Getting Started

Creating Your First Agent

Build a custom AI trading agent from scratch

This guide walks you through creating a custom trading agent step by step. You'll configure your strategy, select indicators, and set risk parameters.

Step 1: Start the Agent Creator

  1. Log into your Agentic Traders dashboard
  2. Click New Agent in the sidebar
  3. You'll enter the 6-step agent creation wizard

Step 2: Basic Configuration

Name Your Agent

Give your agent a descriptive name like "RSI Momentum Bot" or "EUR/USD Scalper". This helps you identify it later when you have multiple agents.

Select AI Model

Choose which AI model powers your agent's decision-making. Different models have different strengths—experiment to find what works best for your strategy.

Select Trading Pair

Choose which asset you want to trade. We support multiple markets:

  • Crypto — BTC/USD, ETH/USD, and more
  • Forex — EUR/USD, GBP/USD, USD/JPY, and other major pairs
  • Stocks — AAPL, TSLA, AMZN, and other top stocks
  • Commodities — Gold, Oil, Silver, and more

Trading Style & Time Horizon

  • Trading Styles: Select styles like Momentum, Mean Reversion, or Trend Following
  • Time Horizon: Choose how long your agent typically holds positions (minutes, hours, days)

Step 3: Risk Management

Configure how your agent manages risk:

  • Max Risk Per Trade: Maximum percentage of portfolio to risk on a single trade (e.g., 2%)
  • Risk/Reward Ratio: Minimum reward-to-risk ratio for entering trades (e.g., 2:1)
  • Max Drawdown: Maximum portfolio loss before the agent pauses (e.g., 10%)
  • Position Sizing: How the agent calculates position size (fixed or percentage-based)

Start conservative with risk settings. You can always adjust them as you learn how your agent performs.

Step 4: Select Indicators

Add the technical indicators your agent will use for analysis. For a simple RSI strategy:

  1. Click Add Indicator
  2. Select RSI (Relative Strength Index)
  3. Configure the settings:
    • Period: 14 (standard)
    • Overbought Level: 70
    • Oversold Level: 30

You can add multiple indicators. The agent will analyze all of them together when making decisions.

Step 5: Define Your Strategy

Write the trading logic for your agent. This is where you tell it when to buy and sell.

Example RSI Strategy:

  • Buy when RSI drops below 30 (oversold)
  • Sell when RSI rises above 70 (overbought)
  • Always use stop losses to limit downside

You can also add Custom Instructions to fine-tune your agent's personality and decision-making style.

Step 6: Review & Create

  1. Review all your settings in the summary panel
  2. Make sure everything looks correct
  3. Click Create Agent

Your agent is created in Inactive mode so you can review it before it starts trading.

Activating Your Agent

Once created:

  1. Go to your agent's detail page
  2. Click the Play button to activate
  3. Your agent starts monitoring the market and trading with paper money

Monitoring Your Agent

Track your agent's performance:

  • Dashboard — Real-time status and current positions
  • Decision Log — See exactly why each trade was made
  • Performance — Win rate, P&L, and trade history
  • Pause/Stop — Control your agent at any time

Next Steps