Setting Up Your First Omni Assist Strategy

now that you understand what omni assist is and how it combines grid and dca strategies, it's time to set up your first omni assist strategy this guide will walk you through the essential steps and parameters to get you started with this powerful trading tool 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 log into your sagemaster account navigate to the ai assists section in the left sidebar click on "create new assist" select "omni assist" from the available options step 2 basic configuration select trading pair and exchange choose your preferred exchange from the dropdown menu select the trading pair you want to trade (e g , btc/usdt, eth/usdt) verify that the current market price is displayed correctly set initial parameters initial investment enter the amount you want to allocate to this strategy entry type market entry executes 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 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%) 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) 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 step 4 dca configuration the heart of omni assist this is where omni assist truly differentiates itself from standard grid strategies this is where omni assist truly differentiates itself from standard grid strategies number of dca levels number of dca levels how many deeper buying opportunities do you want? conservative 2 3 levels conservative 2 3 levels moderate 3 4 levels moderate 3 4 levels aggressive 5+ levels aggressive 5+ levels step scale step scale this crucial parameter determines the spacing between dca levels 1 0 equal spacing between all dca levels (like traditional dca) 1 0 equal spacing between all dca levels (like traditional dca) 1 1 1 3 slightly widening spaces (balanced approach) 1 1 1 3 slightly widening spaces (balanced approach) 1 4 1 6 progressively wider spacing (aggressive approach) 1 4 1 6 progressively wider spacing (aggressive approach) for example, with an initial grid width of 5% and step scale of 1 2 for example, with an initial grid width of 5% and step scale of 1 2 first dca might trigger at 5% below entry first dca might trigger at 5% below entry second dca would trigger at 6% (5% × 1 2) below the first dca second dca would trigger at 6% (5% × 1 2) below the first dca third dca would trigger at 7 2% (6% × 1 2) below the second dca third dca would trigger at 7 2% (6% × 1 2) below the second dca volume scale volume scale controls capital allocation at each dca level 1 0 equal capital at all dca levels 1 0 equal capital at all dca levels 1 1 1 3 slightly increasing allocation (balanced) 1 1 1 3 slightly increasing allocation (balanced) 1 4 1 8 significantly larger allocations at deeper levels (aggressive) 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 for example, with a base order of $100 and volume scale of 1 5 first dca might use $150 ($100 × 1 5) first dca might use $150 ($100 × 1 5) second dca would use $225 ($150 × 1 5) second dca would use $225 ($150 × 1 5) third dca would use $337 50 ($225 × 1 5) third dca would use $337 50 ($225 × 1 5) step 5 advanced settings step 5 advanced settings these settings allow you to further customize your strategy based on your specific needs these settings allow you to further customize your strategy based on your specific needs trailing settings trailing settings determine how your strategy adapts to rising prices enable for upward trending markets enable for upward trending markets set trailing distance (percentage from the peak at which to follow) set trailing distance (percentage from the peak at which to follow) maximum capital allocation maximum capital allocation set limits on how much of your funds can be deployed prevents overexposure in extended drawdowns prevents overexposure in extended drawdowns typical range 50 80% of your allocated capital typical range 50 80% of your allocated capital sub grid configuration sub grid configuration fine tune how sub grids operate at each dca level sub grid width (percentage range around dca entries) sub grid width (percentage range around dca entries) sub grid density (number of levels within each sub grid) sub grid density (number of levels within each sub grid) step 6 activate your strategy when you're satisfied with your configuration click "create omni assist" confirm your settings in the verification prompt your strategy is now live and will begin executing 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 regular monitoring through the sagemaster dashboard 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 docid\ jty49yx ohgm2dblzl4 c to see omni assist in action across various market conditions happy trading! the sagemaster team