After choosing DCA, tap Customize parameters to define the strategy yourself instead of relying only on an AI Preset. Customization is where you control how aggressively the bot averages into a move, how far it is allowed to travel, and when it must take profit or stop.
Work through main settings, order settings, take-profit / stops, and trading filters — then review the summary before you start. Prefer the built-in demo (or a broker demo) until the behaviour matches what you expect.
Customized trading with QENREX
AI Presets (Conservative / Optimal / Aggressive) are useful starting points. Conservative tends toward a slower pace with wider spacing and lower volume growth. Optimal balances protection and activity. Aggressive uses tighter steps and faster volume growth — more fills, more margin use, and higher drawdown risk if price trends against you.
Switch to Customize when you understand the idea and want instrument-specific spacing, a hard step cap, or stricter equity filters. Changing one knob (for example volume growth) without reviewing max steps and investment often creates unintended exposure.
Step 1: Main settings
- Asset — the instrument to trade (liquidity and spread matter for DCA)
- Position type — long (expecting the base to strengthen) or short (expecting weakness)
- Investment — capital / lot sizing that fits your deposit and free margin
- AI Preset — optional starting point; then refine manually under Customize
Pick direction first. DCA is a staged-entry plan, not a guess-both-ways tool. If your directional thesis is unclear, stay on demo or use a smaller investment until you are comfortable.
Step 2: Order settings
- Order size for the first / base fill
- Step distance between subsequent entries (tie to recent volatility)
- Volume growth — how size changes across the series (keep modest)
- Maximum number of steps — always cap this; never leave averaging unlimited
Step distance that is too tight fills rapidly on normal noise and burns margin. Distance that is too wide may rarely add. Volume growth that doubles each step behaves like a martingale ladder — that is the main way DCA accounts get stressed. Prefer fixed or gently increasing size and a hard max-step ceiling.
Step 3: Take Profit & Stop Loss
Set take-profit for the series so the bot knows when the averaged position has earned enough to close. Configure any stop / close rules the app exposes so a failed thesis does not run forever. Review the in-app margin estimate before launch — DCA can hold several open legs at once.
A take-profit that is unrealistically far relative to your step count often leaves you waiting through large floating drawdowns. A stop that is too tight can exit on normal pullbacks. Align TP/SL with the same volatility you used for step distance.
Step 4: Trading filters
Use filters so the bot can pause or close if price moves too far against the plan (for example beyond a max adverse excursion or outside a price envelope). Filters are your safety net when news or a strong trend invalidates the average-in idea.
- Keep step distance and volume growth aligned with your balance
- Treat uncapped averaging as the primary risk to avoid
- Re-check filters after any Aggressive preset tweak
- Pause around major scheduled news if your account is small
Step 5: Check the result
- Continue to the summary screen
- Confirm asset, direction, investment, steps, TP/SL, and filters
- Start the bot only when the summary matches your plan
- Monitor from My Robots; stop anytime from Options
For the strategy theory behind these knobs, see Trading strategies: DCA and the Dollar-Cost Averaging guide under Strategies.
Educational only — not financial advice. Trading involves risk of loss.