Profile Settings
Configure slippage, strategy defaults, and MEV protection for your trading profile.
After creating your trading profile, you can configure default settings that apply across your strategies. These defaults save time when creating new strategies — you can always override them per-strategy.
Access profile settings from your profile page by clicking Settings in the navigation.
Settings are split into sections in the left pane. Each section can be edited independently and saved with Save Settings.
Trading Configuration
Trading Configuration controls profile routing, token metadata, and default execution behavior.
Routing fields such as Network, Pool DEX, Execution Provider, and Pool Address are editable only while the profile is in draft, pre-launch, or archived. Once a profile is active, token and route identity stays locked so strategies, reporting, and live trading remain consistent.
Read-only fields show the resolved base token, quote token, decimals, total supply, and circulating supply. Use Refresh Supply if the token supply metadata needs to be re-fetched.
Default Slippage (%)
Maximum slippage tolerance for trades, measured in basis points (bps) where 100 bps = 1%.
Individual strategies can override this default with their own slippage settings.
Slippage Warning
Too low — Trades will fail frequently, especially in volatile markets or low-liquidity pools.
Too high — You become an easy target for MEV bots (sandwich attacks), which profit by front-running your trades.
A range of 50–200 bps (0.5%–2%) works well for most tokens.
Trade with Native
When enabled, Sumo trades with the chain's native asset (SOL, ETH, BNB) instead of its wrapped version. Enabled by default.
Max Tx Retries
Number of times Sumo will retry a failed transaction before giving up. Default is 3.
Private Relay
For EVM profiles, private relay routes eligible trades through private execution paths for MEV protection.
Fee on Transfer
For EVM profiles, enable this when the traded token charges a transfer tax or similar fee.
Market Alerts
Market Alerts notify traders when market or social signals cross thresholds for the profile.
| Setting | Description |
|---|---|
| Alert Mode | Choose pump alerts, dump alerts, both directions, or off |
| Window (Minutes) | Rolling time window used to evaluate the alert |
| Price Move Threshold (%) | Price move required before an alert can trigger |
| Cooldown (Minutes) | Minimum time before another similar alert is sent |
| Min External Gross Volume ($) | External volume required inside the window before alerts fire |
| Social Alerts | Ingest qualified X posts for the token and notify traders when a cue matters |
The social link fields are read-only metadata resolved from token and pair sources. Use Refresh Socials to re-fetch them when the pool has updated metadata.
AutoFix
AutoFix controls the wallet-maintenance suggestions shown on the Live Trading page. It is designed for active DCA, Counter Trade, and Limit Order strategies where a wallet can become unusable because it is low on gas, low on quote asset for buys, or low on project token for sells.
| Setting | Description |
|---|---|
| Low gas | Shows wallets below the configured native-asset threshold and can suggest a stable-swap gas refill or archival. |
| Low quote balance | Shows buy wallets that no longer have enough quote asset for the configured number of planned trades. |
| Low token balance | Shows sell wallets that no longer have enough project-token balance for the configured number of planned trades. |
| Low Gas Threshold | Native-asset balance where the wallet starts appearing as low gas. |
| Critical Gas Threshold | Lower native-asset balance that marks the wallet as urgent. |
| Gas Refill Amount ($) | Dollar amount of quote asset Sumo should swap per wallet when using AutoFix to refill gas. |
| Warning Trade Buffer | Number of minimum-size planned trades a wallet should be able to cover before it is warned. |
| Critical Trade Buffer | Lower buffer used to mark a wallet as critical. |
Use AutoFix to keep strategy wallets operational without manually scanning every balance. It does not move funds automatically just because a warning appears; traders still choose whether to run the suggested fix.
Default Instant Buy / Sell Settings
Configure up to 6 presets each for instant buy and instant sell. Each preset defines an asset plus min and max amounts for quick one-click execution from the live trading page.
Presets can be denominated in USD, quote/native asset, or the profile token. Use the six slots to create different trade-size bands for quick buys and quick sells.
When you trigger an instant trade, Sumo picks a random amount between the preset's min and max to make the trade less predictable on-chain.
Default Counter Trade Settings
Defaults are configured separately for Default Counter Buy Into Sell and Default Counter Sell Into Buy strategies:
| Setting | Description |
|---|---|
| Trigger Asset | Asset used to express the trigger size, such as native, quote, token, or USD |
| Trigger Min | Minimum external trade size that triggers a counter trade |
| Trigger Max | Maximum external trade size to counter (leave empty for no cap) |
| Min Capture (%) | Minimum percentage of the detected trade to counter |
| Max Capture (%) | Maximum percentage of the detected trade to counter |
| MEV Exclusion | When enabled, automatically excludes known MEV bot wallets from triggering counter trades |
Default DCA Settings
Defaults for both DCA Buy and DCA Sell strategies:
| Setting | Description |
|---|---|
| Trade Asset | Asset used to express the per-trade amount, such as native, quote, token, or USD |
| Trade Amount | Amount per DCA trade |
| Interval (Seconds) | Time between each DCA trade |
| Timing Jitter (%) | Randomizes the interval by this percentage to make trade timing less predictable |
| Amount Jitter (%) | Randomizes the trade size by this percentage for the same reason |
MEV Wallet Blacklist
Manage wallets that should be ignored by your counter-trade strategies. This prevents your bot from counter-trading against known MEV bots or other wallets you want to exclude.
- Manual — Add wallet addresses directly, one per line
- Auto — Wallets added automatically by your counter-trade strategies over time as they detect MEV activity
The blacklist shows counts for manual, auto, and total blocked wallets.
Client Portal
Client Portal creates a shareable read-only link for selected profile views. It is useful when a founder or market-making lead wants to show stakeholders the current trading workspace without giving them login access or permission to trade.
When enabled, you can:
- Copy the Client Portal link
- Rotate the link to invalidate older links
- Choose which read-only views are available, such as Trading, Strategies, Insights, Wallets, Surveillance, Logs, and Team Notes
Anyone with the active link can view the selected tabs, but trading, withdrawals, wallet edits, strategy edits, and profile settings remain disabled.