Strategies Overview
An introduction to Sumo's automated trading strategies.
Sumo provides automated strategies for market making plus Instant Trade for one-off manual interventions. You can run multiple strategies simultaneously across different wallets or wallet groups.
Strategy Types
| Strategy | What It Does | Best For |
|---|---|---|
| Counter Trade | Automatically counters external buys/sells to stabilize price | Price stability, market making |
| DCA | Executes trades at regular intervals | Gradual accumulation or distribution |
| Limit Orders | Executes trades when market cap conditions are met | Buying dips, selling at targets |
| Instant Trade | One-click manual buys and sells | Quick market interventions |
Creating a Strategy
- Navigate to your profile's Strategies tab
- Click + Create Strategy
- Select the strategy type (Counter Trade, DCA, or Limit Order)
- Configure the strategy parameters
- Choose which wallets to use
- Set slippage and, on supported EVM profiles, private relay protection
- Click Create Strategy
- Review the strategy, then activate it when you're ready
Managing Strategies
Activate / Deactivate
New strategies are created inactive so you can review them before they run. Each strategy has a status toggle: activate it to start execution, or deactivate it to pause without deleting.
To change a strategy's settings, pause it first. Active strategies can be opened for review, but Sumo keeps their settings locked while they are running.
Filter View
Use the strategy filter to view strategies by type:
- All — Show every strategy
- Counter Trade — Counter trade strategies only
- DCA — DCA strategies only
- Limit Order — Limit order strategies only
Clone a Strategy
Click the clone icon on any strategy to duplicate it. You can clone to the same profile or a different one, and assign different wallets.
Edit a Strategy
Click the edit icon to modify a paused strategy's parameters. The strategy type cannot be changed after creation — create a new one instead.
Delete a Strategy
Click the trash icon to delete a strategy you no longer want to use. Sumo asks for confirmation before deleting it.
Deleting a strategy removes it from the active strategy list, but keeps its historical trades and reporting data. Use delete when a strategy should no longer be reused or reactivated, and use deactivate when you only want to pause it temporarily.
Wallet Assignment
When creating a strategy, you choose which wallets execute the trades:
- All wallets — The strategy uses every active wallet in the profile
- Wallet group — The strategy uses only wallets in the selected group
- Individual wallet — The strategy uses a single specific wallet
Only active assigned wallets are used for execution. This lets you run different strategies on different subsets of wallets. For example, you might run Counter Trade on one group and DCA on another.
Strategy Metrics
Each strategy in the list shows Net Change — the cumulative base and quote asset changes from all trades executed by that strategy. DCA and Limit Order rows also show budget progress when a spend budget is configured.