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Use Spot execution when the strategy trades owned assets.
Spot mode exchanges one asset for another without intentionally borrowing funds. It still carries market, liquidity, fee, balance, and exchange risk.
How Spot decisions map to orders
- Buy
- Uses the quote asset to acquire the base asset, subject to available balance and order constraints.
- Sell
- Sells available base asset for the quote asset. A strategy cannot sell more freely available quantity than the account permits.
- Close
- Reduces or exits the strategy position according to the engine and execution rules.
- Hold
- Records no new order for that decision. It does not guarantee that existing exposure is risk-free.
Configure Spot execution
- Select Spot in the builder. Confirm that the strategy summary shows the intended mode.
- Choose a connected exchange. The API key needs spot-trading permission and no withdrawal permission.
- Add supported pairs. Read a symbol as base/quote, such as ETH/USDT.
- Set sizing. Confirm percentage versus fixed value and reserve balance for fees, rounding, and simultaneous entries.
- Review order rules. Minimum notional, quantity step, price tick, and available liquidity can change what is executable.
Understand valuation and balances
Quote valuation converts a position into the quote asset for display. It is not necessarily the exact amount obtainable after spread, slippage, fees, and partial fills. Open PnL changes with the latest available price and must be included when interpreting current equity and drawdown.
Reserve operating balance
If several markets can open together, their combined requested value can exceed free quote balance even when each individual order looks small.
Review a failed order
Open the order or position warning and preserve the exact failure reason. Check the connection, free balance, pair orientation, order minimum, asset precision, allowance where applicable, and current network or exchange status. Do not assume a retry is safe until you know whether the first attempt reached the venue.