Manual Sign in

Manual

All VIP Trading features in one place. Follow the categories to learn step by step.

First login and profile settings

Log in with the ID and temporary password issued by the administrator, then immediately change your password in your profile to secure your account. This is the first task to complete within 5 minutes before using the screen.

1

Log in with the ID and temporary password received from the administrator.

Enter the ID and temporary password issued by the administrator via Telegram or email into the two input fields on the login page (/login), then press Login.

If the password is in the format of 6 uppercase English letters (e.g., ZXKQPA), it is a temporary password. General user registration is not available; all accounts are issued directly by the administrator.

2

Left sidebar bottom user area β†’ Profile

Immediately after logging in, click the area at the bottom of the left sidebar where Username + Role (VIP) is displayed. You will be taken to the /profile page, where you can manage all personal settings including password changes, email, contact information, and AI API keys.

3

Immediately replace with a new password of 6 or more characters.

On the Change Password card of the profile page, enter the new password twice and click Change Password. A minimum of 6 characters, mixing letters, numbers, and special characters is recommended.

  • While using a temporary password, some features (such as exposing the Telegram token) may be restricted.
  • After changing, the new password takes effect immediately without needing to log in again.
Tip Do not reuse the same password on other exchanges or social media platforms. We recommend using a password manager (such as 1Password or Bitwarden).
4

EmailΒ·ContactΒ·RoleΒ·Last Login Verification

On the profile's Account Information card, verify that your email and contact details are correct. Auto-betting alerts and system notices will be sent through this channel.

Your role is one of vip (general), manager, or admin (administrator). Your role determines the scope of available features.

Tip Last login time is not your access time, please immediately change your password and notify the administrator.
5

Move to Exchange API Registration

Once the login and password have been set up, the next step is exchange API registration. You need an API key from at least one exchange for automated betting and real-time balance inquiries.

Exchange API Registration

Register API keys and secrets from exchanges (Binance, Bitget, OKX, Bybit, etc.) to enroll in VIP Trading. The registered keys enable automated bet placement, real-time balance, and position synchronization.

1

Decide which exchange to connect

Navigate to the left sidebar Live β†’ Exchange Connection (/trading/exchanges). Only exchanges activated by the administrator will be listed in the Exchange Adapter card at the top of the screen.

For beginners, we recommend a latecomer (API-friendly, fast KYC) such as Bitget or Bybit. Binance has Korean IP restrictions, so a separate VPN or a Japanese account may be required.

Tip If you don't see the desired exchange on the exchange page, request activation from the administrator. Only registered adapters can have their keys registered.
2

On the exchange website, issue an API key + secret + passphrase

Log in to the exchange website β†’ Go to the API management menu β†’ Create a new API:

  • Permissions: Check only Read (balance inquiry) + Order (spot/futures). Ensure withdrawal permission is turned off.
  • IP Whitelist: Allow only server IPs provided by the administrator. Use if possible.
  • Passphrase: Required only for OKX and Bitget. Make a separate note.
Tip Withdrawal Permission Never register a key that has withdrawal permission enabled. If the server is compromised, there is a risk of full fund withdrawal. VIP Trading does not use the withdrawal function, so always keep withdrawal permission OFF.
3

Enter in the "Register New API Key" card on the right

On the exchange connection page, in the Register New API Key card, enter the following:

  • Exchange: Select the exchange from which you issued the key above
  • API key / API secret: The values copied from the exchange site
  • passphrase: Enter only for OKX/Bitget; leave blank for other exchanges

Once saved, it will immediately send a ping to the exchange API to automatically verify whether balance inquiry is possible.

Tip The secret is only shown once on the exchange site, so copy it and back it up in a separate secure location. If you lose it, you must revoke the key on the exchange and issue a new one.
4

Check if actual call is possible with the "Test" button

Press the Test button next to the registered key to call the exchange API for balance inquiry. If successful, it will display as βœ“ Connection Successful β€” N Assets.

If it fails, check the following:

  • API key/secret typos β€” re-enter
  • IP whitelist β€” server IP missing
  • Exchange API permissions β€” "read"Β·"trade" missing
  • Passphrase missing (OKX/Bitget)
Tip Only verified keys can be used in auto betting. Failed verification keys are deactivated and shown in gray.
5

If needed, register multiple keys per exchange.

You can register multiple API keys for a single exchange (e.g., main account + sub-accounts). When setting up automated betting, you can select which key to use based on the exchange and symbol combination.

Explore the Dashboard

After logging in, the dashboard (/dashboard) automatically displays your current status at a glance across 9 panels. Familiarizing yourself with what each panel means will make a daily 5-minute check sufficient.

1

Current Open Positions + Real-time PnL

The largest card, Position, is a list of open positions by exchange and symbol. Each row displays Symbol / Side (long/short) / Entry Price / Quantity / Leverage / Unrealized P&L.

Prices are updated every minute using the freshest values from the exchange feed, and unrealized P&L is calculated as (Current Price βˆ’ Entry Price) Γ— Quantity Γ— Β±1 (long=+, short=βˆ’).

Tip You can distinguish live and dry-run positions using the live/dry_run badge. A dry run uses virtual execution, so no real funds are moved β€” see betting modes.
2

Effective Leverage + Margin Usage + Total Exposure

Risk Gauge cards show your risk level at a glance.

  • Effective Leverage: Total Exposure / Total Equity. 1.0 or below is safe, 3.0 or above is risky.
  • Margin Usage: Used Margin / Total Equity. Above 80% risks forced liquidation.
  • Total Exposure: Sum of (Price Γ— Quantity) for all positions.
Tip If the gauge color changes to red (risk), immediately close some positions or add margin.
3

Market News + Fear & Greed Index + AI Market Outlook

Three cards summarize the market environment.

  • Market News: Latest 10 items, sentiment color (positive=green, negative=red).
  • Fear & Greed Index: 0–100 (0=Extreme Fear, 100=Extreme Greed). 70 or above indicates a bubble warning.
  • AI Market Outlook: Short-term / Mid-term / Long-term toggle, with scores and narrative for each horizon.
Tip You can instantly regenerate it with the Update button in AI Market Outlook (AI API key consumption).
4

TRADING ENGINE ON/OFF + AI Health

The Trading Engine card is the master switch for the automated betting bot. When ON, it evaluates the active config every minute and places an order immediately upon signal generation. When OFF, all automated evaluations are paused.

The AI Health card shows the status (up/down/degraded), average latency (ms), and priority of each registered AI provider. Administrators can adjust priority by dragging.

Tip Engine Mode Concept provides a detailed explanation of the precise meaning of ON/OFF and the order of signal processing.
5

Exchange Β· Symbol profit bar chart

Exchange Β· Symbol Profit visualizes the ROE of settled trades from the last 7 and 30 days as per-exchange bars. It shows at a glance which exchanges and symbols are performing well.

Tip If a specific exchange or symbol shows consecutive losses, review the algorithm or parameters of that auto-bet config.

First auto-bet start

Create a single, simplest auto-betting setup with 1 recommendation algorithm + 1 exchange + 1 symbol, and verify it actually works. Start with a dry run (virtual fill) to safely get accustomed, then switch to live trading.

1

Labs Β· Select 1 active algorithm from algorithms

Go to the left sidebar Labs Β· Algorithms (/labs). For new accounts, four recommended algorithms verified by the operations team are automatically activated.

At the top toggle [View All | Active Algorithms], click Active Algorithms to see only the algorithms available to you.

Tip The recommended algorithms are 4 verified seeds. Start with ZeroLag 5-minute trend following first.
2

Real Β· Add New Auto Bet in Auto Bet

Navigate to the left sidebar Live Β· Auto Trading (/trading/auto). Click Add New Auto Trade at the top right.

