Settings

The Settings page lets you customize every aspect of your BlockbotX account. It is organized into nine tabs, accessible from the sidebar on the left. When you make changes in any tab, an "unsaved changes" bar appears at the bottom of the screen with Save and Discard Changes buttons.

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Profile

The Profile tab is divided into four sections.

Avatar

Configure your avatar using an NFT from your connected wallet, or use an auto-generated gradient based on your wallet address.

• Click Select NFT to open the avatar picker dialog.
• The picker shows NFTs across all EVM chains (Ethereum, Polygon, BSC, Avalanche, Arbitrum).
• If no NFTs are available, a unique gradient is generated from your wallet address.
• Click Use Wallet Gradient to use the gradient avatar instead.
• Your avatar appears in the topbar, sidebar, and profile sections.

Personal Information

Edit your basic profile details:

• First Name and Last Name
• Bio -- a short description of yourself
• Location -- your city, country, or region
• Website -- a personal or professional URL

Professional Information

Provide your trading background so the platform can tailor recommendations:

• Experience Level -- your self-assessed trading experience
• Risk Tolerance -- how much risk you are comfortable with

Social Profiles

Connect external social media accounts to your BlockbotX profile. Enter usernames or profile URLs for the social platforms you use.

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Security

The Security tab contains six sections for protecting your account.

Password

Change your current account password. The form includes a password strength meter that evaluates your new password in real time before you submit.

Two-Factor Authentication

Enable or disable two-factor authentication (2FA):

1. Toggle the 2FA switch to begin setup.
2. Scan the displayed QR code with an authenticator app (Google Authenticator, Authy, etc.).
3. Enter the verification code from your authenticator app to confirm.
4. Save the backup codes presented after successful activation. These one-time codes let you log in if you lose access to your authenticator app.

To disable 2FA, toggle the switch off and confirm with your current 2FA code.

Security Notifications

Control how you receive security-related alerts:

• Email Notifications -- receive security alerts via email
• SMS Notifications -- receive critical security alerts via text message
• Login Alerts -- get notified when a new device logs into your account

Each option has an independent on/off toggle.

API Access

Manage API keys for programmatic access to your BlockbotX account. From this section you can:

• View existing API keys (name, creation date, permissions)
• Create new API keys with specific permission scopes
• Revoke API keys you no longer need

Active Sessions

Monitor all devices and browsers currently logged into your account. Each session shows its device, browser, IP address, and last-active timestamp. You can revoke any individual session to force a logout on that device.

Login History

Review a chronological log of recent login attempts, including:

• Timestamp
• IP address
• Success or failure status
• Device and browser information

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Connections

The Connections tab manages your exchange API integrations. A banner at the top reminds you that all API keys are encrypted with AES-256 before storage.

Viewing Connections

Each connected exchange appears as a card showing:

• Exchange name (Binance, OKX)
• Connection status (Connected or Inactive)
• When the connection was created
• When it was last updated

A summary card at the bottom shows total connections, active connections, and the number of distinct exchanges.

Adding a Connection

Click Add Connection to open the connection dialog:

1. Exchange -- select Binance or OKX from the dropdown.
2. API Key -- paste your exchange API key.
3. API Secret -- paste your exchange API secret.
4. API Passphrase -- (OKX only) enter the passphrase you set when creating your OKX API key. This field only appears when OKX is selected.
5. Testnet / Demo Mode -- check this box to use the Binance testnet or OKX demo trading environment instead of live trading.
6. Test Connection -- click to verify your credentials before saving. A success or error message appears inline.
7. Add Connection -- enabled only after a successful test. Click to save the connection.

Security Tips

The dialog displays these security recommendations:

• Only enable "Read" and "Trade" permissions on your exchange API key.
• NEVER enable "Withdraw" permission.
• Consider using IP whitelist restrictions on your exchange.
• Your API keys are encrypted before storage.

Removing a Connection

Click the trash icon on any connection card. A confirmation prompt appears because this action cannot be undone.

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Notifications

The Notifications tab lets you control alerts across four channels, each with its own card.

