Guides/Trading Preferences
Beginner
3 min read

Set Up Your Trading Preferences

Configure your risk level, investment limits, and trading settings to match your personal trading style.

1

Go to the Trading Page

Navigate to your trading preferences panel.

  1. Log in to your NeoTrading Bot account
  2. Click Trading in the top navigation bar, or go directly to the Trading page
  3. You'll see the Trading Preferences panel on the left side
2

Choose Your Risk Level

Select a risk profile that matches your comfort level. This controls how aggressively the bot trades.

Conservative

Best for beginners or those who prefer capital preservation.

  • • Max 5% of capital per trade
  • • Max 3 trades per day
  • • No leverage (1x only)
  • • 5% max drawdown before pausing

Moderate

Balanced approach — good for most traders with some experience.

  • • Max 10% of capital per trade
  • • Max 10 trades per day
  • • Up to 3x leverage
  • • 10% max drawdown before pausing

Aggressive

For experienced traders comfortable with higher risk and volatility.

  • • Max 20% of capital per trade
  • • Max 25 trades per day
  • • Up to 10x leverage
  • • 20% max drawdown before pausing
Start with Conservative or Moderate. You can always increase your risk level later once you're comfortable with how the bot performs. It's much easier to increase risk than to recover from losses.
3

Set Your Maximum Investment

Define the total amount the bot is allowed to use across all strategies.

  1. Enter a dollar amount in the Max Investment field
  2. This is the total cap across all strategies — individual strategies will have their own allocated amounts within this limit
Only invest what you can afford to lose. Crypto markets are volatile. A good starting point is an amount that won't affect your lifestyle if lost entirely.
4

Enable Automated Trading

Turn on the master switch to allow the bot to execute trades.

  1. Check the Enable automated trading checkbox
  2. Click Save Preferences

What happens when trading is disabled?

When automated trading is disabled, the bot will still monitor markets and generate signals, but it will not place any orders. This is useful if you want to pause all trading temporarily without stopping individual strategies.

5

Save and Verify

Confirm your settings are saved correctly.

  1. Click Save Preferences
  2. You should see a success notification confirming your settings were saved
  3. The Risk Profile card below will update to show your current risk parameters
You're all set! Your trading preferences are configured. Now you can start a strategy to begin automated trading.