Strategies Overview

Sumo provides automated strategies for market making plus Instant Trade for one-off manual interventions. You can run multiple strategies simultaneously across different wallets or wallet groups.

Video walkthrough

Getting Started with Sumo Trading Strategies

An overview of creating, managing, and activating Counter Trade, DCA, and Limit Order strategies.

Strategy Types

Creating a Strategy

1. Navigate to your profile's Strategies tab
2. Click + Create Strategy
3. Select the strategy type (Counter Trade, DCA, or Limit Order)
4. Configure the strategy parameters
5. Choose which wallets to use
6. Set slippage and, on supported EVM profiles, private relay protection
7. Click Create Strategy
8. Review the strategy, then activate it when you're ready

Strategy Presets

The Strategies step of the token launch and import wizards includes a preset bar that configures a full set of strategies in one click. Each preset tile shows a projected hourly volume estimate before you apply it.

Three built-in presets ship with Sumo, ordered by intensity:

You can also save your own: Save preset stores the currently configured strategies as an org-level preset with a name and icon, reusable across every launch and import in your organization. Presets can be renamed or deleted from the preset menu, and saving requires the trader role or higher.

Presets whose amounts are denominated in a quote or native asset are pinned to the project they were saved from; when applied on a project with a different quote or native asset, those entries are skipped and Sumo tells you how many applied. USD-denominated presets apply everywhere.

Managing Strategies

Activate / Deactivate

New strategies are created inactive so you can review them before they run. Each strategy has a status toggle: activate it to start execution, or deactivate it to pause without deleting.

To change a strategy's settings, pause it first. Active strategies can be opened for review, but Sumo keeps their settings locked while they are running.

Filter View

Use the strategy filter to view strategies by type:

• All — Show every strategy
• Counter Trade — Counter trade strategies only
• DCA — DCA strategies only
• Limit Order — Limit order strategies only

Clone a Strategy

Click the clone icon on any strategy to duplicate it. You can clone to the same profile or a different one, and assign different wallets.

Edit a Strategy

Click the edit icon to modify a paused strategy's parameters. The strategy type cannot be changed after creation — create a new one instead.

Delete a Strategy

Click the trash icon to delete a strategy you no longer want to use. Sumo asks for confirmation before deleting it.

Deleting a strategy removes it from the active strategy list, but keeps its historical trades and reporting data. Use delete when a strategy should no longer be reused or reactivated, and use deactivate when you only want to pause it temporarily.

Wallet Assignment

When creating a strategy, you choose which wallets execute the trades:

• All wallets — The strategy uses every active wallet in the profile
• Wallet group — The strategy uses only wallets in the selected group
• Individual wallet — The strategy uses a single specific wallet

Only active assigned wallets are used for execution. This lets you run different strategies on different subsets of wallets. For example, you might run Counter Trade on one group and DCA on another.

Strategy Metrics

Each strategy in the list shows Net Change — the cumulative base and quote asset changes from all trades executed by that strategy. DCA and Limit Order rows also show budget progress when a spend budget is configured.

Further Reading

• Counter Trading: Sell Tokens Without Hurting the Chart — the flagship strategy explained from a founder's point of view
• How to Choose a Market Making Bot — landing rates, anti-MEV, routing, and the hidden costs of market making tools
• What Is MEV and Why Do Token Teams Care? — how serious trading systems defend against frontrunners and sandwich bots