Email Notifications

Toggle individual email notification types on or off:

• Trading Alerts -- trade executions, order fills, and market movements
• Bot Notifications -- bot performance, errors, and status changes
• Account Updates -- account changes, security alerts, and system updates
• Security Alerts -- login attempts, password changes, and security events
• Marketing & Promotions -- product updates, feature announcements, and offers

Push Notifications

Instant notifications delivered to your browser or mobile device:

• Trading Alerts -- real-time trade execution and market alerts
• Bot Alerts -- immediate bot status changes and errors
• Account Alerts -- critical account and security notifications
• Price Alerts -- notifications when your price targets are reached

SMS Notifications

Text message notifications reserved for high-priority events:

• Security Alerts -- critical security notifications
• Critical Alerts -- emergency and system-critical notifications

In-App Notifications

Notifications displayed within the BlockbotX application:

• All Notifications -- master toggle for the in-app notification center
• Trading Notifications -- trading-related activity
• Bot Notifications -- bot-related activity
• System Notifications -- system updates and maintenance notices

Notification Summary

A summary card at the bottom shows how many notification types you have enabled in each channel (Email, Push, SMS, In-App).

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Appearance

The Appearance tab controls the visual presentation and regional formatting of the interface.

Theme and Display

• Theme -- choose Light, Dark, or System (follows your OS preference). A visual preview of all three themes is shown below the selector.
• Display Density -- adjust spacing and element sizing. Options: Compact, Comfortable, Spacious.

Language and Region

• Language -- select your preferred interface language from the available options.
• Timezone -- set your local timezone so that all timestamps display correctly.

Date and Time Format

• Date Format -- choose between MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD.
• Time Format -- choose between 12-hour (AM/PM) or 24-hour display.

A live preview box shows how the current date and time will appear with your selected formats.

Accessibility

Toggle accessibility features on or off:

• High Contrast Mode -- increases contrast for better visibility
• Reduce Motion -- minimizes animations and transitions
• Large Text -- increases text size for better readability
• Screen Reader Support -- enhanced compatibility with screen readers

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Trading

The Trading tab configures your default trading preferences across four sections.

Default Trading Settings

• Default Exchange -- your preferred exchange for placing trades
• Default Trading Pair -- your preferred trading pair (e.g., BTC/USDT)

Order Defaults

• Default Order Type -- Market, Limit, or Stop
• Time in Force -- Good Till Canceled (GTC), Immediate or Cancel (IOC), or Fill or Kill (FOK)
• Post Only Orders -- toggle to only place orders that add liquidity to the order book
• Reduce Only Orders -- toggle to only place orders that reduce your position size

Risk Management

Numeric inputs to set capital protection limits:

• Max Position Size ($) -- maximum dollar value for a single position
• Max Daily Loss ($) -- maximum allowable loss per day
• Default Stop Loss (%) -- automatic stop-loss percentage for new trades
• Default Take Profit (%) -- automatic take-profit percentage for new trades
• Max Open Positions -- maximum number of simultaneous open positions

A Risk Summary panel shows your current limits at a glance.

Chart Preferences

• Default Timeframe -- preferred chart timeframe (e.g., 1m, 5m, 1h, 1d)
• Chart Type -- Candlestick, Line, or Area
• Chart Theme -- Light or Dark color scheme for charts
• Default Technical Indicators -- click indicator badges (e.g., RSI, MACD, Bollinger Bands) to add or remove them from your default chart setup

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Privacy

The Privacy tab gives you granular control over data collection and sharing. An informational banner explains that changes may affect the functionality of certain features.

Data Sharing

Toggle how your data is used:

• Analytics Data -- share anonymized usage data to help improve services
• Marketing Data -- allow data use for personalized marketing and recommendations
• Third-Party Sharing -- share data with trusted third-party partners
• Research Data -- contribute anonymized data for market research

Profile Privacy

Control what other users can see:

• Public Profile -- make your profile visible to other users
• Show Trading Statistics -- display trading performance on your profile (requires public profile)
• Show Portfolio -- display portfolio information on your profile (requires public profile)
• Allow Messages -- let other users send you direct messages

When your profile is set to private, the trading statistics and portfolio toggles are disabled, and an alert explains that you must enable the public profile first.

