What Are the Best AI Settings?

The best settings depend on your risk tolerance, account size, and whether you are still validating the workflow through paper trading.

Start with Your Goal

Before you change any setting, decide whether you want:

• a conservative starting profile
• a balanced profile for everyday use
• an aggressive profile you understand well enough to monitor closely

Best Practice for New Users

1. Start with paper trading first.
2. Choose a conservative or balanced risk profile.
3. Review how Portfolio Manager behaves across different market conditions.
4. Move to live trading only after you are comfortable with execution and reporting.

Settings That Matter Most

Risk Profile

Choose the level of volatility and drawdown you are prepared to tolerate.

Allocation

Set how much capital you want Portfolio Manager to manage.

Limits

Review any available caps, pauses, or strategy constraints before going live.

Monitoring Rhythm

Decide how often you want to review results, not how often you want to manually interfere.

Tip: For most users, the best setup is to start with paper trading, verify the reporting, and only then increase size gradually.