Monitoring Performance
Effective monitoring is crucial for successful grid trading. This guide shows you how to track, analyze, and optimize your bot's performance.
Dashboard Overview
Summary Statistics
The main dashboard provides a quick snapshot of your grid trading activity:
Active Bots
- Number of currently running bots
- Quick health check of your strategies
- Click to view detailed list
Paused Bots
- Temporarily halted strategies
- Indicates manual interventions
- May need attention
Total Investment
- Sum of all capital allocated
- Displayed in USD equivalent
- Helps track overall exposure
Total Profit
- Realized profit across all bots
- Actual earnings from completed trades
- Excludes unrealized gains/losses
Total Trades
- Completed buy-sell cycles
- Indicates market activity level
- Higher number = more volatile market
Average APR
- Annualized Percentage Rate
- Performance benchmark
- Compare against buy-and-hold strategy
If your Average APR is consistently below your exchange's staking rates, consider reviewing your strategy or market selection.
Individual Bot Metrics
Overview Tab
Access detailed metrics for each bot by clicking on it from the dashboard.
Investment Summary
Total Investment
- Combined value of base and quote allocations
- Updated in real-time based on current prices
- Helps track capital allocation
Base Currency Balance
- Amount of base currency (e.g., BTC) allocated
- Includes both held and in orders
- Shows your exposure to price movements
Quote Currency Balance
- Amount of quote currency (e.g., USDT) allocated
- Used for buying more base currency
- Shows available buying power
Example Display:
Total Investment: $20,534.50
Base Balance: 0.23 BTC ($11,500)
Quote Balance: 9,034.50 USDT
Performance Summary
Realized Profit
- Actual profit from completed trades
- Only includes closed positions
- Money you've actually earned
ROI % (Return on Investment)
ROI = (Realized Profit / Total Investment) × 100
Example:
Investment: $10,000
Realized Profit: $850
ROI: 8.5%
Unrealized P&L (Profit & Loss)
- Current profit/loss on open positions
- Changes with market price
- Not actual profit until positions close
Example:
Bought BTC at avg $48,000
Current price: $52,000
Unrealized P&L: +$4,000 per BTC (not yet sold)
APR % (Annual Percentage Rate)
APR = (Total Profit / Investment / Days Running) × 365
Example:
Investment: $10,000
Profit: $500
Running for: 30 days
APR: ($500 / $10,000 / 30) × 365 = 60.8%
APR is annualized, meaning it projects your current returns over a full year. A 60% APR for 30 days doesn't mean you'll make 60% this year - market conditions vary.
Order Statistics
Total Orders Placed
- All orders created by the bot
- Includes filled, pending, and cancelled
Orders Filled
- Successfully executed orders
- Indicates trading activity level
- Higher % = more active market
Orders Pending
- Currently active on exchange
- Waiting for price to reach level
- Shows remaining opportunities
Orders Cancelled
- Cancelled due to bot stop/pause
- Or replaced by strategy adjustments
- Normal in dynamic markets
Example:
Total Orders: 40
Filled: 24 (60%)
Pending: 14 (35%)
Cancelled: 2 (5%)
Interpretation: Good execution rate, active market
Current Market Data
Current Price
- Real-time price from exchange
- Updated every few seconds
- Reference for grid positioning
24h High/Low
- Highest and lowest prices in last 24 hours
- Shows daily volatility
- Compare against your grid range
Last Update
- Timestamp of last price update
- Ensures data freshness
- Check if data seems stale
Orders Tab
Grid Visualization
The visual grid representation shows:
Color Coding:
- 🔴 Red bars: Sell orders (above current price)
- 🔵 Blue line: Current market price
- 🟢 Green bars: Buy orders (below current price)
Order Status:
- Solid bars: Pending orders (not yet filled)
- Hatched/faded bars: Filled orders
- Bar height: Represents order amount
What to look for:
Healthy Grid:
- Orders distributed evenly
- Current price roughly in middle
- Mix of filled and pending orders
Warning Signs:
- Price at extreme edge of range
- All orders on one side filled
- No fills in extended period
A healthy grid should show the current price line somewhere in the middle third of your range with both green and red orders visible.
