Know the rules behind the bot.

Spot grid: trade within a range

A grid strategy divides a selected range into levels and places orders according to its rules. Repeated price movement may complete trades; a sustained move outside the range can leave the strategy holding an asset that has fallen or underexposed to an asset that has risen.

The chart on our home page is an invented explanation of order levels. It is not market data, a backtest or a suggested configuration.

DCA: distinguish scheduled buying from averaging down

Dollar-cost averaging describes spreading purchases over time. Some bots called DCA or Martingale instead add to a position after adverse moves and aim to exit on a rebound. Those mechanisms create very different exposure.

Check the actual product’s order sizing, safety-order limits and exit rules. Increasing order sizes can exhaust available capital long before a recovery. Lowering an average purchase price does not eliminate a loss.

Rebalancing: maintain target weights

A rebalancing strategy trades to restore portfolio allocations when its triggers are met. It can make allocation management consistent, but it may sell an asset that keeps rising and add to one that keeps falling. Correlated assets can decline together.

Turnover adds fees and can create taxable events. A balanced allocation of volatile assets is still volatile. Check current product availability and documentation in your account.

Futures bots: an additional layer of risk

Futures exposure can involve leverage, margin calls, liquidation and ongoing funding payments. Automated liquidation is not a protective exit at a price you choose. Gaps and thin liquidity can make losses worse.

Do not assume a futures version of a familiar spot strategy behaves the same way. Understand contract terms and collateral before taking exposure.

Before enabling any strategy

• Read the exact current order and exit behavior for that bot.
• Define maximum allocation and the adverse scenario you can absorb.
• Estimate repeated fees, spread and any funding costs.
• Check what happens outside the chosen range and when orders fail.
• Set a review schedule and a reason to stop; avoid increasing risk to recover a loss.
• Check your jurisdiction and product eligibility first.