Rebalancing After Edit

Written By Ehsaan XP

Last updated 5 months ago

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.

Example

User has a running Grid AI assist with the following settings:

Setting

Value

Strategy

Bearish

Trading pair

GALA/USDT

Trading Capital

1000 USDT/1000 GALA

Trading Capital currency

USDT/GALA

Upper Limit Price

0.0267

Lower Limit Price

0.02438

Grid Quantity

5

Grid Size

0.000464 USDT

Order Size

7389.07 GALA

Trailing down

Enabled

Upward price protection

Enabled
- Upward Price Protection - 0.03041
- Number of Protection Orders - 8( Max capital - 59112.56 GALA)

Upper Stop price

disabled

Lower Stop price

disabled

Start Trigger Conditions

Instant

Stop trigger Conditions

Manual

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

Setting

Value

Change to

Strategy

Bearish

Non-Editable Settings

Trading pair

GALA/USDT

Leave as it is

Trading Capital

1000 USDT/1000 GALA

Leave as it is

Trading capital currency

USDT/GALA

Leave as it is

Upper Limit Price

0.0267

380

Lower Limit Price

0.02438

Leave as it is

Grid Quantity

5

Leave as it is

Grid Size

0.000464 USDT

Automatically updated to after changing Upper and Lower Limit Price
- 0.002 USDT

Order Size

7389.07 GALA

Automatically updated to after changing Upper and Lower Limit Price
- 7407.21 GALA

Trailing up

Enabled

Leave as it is

Downward price protection

Enabled
- Upward Price Protection - 0.03041
- Number of Protection Orders - 8( Max capital - 59112.56 GALA)

Disable

Upper Stop price

disabled

Leave as it is

Lower Stop price

disabled

Leave as it is

Start Trigger Conditions

Instant

Leave as it is

Stop trigger Conditions

Manual

Leave as it is

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:

Parameter

Status After Edit

Grid Operation

- Continues operating with new parameters;
- All open orders have been cancelled;
- New orders have need created based on updated settings;
- Grid AI Assist status changed from Running! to Running ;
- In open orders you can see that New orders have different Order size and Grid Size (step between orders has been changed)

Realized Profit

Remains the same

Unrealized Profit

It is reset and is calculated based on newly created orders

Market Value

It is reset

Total PnL

It is reset

Trading Capital

It is updated

Reserved Funds

It is updated based on the newly created orders

General Info

Remains the same

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.