Preparation: Assess Your Trading Goals

Before diving into the technical setup, take a moment to clarify your trading objectives:

• Market Outlook: Do you expect sideways movement, an uptrend, or possible downside?

• Risk Tolerance: How aggressive or conservative do you want your strategy to be?

• Capital Allocation: How much of your portfolio will you dedicate to this strategy?

• Time Horizon: Is this a short-term or long-term trading approach?

Your answers will guide your parameter selections in the following steps.

Step 1: Access Omni Assist

1. Log into your SageMaster account

2. Navigate to the AI Assists section in the left sidebar

3. Click on "Create New Assist"

4. Select "Omni Assist" from the available options

Step 2: Basic Configuration

Select Trading Pair and Exchange

1. Choose your preferred exchange from the dropdown menu

2. Select the trading pair you want to trade (e.g., BTC/USDT, ETH/USDT)

3. Verify that the current market price is displayed correctly

Set Initial Parameters

1. Initial Investment: Enter the amount you want to allocate to this strategy

2. Entry Type:

   • Market Entry: Routes immediately at current market price

   • Limit Entry: Sets a specific price at which to activate the strategy

Step 3: Configure Your Grid Settings

The grid component forms the foundation of your Omni Assist strategy:

1. Grid Width: Set the percentage range for your grid

   • Recommendation for beginners: 5-8%

   • Wider for ranging markets (8-10%)

   • Narrower for trending markets (4-6%)

2. Grid Levels: Determine how many grid lines to place within your width

   • More levels = more frequent but smaller trades

   • Fewer levels = less frequent but larger trades

   • Typical range: 4-10 levels (6 is often a good starting point)

3. Take Profit Settings:

   • For ranging markets: Consider disabling TP to allow grid recycling

   • For trending markets: Set 1-3% to lock in profits quickly

   • Smart TP options allow for partial profit taking at different levels

Step 4: DCA Configuration - The Heart of Omni Assist

This is where Omni Assist truly differentiates itself from standard grid strategies:

1. Number of DCA Levels: How many deeper buying opportunities do you want?

   • Conservative: 2-3 levels

   • Moderate: 3-4 levels

   • Aggressive: 5+ levels

2. Step Scale: This crucial parameter determines the spacing between DCA levels

   1. 1.0: Equal spacing between all DCA levels (like traditional DCA)

   2. 1.1-1.3: Slightly widening spaces (balanced approach)

   3. 1.4-1.6: Progressively wider spacing (aggressive approach)

   4. For example, with an initial grid width of 5% and Step Scale of 1.2:

      1. First DCA might trigger at 5% below entry

      2. Second DCA would trigger at 6% (5% × 1.2) below the first DCA

      3. Third DCA would trigger at 7.2% (6% × 1.2) below the second DCA

3. Volume Scale: Controls capital allocation at each DCA level

   • 1.0: Equal capital at all DCA levels

   • 1.1-1.3: Slightly increasing allocation (balanced)

   • 1.4-1.8: Significantly larger allocations at deeper levels (aggressive)

   • For example, with a base order of $100 and Volume Scale of 1.5:

     • First DCA might use $150 ($100 × 1.5)

     • Second DCA would use $225 ($150 × 1.5)

     • Third DCA would use $337.50 ($225 × 1.5)

Step 5: Advanced Settings

These settings allow you to further customize your strategy based on your specific needs:

1. Trailing Settings: Determine how your strategy adapts to rising prices

   • Enable for upward trending markets

   • Set trailing distance (percentage from the peak at which to follow)

2. Maximum Capital Allocation: Set limits on how much of your funds can be deployed

   • Prevents overexposure in extended drawdowns

   • Typical range: 50-80% of your allocated capital

3. Sub-Grid Configuration: Fine-tune how sub-grids operate at each DCA level

   • Sub-grid width (percentage range around DCA entries)

   • Sub-grid density (number of levels within each sub-grid)

Step 6: Activate Your Strategy

When you're satisfied with your configuration:

1. Click "Create Omni Assist"

2. Confirm your settings in the verification prompt

3. Your strategy is now live and will begin routing based on your parameters!

Recommended Starter Configurations

If you're unsure where to begin, consider these template configurations based on different market outlooks:

Balanced Configuration (Neutral Market Outlook)

• Grid Width: 6%

• Grid Levels: 6

• DCA Levels: 3

• Step Scale: 1.2

• Volume Scale: 1.2

• Take Profit: Optional (2%)

Conservative Uptrend Configuration

• Grid Width: 4%

• Grid Levels: 4

• DCA Levels: 2

• Step Scale: 1.1

• Volume Scale: 1.1

• Take Profit: 2%

• Trailing: Enabled

Defensive Downtrend Configuration

• Grid Width: 5%

• Grid Levels: 5

• DCA Levels: 4-5

• Step Scale: 1.4

• Volume Scale: 1.5

• Take Profit: 3-4% (on rebounds)

Monitoring Your Strategy

Once your Omni Assist strategy is active:

1. Regular monitoring through the SageMaster dashboard

2. Key metrics to watch:

   • Sub-grid activity across different price levels

   • DCA trigger events and new sub-grid formations

   • Realized profits from completed grid transactions

   • Overall position status and effective break-even price

Important Considerations

• Start Conservative: Begin with smaller allocations as you learn how Omni Assist responds to market conditions

• Back-testing Limitation: While SageMaster offers back-testing for standard strategies, the complex nature of Omni Assist may not be fully represented in back-tests

• Incremental Adjustments: Make small adjustments to your parameters based on performance rather than complete overhauls

• Market Adaptation: Remember that different market conditions may require different parameter settings

Next Steps

Once you've set up your first Omni Assist strategy, you'll want to understand how it performs in various market scenarios. Our next guide will walk you through exactly how Omni Assist adapts to different market conditions with practical examples.

Want to see how your strategy will perform in different market scenarios? Continue to Market Scenario Guides to see Omni Assist in action across various market conditions.

Happy Trading!

The SageMaster Team

Disclaimer: Trading involves significant financial risk and can result in substantial losses. Past performance does not guarantee future results. SageMaster does not provide financial advice. Users should ensure compliance with local regulations.