Getting Started with VTX Macro

Welcome to VTX Macro, your advanced AI-powered trading platform. This platform is designed to help you automate your trading strategies using cutting-edge AI models and real-time market analysis. Whether you are looking to automate trades or get intelligent market insights, VTX Macro provides the tools you need.

How It Works

VTX Macro connects to your Hyperliquid account to execute trades on your behalf. Our AI engine analyzes market data, identifies trends, and executes strategies based on your configuration. The system operates in real-time, ensuring that you never miss a trading opportunity.

• Real-time Analysis: Continuous monitoring of market conditions.
• AI Execution: Automated trade execution based on AI signals.
• Risk Management: Built-in safeguards to protect your capital.

Setting Up Hyperliquid

To use VTX Macro, you need to connect your Hyperliquid account. Follow these steps carefully to ensure correct configuration:

IMPORTANT: Account Type Requirement VTX Macro supports Standard Perps Accounts and Unified Accounts for credential verification and perp trading.

• Standard Account: You explicitly deposit USDC into your "Perps" account to trade.
• Unified Account: Spot collateral can back perp positions. This is now supported in compatibility mode.

Current Unified Account Scope (Compatibility Mode):

• Perp trading and wallet verification are supported.
• Platform analytics remain perps-focused (spot activity is not included in strategy PnL calculations).

How to Switch Between Account Types: If you want to switch between Unified Account mode and a Standard Perps Account:

1. Go to the Hyperliquid App.
2. Click the Gear Icon (Settings) in the top right corner.
3. Check or uncheck the "Disable Unified Account Mode" checkbox.
4. If you disable Unified Account mode, you must manually transfer USDC from your Spot balance to your Perps account within Hyperliquid to trade with VTX Macro.

1. Connect to Hyperliquid: Go to Hyperliquid and connect your main trading wallet (e.g., via RabbitX or direct connection). This is the wallet that holds your funds.
2. Generate API Wallet: Navigate to the API section in the Hyperliquid dashboard. Click to generate a new API Wallet.
   • This will provide you with an API Wallet Address and a Private Key.
   • Copy the Private Key immediately, as it may not be shown again.
3. Configure VTX Macro: Go to the System page on VTX Macro.
4. Enter Credentials:
   • Wallet Address: Enter your MAIN Wallet Address (the one with the funds), NOT the API wallet address.
   • Private Key: Enter the API Wallet Private Key you just generated.

CRITICAL: The "Wallet Address" field must be your Main Wallet Address (where your funds are). The "Private Key" is the signer key from the API wallet. If you enter the API wallet address as the main address, the system will not be able to find your funds or execute trades correctly.

Verification Process & Requirements

To ensure security and proper configuration, the system verifies your credentials by attempting to place a small test order.

• Minimum Balance: Your wallet must have at least $15 USDC to pass the verification check.
• Test Order: The system places a limit order far above the market price.
• Safety: This order is designed NOT to execute and is immediately canceled.
• Purpose: This confirms that your Agent Key is correctly authorized to trade on behalf of your Main Wallet.

System Settings

The System page is the central configuration hub for your VTX Macro environment. From here, you can manage your trading profiles, connect your exchange accounts, configure AI providers (BYOK), and personalize your user settings.

System Monitoring

The System page acts as a real-time dashboard for your platform's health.

• Live Price Feed: Displays the current Bitcoin price tick directly from the data stream. A pulsing green dot indicates a healthy, low-latency connection (< 250ms latency).
• Data Freshness: Timestamps and update counters show exactly when the last data packet was received.
• Visual Status: Price changes flash green (up) or red (down) to confirm the UI is reactive.

Note on Defaults: Looking for the default AI parameters (Timeout, Tokens, etc.)? These are listed in Global Platform Defaults, not on the System page.

Trading Profiles

Profiles allow you to create isolated environments for different trading strategies or purposes. Each profile maintains its own:

• Exchange Connection (Wallet Address)
• AI Preferences (Risk tolerance, active models)
• Trade History & Performance Metrics

Managing Profiles

• Create: Click the + button to create a new profile (e.g., "Scalping Strategy", "Long Term Hold").
• Switch: Click on any profile card to make it active. The entire application (Trading, Analysis, Settings) will context-switch to this profile.
• Delete: Remove unused profiles to keep your workspace clean. Note: Trading history for deleted profiles may be archived.

Exchange Connection (Hyperliquid)

Connect your Hyperliquid account to enable live trading. See Getting Started for the full step-by-step guide on generating these credentials.

