# Getting Started

**Prime Automation** is the world’s first truly AI-driven crypto trading platform, designed to make automated trading **simpler, smarter, and faster**.

With seamless integration into:

* 🟠 **BloFin** and **Bitget** for crypto
* 🟡 **TradeStation** for stocks & futures

You can deploy powerful bots that adjust to live market conditions — all from a beautifully simple web interface.

> Strategies are hand-crafted by the expert team at **ChartPrime** and come prebuilt so you can launch confidently, even if you're new to automation.

***

## 📘 What This Documentation Covers

This guide walks you through everything you need to get started with Prime Automation, including:

* Creating your account
* Connecting your exchange
* Launching your first bot
* Monitoring trades in real time
* Using the prebuilt systems

{% hint style="info" %}
💡 **Why Prime Automation?**

Unlike most bot platforms that are complex and confusing, Prime Automation makes it simple — just a few clicks to start trading with AI-powered strategies.
{% endhint %}

***

## 🚀 Get Started

> 🔗 Visit: <https://primeautomation.ai/signin>

> 🆕 If you don’t have an account yet, click **Register**, create your account, and verify your email.

Once you're in, you’ll land on the **main dashboard** where you can start deploying bots and connecting your exchanges.

<a href="https://primeautomation.ai/signin" class="button primary">Go to Prime Automation</a>


# How to connect BloFin

Step by step guide on connecting PrimeAutomation to BloFin

{% hint style="danger" %}
It is vital to use PrimeAutomation's official BloFin/Bitget affiliate link when using prime automation. This ensures we can manage your trades correctly.\
During connection you will be prompted for either a UID or to create a new BloFin account. \
If you don't have a BloFin account sign up using our link below.

<a href="https://partner.blofin.com/d/ChartPrime" class="button primary" data-icon="exclamation">PrimeAutomation BloFin Signup</a>
{% endhint %}

### How to Connect Blofin

{% stepper %}
{% step %}

### Navigate to Manage Exchanges

Go to the **Manage Exchanges** tab from the top menu.
{% endstep %}

{% step %}

### Add a Nickname

Enter a **nickname** for the account (for your reference).
{% endstep %}

{% step %}

### Paste API Credentials

Paste in your **API Key** and **API Secret**.
{% endstep %}

{% step %}

### Verify Permissions

Ensure that:

* ✅ Trading permissions are **enabled**
* ❌ Withdrawal permissions are **disabled** *(for security)*
  {% endstep %}
  {% endstepper %}

![Trading Permissions](/files/19cde8fd4e7f0cd4f57c455af20bb8693694c918)

*Enabling trading permissions on your preferred exchange*

> 🔐 **Your API credentials are encrypted** and stored securely. Bots can only open and close trades — never move or withdraw funds.

### Step by step video on how to connect

{% embed url="<https://youtu.be/wcsNPCl_XNI>" %}

### ⚠️ Exchange Account Note

<details>

<summary>Read the exchange account note</summary>

If your exchange account **was not created via a PrimeAutomation affiliate link**, you may be prompted to re-sign up to ensure full integration compatibility.

</details>

***


# How to connect TradeStation

## How to connect TradeStation

{% stepper %}
{% step %}

### Go to Manage Exchanges

Go to the **Manage Exchanges** tab from the top menu.
{% endstep %}

{% step %}

### Click connect to TradeStation

If you have an account click 'Connect to TradeStation'. If you don't have an account you can create one.

<figure><img src="/files/vjIj7BSrh8STAg6gz1Ik" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

### Log into your TradeStation Account

Enter your username and password.

<figure><img src="/files/fHSYYnL5qJCEVCEk0I3r" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Accept the connection

Connect your TradeStation account with PrimeAutomation - this gives PrimeAutomation the ability to trade for you.

<figure><img src="/files/Ys9shHcjOa3AP6BDQH0N" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}


# My Dashboard

Welcome to the **Prime Automation** trading bot dashboard — your control center for monitoring bot performance, exchange balances, live trades, and historical PNLs across multiple strategies and accounts.

***

## 📊 Main Dashboard Overview [​](#-main-dashboard-overview)

The main dashboard provides a **high-level summary of account balances and performance** across all connected exchanges.

