Trade Strategy Configuration Guide
A comprehensive guide to setting up automated daily token sales, managing your sales configurations, and understanding the sales execution process on TradePoint.
1. Introduction
The Sales Configuration feature allows you to automate the process of selling your tokens on a daily basis. Instead of manually selling tokens each day, you set up a configuration that tells the platform how many tokens to sell automatically.
What You Can Do
- Set Daily Sales - Configure how many tokens to sell each day
- Set Limits - Optional maximum total tokens to sell
- Set Expiration - Optional end date for sales
- Choose a Selling Level - Select a pre-set pace (Slow, Medium, Fast) if your token supports it
- Start/Stop Anytime - Control when sales are active
- Track Progress - View your sales history and execution
- Multiple Tokens - Configure different sales for different tokens
[!IMPORTANT] Sales configurations are automated but not guaranteed. The platform attempts to sell your configured amount daily, but actual sales depend on market conditions, liquidity, and platform operations.
2. What is Sales Configuration?
Definition
A sales configuration is an automated instruction you give to the platform to sell a specific amount of tokens daily on your behalf. Think of it as a "sell order" that repeats every day.
How It Works
┌────────────────────────────────────────────────────────────────┐
│ │
│ You Configure: "Sell 1,000 USDT per day" │
│ │
│ Platform Does: Every day before cut-off time, │
│ attempts to sell up to 1,000 USDT │
│ │
│ Result: Tokens sold → Funds added to your balance │
│ │
└────────────────────────────────────────────────────────────────┘
When to Use Sales Configuration
Good Use Cases:
Dollar-Cost Averaging (DCA) Out
- Gradually sell tokens over time
- Reduce impact of market volatility
- Spread sales across multiple days/weeks
Automated Portfolio Management
- Set it and forget it approach
- No need to monitor daily
- Consistent selling schedule
Limit Exposure
- Systematically reduce holdings
- Manage risk by regular selling
- Avoid emotional trading decisions
Liquidity Planning
- Generate regular cash flow
- Plan for known expenses
- Predictable selling schedule
What Sales Configuration Is NOT
❌ Not a Market Order - Sales are processed by platform operations, not instant market orders
❌ Not Guaranteed - Actual sales may be lower than configured amount due to market conditions
❌ Not Price-Protected - You don't control the sale price; platform determines execution price
❌ Not Instant - Sales are processed once daily at a specific cut-off time
3. Understanding the Sales Process
Daily Sales Lifecycle
┌─────────────────────────────────────────── ─────────────────────┐
│ │
│ Day 1 Day 2 Day 3 │
│ Morning → Morning → Morning │
│ ──────────────────────────────────────────────────────── │
│ │
│ Platform checks Platform checks Platform checks │
│ your config your config your config │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ Attempts to sell Attempts to sell Attempts to sell │
│ 1,000 USDT 1,000 USDT 1,000 USDT │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ Executes sale Executes sale Executes sale │
│ Records in history Records in history Records in history │
│ │
└────────────────────────────────────────────────────────────────┘
Key Concepts
Daily Amount
- The target amount of tokens to sell each day
- This is the maximum, not the minimum
- Actual sales may be less depending on conditions
Unsold Tokens
- Tokens that were not sold on a given day are carried over to the next day
- The daily maximum still applies — the platform will not exceed your configured daily amount, even if carry-over is included
Example:
Daily Amount: 1,000 USDT
Possible Outcomes:
✓ Day 1: Sold 1,000 USDT (full amount)
✓ Day 2: Sold 800 USDT (partial - market conditions)
✓ Day 3: Sold 1,000 USDT (full amount)
✓ Day 4: Sold 500 USDT (partial - liquidity constraints)
Max Token Limit (Optional)
- Total maximum tokens to sell across all days
- When reached, sales stop automatically
- Configuration status changes to "completed"
Example:
Daily Amount: 1,000 USDT
Max Token Limit: 10,000 USDT
Timeline:
Day 1-9: Sells 1,000 USDT each day = 9,000 USDT total
Day 10: Sells 1,000 USDT = 10,000 USDT total
Day 11: STOPS - max limit reached, status = "completed"
Expiration Date (Optional)
- Date when sales should stop
- Sales automatically stop on this date
- Configuration status changes to "expired"
Example:
Daily Amount: 1,000 USDT
Expiration Date: March 31, 2025
Timeline:
March 1-30: Sells 1,000 USDT daily
March 31: Last day of sales
April 1: STOPS - expired, status = "expired"
Configuration Limits
[!WARNING] One Configuration Per Token: You can only have ONE active or stopped configuration per token at a time. You cannot have multiple sales configs for the same token running simultaneously.
