> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nimbus.trade/llms.txt
> Use this file to discover all available pages before exploring further.

# Trading Wizard (LLM Assistant)

> Get personalized trading bot recommendations and configurations using AI-powered analysis of your trading philosophy and risk tolerance

## What is the Trading Wizard?

The Trading Wizard is Nimbus's AI-powered assistant that analyzes your trading goals, risk tolerance, market outlook, and capital to recommend optimal trading strategies. It provides personalized bot configurations, risk management settings, and ongoing strategy optimization.

## How the Trading Wizard Works

Our LLM-powered system combines market analysis, strategy optimization, and personalized recommendations to create tailored trading solutions.

<Info>
  **Example Interaction**:
  **You**: "I want to accumulate ETH over 6 months with \$10,000, but I'm worried about high volatility"

  **Wizard**: "Based on your goals, I recommend a hybrid approach: 60% Conservative DCA (\$150/week) + 40% Signal-Enhanced Grid Trading during dips. This provides steady accumulation with opportunity for better average prices. Risk level: Low-Medium."
</Info>

### Trading Wizard Process

```mermaid theme={null}
graph TD
    A[User Consultation] --> B[Profile Analysis]
    B --> C[Strategy Recommendation]
    C --> D[Configuration Generation]
    D --> E[Backtesting Validation]
    E --> F[Deployment & Monitoring]
    F --> G[Ongoing Optimization]
    G --> A
```

## Getting Started with Trading Wizard

### Step 1: Trading Profile Assessment

The Wizard begins with a comprehensive assessment of your trading profile:

<AccordionGroup>
  <Accordion icon="user" title="Personal Information">
    **Trading experience and background:**

    * Trading experience level (Beginner/Intermediate/Advanced)
    * Previous automated trading experience
    * Preferred active involvement level (Hands-off/Moderate/Active)
    * Time horizon for trading goals (Days/Weeks/Months/Years)
  </Accordion>

  <Accordion icon="dollar-sign" title="Financial Profile">
    **Capital and risk assessment:** - Total capital available for trading -
    Percentage willing to allocate to automated strategies - Monthly additional
    capital for DCA-style strategies - Maximum acceptable loss per trade and per
    month
  </Accordion>

  <Accordion icon="target" title="Trading Goals">
    **Objectives and expectations:** - Primary goal (Accumulation/Income
    generation/Speculation/Hedging) - Target assets of interest (ETH, BTC, SOL,
    Altcoins, etc.) - Expected return targets (Conservative 5-15%/Moderate
    15-30%/Aggressive 30%+) - Timeline for achieving goals
  </Accordion>

  <Accordion icon="chart-mixed" title="Market Outlook">
    **Your market perspective:**

    * Overall market sentiment (Bullish/Neutral/Bearish)
    * Volatility expectations (Low/Medium/High)
    * Preferred market conditions (Trending/Ranging/Mixed)
    * Specific market thesis or beliefs
  </Accordion>
</AccordionGroup>

### Step 2: Risk Tolerance Evaluation

The Wizard conducts a detailed risk assessment:

<CardGroup cols={2}>
  <Card title="Risk Capacity" icon="shield">
    **Objective risk ability:**

    * Financial capacity to handle losses
    * Diversification across other investments
    * Income stability and emergency funds
    * Investment timeline flexibility
  </Card>

  <Card title="Risk Preference" icon="heart">
    **Subjective risk comfort:**

    * Emotional reaction to portfolio swings
    * Sleep-at-night comfort level
    * Previous loss tolerance experience
    * Stress response to market volatility
  </Card>
</CardGroup>

## Trading Wizard Recommendations

### Strategy Selection Process

Based on your profile, the Wizard recommends from our strategy library:

<AccordionGroup>
  <Accordion icon="seedling" title="Conservative Recommendations">
    **For low-risk, steady accumulation:**

    * **Smart Portfolio Rebalancer**: Maintain target allocations automatically
    * **Conservative DCA**: Regular, small purchases with protective filters
    * **Low-volatility Grid Trading**: Tight grids in stable assets
    * **Signal-filtered strategies**: Only trade on high-confidence signals

