> For the complete documentation index, see [llms.txt](https://buddy-x-ai.gitbook.io/buddy-x-ai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://buddy-x-ai.gitbook.io/buddy-x-ai-docs/strategy-guide.md).

# Strategy Guide

<details>

<summary>Preset Strategies</summary>

Buddy offers four core preset strategies, divided into **Spot Trading** and **Futures Trading** modules.\
Each preset comes with optimized parameters for its respective trading style — allowing users to start instantly or customize settings according to their own capital and risk tolerance.

> *Note: Presets are for reference only and do not constitute investment advice.*

<table data-header-hidden><thead><tr><th width="152"></th><th width="168"></th><th></th></tr></thead><tbody><tr><td><strong>Module</strong></td><td><strong>Type</strong></td><td><strong>Description</strong></td></tr><tr><td><strong>Buddy Spot</strong></td><td>Spot Trading</td><td>A simplified smart-buying strategy focused on stable spot accumulation. Ideal for long-term investors seeking to average into positions safely during market corrections.</td></tr><tr><td><strong>Buddy Grid</strong></td><td>Spot Trading</td><td>A grid-based rebalancing engine that captures profit from sideways markets through automated buy-low, sell-high operations.</td></tr><tr><td><strong>Buddy Quantum</strong></td><td>Futures Trading</td><td>A dynamic dual-direction (long/short) quantitative engine combining MACD + EMA + RSI signals to maximize efficiency under volatile market conditions.</td></tr><tr><td><strong>Buddy Swing</strong></td><td>Futures Trading</td><td>A short-to-medium-term trend strategy designed for high-conviction entries and exits based on multi-cycle momentum and trailing-profit logic.</td></tr></tbody></table>

Users can select any preset strategy, adjust the **expected investment amount**, then **save and start the bot** directly.

</details>

<details>

<summary>Strategy Direction</summary>

The trading direction can be configured as **Long Only**, **Short Only**, or **Dual (Long & Short)**:

* **Long Only:** The bot will open positions only in the long direction.
* **Short Only:** The bot will open positions only in the short direction.
* **Dual Direction:** The bot will simultaneously operate in both long and short directions.

> *Note: Once the bot is activated and positions are held, the trading direction cannot be modified.*

</details>

<details>

<summary>Leverage Adjustment</summary>

Leverage amplifies your margin exposure.\
Higher leverage increases potential profits but also magnifies losses.\
Users should apply leverage cautiously as both reward and risk scale proportionally.

</details>

<details>

<summary>MACD Trend Switch</summary>

Determines whether to use the **MACD indicator** for entry timing:

* When **DIF (fast line)** crosses **DEA (slow line)** upward → **Bullish crossover**, triggers long entry.
* When **DIF** crosses **DEA** downward → **Bearish crossover**, triggers short entry.

</details>

<details>

<summary>MACD Trend Period</summary>

Specifies the timeframe used for MACD-based trend analysis.\
Available options: **5m, 15m, 30m, 60m.**

</details>

<details>

<summary>Enable EMA Trend Entry</summary>

Determines whether the **EMA indicator** is used as an entry condition.\
Two parameters: **EMA1** and **EMA2**.

* When EMA1 > EMA2 → **Long signal.**
* When EMA1 < EMA2 → **Short signal.**

</details>

<details>

<summary>EMA Trend Period</summary>

Defines the timeframe used for EMA-based trend analysis.\
Available options: **15m, 30m, 1h, 4h.**

</details>

<details>

<summary>Enable RSI Trend Filter</summary>

Determines whether the **RSI indicator** is used as a trading condition.\
RSI contains three lengths: **6, 12, and 24.**

* **Primary Parameter (when MACD & EMA are OFF):**\
  A trade is triggered only when all three RSI lines are *outside* the upper or lower thresholds.
  * Above upper limit → open short.
  * Below lower limit → open long.
* **Auxiliary Parameter (when MACD or EMA is ON):**\
  A trade is triggered only when all three RSI lines are *within* the defined thresholds.

</details>

<details>

<summary>RSI Upper / Lower Limits</summary>

Defines the RSI overbought and oversold thresholds that determine entry conditions.

</details>

<details>

<summary>RSI Trend Period</summary>

Specifies the timeframe used for RSI-based trend analysis.\
Available options: **5m, 15m, 30m, 60m.**

</details>

<details>

<summary>Initial Order Size</summary>

The initial margin used for the bot’s first entry order.\
If the input amount is below the exchange’s minimum order size, the system will default to the minimum.

</details>

<details>

<summary>Double Initial Order</summary>

Doubles the first order’s amount (*Initial × 2*), while subsequent DCA calculations still reference the original initial order size.

</details>

<details>

<summary>Averaging (DCA) Parameters</summary>

Defines how the bot averages down or scales in:

#### **(1) DCA Calculation Type**

* **Average-Price DCA:** Based on the position’s average entry price.
* **Last-Order DCA:** Based on the last executed order’s price.

#### **(2) Enable Trend-Based DCA**

Determines whether MACD/EMA trend signals are required for additional entries.

#### **(3) DCA Trend Period**

Timeframe used for trend-based DCA triggers: **5m, 15m, 30m, 60m.**

#### **(4) DCA Count**

Number of averaging (re-entry) operations allowed.