When the modal opens, select the following:

  • Based on: Algorithm (Portfolio Recipe is for advanced)
  • Exchange / Symbol: The exchange registered above + BTC (most liquid)
  • Algorithm: ZeroLag 5-minute (trend following)
  • Mode: Dry Run (no live trading, virtual execution)
Tip The first auto bet must always start as a dry run. Observe for a few days how the algorithm differs from your expectations, then switch to live trading.
3

Amount Mode + 1-Time Bet Amount + Simultaneous Holding

Same modal's Bet Size section:

  • Amount Mode: Fixed Amount recommended β€” bet the same amount each time. Intuitive.
  • Bet Amount per Trade: 100 USDT (start with a small amount)
  • Max Concurrent Positions: 1 (only one position at a time)
  • Initial Deposit (Virtual): 1000 USDT (dry-run virtual balance)
Tip Betting Mode Concepts explains the difference between fixed and percent, and when to use each in detail.
4

Added to auto-bet list after saving

Press Save to immediately add a new row to the auto-bet list. Make sure the toggle in the Run column is set to on.

Now, every minute, a background task evaluates the algorithm and automatically executes a virtual trade when a signal occurs.

Tip The dashboard trading engine card must be in ON status for automatic evaluation to proceed. If it is OFF, toggle it to ON.
5

Check your transaction history in trading/results in a few hours.

Typically, a 5‑minute trend‑following strategy generates an entry signal about once every 1–3 hours. After waiting briefly, proceed to Live / Bet Results (/trading/results).

Selecting only Dry Run in the top Mode Filter displays only virtual execution results. Clicking on any row shows the entry rationale, chart, and KPI.

Tip If no signal appears, it is not abnormal β€” when the market is moving sideways, even zero signals for several days is normal. Also refer to the Positions not opening FAQ.

Meaning of Trading Engine ON/OFF

The Trading Engine toggle at the top of the dashboard is the master switch for the auto betting bot. You need to understand exactly how it operates when ON and what stops when OFF in order to run it safely.

1

engine = Background bot that evaluates all auto-bet configs every minute

The engine is a background process that runs every minute, iterating through all of your active auto-betting configurations and asking each algorithm, "Is this a good time to enter now?"

Tip The engine is not a heavy task β€” it usually takes 1–5 seconds per scan. No AI call costs are incurred (only algorithmic signals are evaluated).
2

1-minute evaluation + immediate order when signal occurs

When the engine is ON:

  • Every minute, all your active auto-betting configurations are evaluated
  • When the algorithm issues an entry signal, an order is placed on the exchange (virtual execution if in dry-run mode)
  • The order result is recorded in your trade history
Tip The same config is not evaluated multiple times within 1 minute (protected by cooldown). Also refer to the relationship between the positions not opening issue and cooldown.
3

No evaluation triggered β€” existing positions remain unchanged

When the engine is OFF:

  • The active config is preserved as-is β€” not deleted
  • No evaluation occurs every minute, so new entry signals are not processed at all
  • Already open positions remain as they are β€” they are not automatically closed
  • Liquidation signals are also ignored, so positions are held indefinitely unless manually closed
Tip Important: Setting the engine to OFF not only prevents new entries but also blocks automatic stop-loss and take-profit closures for existing positions. Please manually close any positions at risk of significant loss before turning it OFF.
4

When market shock, infrastructure inspection, travel, or other uncontrollable circumstances occur

When OFF is appropriate:

  • Major macro events (FOMC, CPI releases, etc.) β€” algorithms may be caught in unpredictable volatility
  • Infrastructure maintenance β€” risk of erroneous orders when exchange/internet is unstable
  • Extended travel β€” cannot monitor daily
  • During algorithm tuning β€” when testing new parameters in Labs
Tip It is normal to keep it ON under normal circumstances. Remember that OFF means a "special situation." Make a note of why it was turned OFF and when to turn it back ON.
5

OFF β†’ ON activates from the next 1-minute cycle immediately.

If you toggle back to ON, evaluation will resume immediately from the scheduler call at the 0th second of the next minute. This takes effect instantly without any separate command or restart.

The difference between algorithms and recipes

VIP Trading has two decision-making systems β€” Algorithm (quantitative rules based on Pine Script) and Portfolio Recipe (AI-based multi-asset management). They are used for different scenarios and can be selected as the "basis" in automated betting.

1

Single symbol, single candle unit quantitative rule

Algorithm is a quantitative rule written in Pine Script v5. Clear entry and exit conditions, such as "if RSI is below 30 and the closing price is below the Bollinger Band lower line, go long," are expressed in code.

  • Target: Single symbol (BTC only, ETH only)
  • Timeframe: 1mΒ·5mΒ·1hΒ·1d candle units
  • Decision cost: No AI calls, pure quantitative computation
  • Examples: ZeroLag 5-minute (EMA + ZeroLag indicator), Supply-Demand 1-minute (supply/demand reversal)
Tip The algorithm is fast and costs nearly zero. It is no burden even when evaluating dozens of configs every minute.
2

AI-based multi-asset portfolio management strategy

Portfolio Recipe manages multiple assets simultaneously through AI autonomous decision-making. The AI decides at each cycle "how to allocate risk and safe assets under the current macro environment."

  • Target: Multi-asset pool (e.g. BTC + ETH + Gold + USDJPY)
  • Cycle: Daily (1d) or weekly (1w)
  • Decision cost: 2 AI API calls/turn (Stage 1 sentiment + Stage 2 strategy)
  • Example: Risk-aversion macro (Gold/Yen weight↑), trend-following altcoins (ETH/SOL weight↑)
Tip The recipe incurs AI API costs. On a daily basis, it costs approximately 0.05–0.2 USD per turn. Check the cost in the catalog before activation.
3

Determined by time horizon + number of assets + cost budget

Selection criteria:

  • Short-term scalping / intraday (1 minute ~ 1 hour) β†’ Algorithm
  • Daily/weekly asset allocation β†’ Recipe
  • Focus on a single symbol β†’ Algorithm
  • Balance across multiple assets β†’ Recipe
  • Minimize cost β†’ Algorithm (AI calls: 0)
  • AI autonomy / market context reflection β†’ Recipe
Tip You may run both simultaneously β€” e.g., BTC algorithm 1min chart + macro recipe daily.
4

algorithm = bool signal, recipe = weight per ticker

Difference in decision output format:

  • Algorithm: Single signal of long/short/skip. The "bet size" upon entry equals a single bet amount.
  • Recipe: Portfolio weight distribution. E.g., BTC 40%, ETH 30%, Gold 30%. Total capital is divided by ratio for automatic diversification.
5

Select "basis" in the auto bet modal

At the very top of the new "Live Β· Auto Bet" modal, there is a Base radio button.

  • Algorithm: The quantitative rules seen above. Select exchange, symbol, algorithm, and cycle.
  • Portfolio: The recipe seen above. Select recipe, seed capital, and leverage range.

fixed and percent betting modes

Determines how to set the amount for each auto bet β€” choose between a fixed absolute amount (fixed) or a set percentage of the balance (percent). This depends on your account size and risk management style.

1

Same absolute amount on every bet

fixed: Fixed amount, e.g., "100 USDT per entry." The bet amount remains unchanged even if the balance increases or decreases.

  • Advantage: Intuitive. Profit/loss calculation is clear.
  • Disadvantage: Capital efficiency does not increase even as the account grows (profits accumulate but the same amount is bet).
  • Suitable for: Small accounts (under 1000 USDT) Β· Beginners Β· Setting a fixed loss limit.
Tip When starting with a dry run, a fixed amount of around 100 USDT is reasonable. It makes result analysis easy and profit/loss intuitive.
2

Bet N% of the balance each time

percent: "10% of balance per entry". As the balance grows, the bet amount increases proportionally.

  • Advantage: Capital efficiency ↑. As the balance increases, the bet size automatically increases, creating a compounding effect.
  • Disadvantage: If the balance decreases, the bet size also decreases, potentially slowing recovery.
  • Suitable for: A proven capital base (5000 USDT or more) with willingness to compound.
Tip percent 5~10% is the safe zone. Anything above 20% carries the risk of significant loss from a single mistake β€” not recommended.
3

Real trading uses exchange balance, dry run uses virtual cash.

In percent mode, what "balance" refers to differs by mode.