Detailed Orders Table
Comprehensive view of all orders with these columns:
Order ID
- Unique identifier
- Links to exchange order (in live mode)
- For tracking and support
Grid Level
- Which grid position (1-N)
- Level 1 = lowest price
- Level N = highest price
Side
- Buy: Purchasing base currency
- Sell: Selling base currency
Price
- Exact price level for this order
- Determined by grid calculation
- Fixed when order created
Amount
- Quantity of base currency
- Same across grids (typically)
- Determines profit magnitude
Total Value
- Price × Amount
- Shows capital per order
- Helps assess exposure
Status
- Pending: Active, waiting to fill
- Filled: Completed
- Partially Filled: Partially executed
- Cancelled: No longer active
Filled Amount
- How much has executed
- For partial fills
- Shows progress toward completion
Total Cost
- Actual amount paid/received
- Includes all partial fills
- Final transaction value
Fees
- Trading fees paid
- Exchange fee structure
- Impacts net profit
Example Row:
Order ID: 12345abc
Grid Level: 8
Side: BUY
Price: $49,500
Amount: 0.02 BTC
Total: $990
Status: Filled
Filled: 0.02 BTC
Cost: $990
Fees: $0.99 (0.1%)
Strategy Tab
Grid Configuration
Strategy Type
- Arithmetic or Geometric
- Affects grid spacing
- Key to understanding behavior
Grid Count
- Total number of levels
- Determines order density
- Balance between frequency and profit
Price Range
- Lower bound, Current, Upper bound
- Visual representation of range
- Shows where price can move
Order Amount Per Grid
- Size of each order
- Consistent or varying
- Affects profit per trade
Profit Per Grid
- Target % per level
- Determines sell price after buy
- Must exceed fees
Risk Management Settings
Take Profit Level
- Auto-exit profit threshold
- Shown as % and dollar amount
- Locks in gains
Stop Loss Level
- Auto-exit loss threshold
- Risk management safety net
- Prevents catastrophic losses
Max Position Size
- Capital allocation limit
- Prevents over-exposure
- Portfolio management tool
Allow Partial Fills
- Yes/No indicator
- Affects execution speed
- Important for liquidity
Auto Restart
- Enabled/Disabled
- Behavior after take profit/stop loss
- Hands-off vs manual control
Trailing Up/Down
- Dynamic range adjustment
- Follows trends
- Advanced feature
Visual Grid Representation
Interactive chart showing:
- All grid levels as horizontal lines
- Color-coded buy (green) / sell (red)
- Current price marker
- Order fill status
- Hover for details
How to use:
1. Quickly see price position in range
2. Identify concentration of fills
3. Spot gaps in orders
4. Assess risk (all buys filled = high exposure)
Performance Tab
Profit Overview
Realized Profit
- Money actually earned
- From completed buy-sell cycles
- Displayed in quote currency (e.g., USDT)
Calculation:
Realized Profit = Σ(Sell Price - Buy Price - Fees)
Example:
Buy: 0.1 BTC at $48,000 = $4,800
Sell: 0.1 BTC at $50,000 = $5,000
Fee: 0.1% × 2 = $9.80
Realized Profit: $5,000 - $4,800 - $9.80 = $190.20
Unrealized P&L
- Current value vs cost of open positions
- Changes with market price
- Paper profit/loss
Calculation:
Unrealized P&L = (Current Price - Avg Buy Price) × Position Size
Example:
Position: 0.5 BTC bought at avg $49,000
Current Price: $51,000
Unrealized P&L: ($51,000 - $49,000) × 0.5 = $1,000
Total Fees Paid
- Sum of all trading fees
- Includes both buy and sell
- Reduces net profit
Fees can significantly eat into profits, especially with many grids and high trading frequency. Always factor fees into your strategy.
Returns Metrics
ROI % (Return on Investment)
- Percentage return on capital
- Industry-standard metric
- Easy comparison across strategies
APR % (Annualized Percentage Rate)
- Projected yearly returns
- Useful for long-term planning
- Compare against alternatives
Time-Weighted Returns
- Accounts for varying investment periods
- More accurate for changing capital
- Advanced metric
Timeline
Chronological event log showing:
Bot Lifecycle Events:
✓ Bot created - Jan 15, 2025 10:30 AM
✓ Bot started - Jan 15, 2025 10:35 AM
✓ 5 orders filled - Jan 15, 2025 2:45 PM
✓ Profit: $45.20 realized - Jan 15, 2025 2:45 PM
✓ 3 more orders filled - Jan 16, 2025 9:15 AM
⚠ Price near upper bound - Jan 16, 2025 3:00 PM
✓ Bot paused - Jan 16, 2025 3:05 PM
✓ Bot resumed - Jan 17, 2025 8:00 AM
Order Events:
- Order placed
- Order filled (full or partial)
- Order cancelled
- Profit realized
Error Events:
- API connection issues
- Order placement failures
- Balance insufficient warnings
Use the timeline to:
- Understand bot behavior over time
- Identify patterns in profitability
- Troubleshoot issues
- Review decision points
Error Tracking
When errors occur, you'll see:
Total Error Count
- Number of errors encountered
- Higher count needs investigation
- Some errors are normal
Retry Count
- Automatic retry attempts
- Shows system resilience
- Excessive retries indicate problem
Last Error Message
- Detailed error description
- Helps diagnose issues
- Copy for support tickets
Error Timestamp
- When error occurred
- Check if resolved
- Recent vs historical
Common Errors:
"Insufficient balance" → Fund account or reduce investment
"API rate limit" → Normal, system auto-retries
"Order rejected" → Check exchange status
"Connection timeout" → Network or exchange issue
Monitoring Best Practices
Daily Check-In (5 minutes)
Quick Assessment:
- ✅ Check bot status (should be "Running")
- ✅ Review current price vs grid range
- ✅ Note realized profit change
- ✅ Verify recent orders are filling
- ✅ Check for any error messages
Red Flags:
- 🚩 Bot unexpectedly stopped
- 🚩 No orders filled in 24+ hours (in normal volatility)
- 🚩 Price outside grid range
- 🚩 Multiple errors in timeline
- 🚩 Unrealized loss > stop loss threshold
Weekly Review (15-30 minutes)
Performance Analysis:
- Calculate weekly ROI
- Compare against buy-and-hold
- Review grid visualization patterns
- Analyze which grid levels trade most
- Check fee impact on profits
Strategy Assessment:
Week 1 Results:
- Investment: $10,000
- Realized Profit: $215
- Weekly ROI: 2.15%
- Total Trades: 12
- Avg Profit per Trade: $17.92
- Fees Paid: $24.50
- Net Profit: $190.50
Annualized: ~112% APR (if sustained)
Questions to Ask:
- Is the bot profitable after fees?