<figure><img src="/files/e733ce76efc96d6a77be6725f69ddb8aa237f7b8" alt=""><figcaption></figcaption></figure>

### 🟠 Total Balance (All Exchanges) [​](#-total-balance-all-exchanges)

A **circular donut chart** visually represents how your funds are distributed between each exchange:

* **Total Balance**: `$10,000`
* **Breakdown**:
  * `TradeStation`: `$5000`
  * `Bitget`: `$2000`
  * `BloFin`: `$3000`

You can toggle visibility between:

* `All Exchanges`
* `BloFin`
* `TradeStation`
* `Bitget`

### 📅 Daily PNL Chart [​](#-daily-pnl-chart)

This interactive bar chart displays your **daily profit and loss** over selected timeframes:

* **Selectable time ranges**: `24h`, `7d`, `30d`, `90d`
* Green bars = Profitable days
* Gray bars = Losses or zero activity

***

{% embed url="<https://youtu.be/Le2cRrgD_wA>" %}
How to navigate your Dashboard
{% endembed %}

## 🤖 Bot Manager Panel [​](#-bot-manager-panel)

Each trading bot is displayed in its own **summary card**, showing all key metrics at a glance.

### Bot Card Structure [​](#bot-card-structure)

Each bot card includes the following data:

| Field             | Description                                         |
| ----------------- | --------------------------------------------------- |
| **Pair**          | The trading pair used by the bot (e.g., `BTC/USDT`) |
| **Strategy Type** | Custom or Preset                                    |
| **PNL**           | Realized profit or loss                             |
| **Investment**    | Capital allocated to the bot                        |
| **Trades**        | Number of trades executed                           |
| **Leverage**      | Shown if margin was used (e.g., 2x)                 |
| **Start Date**    | When the bot began trading                          |
| **Account Type**  | Live or Simulated                                   |
| **Open Trades**   | Whether there are currently active positions        |
| **Controls**      | Buttons to `View & Edit` or `Delete` the bot        |

#### Example Bots [​](#example-bots)

* **BTC/USDT (Preset)**: `+$5,932.52` from 13 trades with `5x` leverage
* **ETH/USDT (Preset)**: `+$1,919.04` from 30 trades
* **BNB/USDT (Preset)**: `+$7,635.93` from 24 trades with `10x` leverage

***

## 📂 Active Trades Table [​](#-active-trades-table)

This section displays **all currently open trades** across all bots.

<figure><img src="/files/c000db2ad291347f6d68af4691520e9dcc7dec3e" alt=""><figcaption></figcaption></figure>

### Table Fields [​](#table-fields)

| Column                | Description                          |
| --------------------- | ------------------------------------ |
| **Exchange**          | The platform (e.g., `BloFin`)        |
| **Pair**              | Trading pair (e.g., `BTC/USDT`)      |
| **Bot Name**          | Name of the bot managing the trade   |
| **Date**              | Timestamp of trade initiation        |
| **Type**              | LONG or SHORT                        |
| **Margin**            | Margin allocated in USD              |
| **Position Amount**   | Size of position (tokens/contracts)  |
| **Entry**             | Entry price                          |
| **Liquidation Price** | Liquidation threshold (if leveraged) |
| **Unrealized PNL**    | Current PNL not yet realized         |

#### Example: [​](#example)

| Exchange | Pair     | Bot Name           | Type  | Margin    | Entry        | PNL          |
| -------- | -------- | ------------------ | ----- | --------- | ------------ | ------------ |
| BloFin   | BTC/USDT | BTC Swing Strategy | LONG  | $1,743.93 | $112,274.424 | `+$1,642.24` |
| BloFin   | ETH/USDT | ETH RSI 4h         | LONG  | $344.34   | $4,309.83    | `+$582.90`   |
| BloFin   | ADA/USDT | ADA VWAP           | SHORT | $120.42   | $0.86        | `-$76.92`    |

***

## Closed Trades Table [​](#closed-trades-table)

Tracks **historical trade closures**, including failed or successful execution.