• Wallet Address: Your primary Hyperliquid address (e.g., 0x...). This is used for monitoring balances and positions.
• Private Key: The API Wallet Private Key generated from the Hyperliquid settings page.
  • Note: Do not use your main wallet's private key. Always use an API Wallet key, which is restricted to trading only and cannot withdraw funds.

Bring Your Own Key (BYOK)

By default, VTX Macro provides access to AI models through its own managed quota. However, for power users who want higher rate limits, specific model versions, or direct billing, you can enable Bring Your Own Key.

Note: Switching your account to or from BYOK mode currently requires administrator approval. Please contact support or an administrator at admin@vtxmacro.com to request this change.

Supported Providers

• OpenAI: GPT 5.2 (including GPT 5.2 Chat Latest).
• Anthropic: Claude Sonnet 4.6 and Claude Opus 4.6.
• Google: Gemini 3.1 Pro Preview and Gemini 3 Flash Preview.
  • Tip: New Google Cloud accounts can claim $300 in free credits to use with the Gemini API.
• xAI: Grok 4.1 Fast Reasoning and Grok 4.

This list highlights current top models only (not an exhaustive list of every supported fallback/snapshot ID).

Benefits of BYOK:

• Lower Platform Fees: You pay the provider directly for API usage. VTX Macro charges a reduced platform fee (1x multiplier instead of the standard 2.0x) on your credit balance.
• Higher Rate Limits: Use your own tier limits.
• Privacy: Your prompts go directly from your backend to the provider (subject to VTX Macro's orchestration).

User Profile

Manage your public identity on the platform.

• Handle: Your unique @username (e.g., @trader-alpha). This is visible on public leaderboards and shared analysis links. You can change this periodically.
• Identity: Displays your registered email and account role.

Regional Settings

• Timezone: Configure the display timezone for all charts, logs, and timestamps.
  • Auto: Detects your browser's timezone.
  • Manual: Force a specific timezone (e.g., UTC) for consistent reporting.

Trading Interface & AI

The Trade Dashboard

The Trade page is your command center for both manual execution and AI supervision. It combines professional-grade charting with direct exchange execution and AI controls.

1. Market Overview & Charting

• Asset Selector: Use the dropdown in the top-left to switch between markets (e.g., BTC, ETH, SOL). It displays real-time price, 24h change, and volume to help you identify liquid markets.
• Advanced Chart: A fully interactive candlestick chart with adjustable timeframes (1m to 1W) and drawing tools. Your chart settings and drawings are saved automatically per profile.
• Customizable Layout: You can resize the Chart, Order Entry, and Bottom Panel sections to suit your workflow.

2. Manual Order Entry

The right-hand panel allows for precise manual execution:

• Order Types:
  • Market: Execute immediately at the best available price.
  • Limit: Set a specific limit price. Supports TIF (Time in Force) options like GTC, IOC, and ALO (Post-Only).
  • Pro: Access advanced algorithmic orders including Scale (laddering), TWAP (Time-Weighted Average Price), Stop-Limit, and Stop-Market.
• Leverage: specific leverage slider. Note: This leverage setting applies to both manual trades AND AI trades for this symbol.
• Size Inputs: Enter trade size in either Coin (e.g., 0.5 BTC) or USDC (e.g., $5,000).
• Risk Tools:
  • Reduce Only: Ensures the order will only reduce or close an open position, never increase it.
  • TP/SL: specific Take Profit and Stop Loss triggers before placing the entry.

3. Position Management

The bottom panel gives you full visibility into your account state:

• Positions Tab: View all active open positions, including Entry Price, Mark Price, Unrealized PnL, and Liquidation Price.
  • Actions: "Close Market" (instant exit), "Close Limit" (queued exit), "Edit Leverage", and "Edit TP/SL".
• Open Orders: View and cancel working limit orders.
• Trade History: A log of your recent fills and executions.
• Funding: Track funding fee payments and receipts.

---

AI Assistant

The AI Assistant acts as a "dry run" for the AI Trader. It runs the exact same analysis logic as the automated trader on our cloud servers but does not execute any trades.

Note: The AI Assistant runs on the server backend, identical to the Live Trader. It will continue running even if you close the browser.

This allows you to see exactly what the AI would do in the current market conditions without risking capital. You can activate it by toggling the AI Assistant switch on the Trade page (top right panel).

AI Trader

To start the AI Trader:

1. Ensure your Hyperliquid API key is connected.
2. Configure your strategy settings (Model, Risk, Prompts) on the AI page.
3. Go to the Trade dashboard.
4. Toggle the "AI Trader" switch to ON.

Important: The AI Trader runs on our secure cloud servers. Once started, it will continue running 24/7 even if you close your browser or turn off your device, until you explicitly stop it.

