Managing strategies
11. Managing strategies, alerts and settings for controls, signing, alerts, and archiving.
Every strategy can be paused, resumed, stopped, archived, deleted and cloned, and each has a linked strategy wallet. The details differ by type in ways that matter — especially which pauses survive a page reload or a different browser.
Where to manage them
The sidebar lists every live strategy with a coloured status dot; click to open its detail page.
The dashboard table lists active strategies with pause/view buttons and drops stopped or completed ones.
The list pages (Trading → Cadence, DCA, Arbitrage) filter by status and search by name, asset or key. Grid and Rule-based have no list page; reach them from the sidebar or dashboard.
The Archived page shows terminal, read-only strategies.
Statuses
Running
Active. Each type also shows a finer reason when it is temporarily held (out of range, socket down, awaiting levels…) — see the strategy's page
Paused
Held by you or by a condition; resumes automatically (conditions) or when you click Resume (your pause, circuit breakers)
Stopped
Ended by you, or by an arbitrage risk stop. Not restarted automatically
Completed
Set automatically only for Cadence, when every scheduled order is terminal
Archived
Terminal and read-only; kept for records
Pause and resume
Cadence
Surge server
Yes
Grid, Rule-based
Your browser (and the server pauses on its own when your tab disconnects)
No — a pause you set is local to this browser; the server still considers the strategy running and will resume trading in any other connected tab
Arbitrage
Your browser (the server stops looking while no tab is connected)
No
DCA
Your browser (the timer runs there); Stop is saved on the server
No (pause); yes (stop)
Circuit-breaker pauses on grid and rule-based are server-side and need an explicit Resume.
Pause All in the header is a hold-to-confirm (1.6 s) kill switch that pauses every strategy at once, with the same per-type semantics as above. Resume All reverses it.
Stop
Stop ends trading. Open orders keep waiting for their fill or refund and are still shown; parked orders still need cancelling. Stopping does not move funds. A stopped strategy can be archived.
For arbitrage, a strategy is also stopped automatically when it hits its daily loss limit or three consecutive losses.
Archive
Archiving is permanent and read-only: the strategy leaves the live lists and nothing about it can be changed. [VERIFY: whether archiving also releases the strategy wallet link; deleting does.] It stays visible under Archived with its history, and can be cloned to create a fresh copy.
Rules: the strategy must not be running, and (for grid, rule-based, arbitrage and copy strategies) must have no order awaiting signature or open on chain. Cadence must be paused or completed. [VERIFY: DCA can be stopped and archived from the Configuration tab.]
Delete
Delete removes the strategy and its history (orders, cycles, schedule) from Surge and releases its wallet. It does not touch on-chain funds or open orders — cancel parked orders and empty the wallet first. Deleted strategies do not appear under Archived.
Clone
Grid, DCA, Arbitrage and Cadence strategies — live or archived — can be cloned into a pre-filled builder. Cloning is how you "edit" the settings that are immutable after creation (a grid's range, an arbitrage strategy's mode or wallets). [VERIFY: rule-based plans have no clone option in the current build.]
Edit a running strategy
Grid
Name, description, boundary buffer
Arbitrage
Name, description, profit/size/loss/reserve settings, allowed DEXes, status
Rule-based
Name, description; levels (add/edit/delete/re-enable)
DCA
Name, description, sizes and interval [VERIFY: exact editable set]
Cadence
Name, description, volumes, duration, bounds, wallets — but the existing schedule is not re-planned
Linked wallets
Each strategy's Linked wallet tab shows the strategy wallet, its balances and its orders. One wallet per strategy; Surge prunes links to strategies that no longer exist. A wallet whose key is not in this browser shows as Not connected and cannot sign — reconnect it from its key file.
Drafts
A builder keeps what you typed while you move around inside Surge (for example to generate a wallet) and clears it on a full page reload or after you deploy.
Duplicate strategies
A second live grid, arbitrage or cadence strategy with exactly the same wallet and settings as an existing one is refused. Archive the old one first, or change something.
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