<figure><img src="/files/771be306153e6ef3933693031c3faa31800273ad" alt=""><figcaption></figcaption></figure>

### Table Fields [​](#table-fields-1)

| Column       | Description                        |
| ------------ | ---------------------------------- |
| **Exchange** | Platform used                      |
| **Pair**     | Trading pair                       |
| **Bot Name** | Which bot performed the trade      |
| **Date**     | Execution time                     |
| **Type**     | Sell / Exit Buy                    |
| **Price**    | Execution price                    |
| **Tokens**   | Number of tokens/contracts traded  |
| **Profit**   | Realized profit                    |
| **Status**   | Success or Failure                 |
| **Reason**   | Failure explanation, if applicable |

#### Example Entries [​](#example-entries)

* ✅ **Successful Sell** of `BTC/USDT` at `$112,378.21` for `0.34` tokens
* ❌ **Failed Exit Buy**: "No position found" (likely already closed)

***

## ➕ Create New Bot [​](#-create-new-bot)

You can add new preset bots by clicking the `+ New Bot` tile under the bot manager section. This will launch the Algo Bot page where you can select a preset algorithm to follow. This allows you to quickly add a new trading bot to your arsenal so you can adapt to new market trends as quickly as possible.

<figure><img src="/files/4dce367487349ebb531d9b026d6c1a3cbb6b871e" alt=""><figcaption></figcaption></figure>


# My First Crypto Bot

Welcome to PrimeAutomation! This guide will help you set up your **first automated crypto trading bot** in just a few steps.

***

{% stepper %}
{% step %}

### 🧠 Choose Your Strategy

> 🔗 **Navigate to** `New Bot` in the navigation bar\
> ⚙️ **Click** `Algo Bots, AI Bots or Grid Bots - we suggest starting with Algo Bots`

If you clicked Algo Bots, you'll see a list of **curated strategies** by PrimeAutomation.

<figure><img src="/files/e9a86c900f18e40fb84e3cd9e0642e20e1250b82" alt=""><figcaption></figcaption></figure>

All strategies are thoroughly backtested and come with key data points to help you decide.

#### 📊 Strategy Data Shown

* **Trading Pair** – e.g., `AVAX/USDT`, `PEPE/USDT`
* **Description** – e.g., `"30m DeLo Bot"` or `"4h Swing Partials"` (timeframe and strategy type)
* **Total PNL (%)** – Net profit/loss since strategy inception
* **Start Date** – When the bot began tracking data
* **Performance Over Time** – Metrics over:
  * 1 month
  * 2 months
  * 3 months
  * 6 months

#### 💡 AI-powered strategies

These are marked with an AI icon. They use machine learning to optimize entries/exits and may provide a performance edge. Learn more about the PrimeAutomation AI strategies in the video below:<br>

{% embed url="<https://youtu.be/o48qeAUDtQM>" %}

**AI Advantages**

{% stepper %}
{% step %}

### Adaptive Intelligence

Our AI models learn from vast amounts of historical and live market data. They don't rely on fixed rules — instead, they **adapt to changing market conditions**, making them more robust during volatility.
{% endstep %}

{% step %}

### Data-Driven Precision

Unlike emotional or gut-based decisions, our AI strategies are built on **statistical models and pattern recognition**, leading to more consistent performance across different asset classes and timeframes.
{% endstep %}

{% step %}

### Speed & Scale

Our AI systems can analyze **thousands of assets, indicators, and timeframes simultaneously** — far faster than any human. This allows them to detect and act on opportunities in milliseconds.
{% endstep %}

{% step %}

### Backtesting & Optimization

Our machine learning models can be trained on **millions of data points** and fine-tuned for optimal performance using techniques like cross-validation, genetic algorithms, and reinforcement learning.
{% endstep %}

{% step %}

### Noise Filtering

Our AI excels at identifying **real signals** in noisy markets by using deep learning or statistical filters. It can detect subtle shifts that traditional technical indicators might miss.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

### 🤖 Pick & Copy a Bot

> 🎯 **Select a bot** that matches either:
>
> * The asset you like to trade
> * A performance history you're comfortable with

🙋‍♂️ Not sure what to pick?\
👉 Watch this helpful video

{% embed url="<https://youtu.be/OYD8UUueHco>" %}

Once decided:

> ✅ Click **Subscribe** next to your chosen strategy.
> {% endstep %}

{% step %}

### 🔑 Link Your Exchange

> **Select the exchange** where you want the bot to trade.

