User Guide

A Smart Account is a Safe smart contract wallet (formerly Gnosis Safe) — the most battle-tested and widely used smart account on Ethereum. Unlike a regular MetaMask wallet (EOA), a Smart Account is a programmable contract on-chain that can hold funds and execute transactions according to rules defined in its modules.

Your Smart Account is extended with two standards that enable automated trading:

• ERC-7579 (Modular Accounts) — a standard for installing and managing modules on smart accounts. Through the Safe7579 adapter, your Safe gains the ability to use ERC-7579 modules like Smart Sessions.
• ERC-4337 (Account Abstraction) — a standard that allows smart contracts to initiate transactions via UserOperations. Instead of the server needing your private key, it creates a UserOperation (a data structure describing the desired action), signs it with a restricted execution key, and submits it to a special node called a Bundler (we use Pimlico). The Bundler includes the UserOp in a regular Ethereum transaction.

EntryPoint is a singleton smart contract deployed by the ERC-4337 standard at address 0x0000000071727De22E5E9d8BAf0edAc6f37da032. It is the central coordinator for all account abstraction operations. Every UserOperation goes through EntryPoint — it validates the operation, calls your Smart Account to execute it, and handles gas payment.

EntryPoint Deposit is a gas prepayment mechanism. You deposit ETH into the EntryPoint contract, crediting it to your Smart Account address. When a UserOperation is executed (deploy, activate session, swap), EntryPoint deducts the gas cost from this deposit. Think of it as a gas tank for your Smart Account:

• Every operation (deployment, session activation, each swap) consumes a small amount of gas from your EP deposit
• The current EP balance is displayed on your Smart Account card
• When the balance gets low, click "Fund EP" to top up from your MetaMask wallet
• You can also withdraw unused EP balance back to your wallet via "Recover EP"

Gas costs vary significantly by chain. Here are approximate costs per operation:

On L2 chains like Arbitrum, a deposit of 0.001 ETH is enough for deployment, activation, and dozens of swaps. Monitor your EP balance on the Smart Account card and top up when needed.

Here is the complete lifecycle of a Smart Account, step by step:

When a strategy triggers a swap, here is exactly what happens:

1. The server decrypts the execution key for your Smart Account
2. Constructs a UserOperation — a data structure containing the swap calldata (Uniswap V3 exactInputSingle)
3. Signs the UserOp with the execution key. The signature includes a permissionId that tells the Smart Sessions module which session rules to check
4. Submits the signed UserOp to the Pimlico bundler
5. The bundler includes the UserOp in an Ethereum transaction and sends it to the EntryPoint contract
6. EntryPoint calls your Safe → Safe7579 adapter validates the UserOp → Smart Sessions module verifies the session permissions → Safe executes the Uniswap swap
7. EntryPoint deducts gas cost from your EP deposit (mainnet) or the paymaster covers it (testnet)
8. The server parses the on-chain ERC-20 Transfer events to record the swap result

On mainnet, your EntryPoint deposit is consumed by every operation. Here's how to manage it:

• Check balance — the EP balance is shown on your Smart Account card (labeled "EP balance"). It updates automatically.
• Top up — click "Fund EP" on the Smart Account card. Select the amount and confirm in MetaMask. The ETH is deposited into EntryPoint credited to your Safe address. You can top up at any time, even if the account is already active.
• Withdraw — click "Recover EP" to withdraw unused EntryPoint deposit back to your MetaMask wallet. This sends a UserOperation from your Safe that calls EntryPoint's withdrawTo function.
• Low balance — if your EP balance is too low to cover gas for a UserOperation, the bundler will reject it with an "AA21" or "AA23" error. Your strategy will retry on the next scheduled interval. Top up EP to resume.

You can have multiple Smart Accounts on the same or different chains. When creating a strategy, select the specific Smart Account you want to use. Only accounts with Smart Sessions enabled (status: Active) can execute trades. Each account has its own EP balance and trading tokens.

All strategies share these configuration options:

• Chain — which network to trade on
• Smart Account — which Safe7579 account to use (only accounts with Active session are shown)
• Fee Tier — Uniswap V3 pool fee (0.05%, 0.3%, or 1%)
• Slippage — maximum allowed price impact in basis points

From the Strategies page you can pause/resume, edit parameters, view detailed statistics, see order history with charts, and export orders to CSV.

• Amount per Order — how much to buy each time (in the input token)
• Total Orders — total number of buys before the strategy completes
• Interval — time between orders (1h, 4h, 12h, daily, weekly)

Smart DCA enhances the basic strategy by buying more when market conditions are favorable (i.e. during dips):

• RSI mode — when the Relative Strength Index drops below your threshold (e.g. RSI < 30), the bot multiplies the order size by your chosen multiplier (e.g. 1.5x)
• Price Deviation mode — when price drops more than X% from its moving average, the bot buys more
• Lookback — number of periods used to calculate the indicator (default: 14)

Available for DCA strategies. A trailing stop follows the price upward and triggers a sell when the price drops a specified percentage from its peak:

• Trail % — sell when price drops X% from highest recorded price
• Activation % — optional, only start trailing after X% gain from entry

Choose how price levels are calculated:

• % from Start — each leg is a fixed percentage below the starting price. Leg 1 = -5%, Leg 2 = -10%, etc.
• % Between Legs — each leg is X% below the previous leg. Creates exponentially spaced levels.
• Fixed $ Step — each leg is a fixed dollar amount below the previous. Leg 1 = -$100, Leg 2 = -$200, etc.

Controls how order size grows with each leg. A multiplier of 1.0 means flat (same amount each level). A multiplier of 1.5 means each leg buys 1.5x the previous one — buying aggressively as price drops further.