Cookies and Tracking

• Essential Cookies -- always on (required for site functionality; cannot be disabled)
• Analytics Cookies -- help the platform understand usage patterns
• Marketing Cookies -- used for personalized advertisements
• Preferences Cookies -- remember your settings and preferences

Security and Privacy

Advanced privacy controls for security-related tracking:

• Login History Tracking -- keep a record of login attempts and sessions
• Device Tracking -- track devices used to access your account
• Location Tracking -- track approximate location for security and compliance
• Biometric Data -- store biometric data for enhanced security (if supported)

Privacy Summary

A summary card shows counts for each category: Data Sharing (X/4), Profile (Public/Private), Cookies (X/4), and Security (X/4).

Privacy Actions

Quick-action buttons at the bottom:

• Download My Data -- export a copy of all your personal data
• Delete Account Data -- request deletion of your data
• Privacy Policy -- view the full privacy policy
• Cookie Policy -- view the cookie policy

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Data

The Data tab manages data retention, export, and deletion.

Data Retention

Configure how long different data types are stored before automatic deletion:

• Trading History -- trading records and transaction history
• Bot Logs -- bot execution logs and performance data
• Personal Data -- personal information and profile data
• Analytics Data -- usage analytics and performance metrics

Each category has a dropdown with retention period options. A warning reminds you that data deleted after the retention period cannot be recovered.

Data Export

Export your data for backup or migration:

1. Export Format -- choose JSON, CSV, or XLSX.
2. Select which data to include:
   • Personal Data -- profile information, settings, and preferences
   • Trading Data -- trading history, orders, and transaction records
   • Bot Data -- bot configurations, logs, and performance data
3. Click Export My Data to start the export. A progress bar tracks the operation.

Exported data is available for download and automatically deleted from the server after 7 days.

Data Deletion

Permanently delete specific data categories. A prominent warning reminds you that deletion is irreversible and recommends exporting first.

Available deletion actions:

• Delete Trading Data -- remove all trading records and transaction history
• Delete Bot Data -- remove all bot execution logs and performance data
• Delete Analytics -- remove usage analytics and performance metrics
• Delete Account -- permanently delete your entire account and all associated data

Storage Usage

A visual breakdown of your current data storage, with progress bars for Trading Data, Bot Logs, Personal Data, and Analytics, plus a total usage indicator.

Data Management Summary

Shows your current retention period for each data type and your selected export format at a glance.

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Bots

The Bots tab configures global defaults and safety controls for all your trading bots.

Default Parameters

Set starting values for newly created bots:

• Max Investment ($) -- maximum dollar amount a bot can invest
• Risk Level -- Low, Medium, or High
• Default Stop Loss (%) -- automatic stop-loss percentage
• Default Take Profit (%) -- automatic take-profit percentage
• Default Trading Pairs -- click pair badges (e.g., BTC/USDT, ETH/USDT) to add or remove them from the default configuration

Risk Management

Global risk controls that apply across all bots:

• Max Concurrent Bots -- maximum number of bots that can run simultaneously
• Max Daily Trades -- maximum total trades per day across all bots
• Drawdown Limit (%) -- maximum portfolio drawdown before bots are paused
• Emergency Stop -- toggle to automatically stop all bots if total losses exceed your limits

Bot Behavior

Control how bots respond in different situations:

• Auto Start New Bots -- automatically start bots immediately after creation
• Auto Restart on Error -- automatically restart bots after recoverable errors
• Pause on Consecutive Losses -- pause trading after multiple consecutive losses
• Adaptive Parameters -- allow bots to adjust their parameters based on market conditions

Monitoring and Alerts

Configure bot-specific notifications:

• Performance Alerts -- get notified about significant performance changes
• Error Notifications -- receive immediate notifications for bot errors
• Daily Reports -- receive daily performance summaries for all bots
• Weekly Analysis -- get detailed weekly performance analysis and recommendations

Configuration Summary

A summary card shows your Max Investment, Max Bots, number of Trading Pairs, and Risk Level at a glance.

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Saving Changes

Any changes you make across the settings tabs are tracked. When unsaved changes exist, a sticky bar appears at the bottom of the screen with:

• A message confirming you have unsaved changes
• A Save button to persist all changes
• A Discard Changes button to revert to the last saved state

A success or error notification appears after saving.