    **Typical profile**: New to trading, steady income, long-term goals, low volatility tolerance
  </Accordion>

  <Accordion icon="chart-line" title="Moderate Recommendations">
    **For balanced growth with managed risk:**

    * **Multi-strategy portfolio**: Combine DCA + Grid + Rebalancing
    * **Adaptive DCA**: Vary purchase amounts based on market conditions
    * **Medium-range Grid Trading**: Capture volatility in established assets
    * **Signal-enhanced strategies**: Use multiple signals for decision making

    **Typical profile**: Some trading experience, moderate capital, 6-12 month timeline
  </Accordion>

  <Accordion icon="zap" title="Aggressive Recommendations">
    **For maximum growth potential:**

    * **Advanced Signal Trading**: Complex multi-signal strategies
    * **Wide-range Grid Trading**: Capture large price swings
    * **Momentum strategies**: Trend-following with leverage
    * **Martingale recovery**: Position-sizing strategies (with strict limits)

    **Typical profile**: Experienced trader, higher risk tolerance, active monitoring
  </Accordion>
</AccordionGroup>

### Personalized Configuration

The Wizard generates specific bot configurations tailored to your profile:

<CardGroup cols={2}>
  <Card title="Parameter Optimization" icon="sliders">
    **Customized settings:**

    * Position sizes based on your capital and risk tolerance
    * Entry/exit thresholds aligned with your market outlook
    * Risk management rules matching your loss tolerance
    * Timeframes suited to your involvement level
  </Card>

  <Card title="Portfolio Allocation" icon="chart-pie">
    **Strategic distribution:**

    * Percentage allocation across different strategies
    * Asset diversification recommendations
    * Risk budgeting across strategy types
    * Capital deployment timeline
  </Card>
</CardGroup>

## Advanced Wizard Features

### Conversational Strategy Building

Engage in natural conversation to refine your strategy:

<AccordionGroup>
  <Accordion icon="comments" title="Interactive Dialogue">
    **Natural language strategy discussion:**

    **Examples of Wizard interactions:**

    **You**: "I'm nervous about a potential market crash. How can I protect my portfolio?"

    **Wizard**: "I recommend adding stop-loss conditions to your existing strategies and implementing a 'cash cushion' rebalancer that increases USDC allocation when volatility spikes above 80%. Would you like me to configure this?"

    **You**: "My DCA bot is buying too often during small dips. Can we optimize this?"

    **Wizard**: "I can add a volatility filter that only triggers DCA purchases when price drops exceed 5% from recent highs. This should reduce frequency while maintaining your accumulation goals."
  </Accordion>

  <Accordion icon="lightbulb" title="Strategy Education">
    **Learning as you configure:**

    * Explains why specific settings are recommended
    * Educates about risk-return tradeoffs
    * Provides historical context for strategy performance
    * Suggests additional learning resources
  </Accordion>
</AccordionGroup>

### Market-Aware Recommendations

The Wizard incorporates real-time market analysis:

<CardGroup cols={2}>
  <Card title="Current Market Regime" icon="chart-mixed">
    **Adapt to present conditions:**

    * Identifies current market state (trending/ranging/volatile)
    * Adjusts strategy recommendations accordingly
    * Suggests timing for strategy deployment
    * Recommends position sizes based on current volatility
  </Card>

  <Card title="Forward-Looking Analysis" icon="crystal-ball">
    **Anticipate market changes:**

    * Considers upcoming events and catalysts
    * Suggests strategy modifications for different scenarios
    * Provides contingency planning recommendations
    * Alerts for strategy adjustments needed
  </Card>
</CardGroup>

## Using the Trading Wizard

### Starting a Wizard Session

1. **Access the Wizard**: Navigate to Dashboard → Trading Wizard
2. **Choose Session Type**:
   * New Strategy Creation
   * Existing Strategy Optimization
   * Portfolio Review & Rebalancing
   * Market Condition Adaptation

### Sample Wizard Conversations

<AccordionGroup>
  <Accordion icon="user-graduate" title="Beginner Consultation">
    **New Trader Guidance:**

    **Wizard**: "Welcome! I see you're new to automated trading. Let's start with your goals. Are you looking to accumulate specific cryptocurrencies, generate regular income, or explore trading for profits?"