  • Live + percent: N% of the exchange USDT balance. Balance is queried via the exchange API at the time of order placement.
  • Dry run + percent: N% of the available dry run cash. Starts from the "initial deposit" entered during setup, and changes dynamically based on entries and exits.
Tip In a dry run, setting the initial deposit similar to your actual trading seed is necessary for a meaningful simulation.
4

Leverage is separate β€” multiplied by N times on top of the bet amount above

The fixed/percent determines the margin. Actual market exposure is that value multiplied by leverage:

  • fixed 100 USDT + leverage 5x β†’ market exposure of 500 USDT worth of position
  • percent 10% (balance 1000 USDT) + leverage 3x β†’ 100 USDT margin Γ— 3 = 300 USDT exposure

When BTC market price is 60000, 300 USDT exposure = 0.005 BTC quantity.

Tip Profit/Loss Calculation explains exactly how quantity, entry price, and exit price are converted into profit and loss.
5

You can change it anytime in the auto bet edit modal.

You can also modify an existing config. Click the Edit button on the existing row β†’ change the Amount Mode radio β†’ save. The new mode will apply from the next entry (current open positions are unaffected).

Mark price and unrealized P&L

Understanding how the "Current Price" and "Unrealized PnL" on the dashboard position card are calculated, and why they may differ from the actual execution price. Misinterpreting this can lead to meaningless alerts and overreactions.

1

Value used as the market's "fair price

Mark price is the reference price used by the exchange for forced liquidation and unrealized profit/loss calculations. It may differ from the actual bid/ask prices.

VIP Trading uses the exchange ticker or the closing price of the freshest candle as the mark price β€” whichever data point is the most recent is automatically selected.

Tip If the mark price is shown as a value from a few days ago, data collection (/admin/ingest) may be paused. Refer to Troubleshooting.
2

(Current Price βˆ’ Entry Price) Γ— Quantity Γ— Side Sign

Unrealized PnL formula for open positions:

long  PnL = (Current Price βˆ’ Entry Price) Γ— Quantity
short PnL = (Entry Price βˆ’ Current Price) Γ— Quantity

Example: BTC long 0.01 BTC, Entry Price 60000, Current Price 62000:

  • PnL = (62000 βˆ’ 60000) Γ— 0.01 = +20 USDT

This value is immediately reflected in the PnL column of the position card on the dashboard.

Tip Unrealized gains/losses are merely paper profits until liquidation β€” no actual funds have been deposited or withdrawn. Only at the time of liquidation is it finalized as realized P&L.
3

Realized profit and loss is the net value after deducting fees.

Upon liquidation, the realized PnL deducts trading fees from unrealized PnL.

realized PnL = price difference PnL βˆ’ (entry fee + liquidation fee)
            = (price difference PnL) βˆ’ (fee rate Γ— entry price Γ— quantity Γ— 2)

Default dry-run fee rate 0.0004 (0.04%, based on Binance futures taker). For live exchange trading, the actual fee from the exchange API response is used.

Tip The dry-run fee rate can be changed in the fee rate (dry-run) field of the auto-bet modal. Adjust it between 0.0001 and 0.0007 according to the fee schedule of the actual exchange.
4

Quantity is (Margin Γ— Leverage) / Entry Price

If leverage is N times, with the same margin, the quantity becomes N times larger. PnL also becomes N times larger.

Quantity = (Margin Γ— Leverage) / Entry Price
PnL = Price Difference Γ— Quantity = Price Difference Γ— (Margin Γ— Leverage) / Entry Price

Example: Margin 100 USDT, Leverage 5x, BTC entry 60000 β†’ Quantity = 100 Γ— 5 / 60000 = 0.00833 BTC. 1% price increase (60600) β†’ PnL = 600 Γ— 0.00833 = +5 USDT (5% of margin).

Tip Leverage Nx = 1% price change equals N% margin change. At 50x leverage, a 2% adverse move results in forced liquidation.
5

If unrealized losses eat up the margin, forced liquidation occurs.

The exchange automatically liquidates positions when unrealized losses exceed the margin + maintenance margin rate limit. Since VIP Trading does not display the liquidation price, monitor indirectly via the Margin Usage Rate gauge on the dashboard.

  • Margin usage rate below 80% β€” Safe
  • 80~95% β€” Caution (partial position reduction recommended)
  • 95% or above β€” Danger (liquidation imminent)

RSI + Bollinger algorithm backtest

Using the Labs backtest engine, run a single algorithm against historical data to verify its performance. This is a standard workflow for validating algorithm suitability before live trading.

1

Labs Β· Select RSI Bollinger from Algorithm Grid

Go to the left sidebar Labs Β· Algorithms (/labs). In the top market view filter, select Mean Reversion to see mean reversion algorithms such as RSI and Bollinger Bands.

Tip If there is none, you can directly register your own Pine Script by clicking Add Algorithm β€” for detailed supported syntax, refer to View Supported Syntax.
2

Card's "Run Backtest" β†’ Simulation Form

Click Run Backtest at the bottom right of the algorithm card to go to New Simulation (/labs/simulate), where the form opens with the algorithm pre-selected.

3

Symbol Β· Time Range Β· Initial Capital Β· Bet Mode

Key values to enter:

  • Symbol: BTC (most data-rich)
  • Simulation time range: Recommended last 30 days to 3 months
  • Initial capital: 1000 USDT
  • Bet mode: percent 10% or fixed 100
  • Leverage: 1x–3x (verification stage)
Tip If the time range is too long (1 year+), the simulation takes a long time. Start with 30 days to quickly see results, then gradually expand.
4

Simulation start β†’ Queued β†’ Real-time equity curve

When you click Start Simulation, the backtest job is registered in the queue, and the Progress gauge progresses from 0% to 100%. At the same time, the equity curve is drawn in real time on the Chart View tab on the right.

Tip If the progress gauge stalls for a long time, the backend processing may be having issues β€” see Progress is stuck.
5

Final ROE + Win Rate + Trade History Review

After completion, the Result Summary card displays the final ROE, total number of trades, win rate, and maximum drawdown. In the left Trade History tab, click each row for entry and exit pairs β†’ the chart zooms in at a 1:1:1 ratio.

  • ROE > 20%, Win Rate > 50%, DD < 15% β†’ candidate for live trading
  • Negative ROE or Win Rate < 40% β†’ adjust parameters and re-run
Tip Using the same algorithm, backtest across multiple periods and symbols β†’ compare them all at once in Result Analysis.

Macro Report Generation and Interpretation

The AI generates a report analyzing the quarterly macro environment. Rather than simply listing data, it produces output in the style of a securities firm analyst, including judgments such as "Which is more attractive right nowβ€”risk assets or safe assets?

1

Portfolio Β· Go to Macro Report

Go to the left sidebar Portfolio Β· Macro Report (/portfolio/macro-report). Initially, the Create New Report tab is active.

2

Select 1Q to 6Q by quarter

Select the quarter to analyze in the Period Selection UI.

  • Default: Previous quarter (most recent, highest relevance)
  • 2-4Q: Compare recent trends
  • 5-6Q: Long-term trends (longer report, higher cost)

During the selected quarter, a comprehensive analysis is performed on macro trends using sampler 10 tickers + high importance macro events + the 12 hypothesis catalog.

Tip Start with 1-2Q lightly. Expand to 4-6Q if satisfied with report quality.
3

Report Generation" β†’ Progress + ETA display

Press Generate Report to start the AI call.

  • Progress gauge (0–100%)
  • ETA (Estimated Time Remaining): typically 30 seconds to 3 minutes
  • Intermediate stage indicators: β€œReceiving data”, β€œAI reasoning”, β€œQuerying”, etc.

Once completed, the report body will be displayed automatically.

Tip If you request the same period again, it will be displayed immediately as a cache hit (0 AI calls). To force a new generation, create it with a different period and then come back.
4

Section: Summary β†’ Hypothesis β†’ Implications per Asset β†’ Conclusion

Standard Report Structure:

  1. Quarterly Summary: Highlight 3–5 most important macro events
  2. Active Hypotheses: Current OVERWEIGHT / NEUTRAL / UNDERWEIGHT ratings across 12 macro hypotheses (e.g., "Dollar index weakness β†’ OVERWEIGHT gold & emerging markets")
  3. Asset-by-Asset Implications: Stance for each of the 10 sample instruments, including BTCΒ·ETHΒ·goldΒ·USDJPY
  4. portfolio_template: Recommended holds / avoids / hedges JSON
Tip The report is an analysis aid. Do not trade based solely on this; use it as a decision-making tool to compare with your own market view.
5

Print Preview + URL Share

You can save as PDF via Print at the top of the screen. Sharing the report URL (/portfolio/macro-report/{id}) allows other users to open the same report (authentication required).

Recipe simulation comparison

Backtest multiple portfolio recipes over the same period and seed capital to compare which strategy best fits your capital size and risk profile. An essential step before switching to automated betting.

1

Portfolio Β· Candidate selection from recipe catalog

Go to the left sidebar Portfolio Β· Recipe Catalog (/portfolio/recipe). There are 24 seed recipes categorized into 6 categories.

  • Momentum Β· Trend
  • Regression Β· Pair
  • Asset Allocation
  • Hedge Β· Defense
  • Themes Β· Inflation
Tip Select 2-3 candidates that match your market view and give them a try.
2

Add to simulation target with card's active toggle

Turn on the active toggle for the recipe cards to compare. Only active recipes will appear in the dropdown of the new simulation form.

Tip Do not activate more than 3 at a time β€” comparative analysis becomes complicated. Pair comparison of 2 is recommended.
3

Portfolio Β· Run first recipe with new simulation

Portfolio Β· New Simulation(/portfolio/recipe/simulate) Navigate to. Set the following identically:

  • Recipe: Select the first candidate
  • Seed Capital: 10000 USDT (meaningful scale)
  • Period: Daily β€” for quick comparison
  • Leverage Range: 1x–3x (conservative)
  • Duration: Last 90 days

Start Simulation. Completes in 1–3 minutes.

4

Execute the second recipe under the same conditions.

Note the results of the first completed simulation (final ROE, win rate, DD), and run the second candidate with New Simulation under exactly the same seed/period/leverage/duration.

Tip To draw a meaningful conclusion, you must change only one variable at a time β€” if you change both the seed size and the period, you won't know which difference caused the effect.
5

Portfolio Β· Compare Statistics from Simulation History

Portfolio Β· Simulation History (/portfolio/recipe/history). Both simulations created above are displayed. Compare the following:

  • Final ROE: 90-day cumulative return
  • Win Rate: Ratio of profitable trades
  • Drawdown (DD): Maximum loss depth
  • Number of Trades: Activity level
  • Best/Worst Trade: Distribution shape
Tip Don't just look at ROE β€” if DD exceeds 30%, it's hard to endure in actual trading. Stability (low DD) takes precedence over ROE.
6

Set up live auto betting with winner recipes

Once the winner has been determined through comparison, proceed to add a new auto bet (/trading/auto) β†’ Base: Portfolio β†’ Select Winner Recipe β†’ Run in Dry Run mode for 1–2 weeks in real-time β†’ Switch to live trading if satisfied.

Exchange API Key Management

Explains in detail how to register, modify, delete, and verify exchange API keys. Also includes security permission settings and key rotation best practices.

1

Live Β· Exchange Connection (/trading/exchanges)

Main screen consisting of two cards:

  • Registered API Keys: List of keys by exchange + verification status + last test time
  • Register New API Key: Form to add a new key

First Exchange API Registration covers the initial key registration flow. Here, the focus is on operational management.

2

Setting permissions when issuing keys on the exchange site

Exchange-specific permission items:

  • Read: View balances, positions, and market prices β€” MUST be ON
  • Spot trading: Place spot orders β€” Turn ON when using a spot exchange
  • Futures trading: Place futures orders β€” Turn ON when using a futures exchange
  • Withdraw: MUST be OFF
  • Margin: VIP not used β€” OFF
Tip A key with withdrawal permissions enabled could lead to total loss of funds with a single mistake. If withdrawal is needed, it must be handled manually on the exchange site.
3

Check immediate availability with the "Test" button

The Test button next to a registered key makes a single balance inquiry call to the exchange API. Results:

  • βœ“ Connection successful β€” N assets β€” Key valid
  • βœ— Connection failed β€” 401 Unauthorized β€” Key/secret error
  • βœ— Connection failed β€” IP not allowed β€” IP whitelist missing
  • βœ— Connection failed β€” API permission denied β€” Permission settings missing
Tip If you search the error message directly, you can usually quickly find the cause in the exchange docs.
4

Key rotation β€” regularly replacing secrets

Security best practice: Rotate API keys every 3–6 months. Steps:

  1. Generate a new API key on the exchange site
  2. In VIP, edit the existing key β†’ enter the new key + secret
  3. Save β†’ automatic re-verification
  4. Delete the old key on the exchange site

Since the auto-betting config references the key ID, editing alone is sufficient β€” no need to add a new entry.

Tip Temporary verification failure may occur during modification. It is safe to turn off auto betting temporarily on the dashboard.
5

Remove unused keys immediately

Deleting a key from the key list:

  • Immediately removed from VIP DB
  • Auto-betting configs referencing that key will also be temporarily disabled (can be re-enabled after selecting another key)
  • Must also be deleted separately on the exchange site (VIP does not delete the exchange key itself)
6

Multiple keys per exchange (main account + sub account)

You can register multiple keys on a single exchange.

  • Main account key β€” main seed
  • Sub-account key β€” isolate experimental/high-risk strategies

In the auto-betting modal, select which key to use from the Exchange dropdown. Even with the same exchange and symbol, each key operates independently.

AI Provider Priority Management

Adjusts the priority of AI providers used for AI review, macro reports, and recipe simulations. If the first-priority key fails, it automatically falls back to the second and third priorities.

1

Profile β†’ AI API Key Card

In the AI API Key card of /profile, click Manage API Keys. A modal opens showing the list of registered keys and priority β–²β–Ό buttons.

Tip Administrators separately manage the site-wide fallback key at /admin/ai-providers. This is used when there is no user key.
2

Select from Anthropic / OpenAI / Google / Local

In the "New Registration" section:

  • provider dropdown: select from anthropic, openai, google, local
  • API key: key issued from the provider site (e.g., console.anthropic.com)
  • Daily/Monthly call limit: 0 = unlimited, positive number = call count limit
Tip To control costs, it is advisable to set the usage limit to around 100–500. If exceeded, it will automatically fallback to the next priority key.
3

β–² β–Ό buttons to change order

The key list displayed in the modal is in priority order (1st priority at the top). Use the β–² (move up) / β–Ό (move down) buttons in each row to change immediately.

When making a decision, use from 1st priority to active keys in order:

  1. Attempt to call with the 1st priority key
  2. Failure (timeout, rate limit, daily limit exceeded, etc.) β†’ automatic fallback to 2nd priority key
  3. All fail β†’ fallback key managed by the operations team
  4. If that is also unavailable β†’ safe mode (skip without AI result)
4

Verify actual callability with the "Test" button

The test on the key row calls a short phrase ("Say hello") using that key. If the response is normal, a βœ“ mark is displayed. If it fails, an error message is shown.

Tip Always test keys immediately after registration. Placing an invalid key as the top priority will cause a fallback every time, slowing down the first call.
5

When you want to temporarily disable the key

Temporarily OFF with the Active toggle on each key row. The key is not deleted, only excluded from the priority fallback. Toggle back ON to restore immediately.

Tip If the API key limit is exceeded, it may be automatically deactivated (when provider responses 401/429 accumulate). Once the limit resets after a month, manually turn it ON.

Telegram Notification Integration

Create a Telegram bot to receive real-time updates on key VIP Trading events (new proposals, executions, liquidations, forced liquidations, etc.), enabling immediate response even when away from the desk.

1

Chatting with @BotFather on Telegram

Search for @BotFather on Telegram and open the chat. Type /newbot β†’ Answer two questions:

  • Bot name: The name visible to users (e.g., "VIP Trading Alerts")
  • Bot username: Must end with _bot (e.g., vip_alerts_bot) β€” globally unique

BotFather will issue an HTTP API token. Format: 123456789:AAExx.... Save it in a secure place.

Tip Bot username is rejected if already in use. Adding your initials or random characters makes it easier to be unique.
2

Add the bot to the chat room and send 1 message.

Search by bot username β†’ Add to your chat room (direct chat for individuals, invite the bot as a member and grant permissions for groups). Send any message in that chat room.

Call the following URL in your browser:

https://api.telegram.org/bot{TOKEN}/getUpdates

The result[].message.chat.id value in the response JSON is your chat_id.

  • Group: negative number (e.g., -123456789)
  • Individual: positive number (e.g., 987654321)
Tip If the getUpdates response is empty, either no message has been sent to the bot, or the bot lacks sufficient permissions in the group. Please check the chat room again.
3

Real Β· Add Channel in Telegram Alerts

Go to the left sidebar Live Β· Telegram Bot Alerts (/trading/telegram). Click Register New Channel:

  • Name: A label you can recognize (e.g., "My Personal Alerts")
  • Bot Token: The token from step 1 above
  • Chat ID: The chat_id from step 2 above
  • Events: Check the events you want to receive (deselect all = receive all events)
4

Major Event Types

Event Category:

  • position_opened: Upon entering a new position
  • position_closed: Upon closing a position
  • liquidation: Forced liquidation (most important)
  • ai_health_degraded: AI provider status degraded
  • daily_summary: Daily profit/loss summary
Tip Essential: liquidation + position_closed. The rest are up to personal preference. Turning on too many may cause notification fatigue.
5

Test" button to verify actual message sending

When you press Test on the registered channel line, a short test message is sent to the chat room. If the message arrives in Telegram, βœ“ Success.

Tip If messages are not coming, it may be due to a negative/positive chat_id error, or the bot may not have message permissions in the group. Please check the bot permissions again.
6

Personal notifications + shared group management simultaneously

Multiple channels can be registered. Example:

  • Channel 1: Your personal chat β€” all events
  • Channel 2: Friends/team group β€” daily_summary only

Event selection for each channel is independent, so notification branching is flexible.

Theme and language settings

Set the visual theme (dark / light) and language (Korean, English, Japanese, German β€” 4 options) of VIP Trading to your preference. Settings are saved immediately and retained on subsequent logins.

1

Switch dark / light instantly using the πŸŒ™/β˜€οΈ button on the right of the header.

Every page has a πŸŒ™ / β˜€οΈ toggle in the top-right header. Clicking it instantly switches between dark and light. CSS variables update without any page flicker.

  • Dark: deep navy and teal accents. Prioritizes readability and focus β€” suitable for nighttime use.
  • Light: white and blue accents. Suitable for daytime or brightly-lit office environments.
Tip Once selected, the theme is saved in your browser and applied on your next visit. All charts, gauges, and status badges on the dashboard follow the theme tokens, so color consistency is preserved in both modes.
2

Switch between 4 languages instantly using the translate icon button in the header.

The translate icon button in the top-right header opens a dropdown with 4 languages (ν•œκ΅­μ–΄ / English / ζ—₯本θͺž / Deutsch). Selecting one immediately reloads the page with the new language applied.

Tip Language selection is available even when not logged in (on the login page). It is saved in your session and retained after login.
3

Session + user preference DB

The selected language is saved in two places:

  • Session: for immediate application
  • User preference DB: permanent after login, the same language is displayed on other devices and browsers.

In other words, if you switch to English on your work PC, it will still appear in English when you log in from home.

4

What is translated and what is not

Translated items:

  • All UI labels (sidebar, header, buttons, placeholders, status)
  • Manual and help body text
  • AI responses (macro reports, recipe decision narratives)
  • User input content (idea titles, descriptions, recipe names) β€” AI automatic translation

Not translated:

  • URL routes and system enums (e.g., role="admin", side="long")
  • Ticker symbols (BTC, BTCUSDT)
  • Code identifiers
Tip Once translated, user-input content translations are permanently preserved so that identical content is never re-translated.

Automated Betting Setup Guide

Explains in detail all the fields of the automatic bet setting modal. After the initial setup, this is a page you will frequently refer to during the actual operation phase.

1

Algorithm vs Portfolio

Modal top basis radio:

  • Algorithm: Pine Script quantitative rules. Single symbol, short cycle.
  • Portfolio: Recipe-based AI multi-asset. Daily/weekly cycle.

Fields below the modal dynamically change based on selection. See concept difference.

2

Exchange + Symbol + Algorithm (or Recipe)

The Exchange dropdown only displays exchanges for which you have registered API keys. The Symbol dropdown only shows symbols mapped to that exchange.

  • "No mapping" β€” The exchange ticker is not linked to a VIP symbol. Mapping is required in the admin page.
  • "No symbols mapped to this exchange" β€” The exchange adapter is not fetching any tickers.
Tip When requesting a mapping from the administrator, providing both the exchange and symbol speeds up the process.
3

Amount Mode + 1-Time Amount + Simultaneous Holding + Leverage

Amount mode: fixed vs percent (concept).

  • Bet amount per round: absolute value in fixed mode or % in percent mode
  • Max simultaneous positions: limit on the number of positions opened with the same config (usually 1)
  • Leverage: 1~125 (fixed at 1 if spot). Conservative 1~3, aggressive 5~10.
Tip If it's a dry run, also enter the initial deposit. Set the starting value of the virtual balance β€” similar to your actual trading capital.
4

24-hour auto vs time zone setting

Real Operating Time Limit:

  • 24-hour auto: Always runs as long as the engine is ON
  • Custom time zone: e.g. only 09:00~18:00 β€” tailored to Korean market hours or your availability

Multiple time zones can be added: e.g. 09:00~12:00 + 14:00~17:00.

Tip Cryptocurrency trades 24/7, but nighttime volatility (02:00~06:00 KST) is high. During the learning phase, it is safer to exclude sleeping hours.
5

AI Verification Pipeline + Checklist

AI Validation Pipeline checkbox β€” when enabled, AI performs additional review after algorithm signals. When disabled, bets are placed based on algorithm signals as-is.

When the checkbox is enabled, the Checklist section becomes active. Mix the operations team's presets (e.g., "Macro environment suitable", "Sufficient liquidity", "News sentiment positive") with your own custom items.

Tip If the checklist is too strict, 90% of the signals will be rejected, resulting in zero entries. Start with 2–3 light items initially.
6

Executable immediately upon save, automatic evaluation starts when the execution toggle is ON.

Pressing Save closes the modal and adds a new row to the auto-betting list. The Run column of the row contains a toggle.

  • ON: The engine evaluates this config every 1-minute cycle.
  • OFF: Only this config is paused (other configs remain active).

It may be in OFF state right after saving β€” toggle it ON immediately if that is your intention.

Trading Results Analysis

This page explains how to read the KPIs, charts, and tables on the /trading/results page and reflect them in operational decision-making. It is the core screen for the daily 5-minute check.

1

TodayΒ·7-dayΒ·30-day P&L + Win rate

Four KPI cards at the top of the page:

  • Today's Trades / PnL: Number of settled trades since midnight and net PnL
  • 7-Day PnL: Cumulative net over the last 7 days
  • 30-Day PnL: Cumulative net over the last 30 days
  • Win Rate: Winning trades / Total trades

All PnL values are net of fees (realized_pnl column).

Tip If the 7-day PnL is greater than the 30-day PnL, the performance over the past week is better than average. If it is smaller, it signals a slowdown in momentum.
2

Overall vs Real Trading vs Dry Run Separate Analysis

Top mode filter chips:

  • All: All trades
  • Live: Live mode only
  • Dry run: Dry run only

Since mixing dry runs and live trades is meaningless, always filter by one mode before analyzing.