The AI Trader will now execute trades automatically based on your configuration. Monitor the "Open Orders" and "Trade History" panels to see the AI in action.

Risk, Size & Leverage

VTX Macro keeps your automated trading defaults consistent across the platform:

• AI Trade Amount (USDC): The notional size used for AI Trader orders. This is stored separately from your manual Trade page order size, so you can tune automation without affecting your one-off trades.
• Leverage / Max Leverage: Your selected leverage is shared between the AI and Trade pages so you don't end up running automation at one leverage while placing manual orders at another.
• Platform Cap: Leverage is capped at 40x (or the asset's specific limit) to ensure safety. If any setting reports a higher value, VTX Macro will clamp it back to the allowed maximum.

Note: AI settings may auto-save with a short debounce. Once saved, other pages refresh the updated preference automatically.

Understanding the AI Control Panel

The panel displays your current Active Configuration during runtime:

• Assets: List of symbols being monitored (e.g., BTC, ETH).
• Timeframes: Active intervals and candle lookback counts (e.g., 5m (25) = 25 candles of 5m data).

Max Trades Counter (Visible only when AI Trader is Active):

• Used: Current number of "units" engaged in open positions.
• Max: Your configured "Max Trades Global" limit.
• Updates: Refreshes instantly on every AI execution cycle.

AI Models & Reliability

VTX Macro uses advanced AI models (like Gemini 3.1 Pro, GPT 5.2) to analyze the market. Sometimes, a specific model may be unavailable due to high demand (Rate Limits).

Smart Fallback System If your preferred model encounters an error (e.g., 429 Rate Limit), the system automatically attempts to use a backup model to ensure your analysis continues without interruption.

• Indicator: Look for the Amber colored badge and 🔀 shuffle icon in the AI log.
• Hover Tooltip: Hover over the badge to see exactly which model was requested and which one was used (e.g., "Fallback: Requested Gemini-3.1-Pro").
• Configured Cascades (Examples):
  • Claude Sonnet: 4.6 → 4.5 → 4.0
  • Claude Opus: 4.6 → 4.5 → 4.1
  • Gemini Pro: 3.1 Pro → 3 Pro → 2.5 Pro
• Seamless: This happens automatically in the background. No action is required from you.

Multi-Asset Selection

You can configure the AI to monitor and trade multiple assets simultaneously using the Asset Selector on the AI page.

• Click the assets input to open the selection menu.
• Select assets to monitor (up to 3).
• Use the sorting options (Volume, Price, Change) to find liquid markets.
• The AI will analyze ALL selected assets in every execution cycle.

Operating Schedule

You can restrict autonomous trading to specific hours or market sessions (e.g., NY/London overlap) using the Schedule settings on the AI page.

• Active Windows: Define specific day and time ranges. Outside these times, the AI status becomes Paused.
• Timezone: Align windows with your local time or major market centers.
• Presets: Quickly load standard sessions (e.g., "EU + US", "24/5 Weekdays") from the preset dropdown.
• Close on Stop (Trader Only): Optionally force the AI to close all open positions when a schedule window ends.

Troubleshooting

If you are having issues starting the AI Assistant or AI Trader, please try disabling your VPN and/or ad blocker. These tools can sometimes interfere with the connection.

AI Configuration

The AI page is the brain of your VTX Macro system. This is where you define how the AI thinks, what it trades, and the strict risk limits it must follow.

Tip: You can save different setups as Snapshots (e.g., "Bull Market Aggressive", "Weekend Conservative") to switch strategies instantly.

Model & Intelligence

Choose the brain that powers your trader.

• Preferred Model: Select the specific AI model (e.g., Gemini 3.1 Pro, GPT-5).
  • Recommendation: Start with Gemini 3 Flash for a balance of reasoning speed and cost.
• Cost Tracking: The panel shows the average cost per run, helping you budget your balance.
• Use My Averages: Toggle this to see costs based on your specific usage history rather than global platform averages.

Market Analysis Scope

Define the data the AI "sees" when making a decision.

• Trading Symbols: The assets the AI is allowed to monitor and trade (e.g., BTC, ETH, SOL).
• Timeframes: The chart intervals analyzed (e.g., 5m, 1h, 4h).
• Lookback: How many past candles are sent to the model for each timeframe (configured per timeframe in config.toml, e.g., 48 for 1h).
• Technical Indicators: Enabling these pre-calculates values like RSI, MACD, or Bollinger Bands and feeds them to the AI numerically.

Trading Limits & Frequency

Control the pace and size of the automation.