    **User**: "I want to slowly build a position in ETH and BTC over the next year with about \$500 per month."

    **Wizard**: "Perfect for DCA strategy! Based on your timeline and budget, I recommend: 60% ETH DCA ($300/month) + 40% BTC DCA ($200/month) with weekly purchases. I'll add protective filters to skip purchases during extreme volatility. This gives you steady accumulation with downside protection."
  </Accordion>

  <Accordion icon="chart-line" title="Strategy Optimization">
    **Improving Existing Strategy:**

    **User**: "My grid bot has been stuck in a range for 2 weeks. The market keeps trending up but my grid isn't capturing the move."

    **Wizard**: "I see the issue. Your grid range ($1,800-$2,200) is below current ETH price ($2,350). I recommend: 1) Close current grid and realize profits, 2) Deploy a new grid from $2,200-\$2,600, or 3) Add a trailing feature to your existing grid. Which approach fits your risk preference?"

    **User**: "I like option 3. How does trailing work?"

    **Wizard**: "I'll modify your grid to 'trail' upward when price stays above the upper bound for 24 hours. The entire grid shifts up by 50% of the breakout amount, maintaining your profit capture while following the trend."
  </Accordion>
</AccordionGroup>

### Configuration Output

The Wizard provides complete, ready-to-deploy configurations:

```javascript theme={null}
Trading Wizard Recommendation:
┌─ Strategy Portfolio ─────────────────────────┐
├── Primary Strategy (60%): Conservative DCA   │
│   ├── Asset: ETH                             │
│   ├── Amount: $180/week                      │
│   ├── Schedule: Sundays 2 PM UTC             │
│   ├── Filters: Skip if >15% weekly volatility│
│   └── Duration: 52 weeks                     │
├── Secondary Strategy (30%): Portfolio Rebal  │
│   ├── Allocation: 70% ETH, 30% USDC          │
│   ├── Rebalance threshold: 8%                │
│   ├── Min interval: 72 hours                 │
│   └── Max trade size: $200                   │
├── Opportunistic Strategy (10%): Signal Grid  │
│   ├── Asset: ETH                             │
│   ├── Grid range: ±5% from current price     │
│   ├── Activation: Only on strong buy signals │
│   └── Duration: 2 weeks per activation       │
└── Risk Management ─────────────────────────  │
    ├── Max daily loss: $50                    │
    ├── Emergency stop: 15% portfolio loss     │
    ├── Weekly review: Enabled                 │
    └── Wizard check-in: Monthly               │
```

## Ongoing Wizard Support

### Performance Monitoring & Optimization

The Wizard continuously monitors your strategies and suggests improvements:

<CardGroup cols={2}>
  <Card title="Performance Reviews" icon="chart-bar">
    **Regular strategy assessment:**

    * Weekly performance summaries
    * Strategy effectiveness analysis
    * Comparative performance vs benchmarks
    * Suggested optimizations based on results
  </Card>

  <Card title="Market Adaptation" icon="arrows-rotate">
    **Dynamic strategy adjustment:** - Alerts when market conditions change
    significantly - Recommendations for strategy modifications - Seasonal
    adjustment suggestions - Event-driven strategy changes
  </Card>

  <Card title="Learning Integration" icon="graduation-cap">
    **Continuous improvement:** - Incorporates your feedback and preferences -
    Learns from your manual overrides and decisions - Adapts recommendations based
    on your risk responses - Evolves understanding of your trading personality
  </Card>

  <Card title="Goal Tracking" icon="bullseye">
    **Progress monitoring:**

    * Tracks progress toward stated goals
    * Adjusts strategies if goals change
    * Suggests timeline modifications if needed
    * Celebrates milestone achievements
  </Card>
</CardGroup>

