User Guide
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Omnis Platform · User Guide

Trade smarter,
starting right here.

Build automated strategies, backtest on real historical data, and run bots 24/7 — without writing a single line of code. This guide walks you through every feature.

First-time setup
Account, exchange, 2FA
Build a strategy
Signals, exits, sizing
Launch a bot
Practice → live trading
Performance reports
PDF, equity, metrics
Step 1

Create Your Account

Set up your free account in under two minutes

Visit trading.oneinch.it and click Create Account. You need an email address, a display name, and a password.

Email address

Used for login and to receive performance reports and bot alert notifications.

Display name

Shown publicly if you list strategies on the Marketplace. Choose something memorable.

Password

Minimum 8 characters, at least one uppercase letter and one number.

Two-factor authentication

Strongly recommended before connecting any exchange. Find it under Account → Security.

Enable 2FA firstEnable 2FA before connecting any exchange key. It's the single most effective barrier against unauthorized access to your trades.
Step 2

Connect an Exchange

Link your exchange so Omnis can place trades on your behalf

Go to Account → Exchanges → Connect Exchange. Generate an API key on your exchange and paste it here — Omnis only needs Read and Trade access.

Supported exchanges

ExchangeSpotFuturesPractice / Testnet
BinanceLiveComing soon
CoinbaseLive
OKXLiveComing soon
KrakenLive
BybitLiveComing soon

Permissions

Grant these

Read access — check balances and order status.
Trade access — place and cancel orders.

Never grant this

Withdrawal access — Omnis never needs it. Granting it to any third-party is a serious security risk.

Bank-grade encryptionYour API keys are encrypted with AES-256 before storage and decrypted only in isolated memory at execution time. They are never logged or transmitted in plain text.
Step 3

Build a Strategy

Define exactly when your bot should buy and sell — no coding required

Open Builder from the sidebar. A strategy is a set of rules: when to buy, when to sell, and how much to risk per trade.

1

Name your strategy

Use a descriptive name that captures the logic — e.g. "BTC RSI Mean Reversion 1h". You'll thank yourself when you have 10 strategies running.

2

Set your Buy signals

Choose an indicator, an operator, and a threshold. Example: Buy when RSI (14) drops below 30 — typically oversold territory. Combine signals with AND / OR logic.

3

Set your Sell signals

Define when the bot closes the position. If left blank, the bot relies entirely on your Stop Loss and Take Profit targets.

4

Configure risk & order settings

Set trade size, stop loss, and take profit. These directly control how much you can gain or lose per trade.

5

Save & export

Click Save Strategy. Omnis automatically generates a visual preview and a TradingView-compatible PineScript export.

Order settings

SettingWhat it meansStarting value
Amount per trade (%)Percentage of your total account to use per trade2%
Stop loss (%)Auto-close if price falls this much from entry2%
Take profit (%)Auto-close once this gain is reached4%
Order typeMarket: fills instantly. Limit: fills only at your specified price.Market

Available indicators

RSI Relative Strength Index · 1 param
SMA Simple Moving Average · 1 param
EMA Exponential Moving Average · 1 param
MACD Momentum oscillator · 3 params
BB_UPPER Bollinger Upper Band · 2 params
BB_LOWER Bollinger Lower Band · 2 params
ATR Average True Range · 1 param
Price Current close price · no params

Operators

<   is less than          >   is greater than
<=  is at most            >=  is at least
==  equals exactly

crosses_above  — indicator just crossed upward through the value
crosses_below  — indicator just crossed downward through the value
Step 4

Test on Historical Data

Simulate your strategy before risking any real money

After saving, use the Run Backtest panel in the Builder. The simulation runs in the background and completes in 10–60 seconds.

Parameters

ParameterDescriptionRecommendation
Trading pairWhich market to simulateBTC/USDT for starters
Candle timeframeHow much time each price bar represents1h — good balance
Date rangeHistorical period to replayAt least 1 full year
Starting capitalSimulated account balance$10,000
Slippage (%)Extra cost of real vs. ideal execution0.05%
Trading fee (%)Exchange commission per trade0.04% (Binance taker)

What good results look like

Win Rate
> 60%
% of trades ending in profit
Profit / Loss Ratio
> 2.0
Total gains ÷ total losses
Worst Decline
< 10%
Largest peak-to-trough drop
Risk-Adj. Return
> 1.5
Profit relative to volatility
Past performance ≠ future resultsBacktests simulate idealized execution on historical data. Real trading involves variable spreads, partial fills, and market impact. Always validate in Practice Mode before going live.
Step 5

Launch Your Bot

Deploy a strategy to run automatically 24/7 on your exchange

Go to Bots → Deploy. Start in Practice Mode — your strategy runs against live market data with no real money at risk.

Practice Mode (start here)

Orders simulated against live prices. No real money. Unlimited practice bots on every plan — use this until you're confident.

Live Trading

Real orders on your exchange. Requires a paid plan and Trade API permissions enabled.

Risk controls

ControlWhat it does
Daily loss limit (%)Auto-pauses the bot if it loses more than X% of your account equity in a single day
Max position size (%)Hard cap on how much of your balance can be in one trade at any time

Bot status

Running
Bot is active and scanning the market for entry signals
Paused
Manually paused, or daily loss limit was triggered
Stopped
Manually stopped by you
Error
Exchange connection issue — check logs and API key permissions
Emergency StopThe Kill All button at the top of the Bots page immediately stops every running bot. Use it if market conditions change suddenly or you notice unexpected behavior.
Feature

Trade Journal

A complete log of every order your bots have ever placed

Filter by result

Isolate winning trades, losing trades, or view all activity at once.