<figure><img src="/files/32850ef186dd2d89a47d951d307f8216f267323a" alt=""><figcaption></figcaption></figure>

Example:

* If you want to trade via your **BloFin account**, choose your **connected BloFin key** from the dropdown.
  {% endstep %}

{% step %}

### 💰 Set Your Investment Amount

Choose **how much you want the bot to trade with**:

* A fixed dollar amount (e.g., $200), **OR**
* A **percentage of your balance** (recommended ✅)

<figure><img src="/files/7e2758dc6908d6bb2234f56fac5736e4920acd2d" alt=""><figcaption></figcaption></figure>

> ⚠️ All bots are set to **3x leverage by default**, optimized by PrimeAutomation's backtests.\
> 📈 Using a **% of your balance** allows your position size to **scale dynamically** as your account grows.
> {% endstep %}

{% step %}

### 🔑 Set Leverage

Finally we need to set our leverage. This by default is set to 3 for most strategies. \
\
⚠️The higher the leverage the higher the potential profits but also the higher the risk.&#x20;

<figure><img src="/files/TKKO2HaUgzvTttrUUrpe" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## 🎉 All Set – You're Now an Automated Trader!

> 🚀 **Navigate to** `Dashboard` from the navigation bar to:
>
> * View your live bots
> * Track PNL
> * Monitor trades in real-time


# View & Edit

When you click **"View & Edit"** from the Dashboard, you’ll be brought to this configuration screen — where you can review performance, make edits, and customize settings for each bot.

You can also **pause or activate your bot** directly from the dashboard using the on/off switch (🔁). This makes it easy to temporarily stop your strategy without needing to delete it.<br>

<figure><img src="/files/Ipa6zrI3GazFVUbq4epy" alt=""><figcaption></figcaption></figure>

***

## 📈 Bot Statistics Panel (Left Side)

This section summarizes your bot's current performance and runtime data.

### 🧾 Data Shown

| **Label**              | **Description**                                                 |
| ---------------------- | --------------------------------------------------------------- |
| **ROI**                | Return on investment expressed as a percentage                  |
| **Average Win**        | Average profit per winning trade                                |
| **Total Volume**       | Total trading volume executed                                   |
| **Start Date**         | Date the bot or strategy was started                            |
| **Percent Profitable** | Percentage of profitable trades                                 |
| **Runtime**            | Total time the bot has been running                             |
| **Total Trades**       | Total number of trades executed                                 |
| **Status**             | Current operational status of the bot (e.g., Active / Inactive) |

{% hint style="danger" %}
The **red "Inactive" label** shows the bot is currently paused. You can toggle this from either the dashboard or the **Bot Status** dropdown in the Edit Configuration panel.
{% endhint %}

***

## 📊 Performance History (Right Side)

A time-based graph showing the **bot’s PNL history** over selectable periods:

* `24h`
* `7d`
* `30d`
* `90d`

Use this to analyze how the bot has been performing across different time windows.

***

## 🛠 Edit Configuration (Bottom Panel)

Here you can fine-tune your bot’s settings — including trading logic, risk management, and status.\
\ <img src="/files/henXAaVRI03CA4DzhBIL" alt="" data-size="original">

### 🔧 Configuration Options

The config options might be unavailable depending on the bot you're using. For built-in preset bots, custom SL and TP for example may not be editable because they are managed for you.

| **Field**                   | **Description**                                                                                                             |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **API Key Nickname**        | Select which API key and exchange the bot will use (e.g., BloFin, Bitget).                                                  |
| **Trading Type**            | Defines the market type used by the bot. Typically set to **Futures** for leveraged trading.                                |
| **Margin Mode**             | Determines how margin is managed. **Isolated** limits risk to the position, while **Cross** shares margin across positions. |
| **Pair(s)**                 | One or more trading pairs assigned to the bot (e.g., AVNTUSDT).                                                             |
| **Bot Name**                | Custom name used to identify this bot instance.                                                                             |
| **Amount per Trade**        | Determines position size. Can be a **fixed amount** or a **percentage of account balance**.                                 |
| **Trade Size Percentage**   | Slider used when percentage-based sizing is selected, defining how much of the account is allocated per trade.              |
| **Use TradingView Amounts** | When enabled, the bot uses position sizes sent directly from TradingView alerts.                                            |
| **Stop Loss**               | Toggle to enable automatic stop-loss protection for trades.                                                                 |
| **Take Profit**             | Toggle to enable automatic take-profit targets.                                                                             |
| **Leverage**                | Sets leverage multiplier for trades (within the allowed range).                                                             |
| **Allow Layered Entries**   | When enabled, allows the bot to scale into positions using multiple entries.                                                |
| **Subscription Status**     | Indicates whether the bot is currently **Active** or **Inactive**.                                                          |

{% hint style="warning" %}
For bots to function, **API keys must have trading permissions enabled**, and **withdrawals disabled** for security.
{% endhint %}

***

### 💾 Save Configuration

{% hint style="info" %}
When you're done making changes, click **Save Changes** (orange button) to apply your edits.