• Loop Interval: How often the AI runs its analysis (e.g., every 5 minutes).
• Trade Amount: The size (in USDC) of each position opened by the AI.
• Max Trades: Hard limits to prevent over-exposure:
  • Global: Max total open positions across all assets.
  • Per Asset: Max open positions for a single symbol.
  • Per Prompt: Max limit orders generated in a single cycle.

Safe Mode (Risk Management)

Automated safety nets that apply to every AI trade.

• Stop Loss / Take Profit: Automatically attach TP/SL orders to every entry.
  • Fixed %: Set a static percentage distance (e.g., SL -2%, TP +6%).
  • AI Dynamic: If enabled, the AI can suggest its own targets based on support/resistance levels.

Operations & Scheduling

• Killswitch: An emergency circuit breaker.
  • Threshold: If account equity drops by X% within Y hours, the system halts.
  • Action: Optionally close all open positions immediately upon trigger.
• Schedule: Restrict trading to specific hours (e.g., 09:00 - 16:00 London Time).
• Calendar Filters: Prevent trading during high-impact news events (e.g., FOMC, CPI) by defining a "no-trade zone" buffer (e.g., 60 mins before, 30 mins after).

Prompts (The "Persona")

You have full access to the prompt text sent to the AI.

• System Prompt: Defines the AI's core identity and rules. (e.g., "You are a conservative macro trader...").
• User Prompt: The template used to present market data.
• Advanced: You can edit these to enforce specific behaviors, like "Never trade against the 1-hour trend" or "Focus heavily on volume anomalies."

Review Model (Dual-Layer Analysis)

The Review Model acts as a "second opinion" for your AI trader. It allows you to configure a separate, potentially more powerful or specialized AI model to critique and validate the primary model's trading decisions before they are executed.

How It Works

1. Primary Analysis: The main AI model analyzes the market and proposes a trade (e.g., "BUY BTC").
2. Trigger Check: The system checks if the proposed decision matches your Review Triggers (e.g., only review "BUY" and "SELL", but ignore "HOLD").
3. Review Process: If triggered, the Review Model receives the primary model's reasoning and the same market data. It acts as a risk manager or senior trader.
4. Final Verdict: The Review Model can:
   • Confirm the trade.
   • Reject the trade (turning it into a "HOLD").
   • Modify the trade (e.g., reduce the size).

Model Label Semantics

• + means a Review Model was used (primary + reviewer).
• -> means a fallback model was used (requested -> actual).
• Both can appear together when fallback and review both occur in the same run.

Configuration

To enable the Review Model, navigate to the Advanced or AI Settings panel.

Core Settings

• Enable Review Model: Toggles the feature on/off.
• Review Model: Select the specific LLM to use for reviews.
  • Recommendation: Use a "Reasoning" model like o1-preview or Gemini 1.5 Pro for the review layer, even if your primary model is a faster "Flash" model.
• Triggers: Choose which decisions trigger a review.
  • Common Setup: Review BUY and SELL, but let HOLD pass through instantly.

Parameters

• Temperature: Controls the creativity of the reviewer (default: 1.0 for strict logic).
• Max Tokens: Limit the length of the review output.
• Timeout: Maximum time in seconds to wait for the review (default: 90s).

Custom Prompts

Just like the primary trader, the Review Model has its own customizable prompts.

System Prompt

Defines the persona of the reviewer.

• Default: "You are a senior risk manager. Your job is to critique the proposed trade..."

User Prompt

The template for the data sent to the reviewer. It typically includes:

• The Primary Decision (BUY/SELL/HOLD).
• The Primary Reasoning (Why the first model wanted to trade).
• The Market Data (Price, indicators, etc.).

Cost Implications

Using a Review Model essentially doubles the API calls for triggered trades.

• If you review every decision, your costs will double.
• If you only review BUY/SELL (and the bot mostly HOLDS), the extra cost is minimal.

VTX Insights - Market Chat & Analysis

Insights is your holistic trading co-pilot. It combines RAG (Retrieval Augmented Generation) on your private data with real-time market access, web search, and platform documentation.

Scope of Knowledge

Insights is not just a chatbot; it is an agent with access to four distinct "brains":

1. Your Trading Data (Deep Memory)

It has direct SQL access to your entire trade history, fills, and account snapshots.

• Ask: "Analyze my PnL distribution for last month."
• Ask: "Show me the last 5 times I traded SOL."

2. Live Market Intelligence (Real-Time)

It can see the current market state (Prices, Volatility, Order Flow) in real-time.

• Ask: "Is the market trending or choppy right now?"
• Ask: "What is the current funding rate on ETH?"