- Are orders filling at good frequency?
- Is price staying in range?
- Should I adjust parameters?
- Is market condition suitable for grid trading?
Monthly Comprehensive Review
Deep Analysis:
1. Overall Performance
- Total realized profit
- Compare across all bots
- Identify best performers
- Calculate risk-adjusted returns
2. Market Condition Assessment
- Was market ranging or trending?
- How did volatility impact results?
- Are conditions still suitable?
3. Parameter Optimization
Test Results (Example):
Grid Count 10: $150 profit, 8 trades
Grid Count 20: $280 profit, 18 trades
Grid Count 30: $210 profit, 28 trades (higher fees)
Optimal: 20 grids for this pair
4. Capital Rebalancing
- Reallocate based on performance
- Increase funding for best bots
- Reduce or stop underperformers
- Maintain diversification
Performance Benchmarks
What's "Good" Performance?
Realistic Expectations:
Conservative Strategy:
- APR: 10-30%
- Grid Count: 10-15
- Risk: Low
- Active monitoring: Weekly
Moderate Strategy:
- APR: 30-60%
- Grid Count: 20-30
- Risk: Medium
- Active monitoring: Daily
Aggressive Strategy:
- APR: 60-100%+
- Grid Count: 30-50+
- Risk: High
- Active monitoring: Multiple times daily
High APR numbers in short periods don't guarantee sustained returns. Market conditions change. Always compare against holding the asset.
Comparing Grid Trading vs HODL
Example Calculation:
Scenario: BTC Grid Bot over 30 days
Grid Bot:
Starting: $10,000
Ending Value: $10,650 (investment + profit)
Return: 6.5% (78% APR)
HODL:
Starting: $10,000 in BTC at $50,000 (0.2 BTC)
Ending: $10,400 (BTC at $52,000)
Return: 4%
Result: Grid outperformed by 2.5%
When Grid Trading Wins:
- Sideways/ranging markets
- High volatility within range
- Multiple price oscillations
When HODL Wins:
- Strong sustained trends
- Low volatility
- Breakout markets
Optimization Tips
Improving Fill Rate
If orders aren't filling:
- ✓ Widen grid spacing (reduce grid count)
- ✓ Adjust range closer to current price
- ✓ Enable partial fills
- ✓ Check liquidity of trading pair
Increasing Profitability
Strategies:
- ✓ Optimize grid count for fees vs frequency
- ✓ Adjust profit per grid based on volatility
- ✓ Use technical analysis for better ranges
- ✓ Monitor and adjust to market conditions
- ✓ Reduce fee tier through higher volume
Reducing Risk
Risk Management:
- ✓ Set appropriate stop loss (-15% to -25%)
- ✓ Use take profit to lock gains
- ✓ Don't overallocate to single bot
- ✓ Diversify across pairs
- ✓ Keep reserve capital
- ✓ Monitor daily during high volatility
Key Metrics at a Glance
Track These:
| Metric | Frequency | Target |
|---|---|---|
| Bot Status | Daily | Running |
| Realized Profit | Daily | Positive growth |
| Fill Rate | Daily | >30% orders filled |
| APR | Weekly | >Exchange staking rate |
| Price vs Range | Daily | Within middle 60% |
| Error Count | Daily | Less than 5 per day |
| ROI | Weekly | >1% per week |
Alerts and Notifications
Set Up Alerts For:
Critical Events:
- ✉️ Bot stopped unexpectedly
- ✉️ Stop loss triggered
- ✉️ Take profit reached
- ✉️ API connection lost
Important Events:
- ✉️ Price near range boundaries
- ✉️ Large profit realized
- ✉️ Unusual error frequency
Optional Events:
- ✉️ Daily performance summary
- ✉️ Order fills
- ✉️ Weekly reports
Enable email or push notifications for critical events so you can respond quickly even when not actively monitoring.
Next Steps
Now that you know how to monitor performance, learn best practices for maximizing success: