Risk & Exit Tools
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Risk & Exit Tools

Auto-parameters

The AI tab controls for Discord and Telegram strategies: AI selling, trim, auto stop and target, memory, and double-down protection.

Auto-parameters let the AI read quantity and exit instructions straight from a signal instead of forcing a fixed rule. They are most useful when you want to mirror a signal provider closely and let them run the trade.

These controls live on the AI tab of the strategy editor. The AI tab only shows for Discord and Telegram strategies, since those are the sources where the AI reads free-text messages. It is hidden for TradingView, RSA, Congress, memecoin, and prediction-market strategies. Everything on the tab is optional.

The strategy editor in the app The AI tab is where these settings live

AI selling

AI selling is the lead toggle on the tab. With it on, the AI reads the channel conversation after your entry and acts on exit and trim follow-ups, catching phrasings like “trim half here” or “stop got hit, out”. Off means sell messages are ignored.

Note

Sell and trim signals are placed as market orders.

  1. Buy signal: “entering NVDA 400 calls for 6/30 @ 2.50”
  2. Sell signal: “exiting NVDA position”

The AI recognizes the intent to close the position and places the sell.

  1. Buy signal: “bullish on META, grabbing some 280 calls for next month”
  2. Sell signal: “META reaching our target, time to take profits”

The AI reads this as a sell without an explicit “sell” or “exit” keyword.

Two more controls appear underneath AI selling once it is on.

Trim selling

Trim selling reduces the position gradually as profit rises, instead of one full exit. When it is on, a Trim percentage picker appears with the choices Auto, 5%, 25%, and 50%.

  • Set a fixed percentage and the AI sells that share of the position at each profit target. At 50%, that is roughly two trims to fully exit.
  • Set it to Auto and the AI picks the trim size for each exit based on volatility.
  1. Initial signal: “buying 10 contracts of AMZN 3300 puts for 8/20 @ 15.00”
  2. Trim signal: “taking some off the table on AMZN”

The AI reduces the position by your trim percentage.

  1. Initial signal: “bought 5 QQQ 360 puts for next week at 2.80”
  2. Trim signal: “QQQ puts up 50%, sell half”

The AI reads the intent in the message and trims the position.

Smart contract match

Smart contract match closes a position even when a cropped or blurry exit signal hides the strike. It matches the contract by ticker, expiration, and call or put against what you hold. It only ever exits, never buys, and it needs AI selling on.

When more than one held contract matches, a If more than one contract matches picker lets you choose what happens:

  • Skip it is the safest. If two contracts could match, the trade is skipped so the wrong one is never sold.
  • Sell oldest closes the position you opened first.
  • Sell all closes every matching contract you hold for that ticker.

Reading signals

The Reading signals group controls how the AI reads each incoming message.

  • Automatic quantity uses the size the trader wrote in the signal, like “3 contracts” or a “2% allocation”, and that size overrides your strategy default. Off means the signal’s size is ignored and your strategy default is used.
  • Process images in signals reads ticker, direction, and size from images attached to a message, not just the text. Off means images are ignored, which keeps a chart screenshot from being misread on a text channel.

Signal: “Buying 5 contracts of $559 SPY Calls for 9/12”

With Automatic quantity on, the bot reads Quantity 5, Strike 559, Ticker SPY, Expiration 9/12.

Signal: “Looking at AAPL 150 Puts for Friday”

With no size in the message, the bot falls back to your strategy default and reads Ticker AAPL, Strike 150, Expiration Friday.

Auto exits from message

The Auto exits from message group lifts stop and target levels written in the signal itself and forwards them to the broker. These are independent of AI selling.

  • Auto stop loss reads a stop written in the signal (for example “SL @ 0.90” or “stop 9%”) and sends it with the order. No stop in the message means your static stop applies.
  • Auto take profit reads a target written in the signal (for example “TP @ 1.10” or “+15%”) and sends it. No target means your static one applies. Because the broker holds the take profit and stop, later “hit TP” messages are skipped.
  • Auto trim take profit catches multi-level ladders like “TP1 @ 1.10, TP2 @ 1.20, TP3 @ 1.30” and splits the position evenly across the levels found. The broker runs the ladder, so later “hit TP1” messages are skipped.

Memory

The Memory control is a single picker with four levels for how much prior conversation the AI carries between signals.

Treats every signal as a fresh decision, with no memory of prior ones. Best for providers whose trade messages are self-contained.

Keeps only the last few messages. Lighter, but may miss an entry posted earlier.

Remembers recent signals and patterns. Recommended for most channels.

Carries the deepest history (about 50 messages) so the AI can resolve closes against entries posted far back. Best for channels that post long write-ups. Uses more AI credits, since each signal sends more prior messages to the model.

Tip

The AI reads intent, so you do not need exact wording like “selling” or “trimming”. It interprets what the message means.

Double-down protection

The control that blocks stacking into a position you already hold is not on the AI tab. Double-down protection lives on the Protections tab. It stops repeated buy signals from endlessly adding to one position.

With a blank or 0 cap, the first buy on a ticker goes through and every later add is blocked while you still hold it. Set a cap and the bot keeps adding until the cap is reached.

On IBKR and Tradier you can measure the cap three ways: Dollar value, Quantity held, or Number of adds after the first entry. DAS or STG supports the dollar cap only.

With Double-down protection on and a blank or 0 cap:

  1. Initial signal: “buying 4 FB 330 calls for 9/3”
  2. Add signal: “doubling down on FB calls”

The add is blocked once you already hold the ticker, keeping the original 4 contracts.

Set a cap and the bot keeps adding until it is reached, measured by dollar value, quantity held, or number of adds.

Note

Double-down protection is enforced on IBKR, Tradier, and DAS or STG only. Other brokers ignore it.

Test how a message is read

To see how the AI interprets a message before it matters, use the built-in signal tester. On a strategy’s page the button is Simulate. From the Strategies toolbar it is Test signal. It runs your typed or example message through the real pipeline (parse, filters, routing) against the strategy you pick, so you can watch how each stage reacts.

Messages to try:

  1. “Entering AAPL 150 calls for next Friday, 3 contracts”
  2. “AAPL reaching resistance, consider exiting”
  3. “Closing AAPL position at market”
  1. “Building position in TSLA 800 puts, starting with 5 contracts”
  2. “TSLA showing weakness, trim position”
  3. “Taking another 2 contracts off TSLA”
  1. “Long AMD 100 calls, 4 contracts, tomorrow expiry”
  2. “Also entering NVDA 9/12 400 puts, 2 contracts, for a hedge”
  3. “AMD breaking out, add 2 more contracts”
  4. “Closing half of the NVDA put position”

Good habits

  • Watch the bot’s actions closely when you first turn these features on.
  • Use clear, consistent language in your signals so the AI reads them accurately.
  • Keep your risk management set, especially with AI selling and trim selling on.
  • Test with the signal tester to confirm the AI reads your intentions before it counts.

Used together, these settings let a well-behaved signal provider run the whole trade for you, entry, trims, and exit, while your protections keep the risk in check.