When do exclusion list changes take effect?

Exclusion List Update Behavior & Activation Timing

Changes made to the Symbol Exclusion List are not applied instantly during an active execution cycle. Instead, they activate automatically at the next defined system refresh point.

Updates take effect:

  • ✅ During the next scheduled symbol synchronization
  • ✅ Immediately after a bot restart

This design ensures predictable and stable trading engine behavior.

1️⃣ Activation Timing

✔ On the Next Symbol Synchronization

The trading engine periodically refreshes and synchronizes its active trading symbol universe.

During this process:

  • The updated exclusion list is reloaded
  • Newly excluded symbols are removed from the active universe
  • The bot stops monitoring and initiating trades for those symbols

No additional manual action is required after updating the configuration.

✔ After a Bot Restart (Immediate Enforcement)

If immediate application is required:

  • Restarting the bot forces a full reinitialization
  • The trading universe is rebuilt from scratch
  • Excluded symbols are skipped during startup validation

This is the fastest and most deterministic way to apply changes instantly.

2️⃣ Behavior for Existing Open Trades

Important: Exclusion updates do not modify or close existing positions retroactively.

If a symbol already has an active position:

  • The bot continues managing the trade normally
  • DCA logic remains active (if configured)
  • Exit and risk management rules continue to operate
  • No forced closure occurs automatically

The exclusion list only affects future initialization and new trade activity.

3️⃣ Why This Design Is Critical

This controlled activation model prevents:

  • Unexpected position closures
  • Interrupted DCA sequences
  • Sudden strategy disruptions
  • Inconsistent risk management outcomes

By separating configuration updates from active trade management, the system maintains execution integrity while still allowing controlled governance changes.

4️⃣ Practical Example

Configuration update:

ExcludedSymbols:
  - "USDCUSDT"

Resulting behavior:

  • At the next symbol sync (or restart), USDCUSDT is removed from the trading universe
  • No new trades will open on this pair
  • Any existing position continues until closed by normal strategy logic

📌 Key Takeaways

  • Exclusion changes apply at the next symbol synchronization or restart
  • Restarting ensures immediate enforcement
  • Open trades are never force-closed automatically
  • The exclusion list governs future activity only
Exclusion updates are applied cleanly and safely — preserving system stability while enforcing trading restrictions.

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