Your bot will now operate under the new configuration — or stay paused if you left it inactive.
{% endhint %}

***

## 🔁 Pausing & Resuming Bots

You can pause a bot in two ways:

{% stepper %}
{% step %}

### From the Dashboard

* Use the **toggle switch** next to each bot card to quickly pause/resume.
  {% endstep %}

{% step %}

### From the Edit Panel

* Scroll to the **Bot Status** dropdown.
* Choose `Inactive` or `Active`.
  {% endstep %}
  {% endstepper %}

<div data-with-frame="true"><figure><img src="/files/b46435d2a1989e5d4fa991b97f00e8b35acb97b5" alt=""><figcaption><p>Editing via Dashboard toggle</p></figcaption></figure></div>

***

There could be many reason a trader might want to pause a bot. The main being managing risk and capital allocation during varying market conditions. Watch this video below to know when to adjust your automation portfolio 👇

{% embed url="<https://youtu.be/RjLMYegZhBo>" %}

## ✅ Summary

The **Edit Bot Panel** is where you take full control over each strategy — giving you the flexibility to:

* Adjust leverage
* Change risk settings
* Modify trading pairs
* Pause bots as needed

Whether you’re optimizing performance or switching pairs, this page gives you full flexibility while maintaining a user-friendly interface.


# Creating a Custom Bot

{% stepper %}
{% step %}

### 📍 Step 1: Navigate to the Custom Bot Setup

From the top navigation bar:

> 👇 Click `Custom Bot`

This opens the 3-step bot creation wizard.
{% endstep %}

{% step %}

### ⚙️ Step 2: Fill Out General Settings

On the first screen, you'll define how your custom bot behaves.

![General Settings](/files/1f50f75e89adb0086b6c4c66188d31ca8bf13e55)

*General Settings*

#### General Settings Fields

| Field                      | Description                                                                         |
| -------------------------- | ----------------------------------------------------------------------------------- |
| **Exchange**               | Choose your connected exchange (e.g. Bitget, BloFin, TradeStation)                  |
| **Trading Type**           | Choose `Spot` or `Futures`                                                          |
| **Pair(s)**                | Select the crypto pair (e.g. `BTC/USDT`) your bot will trade                        |
| **Allow Layered Entries**  | Enable to allow the bot to scale in with multiple entries                           |
| **Amount per Trade**       | Choose either: `Fixed Dollar Amount` (e.g. $20) or `% of Account Balance` (e.g. 5%) |
| **Use TradingView Amount** | If enabled, the bot will respect the size passed in your TradingView alert          |
| **Bot Name**               | Name your bot (e.g. "Breakout Sniper")                                              |
| **Bot Status**             | Set the bot to `Active` or `Inactive`                                               |
| **Margin Mode**            | Select Cross or Isolated when futures is selected                                   |
| **Limit Kill Period**      | (Optional) Auto-cancel inactive limit orders after this duration (e.g. 10 mins)     |

✅ Once filled, click the orange **Next** button to continue to the TradingView webhook instructions.
{% endstep %}

{% step %}

### 🔗 Step 3: Connect to TradingView

After saving your bot configuration, you’ll see the message:

> **"Bot created! Now connect your bot to TradingView"**

This screen gives you a unique webhook URL and important instructions.

#### ⚠️ Match Your Chart to Your Exchange

Ensure your TradingView chart matches the **exchange you selected** during bot setup.

For example:

* If you selected **Bitget**, trigger alerts from a **Bitget chart**.
* If you use a **Binance chart** for a Bitget bot, the alert will misfire or fail.

![Match Exchange](/files/6T9W1BPh5n7lyPuMWLJN)

*Ensure your TradingView chart matches the exchange you selected*
{% endstep %}

{% step %}

### 🌐 Step 4: Copy Webhook & Alert Messages

#### Webhook URL

This is your unique endpoint. Copy and paste it into the **"Webhook URL"** field when creating your TradingView alert.

```
https://api.primeautomation.ai/webhook/ChartPrime/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
```

📋 Click the copy icon in the interface to quickly grab the link.