What This Means:
- ✅ Configure USDT: 1,000 per day
- ✅ Configure ETH: 0.5 per day
- ❌ Cannot have two USDT configs (e.g., 500 morning + 500 evening)
To Change:
- Stop the existing configuration
- Remove it
- Create a new configuration with different settings
4. Sale Strategies
Depending on how your token is configured by the platform, you will see one of two different setup wizards.
Strategy A: Traditional Selling (4-Step Wizard)
You manually set the exact daily amount, and optionally a maximum total and expiration date. This gives you full control over the selling parameters.
Steps: Token → Daily Amount → Optional Settings → Confirmation
Strategy B: Simple Selling / Level-Based (3-Step Wizard)
Instead of entering a specific amount, you choose a selling pace. The platform handles the amount automatically based on your selected level.
Steps: Token → Selling Level → Confirmation
Selling Levels:
| Level | Description | Pace |
|---|---|---|
| Slow | Conservative approach with minimal daily selling. Ideal for long-term holders. | Low |
| Medium | Balanced selling pace. Good for moderate liquidity needs. | Moderate |
| Fast | Aggressive selling strategy. Maximizes daily token sales. | High |
[!NOTE] The wizard you see depends on how your token is configured by the platform administrator. You cannot choose between strategies — they are set per token.
5. Before You Start
Requirements
1. Available Token Balance
- You must have tokens in your portfolio
- Tokens must be unlocked and available
- Minimum amount requirements may apply per token
2. No Existing Active or Stopped Configuration
- Only one configuration per token allowed
- Remove the existing config before creating a new one
3. Platform Access
- Sales Config feature must be enabled for your account
- Check with admin if you don't see the Sales Config page
Understanding Your Token Balance
When setting up sales, you'll see balance information displayed in the wizard:
Available Balance
- Tokens that are unlocked and ready to sell
- This is what you can configure for sales
- Excludes locked, vesting, or reserved tokens
Locked Balance
- Tokens that cannot be sold yet
- May be vesting, staked, or otherwise restricted
Total Balance
- Available + Locked
- Your complete token holdings
Minimum Amount Requirements
Some tokens may have minimum daily amounts to ensure efficient sales execution.
Example:
Token: USDT
Minimum Daily Amount: 100 USDT
✓ Valid: 1,000 USDT per day
✓ Valid: 150 USDT per day
✓ Valid: 100 USDT per day
✗ Invalid: 50 USDT per day (below minimum)
The platform will show the minimum amount when you're configuring sales and will display an error if your input falls below it.
6. Creating a Sales Configuration (Traditional Selling)
Follow this 4-step wizard to create your sales configuration using Traditional Selling.
Accessing Sales Configuration
- Log into your TradePoint account
- From the main menu, click "Trade"
- Navigate to the Sales Configuration section
- The Sales Configuration page opens
Step 1: Select Token
What You'll See:
A dropdown to select the token you want to configure sales for, along with an information notice:
Configuration Limits: Only one configuration is allowed per token. After saving, you can adjust the settings or delete & create a new configuration.
What To Do:
- Click the dropdown to see available tokens
- Select the token you want to sell
Tokens Not Showing?
- You may not have any available token balance
- Token may already have an active or stopped configuration
- The token may not be eligible for sales config — check with your admin
Step 2: Enter Daily Token Amount
Label: "Step 2: Enter Token Amount (Daily)"
What To Do:
- Enter your desired daily amount
- Type the number of tokens
- Use decimals if needed (e.g., 1,500.50)
- The platform limits decimals based on the token's precision settings
- Click "Max" button (optional)
- Automatically fills your full available balance
- Verify your amount
- Must be above the minimum required amount (shown below the input)
- Must be below or equal to your available balance
Information shown below the input:
Available: {amount} {symbol}Minimum sale amount: {minAmount} {symbol}(only if a minimum applies)
Validation Errors:
Amount Too Low:
Amount is below minimum requirement. Minimum allowed: {minAmount} {token}
Amount Too High:
Amount exceeds available balance. Maximum allowed: {available} {token}
[!NOTE] About Token Sales: The Daily Token Amount is the maximum number of tokens you wish to sell each day. Actual sales depend on market conditions.