### Wizard Notifications & Alerts

Stay informed with intelligent notifications:

* **Strategy performance updates**: Weekly summaries and milestone alerts
* **Market condition changes**: When conditions affect your strategies
* **Optimization opportunities**: When better configurations become available
* **Risk warnings**: If strategies exceed risk parameters
* **Goal progress**: Regular updates on achieving your trading objectives

## Advanced Wizard Capabilities

### Multi-Scenario Planning

The Wizard helps plan for different market scenarios:

<AccordionGroup>
  <Accordion icon="cloud-rain" title="Bear Market Preparation">
    **Defensive strategy modifications:**

    * Increase cash allocations automatically
    * Implement stronger stop-loss conditions
    * Suggest DCA acceleration during major dips
    * Recommend volatility-based position sizing
  </Accordion>

  <Accordion icon="sun" title="Bull Market Optimization">
    **Growth-focused adjustments:** - Reduce cash drag through rebalancing -
    Suggest momentum-following strategies - Optimize for capturing trending moves

    * Recommend profit-taking levels
  </Accordion>

  <Accordion icon="wind" title="High Volatility Adaptation">
    **Volatility management:**

    * Widen grid spacing automatically
    * Reduce position sizes temporarily
    * Implement volatility-based filters
    * Suggest hedging strategies
  </Accordion>
</AccordionGroup>

### Integration with Other Nimbus Features

The Wizard leverages all platform capabilities:

* **Signal Integration**: Incorporates latest signal analysis into recommendations
* **Backtesting**: Automatically validates recommendations against historical data
* **Risk Management**: Ensures all recommendations comply with your risk rules
* **Portfolio Analytics**: Uses portfolio data for holistic recommendations

## Getting Maximum Value from Trading Wizard

### Best Practices

<CheckList>
  * Be honest and detailed in your initial profile assessment - Regularly update
    your goals and risk tolerance as they evolve - Engage with Wizard
    recommendations rather than just accepting them - Ask follow-up questions to
    understand the reasoning behind suggestions - Provide feedback on strategy
    performance to improve future recommendations - Use the Wizard for ongoing
    optimization, not just initial setup
</CheckList>

### Common Wizard Use Cases

<CardGroup cols={2}>
  <Card title="Strategy Creation" icon="plus">
    **Building new strategies:**

    * First-time strategy setup
    * Adding new strategies to existing portfolio
    * Exploring different strategy types
    * Seasonal strategy deployment
  </Card>

  <Card title="Performance Issues" icon="wrench">
    **Fixing underperforming strategies:** - Strategies not meeting expectations -
    High drawdown periods - Changed market conditions - Risk parameter adjustments
    needed
  </Card>

  <Card title="Goal Changes" icon="flag">
    **Adapting to new objectives:** - Timeline changes (shorter/longer) - Risk
    tolerance evolution - Capital allocation changes - Market outlook shifts
  </Card>

  <Card title="Market Events" icon="newspaper">
    **Event-driven adjustments:**

    * Major market moves
    * Economic announcements
    * Regulatory changes
    * Technical infrastructure updates
  </Card>
</CardGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Start Your Strategy" icon="rocket" href="/getting-started/first-bot">
    Deploy your Wizard-recommended strategy.
  </Card>

  <Card title="Understand Signals" icon="radar" href="/signals/orderbook-signal-engine">
    Learn about the signals powering Wizard recommendations.
  </Card>

  <Card title="Monitor Performance" icon="chart-mixed" href="/portfolio/dashboard">
    Track your Wizard-configured strategies.
  </Card>

  <Card title="Risk Management" icon="shield-check" href="/portfolio/risk-management-tools">
    Set up the risk controls recommended by the Wizard.
  </Card>
</CardGroup>

<Note>
  The Trading Wizard is designed to be your ongoing partner in automated trading
  success. Don't hesitate to consult it regularly as your goals, experience, and
  market conditions evolve.
</Note>

{" "}