![Webhook Alert](/files/117e2deb63f8b7f0fd655c93d6ddda86dfb9bdc5)

*Activate Webhook URL on TradingView and paste your bot's Webhook URL*

***

#### Basic Alert Message (for non-ChartPrime users)

If you're using **any TradingView strategy** other than PA Strategy Builder, use:

```
{{strategy.order.alert_message}}
```

Paste this into the **"Message"** field of your TradingView alert. It will send signal details (buy/sell/exit) automatically.

![Alert Message](/files/36e4484a855a46249aaba02a36ba12d5f1c8092a)

*Paste message here*

***

#### Full Indicator Message Templates (Advanced)

Use these JSON message formats to send custom webhook signals with full control. Each item in double braces is replaced with a value when the alert is sent to PrimeAutomation.

✅ BUY

{% code title="buy.json" %}

```json
{
  "ticker": "{{ticker}}",
  "action": "buy",
  "price": "{{close}}",
  "time": "{{timenow}}",
  "size": "{{size}}"
}
```

{% endcode %}

🟡 EXIT\_BUY

{% code title="exit\_buy.json" %}

```json
{
  "ticker": "{{ticker}}",
  "action": "exit_buy",
  "price": "{{close}}",
  "time": "{{timenow}}",
  "size": "{{size}}",
  "per": "{{per}}",
  "sl": "{{sl}}",
  "tp": "{{tp}}"
}
```

{% endcode %}

🔻 SELL

{% code title="sell.json" %}

```json
{
  "ticker": "{{ticker}}",
  "action": "sell",
  "price": "{{close}}",
  "time": "{{timenow}}",
  "size": "{{size}}"
}
```

{% endcode %}

🔴 EXIT\_SELL

{% code title="exit\_sell.json" %}

```json
{
  "ticker": "{{ticker}}",
  "action": "exit_sell",
  "price": "{{close}}",
  "time": "{{timenow}}",
  "size": "{{size}}",
  "per": "{{per}}",
  "sl": "{{sl}}",
  "tp": "{{tp}}"
}
```

{% endcode %}

📌 These are for advanced Pine Script users or when building your own signal logic. You can dynamically insert variables using TradingView alert syntax.
{% endstep %}

{% step %}

### ✅ Final Step: Deploy & Monitor

Click **Continue to Dashboard**.

Your bot is now live and ready to receive webhook alerts. You’ll see it appear on your dashboard where you can:

* 🟢 Toggle it ON/OFF
* ✏️ Edit configuration
* 📊 Track live trades and PNL
* 🧾 View trade history
  {% endstep %}
  {% endstepper %}

{% hint style="info" %}

#### 🧠 Best Practices

* 🔐 Keep your webhook URL private. It acts as the key to your bot.
  {% endhint %}

\
**Want to see how it's done?** Watch the video below ✏️

{% embed url="<https://youtu.be/kdi7o9Gl5w8>" %}


# FAQs: Common Mistakes

Quick fixes for balance, API, bot availability, and sizing issues.

Use this page when a bot won’t start, balances look wrong, or you hit an API error.

### ✅ Quick checklist

* Confirm funds are in **USDT-M Futures** (not Spot/Funding/Earn).
* Confirm you’re holding **USDT** (not USDC or other assets).
* Refresh your dashboard. Wait **\~5 minutes** between transfers and refreshes.
* Check API key **permissions** (trading ON, withdrawals OFF).
* Check your **plan limits** and whether the bot has available copy slots.
* Avoid **more than one bot per pair**.

### 💰 Balance & wallet issues

<details>

<summary><strong>Balance not showing (BloFin / Bitget)</strong></summary>

**Most common cause**

* Funds are not in the **Futures** wallet.

**Fix**

1. Open your exchange wallet view.
2. Use **Transfer**.
3. Move funds from **Funding / Spot / Earn** to **Futures**.
4. For PrimeAutomation, use **USDT-M Futures**.
5. Refresh your PrimeAutomation dashboard.
6. Wait **\~5 minutes** before refreshing again.

</details>

<details>

<summary><strong>Bots only run on USDT (stablecoin mismatch)</strong></summary>

PrimeAutomation bots run on **USDT-margined** futures.

