Please note that deploying a template will change the names of the selected bots.

Save template

Select one or more bots you want to save as a template and click “Save Template”.

Bot management

Bot management settings allow you to create, duplicate, or delete bots.

New bots

Click “New Bots” to create multiple new bots at once. The process includes the following steps:

1. Choose the number of bots you want to create and which ones you want to connect to the exchange with API Keys or Fast Connect, or enable Paper Trading if you want to trade with simulated funds.
2. Select a template to be used in the new bots.
3. Turn the bot, buying and selling on or off.
4. Click “Create Bots” and your bots will be added to your bots overview.

Clone bots

Select the bots you want to clone and click “Confirm Mass Action.” The selected bots will be added to your bots overview.

Delete bots

Select the bots you want to delete and click “Confirm Bulk Action”. The selected bots will be removed from your bot overview. If you accidentally deleted a bot, you can restore it by going to your overview and selecting “Deleted Bots”.

By understanding and properly using the configuration settings in managing institutional bots, you can effectively manage trading activities across multiple bots, easily delete or create new bots, and make configuration changes in an orderly manner. If you encounter any issues or need further assistance, please refer to the Cryptohopper documentation or contact the support team for assistance.

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