Creating Your First Agent
Step-by-step guide to deploying an AI trading agent. Describe your edge and let COD3X configure everything—or build it yourself.
You can create an agent from a template or build a custom configuration from scratch.
Quick Start (Recommended)
- Pre-built expert configurations
- Tested and optimized strategies
- 2-3 minutes setup time
- Great for beginners
Full Control
- Configure every setting
- Create unique strategies
- 5-10 minutes setup time
- Best for experienced traders
Using a Template
Click Use Template
Browse available templates on the creation page.
Search and Filter
Use the search bar to filter by name, description, or tags.
View Template Details
Click on a template card to see strategy overview, risk parameters, and pre-configured goals.
Customize and Create
Set your agent name and timezone, then click "Create Agent".
Agent Name
Give your agent a memorable, unique name (e.g., "Alpha Trader", "Market Sage"). This appears throughout the interface and can be changed later.
Timezone
Select your timezone for scheduled operations and reporting. This affects when time-based triggers execute.
This is where COD3X becomes powerful. Describe your strategy, thesis, or edge in plain English. The AI understands what you want and configures triggers, goals, and risk parameters automatically.
Natural Language Input
Write like you're explaining your strategy to another trader. Entry conditions, exit rules, risk limits, time constraints—describe it all naturally.
AI-Powered Parsing
COD3X extracts entry triggers, exit rules, position sizing, time windows, and asset filters from your description. No manual configuration required.
Manual Override
Prefer granular control? Configure every trigger, condition, and parameter yourself. Build precise logic with exact indicator values.
Hybrid Approach
Start with AI-generated config from your description, then fine-tune specific parameters. Best of both worlds.
What Gets Generated
| Component | Generated From Your Description |
|---|---|
| Entry Goals | When to open positions based on your described conditions |
| Exit Goals | Take profit, stop loss, and time-based exits |
| Risk Rules | Position sizing, exposure limits, drawdown protection |
| Asset Filters | Which tokens to consider based on your criteria |
| Scheduling | Trading hours, holding periods, frequency limits |
Risk Presets
| Preset | Risk Per Trade | Risk:Reward | Stop Loss | Take Profit | Max Position |
|---|---|---|---|---|---|
| Conservative | 0.5-2% | 2:1 | 3% | 6% | 2% |
| Moderate | 2-4% | 1.5:1 | 5% | 10% | 4% |
| Aggressive | 4-8% | 1:1 | 8% | 16% | 8% |
| Degen | 8-16% | 1:1 | 20% | 50% | 16% |
Custom Risk Controls
| Control | Range | Default | Description |
|---|---|---|---|
| Stop Loss | 0.5% - 20% | 5% | Auto-closes position when loss reaches this % |
| Take Profit | 1% - 50% | 10% | Auto-closes position when profit reaches this % |
| Max Position Size | 1% - 25% | 10% | Maximum portfolio % in single trade |
COD3X gives you access to 100+ models via OpenRouter. Pick from our battle-tested recommendations or use any model you prefer.
Recommended Models
| Model | Speed | Strengths | Best For |
|---|---|---|---|
| Grok 3 | Ultra-fast | Real-time knowledge, fast reasoning | News-driven trades, real-time decisions |
| Claude Sonnet 4 | Fast | Deep reasoning, nuanced analysis | Complex strategies, risk assessment |
| GPT-4o | Fast | Strong all-around, multimodal | General trading, chart analysis |
| DeepSeek R1 | Moderate | Excellent reasoning, cost-efficient | Strategy refinement, research |
| Gemini 2.0 Flash | Ultra-fast | Large context window | High-frequency, data-heavy analysis |
Review all your selections before creating the agent.
Summary Sections
What's Next Section
- Agent will be created with your configuration
- Trading goals will be auto-created based on your strategy
- Dedicated wallet will be created
- Trading can start after funding wallet
The creation screen shows progress through two phases.
| Phase | Description | Indicator |
|---|---|---|
| Phase 1 | Creating the agent | Spinner → Success checkmark |
| Phase 2 | Creating goals (X of Y) | Progress counter for each goal |
After deployment, your agent will:
Initialize
Load configuration and connect to market data feeds.
Analyze
Begin processing market data and building context.
Monitor
Continuously scan for opportunities matching your goals.
Execute
Open positions when criteria are met.
Manage
Monitor positions and execute exits per risk parameters.
Before your agent can trade, you need to fund its dedicated wallet.
Navigate to Agent Wallet
Go to your agent's dashboard and click on the wallet section.
Add Trading Capital
Transfer USDC or other supported tokens from your main wallet.
Add Gas
Ensure the agent has enough ETH (or native token) for transaction fees.
Verify Balance
Confirm the balance appears and your agent is ready to trade.