Docs / User Manual

AutoBadger User Manual

How to operate the app from source setup to live strategy control.

This guide is for day-to-day users. It focuses on practical workflows in the UI: connecting sources, building panel layouts, adding instruments, configuring strategies, and managing live operations.

Start here Go to strategies

Recommended first-time order

  • 1. Connect source and default account.
  • 2. Add Instruments, Orders, and Strategies panels.
  • 3. Add instruments and verify live price stream.
  • 4. Configure and start one strategy.

Quick Start

  1. Open the app dashboard (`/app`).
  2. Open source dialog from the traffic icon and save one active source config.
  3. From `Panels`, add `Instruments`, `Strategies`, and `Orders`.
  4. Add one instrument from `Search Instruments`.
  5. Create or load a strategy, then start it from the strategy row menu.
  6. Save your layout from the top layout menu.

Sources and Accounts

Open source management from the traffic icon in the top-right dashboard area.

Configure Source

Use `Edit Config` and fill `Api Key`, `Secret`, `Node`, and activation options.

Default Account

Use `Account: ...` to select the default account used for strategy legs on that source.

Polymarket Options

Optional `Preferred Hedge Source` and `Prefer Perp Hedge Instrument` are available.

Status Indicator

Green = running, yellow = busy/reconnecting, red = inactive/down.

Panels and Layouts

Use top bar `Panels` menu to add functional views to the docked workspace.

Core set: `Instruments`, `Strategies`, `Orders` is enough for the main workflow.
  • Add panel from `Panels` menu by category (Instrument, Charts, Account, Strategy).
  • Use panel header `Edit Panel` for per-panel grid/view setup.
  • Use top layout menu `Save` to persist current arrangement.
  • Manage templates in `Settings -> Layouts` (add, rename, load, save, delete).
  • Use `Settings -> Settings` for config backup/restore.

Instruments

  • `+` in Instruments panel opens `Search Instruments` for single-add.
  • `Open List` loads predefined groups quickly.
  • `Edit List` opens full list manager to build and maintain groups.
  • Row menu `Edit Instrument` updates multiplier, base symbol, tick and orderbook settings.
  • `Remove Instrument` removes from panel only; `Delete Instrument` removes persisted config.

Strategies

Use the Strategies panel to create, tune, and run strategies.

Strategy Categories

`Spread / Relative Value`, `Directional / Alpha`, `Market Making / Liquidity`, `Arbitrage`, `Execution / Utilities`, `Momentum`.

Order Types

`LIMIT`, `Market`, `FAK`, `FOK`, `POST_ONLY`, `STOP_LIMIT`, `STOP_TRAILING`, `ONAPP`.

01

Click `Add Strategy`, choose category and creation mode.

02

Select template, then configure legs/accounts and parameters in `Edit Strategy`.

03

`Save`, then run via row menu `Start Strategy` (or stop/reset/close via row actions).

Available row actions include `QuickEdit`, `Edit Strategy`, `Clone Strategy`, `Close Strategy Positions`, `Remove Strategy`, and `Delete Strategy`.

Spread Lab Analysis

Use Spread Lab before production setup to analyze symbol relationships and shortlist strategy legs.

  • Open from left menu `Spread Lab` (route `/spread_lab`).
  • Core tabs include `Coint/ADF`, `Co-Move`, `Hedge Fit`, `Kalman Beta`, and `Pair Scan`.
  • Run analysis, shortlist symbols, then build strategy in `Panels -> Strategy -> Strategies`.

Troubleshooting

Source is red or not running

Open source config, verify key/secret/node and `IsActive`, then save and recheck.

Instrument added but no live updates

Verify source health, then remove/re-add the instrument and confirm correct source-symbol pair.

Strategy does not start

Check legs, accounts, source state, node assignment, and schedule settings.

Workspace layout missing after reload

Load the intended layout from top layout menu and save again after rearranging panels.