Docs/Bot Strategies

Bot Strategies

Production + Expansion

Strategy modules provide repeatable behaviors such as DCA, grid, market making, arbitrage, and portfolio rebalancing. They operate inside the same safety and commitment framework as all other agent actions.

North Star

Strategy packs should be deployable, benchmarkable, and governable without weakening risk boundaries or auditability.

Production Pillars

•Versioned strategy templates with explicit parameter schema
•Backtest/simulation loop before live activation
•Shared safety gate across all strategy executions
•Portfolio-aware allocation and rebalancing controls
•Marketplace-ready strategy packaging and attribution

Source Baseline

This documentation page is aligned with the following OpeniBank v4 planning files.

06-AGENT-MODE.md
OPENIBANK_BOT_SPEC.md
07-VIRAL-STRATEGY.md

Service Model

Built-in Packs

All users

Curated default strategy set with safe baseline parameters.

Core Components

DCAGridMarket makingRebalance

Delivery: Bundled in runtime

Custom Strategy Lab

Advanced users and quants

Author and test custom strategy logic with schema-bound inputs and safety-class metadata.

Core Components

Template generatorSimulation harnessPolicy tagging

Delivery: Developer tooling + SDK

Marketplace Strategies

Network participants and creators

Distribute monetizable strategy packs with ratings, performance surfaces, and version lineage.

Core Components

PublishingDiscoveryRevenue split controls

Delivery: Network mode extension

Deep-Dive Pages

Back to all systems

DCA and Grid Strategy Systems

Production

Two baseline automation patterns for accumulation and range trading.

Offer configurable entry-level automation with clear parameters, deterministic behavior, and safety compatibility.

4 production checkpointsOpen Topic

Market Making Strategy

Production Track

Liquidity provisioning strategy with spread, inventory, and volatility-aware controls.

Capture spread opportunities while keeping inventory and drawdown risk bounded.

4 production checkpointsOpen Topic

Arbitrage Detection and Portfolio Rebalancing

Production Track

Cross-venue opportunity and target-allocation maintenance strategies for multi-asset portfolios.

Support higher-complexity automation while preserving deterministic governance and execution safety.

4 production checkpointsOpen Topic

Strategy Governance and Evaluation

Production Track

Production strategy operations require versioning, benchmark discipline, and controlled rollout.

Turn strategy management into an auditable software lifecycle rather than ad-hoc runtime tuning.

4 production checkpointsOpen Topic