3. Web Search (Google Grounding)

It can search the live internet for news, macro events, and fundamentals.

• Ask: "Why is crypto down today?"
• Ask: "Summarize the FOMC meeting minutes released an hour ago."

4. Platform Knowledge Base (The Manual)

It has read this documentation and knows how VTX Macro works.

• Ask: "How do I set up a Trailing Stop?"
• Ask: "Explain the difference between Hard and Soft mode in market regime."

5. General Trading Knowledge (The Tutor)

It is an expert on general trading concepts, technical indicators, and market theory.

• Ask: "What is Implied Volatility and how does it affect options?"
• Ask: "Explain the formula for RSI."

Core Capabilities

1. Trade Post-Mortems

Analyze specific trades to understand execution quality and decision logic.

• "Why did my long on BTC lose money yesterday?"
• "Analyze slippage on my last 10 ETH market orders."
• "Was my stop loss placement too aggressive on the SOL trade?"

The system retrieves the relevant execution data and uses an LLM to analyze the trade in context.

2. Performance Coaching

Insights acts as a neutral observer of your trading behavior, helping you identify psychological pitfalls.

• "Am I revenge trading after big losses?"
• "Do I tend to oversize positions during low volatility?"
• "Review my discipline: did I stick to my plan this week?"

3. Strategy Refinement

Use the chat to brainstorm and stress-test new ideas.

• "Based on current market structure, is a mean-reversion strategy viable?"
• "Suggest improvements for my breakout entry criteria."

Advanced Chat Features

The Insights interface is built for professional workflows, supporting more than just simple exchange.

Multi-Model Support

Choose the right tool for the job. You can select different AI models for each conversation:

• Reasoning Models (e.g., Gemini 3.1 Pro Preview, Claude Sonnet 4.6, GPT 5.2): Best for complex post-mortems and deep strategic analysis.
• Speed Models (e.g., Gemini 3 Flash Preview, GPT 5.2 Chat Latest): Best for quick queries or simple data lookups. Lower cost and faster response time.

Streaming Responses & Real-Time Cost

• Live Streaming: Responses are streamed token-by-token for immediate feedback.
• Cost Transparency: See the exact cost of each query (in VTX credits) and detailed latency metrics immediately after generation.

Session History & Management

• Auto-Save: All conversations are saved automatically.
• Rename/Delete: Organize your research by renaming sessions or deleting obsolete ones.
• Search: Quickly find past analyses in the sidebar.

Rewind & Branching

VTX Macro supports non-linear conversation flows:

• Edit Previous Messages: If you want to change a prompt you sent 5 messages ago, simply edit it.
• Auto-Truncate: The system will automatically "rewind" the memory to that point and generate a new response, effectively creating a new branch of the conversation without needing to start over.

Sharing Analysis

Share your findings with teammates or social media:

• Public Links: Generate a read-only public link for any chat session.
• Privacy First: Shared links only show the conversation text. Sensitive account details (like API keys or specific wallet balances) are never exposed, though trade details mentioned in the chat will be visible.

Data Privacy & Billing

Billing

Insights usage is billed on a per-token basis.

• You pay only for what you use.
• Complex queries with large amounts of trade context will cost more than simple questions.
• Costs are displayed in real-time.

Data Security

• Your trade data is indexed for the RAG system but is strictly siloed to your account.
• Data is sent to the LLM provider (e.g., Google/OpenAI) only when you actively ask a question that requires it.
• Your data is never used to train public models.

Platform Features & Configuration

The following section covers the core platform settings, defaults, and analysis tools available in VTX Macro.

Global Platform Defaults

The following values represent the server-side default configuration. These settings are used as the baseline for the AI Trader unless overridden by your personal strategy settings.

AI Execution

• Default Model: gemini-3-flash-preview
• Max Tokens: 8192
• Loop Interval: 60s
• Timeout: 90s
• Trade Amount: $20

Trading Safety & Defaults

• Max Trades (Global): 10
• Max Trades (Per Asset): 10
• Max Trades (Per Prompt): 10
• Max Slippage: 8.0%
• Leverage: 10x (Max 40x)
• Margin Mode: Cross

Small Account Optimization

For accounts with small balances ($10-50), Isolated Margin operations can sometimes fail due to exchange-level dust limits and collateral fragmentation. To ensure your leverage updates always succeed, the system employs an Auto-Recovery mechanism: If an Isolated Margin update fails due to insufficient margin/balance, the system automatically retries the request using Cross Margin. This ensures you can always adjust your leverage without manual intervention, even on small accounts.