- Unsold Tokens: Carry over to the next day while still respecting the daily maximum.
- Expiration Date: If set, the sale stops on that date even if the total is not fully sold.
[!IMPORTANT] Choose a Daily Amount Carefully:
If you set too high, you may sell tokens faster than desired. If too low, it may take a very long time to sell your intended amount.
Example: To sell 30,000 USDT in 30 days → Set daily amount to 1,000 USDT
Step 3: Set Optional Settings
Header: "Step 3: Optional Settings"
Option A: Maximum Total Tokens
Purpose: Limit the total amount of tokens to sell across all days.
Checkbox label: "Set max tokens"
When to Use:
- You want to sell a specific total amount
- Prevent over-selling beyond your target
- Automatic stop when goal is reached
Validation:
- Max tokens must be >= daily amount
- Max tokens must be <= your available balance
Errors:
Max tokens cannot be less than the daily amount ({tokenAmount} {token})
Amount exceeds available balance. Maximum allowed: {available} {token}
Example Scenario:
You have: 50,000 USDT
You want to sell: Only 30,000 USDT (keep 20,000)
Configuration:
Daily Amount: 1,000 USDT
Max Token Limit: 30,000 USDT
Result:
Day 1-30: Sells 1,000 USDT each day (total = 30,000)
Day 31 onwards: STOPS automatically (status = "completed")
Remaining: 20,000 USDT stays in your portfolio
[!TIP] If you don't set a max limit, sales continue until you manually stop the configuration or it expires.
Option B: Expiration Date
Purpose: Automatically stop sales on a specific date.
Checkbox label: "Set expiration date"
When to Use:
- You want to sell for a fixed time period
- You have a deadline for liquidation
- You want time-based automation
Constraints:
- Earliest allowed date: tomorrow (today is not selectable)
Example Scenario:
Configuration:
Daily Amount: 1,000 USDT
Expiration Date: March 31, 2025
Result:
March 1-31: Sells 1,000 USDT daily
April 1: STOPS automatically (status = "expired")
Total Sold: ~31,000 USDT (31 days × 1,000)
Combining Both Limits
You can use BOTH max token limit and expiration date together.
Example:
Daily Amount: 1,000 USDT
Max Token Limit: 20,000 USDT
Expiration Date: April 30, 2025
Whichever comes first STOPS the sales:
- If 20,000 USDT is sold before April 30 → Stops (max limit)
- If April 30 arrives before 20,000 sold → Stops (expiration)
[!NOTE] Using both limits provides double safety — stops when either condition is met.
Step 4: Confirmation Summary
Header: "Step 4: Confirmation Summary"
Fields Displayed:
- Token: Token symbol
- Daily Amount: Amount and token symbol
- Max Tokens: (shown only if enabled)
- Expiration Date: (shown only if enabled)
- Status: Active (Default)
[!IMPORTANT] Your configuration is immediately set to Active when saved. There is no "activate later" option — sales processing begins with the next daily cycle after the cut-off time.
Wizard Navigation Buttons:
- Previous — Go back to the previous step
- Reset — Clear all form inputs and start over
- Next — Advance to the next step (steps 1–3)
- Confirm — Save and activate the configuration (final step)
After Saving
Once you click Confirm, a dialog appears:
Dialog Title: "Sale Configuration Created"
Description: "Your configuration has been created and is now active."
The dialog shows:
- Date: The effective start date (today if saved before cut-off; tomorrow if saved after cut-off)
- Token: The selected token
- Amount: The daily amount in tokens — displayed as
{amount} tokens(Traditional Selling only)
An information notice about the cut-off schedule is also shown:
Update Schedule: There is a daily cut-off time at
[cut-off time] UTCfor all configuration changes. Settings saved before the cut-off become active after today's update. Changes saved after the cut-off apply in the next day's cycle.
Click Close to dismiss the dialog. Your configuration now appears in the Active Configurations table.
7. Creating a Sales Configuration (Simple Selling / Level-Based)
If your token is configured for Simple Selling, you will see a 3-step wizard.
Step 1: Select Token
Same as Traditional Selling Step 1 — select the token from the dropdown.