Per-trade detail

Entry price, fill price, P&L, fees paid, and which bot triggered each order.

Export your data

Pull raw order history via GET /api/v1/bots/{'{'}id{'}'}/orders for use in spreadsheets or analytics tools.

Permanent record

Even deleted bots keep their order history here — your journal is immutable and auditable.

Feature

Strategy Marketplace

Buy proven strategies or sell your own

Buying a strategy

1

Browse and compare

Sort by popularity, rating, or price. Each listing shows backtest metrics, tags, and a description.

2

Purchase

Click Purchase — a secure Stripe checkout opens. After payment, the strategy appears in your account immediately.

3

Clone and customize

Copy any purchased strategy to your account and tweak it freely — indicators, risk levels, trading pairs.

Selling your strategy Creator plan

1

Build and backtest

Create your strategy and run a thorough backtest. Listings with backtest reports convert significantly better.

2

List it

Go to Marketplace → List Strategy. Fill in title, description, price, license type, and tags.

3

Earn 80%

The Omnis team reviews within 48 hours. You keep 80% of every sale, paid weekly to your Stripe account.

License types

TypeHow it works
One-time purchaseBuyer pays once and owns the strategy permanently
Monthly subscriptionBuyer pays a recurring monthly fee for continued access
Trade-limitedLicense expires after a set number of executed trades
Feature

Performance Reports New

Automated summaries of your trading results — in-app and PDF

Omnis generates rich performance reports covering P&L, risk metrics, per-bot breakdown, equity curve, and more. Every report is saved in-app forever and emailed as a polished PDF.

Default delivery schedule

FrequencyCoverageAvailable on
WeeklyPrevious full week (Mon → Mon UTC)Pro
MonthlyPrevious full calendar monthBasic
YearlyPrevious full calendar yearBasic

Custom frequency Pro+

Switch to a rolling cadence under Account → Reports → Report frequency. Choose a preset (7, 14, 30, 90, 180, 365 days) or enter any value from 1 to 3,650 days. Calendar-aligned reports are paused while custom mode is active — no duplicate sends.

What's inside each report

Headline metrics

P&L %, Sharpe, Sortino, Max Drawdown, Calmar, Win Rate, Profit Factor, End Equity — all at a glance.

Portfolio value over time

Equity curve showing account growth, plus a drawdown chart highlighting loss periods.

Per-bot breakdown

Each bot's P&L %, win rate, Sharpe, and max drawdown — see which bots carry their weight.

Period comparison

Best and worst trades plus a Δ comparison against the previous period — track improvement over time.

Reports are frozen snapshotsOnce generated, a report never changes — even if you delete bots or orders later. Historical records stay accurate and auditable.

Custom branding Creator

On the Creator plan, Account → Reports tab exposes a template editor where you can upload your logo and set primary/accent colors. The PDF cover page carries your branding — ideal for sharing with clients.

Account

Plans & Billing

Choose the plan that fits your trading volume

Free
$0/mo
1 practice bot
Unlimited backtesting
Strategy builder
Practice trading
Basic
$29/mo
5 live trading bots
Monthly & yearly reports
Everything in Free
Most popular
Pro
$79/mo
20 live trading bots
Weekly + custom reports
Priority support
Everything in Basic
Creator
$149/mo
50 live trading bots
Marketplace listing
Custom branded PDFs
Everything in Pro

Cancelling

Go to Account → Billing → Manage Subscription to open the Stripe self-service portal. Cancellations take effect at the end of your current billing period — you keep full access until then.

Account

Security Recommendations

A few habits that dramatically reduce your risk

1

Enable 2FA

Account → Security → Enable 2FA. This single step prevents the vast majority of unauthorized access attempts.

2

Read + Trade only

Never enable withdrawal permissions on any API key you share with a third party — including Omnis.

3

Set a daily loss limit

5–10% of account equity is a good starting point. This acts as an automatic safety net.

4

Test in Practice Mode first

Observe every strategy through at least one week of live conditions before going live.

5

Check in daily

Review your bots at least once a day. Automated systems can behave unexpectedly during unusual market events.

6

Remove unused keys

Delete exchange connections you no longer use. Fewer active keys means fewer attack surfaces.

Help

Common Questions

Quick answers to what people ask most

Can Omnis withdraw funds from my exchange?
No. Omnis only supports Read and Trade API permissions. We cannot withdraw funds and we strongly advise against granting withdrawal permissions to any third-party platform.
What happens if my exchange's servers go down?
Bots retry automatically with progressively longer gaps between attempts. After 5 consecutive failures the bot pauses itself and you receive an email notification.
Is there a limit on how far back I can backtest?
Maximum 3 years of historical data per backtest. Free accounts can run up to 5 simultaneous backtests; Pro accounts up to 20.
Can I use custom indicators I've built myself?
Not yet — the builder supports the built-in indicators listed above. Custom indicator support via PineScript import is planned for v0.3.
My backtest looks great but live trading performs worse — why?
This is normal and expected — known as the backtest-to-live gap. Backtests use clean historical data with idealized execution. Real trading involves variable spreads, partial fills, slippage, and market impact. Use realistic settings in your backtest and always validate in Practice Mode first.
How do I permanently delete my account?
Go to Account → Profile → Delete Account. All personal data is anonymized within 30 days per our Privacy Policy.