Capital Allocation
Configure the exchange, pair, amount, and boundaries Warren trades within, backed by one shared capital pool that keeps your strategy bots and Warren's own book from ever double-spending the same funds.
Before launching execution, Warren requires you to configure capital allocation.
What you configure
- Connected exchange
- Trading pair
- Allocation amount
- Execution boundaries
Supported flows
- Allocation presets
- Custom allocation values
- Exchange-specific configuration
- Trading pair selection
Capital allocation is the final guardrail you set before a strategy goes live. Warren operates strictly within the amount, pair, and execution boundaries you define here.
One capital pool, two books
Warren runs two kinds of execution: your strategy bots and Warren's own discretionary book. Both draw from a single shared capital pool, and a capital allocator holds margin reservations across the two so they can never double-spend the same funds. A bot and one of Warren's own positions cannot both claim the same capital at once.
The two books stay strictly separate everywhere else: their trades are stored, reported, and managed on their own, so the bots' numbers and Warren's numbers never blur together. See Execution: Bots and Warren's Book for how each book trades and the guards it carries.
In paper mode, both books draw from a dedicated simulated budget instead of real funds, so you can practice the full allocation flow before any live capital is involved.
Continue
Exchange Connectivity
Connect a venue and understand the non-custodial, encrypted-credentials model.
Dashboard Overview
Track allocation, equity, and per-bot health once strategies are running.
Next: Exchange Connectivity
Trading Modes
Warren always starts in paper: simulated funds, live market data, and no exchange keys required. Going live is a separate, deliberate step you take only when a strategy has earned it.
Dashboard Overview
The Warren dashboard tracks portfolio metrics, market regime, and every running strategy, with a plain-language health verdict per bot and metrics that always state their own basis.