• Interface: select the external platform you want to connect to.
• Connector name: give the connection a clear, easily recognizable name.
• Symbols: select the assets the robot may trade through this Connector.
• Authentication details: enter the API details requested by the interface or generate the DEX Vault. For a CEX, grant only read and Spot trade access, never withdrawals. Generate the first DEX Vault from your wallet with the Create/Generate button.

• Plan name: give the Plan a clear, easily recognizable name.
• Connector: select which existing connection the Plan should trade through.
• Symbols: select which of the Connector's assets you want to trade in this Plan.
• Strategy: select the strategy that determines trading decisions.
• Always use the latest strategy version: automatically follow new versions of the selected strategy.
• Use AI-optimized version when available: use the available active AI-optimized formula variant.
• Type: BUY/SELL opens and closes positions against the fiat asset; CONVERT rotates capital among selected assets.
• After StopLoss: choose whether the Plan continues, excludes the affected symbol after closing its position, or does not apply StopLoss.
• Portfolio drawdown protection: choose what the robot does when the whole Plan reaches its loss limit.
• Portfolio drawdown limit (%): set the session loss percentage that activates portfolio protection.
• Backtest: simulate on historical data without placing real orders.
• From date: set the first day of the backtest period.
• To date: set the last day of the backtest period.
• Rotated amount: enter the capital assigned to the Plan.
• LOT size: enter the size of one BUY/SELL trade.
• Max invest (%): limit how much of the Plan's capital may be open in each asset.
• BUY cooldown (minutes): set the minimum time between two BUY operations.
• Email me about every trade: receive an email for every executed trade.

• Strategy name: give the strategy a clear, easily recognizable name.
• Description: summarize the market situation, purpose, and behavior for which the strategy was designed.
• Visibility: choose whether the strategy is available only to you (Private), to everyone (Public), or only to selected users (Limited).
• Limited referral IDs: for Limited visibility, enter the referral IDs of users who may access the strategy, separated by commas.
• BUY: enter the position-opening formula; the robot initiates a purchase when the formula evaluates to TRUE.
• BUY test symbol: enter an asset whose current data the Test formula button can use to validate and evaluate the BUY formula.
• SELL: enter the normal position-closing formula; the robot initiates a sale when the formula evaluates to TRUE.
• SELL test symbol: enter an asset whose current data the Test formula button can use to validate and evaluate the SELL formula.
• StopLoss: enter the emergency-exit formula; StopLoss activates when the formula evaluates to TRUE.
• StopLoss test symbol: enter an asset whose current data the Test formula button can use to validate and evaluate the StopLoss formula.

Important formula-writing aid: expand the explanatory calculator table at the bottom of the Strategies page. It contains every available calculator's short name, category, description, possible values, and calculation method. Use the 📋 copy button in its header to copy the complete content—including formula rules and accepted operators—in one step, then give it to an AI to help write a valid BUY, SELL, or StopLoss formula.

Before running a live Plan, verify every formula with the Test formula button and a backtest.