Snapshots & Sharing

Snapshots allow you to save your entire AI strategy configuration (Model, Prompts, Parameters) into a reusable profile. This is useful for switching between different trading personalities (e.g., "Conservative Scalper" vs "Aggressive Trend Follower").

How Snapshots Work

• Save: Click the "Save" icon in the Snapshot menu to store your current settings.
• Match: The system automatically detects if your current settings match an existing snapshot or the system defaults.
• Sync: When a matching snapshot is found, it is automatically selected, helping you keep track of your active strategy.

Sharing & Importing

You can share your strategy updates with other users or discover successful strategies from the community.

1. Leaderboard: Browse the Leaderboard to find top-performing users. Click the Copy icon next to a trader's name to instantly import their latest snapshot.
2. Direct Import: Alternatively, search for a specific user by their @handle or Wallet Address in the "Copy User" menu on the AI page.
3. Activating: After importing, the snapshot appears in your library. Select it, then click the Reset button (counter-clockwise arrow) in relevant panels (e.g., Model, Prompts) to apply the settings.
4. Modifying: Once loaded, you can tweak the settings to fit your needs and save it as your own version.

Decision History

The History page provides a complete, searchable log of all AI trading decisions and analysis. This is your primary tool for auditing the AI's behavior over time, including both executed trades and "HOLD" decisions.

Features & Filtering

• Search Reasoning: Quickly find specific decisions by searching for keywords within the AI's reasoning text (e.g., "RSI", "bullish", "liquidation").
• Timeframe: Filter decisions by the last 24 hours, 7 days, 30 days, 90 days, 1 year, or view all history.
• Decisions: Toggle between BUY, SELL, and HOLD decisions to isolate specific actions.
• Model & Overrides:
  • Filter by the specific AI model used for the decision.
  • Check Review to see decisions that were processed by the Review Model.
  • Check Fallback to see decisions where the primary model failed and the Fallback Model took over.
• Units: Use the slider to filter decisions based on the number of units traded.

History Feed

Each entry in the history feed displays:

• Timestamp & Model: When the decision was made and which model made it.
• Latency & Cost: The time it took for the AI to respond and the cost of the prompt.
• Reasoning: The full natural-language explanation generated by the AI, which includes the final decision.

Clicking on any history card that contains an analysis key will open the detailed Trade Analysis page for that specific decision.

Trade Analysis & Decision Transparency

VTX Macro provides complete transparency into every action the AI takes. The Trade Analysis page allows you to inspect the exact "thought process" behind any AI decision, whether it resulted in a trade or a "HOLD".

Accessing Analysis

• Trade History: Click the Sparkles icon next to the timestamp on any trade row.
• AI Logs: Click on any log entry in the AI Activity feed to view the decision context.

Decision Context

• Trade Details: The precise execution price, size, fees, and PnL for the resulting trade (if execution occurred).
• Model Info: The specific AI model used, response latency, and cost.
• Reasoning: The full natural-language explanation generated by the AI (e.g., "Holding because RSI is overbought").
• Technical Inspection: AI Configuration, System Prompt, and raw User Prompt.

Interactive Chat

Every analysis page includes a dedicated Chat Interface. This allows you to interact with the specific historical context of that decision.

• Ask Follow-ups: "Why did you think the trend was bearish here?"
• Challenge Decisions: "Given the RSI was 30, shouldn't you have bought?"
• Memory: The AI replies using the PAST state data it had at that exact moment.

Sharing Decisions

Found an interesting trade or a learning moment? Click the Share button on any Analysis page to generate a public link.

Analytics & Performance

The Analytics page provides a comprehensive dashboard to visualize and understand your trading performance over time.

Key Metrics

• Total PnL: Your net profit or loss for the selected period.
• Win Rate: The percentage of profitable trades.
• Profit Factor: The ratio of Total Net Profit to Total Net Loss (> 1.0 is profitable).
• Trades: Total number of executed trades.
• Volume: Total trading volume generated.
• Avg Trade: Average PnL per trade.
• Fees Paid: Total trading fees incurred.

Visualizations

• Equity Curve: A chart showing the growth (or decline) of your account balance over time. This helps visualize consistency and drawdown.
• PnL Distribution: A bar chart (histogram) showing the distribution of your trade results. It helps identify if your profits come from many small wins or fewer large wins, and how your losses are distributed.

Public Profiles

Every user has a public analytics profile accessible via their username or wallet address (e.g., /analytics/@username). You can view transparency insights and performance history for any trader on the platform.

Billing & Payments

VTX Macro operates on a subscription or usage-based model. All payments are securely processed via Stripe. You can manage your subscription, view invoices, and update payment methods on the Billing page. Ensure your account is funded or has an active subscription to maintain uninterrupted access to AI trading features.