**Fix**

* Swap your stablecoin (example: **USDC → USDT**).
* Transfer **USDT** into **USDT-M Futures**.

</details>

<details>

<summary><strong>TradeStation: balance is wrong (multiple futures accounts)</strong></summary>

TradeStation can have more than one futures sub-account.

**Fix**

* Transfer funds between your TradeStation futures accounts.
* Refresh the PrimeAutomation dashboard.
* Wait **\~5 minutes** between transfers and refreshes.

</details>

### 🔑 API issues (bots can’t trade / API error)

<details>

<summary><strong>API key expired (or stopped working)</strong></summary>

Some brokers issue API keys with an expiration date.

**Fix**

1. Create a new API key on the broker.
2. Update the API key + secret in PrimeAutomation.
3. If the bot still errors, delete and re-add the bot so it picks up the new key.

{% hint style="warning" %}
If you remove a bot while trades are open, those positions remain on the exchange. Re-add the bot quickly or manage open positions manually.
{% endhint %}

</details>

<details>

<summary><strong>API permissions are wrong (BloFin / Bitget / TradeStation)</strong></summary>

**Fix**

* Enable **Trading** permission.
* Disable **Withdrawals** permission.

</details>

<details>

<summary><strong>API key vs “password” confusion</strong></summary>

PrimeAutomation asks for the **API Key** and **API Secret**. These are created on your broker. They are not passwords you invent.

**Fix**

* Copy/paste the exact values from the broker’s API creation screen.

</details>

### 🤖 Bot access & availability

<details>

<summary><strong>Can’t add a bot (plan restriction)</strong></summary>

Different plans have different limits. Some plans exclude AI bots. Some plans cap the number of active bots.

**Fix**

* Open the **Pricing** tab.
* Compare your plan limits to the bot you’re trying to copy.
* Upgrade if needed.

</details>

<details>

<summary><strong>Can’t add a bot (no copy slots available)</strong></summary>

Some bots have limited capacity. Once full, you can’t copy it until capacity frees up.

**Fix**

* Check again later.
* Consider a similar bot on the same pair.
* Consider a stronger performer on a different pair.

</details>

<details>

<summary><strong>Can’t find a bot you copied before</strong></summary>

Bots are auto-sorted by new arrivals and current performance. Older bots can move out of view during normal market cycles.

**Fix**

* Use the **search bar** to find the bot by name/pair.

</details>

<details>

<summary><strong>Bot disappeared (maintenance)</strong></summary>

Bots may be paused for testing and improvements.

**Fix**

* Contact support if a bot disappears from your dashboard.

</details>

<details>

<summary><strong>Same pair, different results</strong></summary>

Same pair does not mean same logic. Example: `BTC-USDT-SNIPER` vs `BTC-USDT-ROCKET`.

**Fix**

* Check the bot’s code name and metrics.
* Pick the version that fits your risk and style.

</details>

<details>

<summary><strong>More than one bot on the same pair</strong></summary>

Avoid running multiple bots on the same pair. Some brokers can mis-attribute entries and exits.

**Fix**

* Keep **one bot per pair**.
* If you delete a bot with open positions, close those positions on the broker.

</details>

### 🧯 Funds, sizing, and risk settings

<details>

<summary><strong>“Insufficient funds”</strong></summary>

Common causes:

* Funds are in the wrong wallet.
* Wallet is too small for the bot’s minimum order size.
* Too many bots are drawing from the same wallet.

**Fix**

* Verify funds are in **USDT-M Futures**.
* Verify the PrimeAutomation dashboard shows the correct balance.
* Reduce the number of bots or reduce each bot’s position size.
* Add more equity if needed.

</details>

<details>

<summary><strong>Too many bots using a high % at the same time</strong></summary>

Bots can lock margin while trades are open. This can starve other bots.

**Fix**

* Reduce the % used per trade.
* Add more funds.
* Reduce the number of concurrently running bots.

{% hint style="danger" %}
If you delete a bot while it has an open trade, PrimeAutomation won’t manage that position anymore. Close open positions on your broker if needed.
{% endhint %}

</details>

<details>

<summary><strong>Using fixed dollar sizing (instead of %)</strong></summary>

Fixed sizing locks a specific dollar amount per bot. With many bots, you can run out of that amount.

**Fix**

* Prefer **% of balance**.
* If you must use dollars, keep it around **5–10%** of your account per bot.