Tip If you are testing a new auto bet in dry run, just check Dry Run. If you are sufficiently satisfied, switch to live trading.
3

30-day daily net PnL bar chart

The chart below the KPI shows the daily net PnL for the last 30 days. Bar colors:

  • Green: Positive day (profit)
  • Red: Negative day (loss)

Observe the overall balance to identify trends. If there are 7 or more consecutive red days, the algorithm needs to be checked.

Tip Separate the dry run and live trading results β€” if the dry run is positive but the live trading is negative, slippage may be the cause.
4

ROE by auto betting setting

The Performance by Config card in the middle section shows, for each auto-betting config:

  • Deposit / Cash / Open Position Value / Assessed Assets
  • Unrealized and Realized P&L
  • Used Margin & Leverage

When there are multiple configs, it provides an intuitive comparison of which config is performing well.

Tip If config has been negative ROE for 30 days or more, deactivate it and analyze the cause through backtesting. The market may have changed, or the algorithm may not be suitable for your capital.
5

Liquidated trades pagination + detail modal

Consolidated transaction history table below:

  • Date/Time Β· Exchange Β· Symbol Β· Mode Β· Side Β· Quantity Β· Entry Price Β· Exit Price Β· Fee Β· Net PnL
  • Pagination (50 records per page)
  • Click each row β†’ Detail modal (including decision rationale)
Tip In the detail modal, you can check both Algorithm rationale and AI rationale. Read the narrative interpretation in Read rationale.
6

CSV Download (Follow-up Task)

Currently for on-screen display only. CSV export will be added later. Temporary workaround: Right-click on the transaction history page β†’ "Save as" β†’ paste the table from the page source into Excel.

AI Health Monitoring

This covers what the AI Health card on the dashboard measures and how to interpret it. If the AI provider becomes unstable, auto-betting and macro reports may be affected.

1

Dashboard AI Health card location

AI Health card on the right side of the dashboard. Displays the status of all registered providers, one row per provider:

  • Provider name (anthropic, openai, etc.)
  • Status dot (green = up, yellow = degraded, red = down)
  • Average latency (ms)
  • Current priority
2

**Definition of up Β· degraded Β· down**

Status criteria:

  • up (green): Recent call succeeded + average latency < 5 seconds
  • degraded (yellow): Some recent calls failed or average latency between 5–30 seconds
  • down (red): Recent consecutive call failures (3 or more)

An automatic health check runs every 5 minutes to update the status and is preserved as a time series.

3

When down, automatically switch to the next priority

When an AI call is needed, the system:

  1. Checks the status of the primary provider
  2. Calls it if the status is up
  3. Falls back to the secondary provider if the status is degraded or down
  4. Fails open (returns original text or default behavior) if all providers fail

This operates automatically without any additional action required from the user. The AI Health card is for monitoring purposes only.

4

If continuously degraded, rotate keys or check limits.

Top-tier provider degraded for several consecutive days:

  • API key limit nearly exhausted β€” check quota on provider's site
  • Provider's own service quality degraded β€” observe for a few more days
  • Network path issue β€” test via VPN/another location if possible

If the problem persists, it is recommended to swap the top-tier provider with the second-tier provider.

5

500ms or less = good, 5000ms or more = slow

Average Latency Interpretation:

  • < 500ms β€” Very Fast (mostly cache hits)
  • 500ms ~ 2000ms β€” Normal (typical LLM response)
  • 2000ms ~ 5000ms β€” Somewhat Slow (large prompt or high load)
  • > 5000ms β€” Slow (significant user-perceived delay)

In AI review for real-time auto betting, if latency is too high, signals may be missed due to timeout. Prioritize fast providers.

Understanding the macro report prompt

Let’s look at what prompts the AI receives to generate macroeconomic reports and what response structure it produces. Understand which aspects of the prompt can be adjusted when the report quality is unsatisfactory.

1

system role + context + instruction + output schema

Basic structure of the macro report prompt:

  1. System role: "You are a global macro trader."
  2. Context: Quarterly OHLC + narrative for 10 sample assets, high-importance macro events, 12 hypothesis catalog
  3. Instruction: Output structure and analysis depth
  4. Output schema: JSON structure specification
  5. Locale suffix: "Respond ONLY in {language}."
2

12 hypothesis catalogs are most important

The 12 hypothesis catalog is a macro thesis maintained by the operations team. Each hypothesis:

  • One-line thesis (e.g., "Weak dollar β†’ Emerging market benefit")
  • 3-5 sentence reasoning chain
  • Quantitative trigger bullets (e.g., "DXY < 100", "Emerging market ETF 5d MA > 200d MA")
  • Invalidation (hypothesis nullification conditions)
  • portfolio_template (JSON holds/avoids/hedges)

The AI matches the hypotheses with current data to determine OVERWEIGHT/NEUTRAL/UNDERWEIGHT β€” that is the core of the report.

Tip Poor hypothesis catalog leads to poor report quality. Keep hypotheses rich in the admin page (/admin/portfolio-macro).
3

The prompt text is the same, with only the locale added at the end.

Multilingual processing method: Keep the prompt body (written in English) as is, and only append the following at the end.

[LANGUAGE]
Respond ONLY in Korean (ko).
All narrative fields, reasoning, and analysis MUST be in Korean.
Keep machine-readable enums, code values, JSON keys, and ticker symbols
in English / original form.

This eliminates the need to translate the prompt body four times, minimizing token costs while keeping only the response narrative in the user's locale.

Tip JSON enum (regime: "bull_run") and ticker symbols (BTC, ETH) are kept in English β€” required for the system's subsequent processing.
4

JSON structure that AI must follow

Example output JSON schema:

{
  "summary": "Quarterly summary narrative",
  "active_hypotheses": [
    {"code": "h_dollar_weakness", "stance": "OVERWEIGHT", "rationale": "..."}
  ],
  "asset_views": [
    {"symbol": "BTC", "stance": "OVERWEIGHT", "narrative": "..."}
  ],
  "portfolio_template": {
    "holds":  ["BTC", "ETH"],
    "avoids": ["JPY"],
    "hedges": ["Gold"]
  }
}
Tip Although the AI rarely violates the schema, it will automatically retry when a JSON parse error occurs occasionally. Report generation fails after 3 unsuccessful attempts.
5

Subjective: whether the narrative aligns with macro facts

Signals of a good report:

  • Accurately cites current market facts (e.g., recent CPI release results)
  • Hypothesis stance is consistent with the data
  • Asset views are specific (BTC: "Forming a 60K low then trend reversal") β€” if too vague (BTC: "Wait and see"), quality is low
  • Portfolio_template is consistent with the active hypothesis
Tip Keep hypothesis catalog incrementally rich β€” as hypotheses increase from 12 β†’ 24 β†’ 36, AI produces more nuanced responses.
6

Re-requests within the same period are cache hits.

If you request the same period again, it will be returned immediately from the cache (AI calls: 0). To force a new generation:

  • Generate once with a different period, then switch back to the original period
  • The cache is automatically invalidated when an administrator updates the hypothesis catalog

Recipe Decision Review

How to review what decisions the portfolio recipe made at each turn and why it made them. This is a key step in judging and tuning recipe suitability.

1

Portfolio Β· Enter simulation from simulation history

Portfolio Β· Simulation History – Click a simulation to review on (/portfolio/recipe/history) β†’ Navigate to the detail page (/portfolio/recipe/simulate/{id}).

2

turn-based decision time series

In the timeline section of the detail page, cards are listed per turn. Each card:

  • Turn number + time
  • AI's viewed context (sentiment narrative + macro events)
  • Decision (enter/hold/close for each asset)
  • Actual execution result (price, quantity, time)
3

**How AI Currently Reads the Market**

Click on Stage 1 sentiment card β†’ Modal:

  • "prompt" tab: Input sent to AI (system role + context)
  • "response" tab: AI's narrative response (free-form text such as "Current risk assets are attractive...")

Check if the narrative aligns with current macro facts. If it deviates, also question the Stage 2 decision-making.

