Edit Grid Assist Settings
This guide explains how to modify your Grid Assist settings and what to expect when making changes.
Written By Ehsaan XP
Last updated About 2 months ago
New Grid update allows users to modify Grid Assist configurations without interrupting active strategies where possible, improving flexibility and user experience while reducing friction in the analytical process.
Key Features
Editable Without Canceling Orders:
Trailing up/down, stop prices, trigger conditions, grid level adjustments.
Changes apply seamlessly without resetting unrealized profits.
Editable With Order Cancellation:
Trading capital amount, grid quantity, price limits.
Unrealized profits reset; new orders created after rebalancing.
Non-Editable Settings:
Exchange, pair, profit currency, strategy type.
Important Considerations
💡 Before making changes, please note:
Modifying certain settings will reset your profitability statistics
Some changes require cancellation of existing orders
If you want to preserve statistics, consider creating a new Assist instead
Settings You Can Edit Without Canceling Orders
Trailing up
Trailing down
Downward Price Protection (on/off)
Lower Stop Price
Upper Stop Price
Start/Stop Trigger Conditions
Add/remove Upper Grid Level
Add/remove Lower Grid Level
Settings That Require Order Cancellation
💡 The following changes will cancel existing orders and create new ones:
Trading capital
Lower limit price
Upper limit price
Grid quantity
Non-Editable Settings
💡 These settings cannot be modified after creation:
Exchange
Trading pair
Geometric/Arithmetic grid type
Profit currency
Editing your Grid AI Assist
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step 3. Modify your desired settings
Step 4. Click “Save changes” button
If you edit any of these fields, a confirmation popup will appear warning that your profit statistics will be reset. If you want to proceed with the new settings, click the "Save changes" button. Please note that all your open orders will be canceled and new ones will be placed
Trading capital amount
Lower limit price
Upper limit price
Grid quantity
If your current profit statistics are important, cancel the settings changes by clicking the "Cancel" button
Step 5. That's it! Your Grid AI Assist is now updated and continues to run without needing to cancel orders or start a new Assist.
After Editing
When changes are saved:
For non-canceling changes: Your grid will continue operating with the new parameters
For order-canceling changes: Your grid will close open orders and place new orders based on the updated settings, due to this unrealized profit, Current market value and Total profit will reset
A new event message will appear in your history: "GRID Assist edited. New orders created"
💡 Remember: If you want to preserve your current statistics and avoid order cancellations, it's recommended to create a new Assist instead of editing an existing one.
Let’s look at some detailed examples!
💡 Disclaimer: The Grid AI Assist settings shown below are for example purposes only and should not be considered advice for configuring your own Assists.
Case 1. Editing fields that do not trigger rebalancing
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step. 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
After Editing:
When changes are saved
Note: Changes made to any of the fields below DO NOT reset profit statistic
Trailing up
Trailing down
Downward Price Protection (on/off)
Lower Stop Price
Upper Stop Price
Start/Stop Trigger Conditions
Add/remove Upper Grid Level
Add/remove Lower Grid Level
BEFORE
Orders
AFTER
Orders
Events
Case 2. Editing fields that trigger rebalancing
Editing Trading capital field and Upper Limit Price
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step. 3. Edit some of the fields as following
Step 4. Save updated settings by clicking “Save Changes” button
Step 5. On Balancing popup click “Proceed” button
BEFORE
AFTER
After Editing:
When changes are saved
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
Note: Changes made to any of the fields below RESET profit statistic
Trading capital
Lower limit price
Upper limit price
Grid quantity
Editing Grid Quantity and Trading Capital
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step. 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
Step 5. On Balancing popup click “Proceed” button
After Editing:
When changes are saved
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
💡 Note: Changes made to any of the fields below RESET profit statistic
Trading capital
Lower limit price
Upper limit price
Grid quantity
Case 3. Editing Grid in Protection state
Option 1. Running Grid is in protection and user changes Upper/Lower Price limit and Trading Capital
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step. 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
After Editing:
When changes are saved
💡 Note: Changes made to any of the fields below may CANCEL open Price protection orders and RESET profit statistic
Trading capital
Upper Limit Price
Lower Limit Price
Grid Quantity
Enable/disable Upper/Lower price protection
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
Option 2. Running Grid is in protection and user changes Upper/Lower Price limit and disabling Price protection
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step. 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
After Editing:
When changes are saved
💡 Note: Changes made to any of the fields below may CANCEL open Price protection orders and RESET profit statistic
Trading capital
Upper Limit Price
Lower Limit Price
Grid Quantity
Enable/disable Upper/Lower price protection
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
Case 4. Editing Grid in Trailing up/down state
User has a running Grid AI assist in status TU and with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
After Editing:
When changes are saved
💡 Note: Changes made to any of the fields below RESET profit statistic
Trading capital
Lower limit price
Upper limit price
Grid quantity
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
Case 5. Editing Grid in Range state
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
Step 5. On Balancing popup click “Proceed” button
After Editing:
When changes are saved
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
💡 Note: Changes made to any of the fields below RESET profit statistic
Trading capital
Lower limit price
Upper limit price
Grid quantity
Case 6. Editing Grid with “Pending” status
User has a Grid AI assist in status “Pending” with the following settings:
Step 1. Click the Assist details of the Grid
Step 2. Look for and click the "Edit" button
Step 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
After Editing:
When changes are saved
Note: Changes made to any of the fields DO NOT reset profit statistic since the Grid is in Pending status
💡 Once you click the "Start" button or the price trigger level is reached, the Grid will begin operating with the newly saved parameters. The Realized profit, Unrealized profit, Market value, and Total PnL will be calculated based on new settings.
BEFORE
AFTER
Case 7. Editing Stopped Grid
User has a stopped Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
After Editing:
When changes are saved
Note: Changes made to any of the fields DO NOT reset profit statistic since the Grid is in Stopped status
💡 Once you click the "Start" button, the Grid will begin operating with the newly saved parameters. The Realized profit, Unrealized profit, Market value, and Total PnL will reset when the Grid starts.
BEFORE
AFTER
Case 8. Editing with “Running!” status
User has a running Grid AI assist with the following settings:
Step 1. Click the Assist details of the running Grid
Step 2. Look for and click the "Edit" button
Step. 3. Edit some of the fields as following
BEFORE
AFTER
Step 4. Save updated settings by clicking “Save Changes” button
Step 5. On Balancing popup click “Proceed” button
After Editing:
When changes are saved
BEFORE
Profit
Orders
AFTER
Profit
Orders
Events
💡 Note: Changes made to any of the fields below RESET profit statistic
Trading capital
Lower limit price
Upper limit price
Grid quantity
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.