Run an agent
Overview
Once your agent is created (and ideally backtested), you can launch it in execution. An agent runs in one of three modes:
Demo (paper trading) — the agent runs on a demo portfolio with virtual capital. Ideal to observe its behavior in real time without risk.
Live — the agent runs on a real portfolio connected to a broker, placing real orders.
Monitoring — the agent only watches and notifies (no orders), so it doesn't need a portfolio.
Live execution requires a Pro or Max plan and depends on your region and broker. See Availability by region.
Launching an execution
From an agent's page, click Activate agent. A dialog guides you through the necessary steps — only the ones relevant to your agent are shown:
1. Mode & portfolio
Choose how to activate the agent — Demo or Live — then pick the portfolio it will run on:
A demo portfolio — virtual capital, for paper trading.
A real portfolio — a connected broker account, for live trading (requires a Pro or Max plan and an eligible region).
You can create a new demo or real portfolio directly from this step. See Portfolios. The portfolio's capital (demo) or connected broker (real) is used automatically.
Agents that only monitor or alert (no orders) don't need a portfolio. Obside resolves the assets to watch and skips straight to notifications.
2. Assets
Obside maps the agent's assets to the instruments actually available on the selected account, and tells you if one of them isn't tradable there. On multi-venue brokers, you also pick the target exchange.
3. Order execution mode (live only)
Choose how the agent's orders reach your broker:
Approval (default) — every order the agent wants to place is first submitted for your approval. You get notified, review the order, and approve or reject it. Pending orders are gathered on the Orders to approve page.
Automated — orders are sent to your broker automatically, without asking. Enabling it requires an explicit real-money acknowledgment.
Approval mode means an agent never trades real money behind your back by default: you keep the final word on every order.
4. Notifications (if the Notifications capability is enabled)
Select at least one channel to receive notifications from the agent (Telegram, push or email). In approval mode, you also choose where to be alerted when an order needs your approval. See Notification channels.
5. Review & start
Review the mode, portfolio and settings, then start the agent. Live trading agents ask you to confirm a short risk disclaimer before activation.
Monitoring the execution
Once the agent is running, you can track its activity in real time from its execution page:
Performance — value/PnL curve and metrics since activation, plus open positions and their unrealized P&L.
Orders & trades — list of open and closed positions, pending orders included.
Activity — chronological log of everything the agent does: trades, orders, AI reasoning, news matches, notifications sent. Especially useful for AI traders and agents with the News capability.
The maximum number of simultaneous executions depends on your subscription plan. See Pricing.
Start, pause, stop
You can pause or stop an execution at any time from the agent's page. A stopped execution preserves its viewable history, but no longer generates new trades or notifications.
Best practice: before launching an agent in live mode, run it in demo mode for a few days or weeks to validate its behavior in current market conditions.
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