#### **(5) Price Deviation (Trigger %)**

Percentage change in price (up/down) that triggers DCA logic.

#### **(6) DCA Multiplier**

Defines how much each subsequent DCA order increases relative to the initial order.

#### **(7) DCA Callback**

After price deviation is reached, DCA executes when a reversal of the defined callback percentage occurs.

</details>

<details>

<summary>Reverse-Side DCA Trigger</summary>

(Valid only in Dual-Direction Mode)\
When the DCA count reaches or exceeds a specified **threshold**, the opposite side (long/short) may initiate a position based on the set trend period.

</details>

<details>

<summary>DCA Threshold</summary>

Defines the number of DCA rounds required before reverse-direction logic is activated.

</details>

<details>

<summary>Reverse DCA Trend Period</summary>

Specifies the period used for trend confirmation in reverse-direction entries.

</details>

<details>

<summary>Trend-Following Mode</summary>

(Valid only in Dual-Direction Mode)\
If the long side has added multiple DCAs, the short side’s initial position size will be multiplied according to the trend-following multiplier mapped to the long side’s DCA count.

</details>

<details>

<summary>Long/Short Ratio</summary>

(Valid only in Dual-Direction Mode)\
Controls position balance between long and short sides.\
Example:\
If the base order = 10 USDT and ratio = 60,\
→ Long = 12 USDT, Short = 8 USDT.

</details>

<details>

<summary>Take-Profit Modes</summary>

* **Full Position:** Entire position is closed when target profit is reached.
* **Last Order:** Only the most recent DCA portion is closed upon reaching target.
* **First + Last (Hybrid):** Uses average of first and last entries to determine target.

</details>

<details>

<summary>Exit Take-Profit Types</summary>

* **Static Take-Profit:** Executes when target profit and callback conditions are met.
* **Trailing Take-Profit:** Uses multiple profit tiers, each with its own callback percentage.
* **Trend Take-Profit:** Uses MACD or EMA crossovers to determine closing timing.
  * MACD: Golden Cross → close shorts; Dead Cross → close longs.
  * EMA: EMA1 > EMA2 → close shorts; EMA1 < EMA2 → close longs.

</details>

<details>

<summary>Partial (Moving) Take-Profit</summary>

Divides total position into segments, each with independent profit and callback targets.\
Once a segment hits its target and callback, it is closed.\
If the price later reverses beyond the **take-profit retracement** threshold, all remaining positions will be closed.

</details>

<details>

<summary>Layered Take-Profit Ratio</summary>

(Active when using “Last Order” or “First + Last” take-profit modes)\
Each layer corresponds to a DCA level with an independent take-profit percentage, while callbacks use the global take-profit callback parameter.

</details>

<details>

<summary>Risk Control</summary>

Prevents entries outside a predefined safe price zone.\
If the market price exceeds this range, no new orders will be placed.

</details>

<details>

<summary>Limit Order Activation</summary>

When enabled, the bot will only place orders once the market price exceeds or falls below a user-defined limit threshold.

</details>

<details>

<summary>Strategy Take-Profit</summary>

Automatically closes all positions in a direction when profit reaches specified targets.

* **By Amount:** Closes when floating profit reaches set amount.
* **By Price:** Closes when price reaches defined level.
* **By Investment Ratio:** Closes when profit equals a percentage of total allocated capital.

</details>

<details>

<summary>Strategy Stop-Loss</summary>

Automatically closes all positions in a direction when losses reach specified limits.

* **By Amount:** Closes when floating loss reaches set amount.
* **By Price:** Closes when price falls to defined level.
* **By Investment Ratio:** Closes when loss equals a percentage of total allocated capital.

</details>

<details>

<summary>Strategy Type</summary>

* **Cyclic Strategy:** Bot repeats trading cycles automatically. One full cycle = entry → exit.
* **Single-Cycle Strategy:** Bot stops after one full trade cycle and requires manual restart.

</details>

<details>

<summary>Anti-Crash (Waterfall Protection)</summary>

Prevents trades during extreme volatility.

* **Monitoring Period:** Duration over which price change is monitored.
* **Crash Threshold:** Maximum permitted fluctuation percentage.
* **Cooldown Period:** Time the bot pauses trading after threshold breach.

</details>

<details>

<summary>Auto Hedging (Stop-Loss Optimization)</summary>

When other bots are profitable and one bot is in loss, the system will partially close losing positions to reduce drawdown.

* **Cut-Loss Line:** Trigger threshold of unrealized loss.
* **Cut-Loss Ratio:** Portion of losing position to close relative to total profit elsewhere.

</details>

<details>

<summary>EMA Trend Take-Profit</summary>

(Active only when overall profit > 0)

* EMA1 > EMA2 → Close short positions.
* EMA1 < EMA2 → Close long positions.

</details>

<details>

<summary>MACD Trend Take-Profit</summary>

(Active only when overall profit > 0)

* DIF crosses DEA upward → Close shorts.
* DIF crosses DEA downward → Close longs.

</details>

#### **Disclaimer**

This document provides technical descriptions for reference only.\
Trading in leveraged contracts involves significant risk.\
Past performance and strategy examples do not guarantee future results.\
Please manage your capital responsibly and ensure you fully understand all parameters before activation.


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