Tip narrative is often too conservative when it contains neutral content like "θ§‚ζœ›". Requesting the operations team to strengthen the prompt.
4

AI’s actual decision-making JSON

Stage 2 strategy card:

  • "prompt" tab: Stage 1 narrative + asset pool + current position status
  • "response" tab: decision JSON
{
  "decisions": [
    {"asset": "BTC", "action": "enter", "side": "long", "weight": 0.4, "leverage": 3, "reason": "..."},
    {"asset": "Gold", "action": "hold", "reason": "..."},
    {"asset": "JPY", "action": "close", "reason": "Risk-off termination"}
  ]
}
Tip Review whether the `reason` field is consistent β€” if the same asset receives a completely opposite decision in the next turn, the prompt is being swayed by short-term noise.
5

Decision β†’ Actual Execution Gap

When AI decisions are not executed as-is:

  • Sum of weights exceeds 100% β†’ Automatically normalized before execution
  • Insufficient liquidity β†’ Partial fill
  • Constraint violation (e.g., maximum concurrent position limit) β†’ Partially ignored

Check the differences in the "Execution Result" section of each turn card.

6

Overall Decision-Making Frequency and Accuracy of the Simulation

Aggregation at the top of the detail page:

  • Total number of turns
  • Action distribution (enter/hold/close each as a percentage)
  • Average weight per asset
  • Final ROE, win rate, and DD

If the "hold" action is 80% or more, the prompt is too conservative β€” market opportunities are being missed. If the "enter" action is 60% or more, it is too aggressive β€” excessive noise entries occur.

How to read the decision rationale

This covers how to read the rationale narrative displayed in the trading details modal at /trading/results. There are two types: algorithmic rationale and AI rationale.

1

Click row in transaction history β†’ detail modal

Click a row in the trading history table at the bottom of /trading/results β†’ a detail modal opens. At the bottom of the modal, there are two buttons: Algorithmic Basis / AI Basis.

2

Reason for quantitative rule signaling

Click Algorithm Rationale β†’ narrative panel opens. Sections:

  • Signal: One-line summary such as "Algorithm X signals LONG entry on BTC"
  • Candle Context: OHLC at entry time + candle direction and close price change rate
  • Algorithm Meta: Algorithm name, code, signal name, parameters
Tip The underlying narrative is displayed in the current locale. If changed to English, it would appear as "X algorithm generated a LONG entry signal..." etc.
3

AI's context and reasoning from review

Only applies to trades in configs where the AI verification pipeline was enabled.

  • AI Call: Which provider/model was called
  • AI Review: Approval/Rejection + reason
  • Raw Data (optional): Full AI prompt and response (for debugging)
Tip If the AI reason is short, like "normal entry signal," it means the AI did not analyze in detail. Increasing the checklist can lead to more specific reasons.
4

Decision Tree for Portfolio-Based Trading

For recipe-based automatic betting, the basis is the following section:

  • Asset Pool: List of items covered in this turn
  • AI Decisions N: Enter/hold/close decisions and reasons for each asset
  • AI Reason: The reason field of the Stage 2 strategy response
5

Check raw JSON when debugging

In the upper right corner of the basis panel, toggle View Raw Data. Exposes the entire payload in JSON format:

  • algo_output_data β€” output generated by the algorithm
  • ai_review_data β€” AI review input and output
  • signal_payload β€” market snapshot at the time of trigger
Tip During operation, narrative is sufficient. Expand raw JSON only when debugging algorithms or tuning AI prompts.
6

Pattern learning β†’ improving next decision-making

If you read 5 to 10 justifications daily, you will start to see patterns in which market conditions the algorithm handles well and where it misfires. This pattern recognition leads to:

  • Decisions on tuning algorithm parameters
  • Strengthening the AI checklist
  • Intuition for interpreting dry-run results before going live

--- Glossary ---

A glossary of frequently used terms in VIP Trading, organized in alphabetical order. If you encounter an unfamiliar term in the manual or on a screen label, quickly look it up here.

A

Algorithm
Quantitative rules written in Pine Script v5. A single-symbol, bar-level decision system. Concept dive.
API Key
Automation authentication credentials issued by the exchange. A pair of api_key + api_secret (+ passphrase). Management guide.
Auto-pilot
Fully automatic mode. AI reviews algorithm signals and enters immediately without user approval. Engine mode.

B

Backtest
Simulates an algorithm or recipe against historical data to measure performance. A verification step before live trading.
Bet Mode
Fixed (fixed amount) or percent (percentage of balance). Determines the size of a single bet in auto-betting. Concept dive.
Bollinger Bands
A price channel formed by a moving average and standard deviation. A representative mean reversion algorithm.

C

Cooldown
A time lock preventing consecutive entries by the same auto-bet config. Usually 5–15 minutes. Prevents noise entries.
Config (Auto-bet)
A single auto-bet setting. A combination of exchange, symbol, algorithm (or recipe), amount, and schedule.

D

Drawdown (DD)
Maximum loss ratio from peak. Below 15% is good, above 30% is risky.
Dry-run
A mode where the VIP server processes virtual fills without actual orders. Testing before live trading. First auto-bet.

E

EMA (Exponential Moving Average)
A moving average that gives greater weight to recent data. A key indicator for trend-following algorithms.
Equity
Total assessed assets = cash + current value of open positions. PnL concept.

F

Fail-open
When an AI call fails, the system continues without stopping, using original text or default behavior. A stability-first policy.
Fear & Greed Index
Quantifies market sentiment from 0 to 100. 0 = extreme fear, 100 = extreme greed. Dashboard.
Fixed mode
The same absolute amount for each bet, regardless of balance fluctuations. Bet modes.

L

Leverage
Multiplier applied to margin. 5x = a 100 USDT margin opens a 500 USDT position. PnL is also multiplied by 5.
Live
Live trading mode. Places real orders via the exchange API. The opposite of dry-run.
Liquidation
When unrealized loss exceeds margin, the exchange automatically closes the position. Maximum risk of capital loss.

M

Macro Report
An AI-analyzed quarterly macro environment report. Includes hypotheses, asset stance, and portfolio template. Practical guide.
Mark Price
The exchange's fair price. Basis for unrealized PnL and liquidation calculations. May differ from the order book price. Concept dive.
Market View
Algorithm classification β€” mean_reversion or trend_following.

P

Percent mode
Bets N% of the balance each time. Proportional to capital β€” compounding effect. Bet modes.
Pine Script
TradingView's algorithm scripting language. v5 is the standard. VIP algorithms are written in a Pine v5 subset.
Position
An open exchange position. Has a direction (long or short), entry price, quantity, and leverage.

R

Realized PnL
Realized profit and loss. Determined at the time of closing, after deducting fees.
Recipe (Portfolio)
An AI-based multi-asset portfolio management strategy. Concept dive.
ROE (Return on Equity)
Return on capital. Cumulative net PnL / seed capital.
RSI (Relative Strength Index)
A momentum indicator from 0 to 100. Below 30 is oversold, above 70 is overbought. A mean reversion entry signal.

S

Sentiment
Output of Recipe Stage 1. AI interprets the current market environment in a free-form narrative.
Side
Direction of a position. Long (expecting price increase) or short (expecting price decrease).
Signal
Decision output from an algorithm. long/short/skip/close.
Slippage
The difference between the displayed price and the actual fill price. Occurs with market orders due to insufficient order book depth.
Sticky Locale
Behavior where the user-selected language is saved in both the session and database, persisting across different devices.

T

Tick
The smallest unit of market data. A single trade event sent by the exchange.
Timeframe
Candle unit. 1m / 5m / 1h / 1d. Optimal timeframe varies by algorithm.
Trading Engine
A bot that evaluates automatically every minute. Master ON/OFF switch. Concept dive.
Trigger Event
A single event where an algorithm generates a signal. Input, output, and AI review are preserved together and viewable via the rationale modal.

U

Unrealized PnL
Unrealized profit and loss. The paper PnL of an open position. Fluctuates until closing.
USDT
Tether (stablecoin). The base currency for exchange balance and bet amounts.