Advanced Strategies & Risk Management

This section covers advanced configuration for scaling, automated coaching, and event-based risk controls.

Multi-Trade Execution & Scaling

The AI Trader supports advanced position management strategies, allowing it to scale in and out of positions. This behavior is controlled by three key settings in the AI page:

Max Trades Global (Portfolio Safety)

Limits the total number of concurrent open positions across ALL selected assets.

• Prevents over-exposure.
• If set to 1, AI only trades one asset at a time.
• Example: Set to 3 → AI can hold BTC, ETH, and SOL positions simultaneously.

Max Trades Per Asset (Scale In Limit)

Controls the maximum number of units the AI can hold for a single specific asset.

• Allows Dollar Cost Averaging (DCA).
• Stops buying when limit reached.
• Example: Set to 5 → AI can hold up to 5 separate entries of BTC.

Max Trades Per Prompt (Execution Speed)

Controls the max number of units the AI can add or reduce in a single execution cycle.

• Acts as a "speed limit".
• Higher values allow faster entry/exit.
• Example: Set to 2 → AI can buy 2 units at once if conviction is high.

Strategy Examples

• Slow Accumulation: Set Max Trades Per Asset to 10 and Max Trades Per Prompt to 1. The AI will build a position slowly, adding at most 1 unit per cycle.
• Aggressive Trading: Set Max Trades Per Asset to 3 and Max Trades Per Prompt to 3. The AI can go from 0 to full size in a single trade if the signal is strong.

Market Regime & Performance Guardrails

The system acts as a real-time coach and risk manager for the AI. It analyzes both your account's trading habits (Performance) and the current market state (Regime) to inject context directly into the AI's prompt via two key variables: {performance} and {market_regime}.

Performance Panel ({performance})

The Performance Panel monitors HOW the AI is trading to prevent inefficient behavior. It provides an "Internal" view of the trader's recent actions over two distinct time horizons: Short-Term (e.g., 6h) and Long-Term (e.g., 24h). This data is injected into the prompt via the {performance} variable.

• Directional Flip Rate: Detects over-trading in chop. If the AI acts indecisively (e.g., Long -> Short -> Long in minutes), it triggers a warning.
• Median Hold Time: Ensures trades are given time to play out. Detects "scalping noise" where the AI exits before a thesis can mature.
• Net Fee Ratio: Calculates Net PnL vs Fees paid. If the strategy is burning capital on fees without sufficient profit, it forces a slowdown.

Prompt Injection:

{performance} will contain a JSON summary of these metrics for both time windows, plus a clear instruction if a threshold is breached (e.g., "WARNING: Flip Rate High (Short-Term). Stop reversing direction.").

Market Regime ({market_regime})

The Market Regime system analyzes MARKET CONDITIONS across all your selected timeframes. It provides an "External" view of the environment. This data is injected into the prompt via the {market_regime} variable.

• ADX (Trend Strength): Warns if the market is non-trending (Dead). Prevents breakout entries in ranges.
• Chop Index: Detects consolidation. Warns if price action is sideways and dangerous.
• ATR % (Volatility): Measures expected move size. Warns if the range is too small to cover fees.

Prompt Injection:

{market_regime} will contain a JSON summary of ADX/Chop/ATR for each asset, plus a synthesized instruction (e.g., "Market is CHOPPY. Avoid breakout strategies.").

Multi-Timeframe Sync

The system automatically synchronizes with your Candle Timeframes configuration.

• If you select 5m, 1h, and 4h candles, the Market Regime Engine analyzes ADX, Chop, and ATR for all three intervals.
• This allows the AI to see nuanced context (e.g., "The 5m chart is choppy and dangerous, but the 4h chart is in a strong uptrend").
• You do not need to configure a separate "Market Regime Timeframe"; it is fully automatic.

Enforcement Modes

Both systems support "Soft" and "Hard" enforcement modes:

• Soft Mode: Injects warnings as "Advice". The AI is told the flip rate is high but can decide to trade anyway if it sees a specific setup.
• Hard Mode: Injects warnings as "Prohibitions". If the Chop Index is high, the prompt explicitly says: "FORBIDDEN: Do not open new positions."

Calendar Risk Management

The Calendar Risk Management system allows you to control how the AI behaves during high-impact economic events (e.g., FOMC, CPI, NFP). By configuring these settings, you can prevent the AI from trading during volatile windows or use the events as advisory context.

