This is how it shows on the desk.
The first step
Give the agent a name you will recognise later. Everything else — markets, rules, risk — comes next.
Start from a preset, or build one from scratch. You can still change the watchlist, strategy, and risk after you pick.
Toggle the tokenized stocks this agent is allowed to trade. It cannot touch anything outside this list.
How should it look for entries and exits?
These are the boundary it executes inside — not suggestions.
What these do
Position size, daily loss, stop, take profit, and the cash it must leave untouched. Frequency is how often it may act: conservative, balanced, or active.
Capital is used only within the limits you configured.
Funding
This is the cash the agent may deploy. You can add or withdraw later from its page.