11. Managing strategies, alerts and settings
Pause, edit and archive your strategies, control how they sign, set up alerts, and share your results.
Once your strategies are live, this is how you stay in control. Pause everything with one press, choose what signs automatically, get alerts when something needs your attention, and share your results when a strategy finishes.
What you'll learn
The controls every strategy has
Pausing all strategies at once
Setting up transaction signing and Keep display awake
Configuring notifications and email alerts
Sharing a P&L card
Exporting wallets and using Hard Logout safely
Strategy controls
Pause / Resume
Holds the strategy. Resume picks up where it left off.
Stop
Ends the strategy for good
Clone
Copies its settings into a new strategy
Edit config
Changes limits while it runs
Archive
Files a finished strategy away, with its full history kept
Kill strategy
Shuts the strategy down immediately
Pause All: if the market turns fast, press and hold Pause All in the header to freeze every strategy at once. Hold it again to resume them.
Transaction signing
Strategies sign transactions from hot wallets in your browser tab. You choose how that works in Settings → Transaction Signing:
Automate signing off: each background transaction waits for your approval, and shows its details first.
Automate signing on: strategies sign without interrupting you.
Swaps and sends you make yourself always ask for approval, whichever setting you choose.
Keep display awake (Settings → Display) stops your screen from sleeping while the Surge tab is in front. Signing happens in your browser, so keep the tab open while strategies run.
Notifications and alerts
The bell shows fills, cycles, level triggers and system alerts.
Settings → Notifications lets you add your email for critical alerts, such as strategy errors or stops, and choose which in-app and browser push alerts you get.
Share your P&L
Open a finished strategy from Archived and click Share P&L.
Three card formats: Default, Square and Story
Your wallet address is never shown, and showing the strategy name is optional
Download the card, copy it, or post it straight to X
Data and security
In Settings, you'll also find:
Data Management: export and import your wallets, and Hard Logout, which clears everything from this browser
Wallet Security: the security terms you accepted
Good to know
Export your wallets before you use Hard Logout. It removes everything from this browser, including your hot wallet keys.
Automate signing only on a device you trust. With it on, strategies sign without asking.
Add your email for critical alerts, so you hear about a stopped strategy even when the tab isn't in front of you.
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