Getting Started with ATF

Setting up ATF (custom strategy for the autotrader) is straightforward. Here’s what to know:

ATF Step-by-Step User Manual

Start here if this is your first time using ATF.

Complete these steps to create, test, and run a strategy safely.

What You Need Before You Start

You do NOT need:

• To write code

• To be a pro trader

• To already have a “strategy template”

You DO need:

• An &milo account (email/social login is fine)

• An &milo-managed trading wallet (created during onboarding)

• Some funds in that wallet to run the strategy

If you haven’t onboarded yet (wallet + funding), complete the regular milo onboarding first, then come back here.

Step 1 - Open AI Auto‑Trade

1. Go to app.andmilo.com

2. In the left nav, click AI auto‑trade (NEW)

You’ll see the AI Auto‑Trade workspace with top tabs:

• Home (timeline / positions)

• Action Log (what milo did + why)

• Settings (where you activate Auto mode + pick strategies)

• Chat (talk to milo)

Step 2 - Go to Settings

1. Click Settings (top right tab)

2. Switch to Advanced (recommended)

Advanced is where you can choose the Model, adjust behavior, and manage strategies.

Step 3 - Turn Auto Mode ON (This Activates Auto Trader)

In Settings → Advanced:

1. Toggle Auto mode: ON

2. (Optional) Adjust the Low ↔ High slider (more conservative ↔ more aggressive) this will auto chose preset milo ATF based on the risk

✅ If Auto mode is OFF, the strategy will NOT execute trades automatically.

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Step 4 - Choose Your Active Strategy

In Settings → Strategy you’ll see your active strategy banner/card.

You have 2 common paths:

Option A - Use a Strategy from the ATF Marketplace (Fastest)

1. Scroll to ATF Marketplace

2. Browse categories (examples shown):

   • All

   • Memes

   • Majors

   • Stables

   • xStocks

   • My Tokens List

3. Click a strategy to select it

4. Confirm it becomes your Active Strategy in the Strategy section

Tip: Strategies show a “using” count — a quick signal of how many people are currently running it.

Option B - Create Your Own Strategy

1. In Settings → Strategy, click Create strategy

2. In Create Strategy, set:

   • Name & Share

     • Strategy name

     • Description

     • Privacy toggle (PRIVATE or Public)

   • Asset Allocation (Strategy Mix)

     • Choose the mix across buckets (examples shown):

       • Trenches, Memes, Promising memes, Staking, Majors, Native, Stables, xStocks, My Tokens List

   • My Tokens List (optional)

     • Add tickers (e.g., SOL, BONK) when using a custom token universe

   • Trade controls

     • Min Ticket Size (example shown: 50 USD)

     • Max Daily Positions (leave empty for default)

   • Strategy Prompt

     • Write the behavior + entry/exit intent in plain language

3. Click Create & use to immediately activate it as your selected strategy (The other button typically just creates without activating.)

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Step 5 - Save Changes (Required)

At the bottom of Settings:

1. Click Save changes

✅ This is the step that applies your configuration (Auto mode + strategy selection + allocations).

If you skip this, you may think Auto Trader is enabled, but it won’t actually run with the new settings.

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Step 6 - Monitor What It’s Doing

Use the top tabs:

Home

See timeline + position history and how the strategy is behaving.

Action Log

See each action taken (or skipped) and the reasoning trail.

Chat

Ask questions like:

• “Why did you enter this trade?”

• “What would make you exit?”

• “Reduce aggressiveness / tighten risk”

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How to Pause / Stop Auto‑Trade

To stop auto execution immediately:

1. Go to Settings

2. Toggle Auto mode: OFF

3. Click Save changes

You can also switch strategies anytime (then Save changes again).

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Troubleshooting: “It’s ON but not trading”

Common causes:

• You turned Auto mode ON but didn’t press Save changes

• Wallet balance is below Min Ticket Size

• You selected a strategy bucket but set its allocation to 0%

• You chose My Tokens List but didn’t add any tickers

• You hit Max Daily Positions (if you set one)

• Market conditions don’t match the strategy rules (so it correctly does nothing)

  🚧 Coming soon: Arena + Leaderboard (LB) Arena will be the competitive layer for ATF strategies, and the Leaderboard will rank strategies over time windows (ex: 30D). During alpha you may see mock/test data while this rolls out.