EZManager Docs

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Position Operations

  • My Positions
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  • Wallet Settings
  • Automation Settings
  • Interactive Automation Guide

Concepts

  • Midpoint Rebalance
  • Accounting and P&L
  • Dust Tracking
  • Valuation and Slippage

Protocol Details

  • Protocol and Bot Fees
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  • Emergency Response and Recovery
  • Contract Architecture
  • Timelock
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Position Operations

Interactive Automation Guide

Start by enabling Bot Automation, then configure the specific automation behavior you want.

Bot Automation

Allow bots to manage this position. This is required before setting Fee, Range, or Exit Automation, but turning it on alone does not trigger any actions.

Bot Automation Toggle

Master permission switch for this position. Turning it on allows bots to act only after you configure Fee, Range, or Exit Automation rules.

How to read these settings

Each automation group is configured independently per position.

Turn on a section to reveal the settings that actually appear for that configuration, then adjust the options to see each parameter explained in context.

Fee automation

Start by enabling Fee Automation, then select the fee action flow.

Automation toggle

Enables or disables fee automation for the position.

Action

Compound reinvests fees. Collect realizes fees. Schedule alternates actions by cadence rules.

Trigger type

Defines whether threshold evaluation is based on absolute dollars or percentage terms.

Threshold

Minimum fee threshold in dollars required before an automation action executes.

Threshold

Minimum fee threshold in percent required before an automation action executes.

Schedule cadence

Controls whether the schedule pattern is "Collect every N compounds" or "Compound every N collects."

Schedule N

Defines the cycle interval (N). Example: N=3 means the scheduled action runs every 3 qualifying opposite actions.

Range automation

Configure top and bottom boundary behavior independently.

Automation toggle

Enables or disables automatic range management.

Max Rebalances per Day

Sets a rolling 24-hour cap for standard rebalance executions. If the max is reached, standard rebalance automation pauses until an earlier rebalance ages out of that 24-hour window, even when trigger conditions are true. Exception: midpoint auto-tighten full restore at the original midpoint anchor is immediate and bypasses this cap.

Top action

Defines top-side behavior when price exits above range and trigger conditions are met.

Bottom action

Defines bottom-side behavior when price exits below range and trigger conditions are met.

Trigger After (hours/days)

Used only for top/bottom range rebalances. Price must remain out of range for the configured duration before that side executes.

Range width (+/-% )

Used for sides set to Symmetrical Rebalance to define centered recenter width.

Range width (+/-% )

Used for bottom side when Bottom Action is Symmetrical Rebalance.

% below current price

Used only when Bottom Action is Midpoint Rebalance to set the lower bound.

Auto Tighten

Available only with Bottom Midpoint Rebalance. While price is recovering but still below the original midpoint anchor, auto-tighten can execute additional tighten rebalances toward the original range.

Auto Tighten Trigger After (hours)

Used only when Auto Tighten is enabled. The delay applies only to recovery tighten rebalances and those rebalances still respect Max Rebalances per Day. When price reaches the original midpoint anchor, full range restore executes immediately and bypasses both this delay and Max Rebalances per Day.

Exit automation

Select one exit mode, then configure only that mode's thresholds.

Automation toggle

Enables or disables automatic exit behavior.

Exit mode

Select whether exits are evaluated against % above/below range or position value % thresholds.

Exit Above Range %

Used only in % Above/Below Range mode. Exits when price rises above the upper range boundary by the configured percent.

Exit Below Range %

Used only in % Above/Below Range mode. Exits when price falls below the lower range boundary by the configured percent.

Take Profit %

Used only in Position Value % mode. Exits when position value increases by the configured percentage.

Stop Loss %

Used only in Position Value % mode. Exits when position value decreases by the configured percentage.

Related guides

  • Manage Position Where automation settings are applied per position.
  • Wallet Settings Set account-level defaults before per-position tuning.
  • Midpoint Rebalance Understand midpoint behavior before enabling it.
  • Protocol and Bot Fees Review action-level fee behavior for automated actions.