Agentic Trading and Auto Trade

Targeted answers for goal-driven (Agentic Trading) and rules-based (Auto Trade) automation behavior.

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Why did Agentic Trading not execute my goal? Agentic Trading is approval-gated and conservative; non-execution is usually intentional:

• Approval pending — the plan is waiting on your confirmation. Open the agent's page and approve or reject the next step.
• Goal under-specified — vague goals ("make money this week") have no actionable plan. Restate with concrete bounds (asset universe, risk cap, time horizon).
• Pre-trade checks failed — balance, gas, slippage, or venue status blocked submission. The agent's action log shows the specific block reason.
• Risk gate triggered — the agent abstained because current conditions fell outside the goal's risk parameters. This is by design — Agentic Trading prefers no action to bad action.

Read the agent's most recent action log entry — it states why the agent decided to act or abstain.

Auto Trade fired at the wrong price. Auto Trade fires when its rule trigger is met; the trigger and the fill price are two different numbers:

• Trigger fired on quote A, filled at quote B — between trigger evaluation and order submission, the market moved. This is expected in fast markets.
• Slippage tolerance accepted a worse fill — if your tolerance is wide, the fill can land far from the trigger. Tighten the tolerance on the rule.
• Wrong rule condition — re-check the rule itself (price level, indicator, time window). The Activity log + the rule definition together show the actual trigger.

If the fill is far outside expected behavior and the rule looks correct, contact support with the rule ID, the order ID, and the timestamp.

How to pause Agentic Trading without closing positions? Go to Settings → AI Trade and choose Pause on the agent:

• Pause — halts new orders but keeps open positions intact and keeps the agent's configuration. Resume from the same screen.
• Stop — terminates the agent immediately. Open positions are also not auto-closed; you decide whether to close them manually.

Use Pause when you want to take temporary manual control and Stop when you're done with the agent for good.

Auto Trade closed my manual position — why? Auto Trade rules apply to everything in the configured scope, including positions you opened manually, if the rule's scope includes them:

• Direction conflict — the rule's scope includes the asset, and your manual position is on the opposite side of what the rule wants.
• Position cap exceeded — total exposure (manual + auto) exceeded the rule's position cap, so the rule trimmed.
• Stop-loss / take-profit — the rule's risk management applies portfolio-wide, not just to its own opens.

To preserve manual positions, Pause the conflicting Auto Trade rule before manually trading, or narrow the rule's scope to exclude assets you'll manage manually.

Can I roll back an Auto Trade trade? No — once an order is filled, it cannot be rolled back. The only way to reverse an unwanted fill is to place an opposing order at the current market.

• Stop the rule first so it doesn't immediately re-trigger and re-open the position you're trying to close.
• Then submit the reversing order manually.

If the fill resulted from a clear platform bug (not your rule firing correctly on market data), contact support with the rule ID, order ID, and explanation. Each case is reviewed individually; reversal is not guaranteed.

Strategy stopped running — why? Strategies stop for several reasons, all visible on the strategy page:

• You stopped it — Stop action shows in the strategy's history with your account as the actor.
• Risk limit hit — drawdown, daily loss limit, or position cap was reached; the strategy auto-stops by design.
• Venue / data disruption — a prolonged broker outage or data-feed failure can trigger a precautionary stop.
• Insufficient funds — repeated balance failures can stop the strategy to prevent further error noise.
• Configuration invalid — if a referenced asset is delisted or a connection is revoked, the strategy stops until you fix it.

Open the strategy's history tab and read the most recent stop event — the reason is recorded there.