• Take Profit — auto-sells all accumulated tokens when price rises X% above your average buy price
• Stop Loss — auto-sells if price drops X% below your average buy price, limiting downside
• Trailing Stop — dynamic take profit that follows price upward and sells on a pullback

Before creating the strategy, a preview table shows all grid legs with their trigger prices, order amounts, and cumulative investment. The preview uses the current Chainlink oracle price as the starting point.

• Buy — triggers when price drops to your target. Example: "Buy ETH when it drops to $2,000"
• Sell — triggers when price rises to your target. Example: "Sell ETH when it reaches $4,000"

• Buy With Token — the stable token used to buy (e.g. USDC)
• Pairs & Allocations — select multiple output tokens and assign a percentage to each. Allocations must sum to 100%.
• The grid mode, step, and multiplier settings apply to all pairs equally

• Target Allocations — set target percentages for each token (e.g. 60% WETH, 40% USDC). Must sum to 100%.
• Drift Threshold — rebalance only when an allocation drifts more than X% from target (default: 5%)
• Check Interval — how often to check allocations (hourly, 4h, daily, weekly)
• Minimum Swap Amount — don't rebalance if the required swap is below this amount (avoids dust trades)

Choose where the swap executes from using the Execute From selector:

• Connected Wallet — legacy path, uses the server's configured wallet key
• Smart Account — executes as a Safe7579 UserOperation through the bundler (gas from EP deposit on mainnet, paymaster on testnet). Only accounts with an Active Smart Session on the selected chain are listed. Balances shown reflect the Smart Account's holdings.

• Chain and token pair selection
• Real-time balance display (wallet or Smart Account) with MAX button
• Configurable slippage tolerance and fee tier
• Price comparison across available sources

• Enable the Demo Mode toggle when creating a strategy
• The bot monitors prices on schedule and records simulated fills at the current Chainlink oracle price
• Orders appear in your history with a Demo badge
• The Strategy P&L table highlights demo rows in amber so they're easy to distinguish

Demo strategies are intentionally excluded from all real portfolio metrics:

• Active Strategies, Orders Executed, Total Invested — demo is not counted
• Realized P&L and the P&L chart — only real trades contribute
• Gas Spent — demo gas is shown as an estimate (~) and not summed in totals
• Win Rate — only real exits (TP/SL) count toward win rate

• Learning the platform without risking funds
• Backtesting a strategy configuration before going live
• Exploring new strategy types (grid spacing, TP/SL levels) before committing capital
• Teaching others or showing the platform to non-crypto users

• Active Strategies — number of currently running strategies
• Orders Executed — total successful trades across all strategies
• Total Invested — sum of all tokens spent on purchases

Shows profit/loss for each strategy including: invested amount, tokens bought, average buy price, current status, and order count.

Displays token balances across all your Smart Accounts and connected wallets, broken down by chain.

• order_completed — a swap order was successfully executed
• strategy_finished — a strategy completed all its orders
• take_profit_triggered — price hit take profit level
• stop_loss_triggered — price hit stop loss level
• trailing_stop_triggered — trailing stop was activated
• rebalance_triggered — portfolio rebalance was executed

Each webhook is signed with an HMAC secret. Your endpoint should verify the signature in the request headers to ensure the payload is authentic. The secret is shown once when the webhook is created — copy and store it securely.

You can create multiple webhooks, each subscribed to different events. Webhooks can be paused/resumed, tested with a sample payload, and deleted from the Settings page.

Go to Settings → Notifications section and click Connect Telegram. You'll receive a deep link to open in Telegram. Send /start to the bot and your account will be linked automatically. After linking, all trade notifications are delivered to your personal chat.

• DCA order executed
• Grid buy leg triggered
• Take profit / stop loss / trailing stop executed
• Limit order filled
• Portfolio rebalance executed
• Strategy order failed
• Subscription expiry warning (3 days and 1 day before)
• Subscription expired (plan reverted to Free)

If you haven't linked Telegram, notifications fall back to the global admin chat configured on the server (if set). Webhooks are always fired regardless of Telegram status.

Plans differ in the number of active strategies, available features, and profit fee percentage. Profit fees are only charged on profitable exits (take profit, stop loss, trailing stop). You can view and change your plan on the Billing page.

Subscriptions are paid in USDC via on-chain transfer. Connect your wallet, select a plan, and confirm the transaction. The subscription activates automatically once the transaction is confirmed.

When your subscription is within 3 days of expiring, a warning banner appears on the Billing page. When it expires, the plan reverts to Free and any active strategies above the free limit (3) are automatically paused. A Telegram notification is sent if you have linked your Telegram account.

The Billing page shows a complete history of platform fees charged, including the date, trigger type (TP/SL/trailing), token pair, trade amount, fee percentage, and fee amount.

1. Go to the Referral page and generate your unique code (format: DCA-XXXXXX).
2. Share your referral link — https://dcabot.app?ref=YOUR_CODE.
3. When a new user signs up through your link, they are permanently linked to you.
4. Every time that user pays a platform fee (on TP / SL / trailing stop exits), you automatically receive 30% of the fee as a pending balance.
5. Once your pending balance reaches $5 USDC, you can withdraw to any Arbitrum address.

• Share: 30% of the platform fee per trade
• Counted only on stable-token fees (USDC, USDC.e, USDT)
• Demo mode trades are excluded — only real on-chain executions count
• Referral relationship is permanent and single-level (no multi-tier)
• Users cannot apply their own referral code (self-referral blocked)

On the Referral page, click Withdraw USDC when your pending balance is ≥ $5. Enter any Arbitrum One address — the USDC is sent directly on-chain. Minimum withdrawal is $5. The transaction link (Arbiscan) appears once the payout is processed.