Strategies Overview

Sumo provides four types of trading strategies that automate different aspects of market making. You can run multiple strategies simultaneously across different wallets or wallet groups.

Strategy Types

Creating a Strategy

1. Navigate to your profile's Strategies tab
2. Click + Create Strategy
3. Select the strategy type (Counter Trade, DCA, or Limit Order)
4. Configure the strategy parameters
5. Choose which wallets to use (all wallets, a wallet group, or a specific wallet)
6. Click Create Strategy

Managing Strategies

Activate / Deactivate

Each strategy has a toggle switch. When active, the strategy executes automatically based on its configuration. Deactivate it to pause without deleting.

Filter View

Use the filter buttons 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 any strategy's parameters. The strategy type cannot be changed after creation — create a new one instead.

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

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 a Net Change column — the cumulative base and quote asset changes from all trades executed by that strategy. This helps you track the real impact of each strategy.