Enforcement Modes

• Soft Mode: Events are provided to the AI as context/news. The AI knows the event is coming but retains full autonomy to trade the volatility if it sees a setup.
• Hard Mode: Strict lockout. The AI is forbidden from opening new positions during the configured risk window. It can only manage existing positions.

Risk Configuration

• Impact Levels: Select which events trigger the risk gate (High, Medium, Low, Holiday).
• Currencies: Filter by relevant economies (e.g., USD, EUR).
• Lookahead Window: Define how many minutes before (Pre-Buffer) and after (Post-Buffer) an event the risk rules apply.

Stale Data Protection

The system automatically checks the freshness of the economic calendar data before every AI execution cycle.

• If the calendar data is outdated (stale), the system will flag it and prevent the AI from making decisions based on incorrect event times.
• This ensures the AI never reacts to "ghost" events or misses a critical release due to data lag.

Mental Models & Coaching

This isn’t a control-theory problem, it’s closer to coaching. The knobs matter, but the language you use to frame intent often matters more, especially with an LLM that’s already competent.

A few hard truths:

1. This is art first, science second

Markets are non-stationary. Your bot isn’t optimizing a fixed function, it’s navigating ambiguity. Knobs assume:

• stable distributions
• clean thresholds
• repeatable regimes

Reality doesn’t give you that.

Talking to the model in the system prompt lets you:

• encode judgment
• express trade-offs
• bias behavior without brittle thresholds

That’s something sliders can’t do.

2. Why “just talking to it” works so well

LLMs are excellent at soft constraint satisfaction:

• “Be patient when movement is scarce”
• “Don’t get bored in chop”
• “Wait for expansion, don’t predict it”

Those instructions survive regime shifts far better than:

• “if chop > 53.0 then HOLD”

3. Knobs are for guardrails, not intelligence

Your current knobs are doing the right job:

• preventing obvious self-harm
• bounding risk
• limiting pathological behavior

They should never be the primary decision logic.

The system prompt is where you teach:

• what matters
• what to ignore
• what patience looks like

4. Why every bot ends up unique

Two people can use the same indicators and:

• one prints
• one bleeds

Because:

• what you emphasize
• what you forbid
• what you tolerate

…is different.

5. The only real mistake to avoid

Don’t keep tweaking the knobs to “fix” behavior that’s actually about intent misalignment.

If you find yourself endlessly adjusting sliders hoping to stop specific bad trades, you’re looking in the wrong place.

If the bot overtrades in chop, you fix that faster—and more robustly—by simply saying:

“Chop is a tax. Cash is a position.”

than by trying to find the "perfect" numerical setting.

Bottom line

• Knobs = safety rails
• Prompt = judgment
• Observation = feedback loop

The Tuning Lifecycle: Scientific & Surgical

Great traders treat their bots like science experiments, not slot machines. The goal is to be intentional: make one surgical change at a time and let the bot run long enough to gather significant data. Randomly turning dials every hour is a recipe for noise, not signal.

1. The Bleeder (Cut Fast)

If a bot executes consistently negative trades and bleeds PnL day after day, it is a bad configuration.

• Reality Check: It will not magically "get better" with more time.
• Action: Kill the profile or revert the settings immediately. Do not fall in love with a losing idea.

2. The Grinder (Tweak It)

If the bot makes trades but PnL hovers around break-even—some wins, some losses, mostly flat—it is promising. It survives the market but hasn't found its edge yet.

• Diagnosis: This is the prime candidate for optimization. Look at the losers: are stops too tight? Is it entering too late?
• Action: Make one small adjustment (e.g., widen stops by 1% or switch from Soft to Hard enforcement). Then wait 24-48 hours.

3. The Winner (Protect It)

If a bot has positive PnL over multiple days or weeks, it is a Winner.

• The Trap: The urge to "perfect" it is dangerous. Any change you make has a high probability of breaking the delicate balance that is working.
• Action: Be ultra-wary of changes. If you must experiment, clone the profile and test your "improvements" on the copy, leaving the original Winner to keep printing.

Disclaimer

Not Financial Advice: The content, tools, and algorithms provided by VTX Macro are for informational and educational purposes only. Nothing on this platform constitutes financial, investment, legal, or tax advice. You are solely responsible for your trading decisions.

Risk Warning: Cryptocurrency trading, especially with leverage, involves a high level of risk and may not be suitable for all investors. You could lose some or all of your initial investment. Do not trade with money you cannot afford to lose.

No Warranty: VTX Macro is provided "as is" without any warranty of any kind. We do not guarantee the accuracy of market data, the performance of trading algorithms, or the uptime of the service. We are not liable for any financial losses incurred while using this platform.