V

VIP
General user role. Has narrower permissions than manager/admin. Can access all standard features including auto-betting and macro reports.

Z

ZeroLag
A modified indicator that reduces EMA lag. A popular indicator in trend algorithms.

The position is not opening.

If auto betting is turned on but there have been 0 positions for several days, check the following causes in order. Most of these are configuration or environment issues; it’s actually rare for the algorithm itself to produce no signals.

1

Check whether the Dashboard Trading Engine is ON

Most common cause. Check the status of the Trading Engine card on the dashboard.

  • Running (green) β€” OK
  • Stopped (gray) β€” Toggle to ON

When OFF, no automated evaluation is carried out. Refer to Engine Mode concept.

2

Auto Bet row "Execute" toggle ON

Check if the Run column toggle for the corresponding config row in /trading/auto is ON. If it is OFF, even if the engine is ON, this config alone will be excluded from evaluation.

Tip config may be toggled OFF immediately after saving. Always switch it to ON right after saving.
3

If it is timezone-specified mode, whether the current time is within the range

If the schedule is set to "Specify time range," the current time must be within the range. Example: If the setting is 09:00~18:00 and it is currently 03:00 in the morning, the evaluation is skipped.

Tip If you first change it to "24-hour auto" and test, the time constraint can be eliminated. After confirming operation, switch back to a designated time zone.
4

Whether the background processing is healthy

If the engine and your auto-bet configurations are all ON but no positions have opened for several days, the background processing may have a temporary issue. Please contact the operations team.

Tip The operations team will check the backend status quickly and update you.
5

If within cooldown after previous entry, skip

Each config has a cooldown (usually 5–15 minutes), so if a new signal occurs too close to the previous entry, it is ignored. Check the recent entry time in the trade history:

  • Last entry was 10 minutes ago + cooldown of 15 minutes β†’ must wait another 5 minutes
6

It might genuinely be a market where signal conditions are not met.

If all 5 steps above are OK but there are 0 orders for several days, the market is likely in a sideways trend. The mean_reversion algorithm works well in a sideways market, but it is normal for trend_following to produce 0 orders.

  • Backtest the same algorithm over 30 days β†’ check the average trade frequency
  • If the average is 3 orders per week and there are 0 orders for several days, it is within normal range
  • If the average is 5 orders per day and there are 0 orders for several days, it is an environment issue

AI responses are too slow.

If macro report generation, recipe simulation, or AI review takes longer than usual, check the provider status or prompt size.

1

Dashboard AI Health Card

First check. AI Health card's top priority provider status:

  • up + delay < 2000ms β€” normal
  • up + delay > 5000ms β€” slow (provider load itself)
  • degraded β€” some calls failing β†’ automatic fallback possible
  • down β€” immediately move to next priority
Tip The meaning of each status is covered in detail in AI Health Monitoring.
2

Moved slow provider to lower priority

If the 1st priority is consistently slow:

  1. Profile β†’ AI API Key Management
  2. Click β–Ό next to the 1st priority key β†’ Set to 2nd priority
  3. Set another fast key (e.g., Claude Haiku) as the 1st priority
3

Check daily/monthly limits on the provider site.

When the provider limit is nearly exhausted, calls are throttled. Check directly on the provider site (console.anthropic.com, etc.):

  • Daily limit 80% or higher β†’ rotate to the next key
  • Monthly limit approaching β†’ prioritize other keys until next month
4

Macro report 6Q has a large prompt.

Macro reports analyzing long quarters can have prompts of 50KB+, which naturally results in slower responses.

  • 1Q: Usually 30 seconds to 1 minute
  • 4Q: 1 to 2 minutes
  • 6Q: 2 to 3 minutes

Start with a short period to quickly check results.

5

VIP server ↔ provider network

Although rare, the network from the VIP server to the provider API may be temporarily slow. Request the administrator to check ping/route.

The language does not change.

If you press the header flag and the language remains the same or only certain areas change, check the following.

1

Browser forced refresh (Ctrl+Shift+R)

After switching the language, the page will reload once. If it does not reload automatically, force refresh:

  • Windows: Ctrl+Shift+R
  • Mac: Cmd+Shift+R
2

If some static area still appears in the old language, ask for a cache clear

Rarely, statically cached areas such as the login page may not switch immediately. Asking the operations team to clear the cache resolves it instantly.

3

localStorageΒ·session storage check

F12 β†’ Application tab β†’ In localStorage, if keys like vip-theme exist, leave them as is. If locale-related keys are stale, delete them:

  • Delete all storage and log in again
  • Delete only specific keys and refresh
Tip localStorage being stale is rare. Since it's session-based, a simple refresh is usually sufficient.
4

Verify the language preference on your profile page

On the profile page, verify that the currently saved language matches what you want. If a different language is saved, reselect, save, log out, and log back in.

5

If a specific area remains in the old language, that area's translation is missing

Example: The header is in English, but the inside of a modal is in Korean. In this case, that area's translation is missing. Report to the operations team with the following information:

  • Page URL
  • Area still in the old language (screenshot)
  • Currently selected language

The fees are too high.

If the total fees are eating into profits in dry runs or live trading, check the following. This occurs particularly often in short timeframe algorithms.

1

Dry-run fee rate setting

The dry-run default fee rate is 0.0004 (0.04%, based on Binance futures taker fee). If your actual exchange has a lower fee (e.g., 0.0002 = 0.02%), change the setting:

  • In the auto betting modal β†’ the Fee Rate (dry-run) field
  • Check the fee schedule for each exchange and enter the exact value
Tip Maker orders (limit orders) are typically half of taker fees. VIP tier exchanges are even lower (Binance VIP 9 = 0%).
2

1-minute chart β†’ switched to 5-minute chart cycle

The 1-minute candlestick algorithm generates many signals, resulting in a very high trading frequency β†’ accumulated fees. Switching to 5-minute or 1-hour candlesticks:

  • Reduces trading frequency to 1/5~1/12
  • Total fees decrease proportionally
  • Signal accuracy remains unchanged (may even improve due to less noise)
3

Enter only 50% of the algorithm signal.

If algorithms generate signals frequently, about half are filtered through AI review:

  • Automated betting modal β†’ AI verification pipeline ON
  • 2-3 checklists (macro environment suitability, sufficient liquidity, etc.)

AI call costs are incurred, but fee savings are greater (typically fee savings > AI costs).

4

VIP tier exchange priority

If trading volume is sufficient, VIP tier fees of 0.02% or lower are possible:

  • Binance VIP 1: 0.018% (monthly 50 BTC trading volume)
  • Bitget VIP: 0.015%
  • OKX VIP: 0.018%
Tip If you concentrate your trading volume on one exchange, your VIP tier will rise quickly. Choose your main exchange and focus your automated betting only on that platform.
5

Lowered leverage to effectively reduce the fee rate.

Leverage N times also generates N times the fees (fees are based on exposure). Reducing leverage from 10x to 5x cuts fees in half. However, profits are also halved, so consider the balance.

Progress is stuck and not advancing.

When the progress gauge of a backtest, macro report, or simulation appears stuck at 0% or a fixed percentage, work through the steps below in order. Most cases are temporary; long stalls need the operations team.

1

Refresh the browser to re-fetch the progress

Live updates run in the background, but the connection can briefly drop, making the displayed progress look frozen even when work is still proceeding.

  • Refresh the page (F5)
  • If progress advances again, the work was actually continuing
2

Verify the final status from the history page

The work may have already completed even when the progress display looks stuck. From the simulation / report history page:

  • Completed β€” jump to the result page
  • Failed β€” review the cause (usually missing data or an AI call error)
  • Running β€” backend is still processing. Wait a bit longer or contact the operations team
3

If stuck for more than 10 minutes, contact the operations team

After trying the steps above, if progress stays at the same percentage for more than 10 minutes, contact the operations team with the following info:

  • Type of work (backtest / macro report / recipe simulation)
  • Start time
  • Currently stuck progress %
  • Related ID (the number in the URL)

The operations team will inspect the backend and resolve it.