Dev.to Machine Learning3h ago|Business & IndustryProducts & Services

The Architecture Behind Institutional AI Copy Trading

This article explains the technical details of how trade-only API keys work and how they enable institutional AI copy trading systems like Endotech to execute strategies without accessing user funds.

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Why it matters

This article provides technical insights into the architecture that enables institutional AI copy trading systems to execute strategies without accessing user funds, which is a critical aspect of ensuring the safety and security of these systems.

Key Points

  • 1Trade-only API keys have read and trade permissions, but no withdrawal permissions, preventing the connected system from transferring funds out of the user's account
  • 2The Separately Managed Account (SMA) model allows the user to retain custody of their funds while the AI executes trades directly on the user's exchange account
  • 3Endotech's Self-Adaptive Institutional Model (SAIM) uses the SMA structure to connect to the Bit1 Exchange and execute trades on the user's Futures account
  • 4The Fixed Ratio method mirrors the master account's position sizing as a fixed proportion of the user's capital, rather than copying the exact dollar amount

Details

The article explains the technical architecture behind institutional AI copy trading systems, focusing on how trade-only API keys work and the Separately Managed Account (SMA) model. Trade-only API keys have read and trade permissions but no withdrawal permissions, preventing the connected system from transferring funds out of the user's account. The SMA model allows the user to retain custody of their funds while the AI executes trades directly on the user's exchange account. The article then goes into detail on how Endotech's Self-Adaptive Institutional Model (SAIM) uses this architecture to connect to the Bit1 Exchange and execute trades on the user's Futures account. It also explains the Fixed Ratio method, which mirrors the master account's position sizing as a fixed proportion of the user's capital. Finally, the article mentions Bit1 Exchange's fee diversion protocol, which routes 60% of trading fees back to the community node operators.

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