The Edit Bot Form: Every Section at a Glance

The edit bot form holds every setting a bot can use. This reference maps the form section by section, in the order it appears on screen, with a dedicated article covering every setting in each section.

You reach the form from the Bots menu by choosing Create Bot, or by editing an existing bot from the View Bots page (covered in Manage Your Bots from the View Bots Page). The same form also edits Backtick positions; in that context the labels read Backtick Position instead of Bot, and a few live-trading settings are replaced by their backtesting equivalents.

Bot Identification

The basics that identify the bot: its name, the brokerage account it trades in, the strategy its trades report under, and whether it is enabled. The form's action buttons (Update, Reset, Test Run, Run Backtick) also live here.

Full reference: Bot Settings: Bot Identification

Trading Strategy

What the bot trades: the underlying symbol, the Trade Template (Single Leg, Vertical Spread, Condor, or Custom), the number of legs, and structure-level behaviors like Skip AM Expirations, Sell Bidless Longs After Exit, and Efficient Spreads.

Full reference: Bot Settings: Trading Strategy

Position Legs

How each leg of the position is built: option type, long or short, strike targeting, size ratio, and days to expiration, plus global controls that apply one setting across all legs and resolve strike conflicts between legs.

Full reference: Bot Settings: Position Legs

Trade Entry

When and how big the bot enters: Enter By, position sizing, entry speed, days of the week, the entry time window, randomization and sequential delays, and the choice between a Single Entry bot and a Multi-Entry bot with its own list of entry times.

Full reference: Bot Settings: Trade Entry and Multi-Entry

Trade Exit

How winning or aging trades leave: the Timed Exit with its day and time controls, and the three profit target types with their dollar and percentage values.

Full reference: Bot Settings: Trade Exit

Trade Stop

The largest section of the form: stop loss types, the stop controller, stop groupings and triggers, stop speeds and adjustments, trailing stop configuration, and launching a new trade after a stop.

Full reference: Bot Settings: Trade Stop, Trailing Stops, and Launch on Stop

Trade Conditions

Guardrails on entries: daily limits like Max Concurrent Trades and Max Trades Per Day, trade value bounds, credit-or-debit rules, event day handling, and the underlying, VIX, and custom entry filters.

Full reference: Bot Settings: Trade Conditions and Entry Filters

Bot Dependencies

Rules that make this bot react to your other bots: refuse to open, only open, or immediately close based on what other bots are doing today.

Full reference: Bot Settings: Dependencies, Notes, and Webhook Remote Control

Bot Notes

A free-text field for your own notes about the bot. Covered in the same article as Bot Dependencies.

Webhook Remote Control

Enable webhook control for the bot and copy the exact webhook messages that open or close its trades. Covered in Bot Settings: Dependencies, Notes, and Webhook Remote Control, with the workflow guide in Control Bots Remotely with Webhooks.