Tasks

Create and manage automated tasks for your crypto operations. Set up recurring actions like price monitoring, trading, and portfolio management that run on your schedule.

Note: Tasks are currently limited to Trade mode only.

How Tasks Work

Tasks are automated actions that run on a schedule you define. Each task includes:

• When: Schedule (e.g., "Every day at 8:20 AM" or "Every Monday at 9am")
• What: Action description (e.g., "Check BTC price" or "Buy $10 worth of ETH")
• Status: Active, paused

Task Management

➕ Create New Task

Click the "Add" button to create a new task:

1. When: Specify your schedule

   • Daily: "Every day at 3:00 PM"
   • Weekly: "Every Monday at 9am"
   • Monthly: "On the 1st of each month"
   • Custom intervals supported

2. Description: Define what the task should do

   • "Buy BTC for 10 USDC"
   • "Sell ETH if price drops below $2000"
   • "Send me a daily summary of my portfolio"
   • "Give me price of BTC, SOL, BNB and NEAR token"

3. Task Limits:

   • 10 total tasks maximum
   • Currently active tasks count toward limit

📋 Task Types

Price Monitoring

• Live price checks for supported tokens
• Custom price alerts with conditions
• Market trend analysis on schedule

Example Task:

• Schedule: Every day at 8:20 AM
• Action: Live crypto price check: BTC, SOL, BNB, and NEAR
• Result: Get current market prices delivered

Trading Operations

• Automated purchases with set amounts
• Conditional sells based on price triggers
• DCA (Dollar Cost Averaging) schedules

Example Task:

• Schedule: Every day at 3:00 PM
• Action: 1 USDC exchanged for approximately 0.00000887 BTC
• Result: Automatic BTC accumulation

Portfolio Management

• Balance summaries sent on schedule
• Performance reports at regular intervals
• Asset allocation reviews

🎛️ Task Controls

Each task includes:

• ⏸️ Pause/Resume: Stop task temporarily without deleting
• 📝 Edit: Modify schedule or description
• 🗑️ Delete: Permanently remove task
• 🧪 Test: Run task once to verify it works
• 💬 Go to chat: View task results and history

📊 Task History

View detailed information for each task:

• Creation date: When task was originally set up
• Last execution: Most recent run time and results
• Output logs: See what the task actually did

Example Tasks

Daily Price Check

Schedule: Every day at 8:20 AM
Action: Give me price of BTC, SOL, BNB and NEAR token
Result: Current prices: BTC: $111,503.25, SOL: $218.20, BNB: $879.06, NEAR: $2.64

Automated DCA

Schedule: Every day at 3:00 PM
Action: Buy $1 worth of BTC
Result: 1 USDC exchanged for approximately 0.00000887 BTC

Weekly Summary

Schedule: Every Sunday at 6:00 PM
Action: Send me a summary of my portfolio performance this week
Result: Portfolio report with gains/losses and top performers

Getting Started

1. Click "Add" to create your first task
2. Set your schedule - when you want it to run
3. Describe the action - what you want it to do
4. Test the task to make sure it works
5. Let it run automatically according to your schedule

Task Limits & Management

• Maximum: 10 tasks total
• Active tracking: See how many tasks are currently running
• Easy management: Pause, edit, or delete tasks anytime
• Test functionality: Verify tasks work before scheduling

Need Help?

Tasks are designed to be simple and powerful. If you need assistance:

• Use the Test button to verify task functionality
• Use Go to chat to view detailed task outputs

Remember: Tasks currently work in Trade mode only