Basic Configuration
Before creating triggers or trading groups, you need to populate the system's lookup dictionaries via the Basic Config page in the admin dashboard.
These dictionaries define the vocabulary the rest of the system uses.
Markets
A market defines the broad asset class. Examples:
| Name | Description |
|---|---|
crypto | Cryptocurrency markets (Binance, etc.) |
forex | Foreign exchange (OANDA, etc.) |
stocks | Equity markets |
Symbols
A symbol is a specific tradeable instrument within a market. Examples: BTCUSDT, ETHUSDT, EURUSD.
Intervals
An interval sets the primary timeframe for the trading group's analysis. Examples: 1m, 5m, 15m, 1h, 4h, 1d.
Providers
A provider is an LLM API integration. You configure the provider name and the API key. Members of trading groups reference a provider + model combination.
Supported provider types include OpenRouter, LiteLLM-compatible endpoints, and gpt4free.
Roles
Roles define the function of each AI member inside a trading group.
| Role Code | Function |
|---|---|
group_leader | Synthesizes opinions, makes the final BUY/SELL/NO_TRADE decision. At least one required. |
technical_analyst | Analyzes price action, chart patterns, and indicators |
news_analyst | Interprets news events and macro impact |
risk_analyst | Evaluates position sizing, risk/reward, and exposure |
experience_retriever | Surfaces relevant past trade lessons (future capability) |
Every trading group must have at least one member with the group_leader role. The service will refuse to process events if no leader is found in the group configuration.
Recommended setup order
- Add markets → Add symbols → Add intervals
- Add at least one provider (you'll need an API key)
- Add roles (
group_leaderis the minimum) - Proceed to create Triggers and Trading Groups