</details>

<details>

<summary><strong>Risk is set too high ("100% risk")</strong></summary>

Risk mainly comes from:

* Leverage
* % of wallet per trade

Even with safeguards, fast moves and slippage can liquidate accounts.

**Suggested baseline**

* **Leverage:** max **3x**
* **Allocation:** **5–10%** of your wallet per bot per trade

</details>


# FAQs

Frequently asked questions about PrimeAutomation & how to solve problems.

<details>

<summary>Balance Not Showing</summary>

| PROBLEM                                                 | SOLUTION                                                                                             |
| ------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| My balance shows **zero** or lower than expected        | Check which wallet your funds are in. Transfer funds from **Spot / Funding / Earn → USDT-M Futures** |
| I have money but the bot says **no balance available**  | Bots only run on **USDT**. Convert USDC or other assets to **USDT** and move them to Futures         |
| I transferred funds but the balance still didn’t update | Wait **up to 5 minutes**, then refresh the PA dashboard                                              |
| I have multiple futures accounts and funds are missing  | Make sure funds are in the **correct Futures account**                                               |

</details>

<details>

<summary>Trades Not Being Reflected / Bots Stop / API Errors</summary>

| PROBLEM                                | SOLUTION                                                              |
| -------------------------------------- | --------------------------------------------------------------------- |
| My bot stopped trading suddenly        | Re-create or refresh your API key and update it in PA                 |
| My open trades don’t appear on PA      | Ensure API **trading permissions** are enabled                        |
| API setup fails or keeps disconnecting | Double-check API Key & Secret match exactly what the broker generated |

</details>

<details>

<summary>Can’t add a bot / no permissions</summary>

| PROBLEM                          | SOLUTION                                                        |
| -------------------------------- | --------------------------------------------------------------- |
| I can’t copy or add a bot        | Check your **plan limits** (AI bots, strategy bots, total bots) |
| The copy button is disabled      | The bot has reached **maximum capacity**                        |
| I get permission or limit errors | Upgrade your plan or choose a bot allowed by your current plan  |

</details>

<details>

<summary>Can’t Find Previous Bots</summary>

| PROBLEM                                   | SOLUTION                                            |
| ----------------------------------------- | --------------------------------------------------- |
| A bot I used before isn’t visible anymore | Use the **search bar** to find older or hidden bots |
| A bot disappeared completely              | Contact **support** — it may be under maintenance   |
| I only see new or trending bots           | Older bots are hidden by default — search by name   |

</details>

<details>

<summary>Same Bot, Different Results</summary>

| PROBLEM                                       | SOLUTION                                                     |
| --------------------------------------------- | ------------------------------------------------------------ |
| Two bots on the same pair perform differently | They use **different strategies** despite the same pair      |
| Results don’t match what I expected           | Compare **metrics, logic, and risk profile** before choosing |
| Bots have similar names but act differently   | Check the **strategy reference name** in the bot title       |

</details>

<details>

<summary>More Than One Bot Per Pair</summary>

| PROBLEM                                | SOLUTION                                                      |
| -------------------------------------- | ------------------------------------------------------------- |
| I added multiple bots on the same pair | Only run **one bot per pair**                                 |
| Trades look duplicated or conflicting  | Remove extra bots and **manually close trades** on the broker |
| Bots interfere with each other         | Pick **one strategy** per asset or pair                       |

</details>

<details>

<summary>Insufficient Funds</summary>

| PROBLEM                                            | SOLUTION                                        |
| -------------------------------------------------- | ----------------------------------------------- |
| Bot fails to open trades due to insufficient funds | Ensure enough **USDT in Futures wallet**        |
| Bots stop trading after some time                  | Too many bots are sharing the same balance      |
| One bot is using too much capital                  | Reduce **% per trade** or number of active bots |
| Using fixed dollar size caused bots to stop        | Switch to **percentage-based sizing**           |

</details>

<details>

<summary>My bots are struggling</summary>

| PROBLEM                                     | SOLUTION                                                                 |
| ------------------------------------------- | ------------------------------------------------------------------------ |
| I assumed the bot cannot lose               | All bots carry risk due to leverage, volatility, slippage, or API delays |
| Losses occurred during extreme market moves | Use conservative settings and proper risk limits                         |
| I want to reduce liquidation risk           | Use **max 3x leverage** and **5–10% wallet risk per bot**                |

</details>