Troubleshooting Bots Guide

Bot Troubleshooting

Having trouble with a bot? Review some of the common problems and their likely causes below. You may also want to open up your bot in Whispertrades, as some errors may display on your bot pages.

Bots Don't Run/Communicate At All

Brokerage Account Password Changed

Changing the password on your brokerage account can break the connection between Whispertrades and your brokerage account. If you recently changed your brokerage account password and find that your bots no longer work, visit your brokers page and re-enable your connection if necessary.

TDA Portfolio Margin Upgrade

If you recently requested portfolio margin at TD Ameritrade, and your bots no longer work, you will likely need to manually manage/close any open positions through Whispertrades. Unfortunately, when TDA upgrades accounts for portfolio margin, we lose all order history on our end. Whispertrades bots can no longer work with any orders entered prior to this change. You will need to enter new orders (via Whispertrades, not directly through your TDA account). Once you do this, bots will continue to operate as normal.

Brand New Brokerage Account

If you just opened your brokerage account, allow a day or two to pass before connecting to Whispertrades. There are some things your broker must do on their end before API access will work.

No New Order After Position Closed

Account Trading is Disabled

Check the top right corner of all of your account pages (or user dropdown if on mobile). There is a global toggle to enable or disable bots for your entire account. That must be enabled before any individual bot can run.

Bot is Disabled

Verify that your bot is Enabled. Bots will only enter new positions when enabled.

Account Balance at $0.00

Your Whispertrades account balance needs to be positive for a bot to run. You can see your balance at the top of your account pages and go here to deposit more funds.

Insufficient Buying Power

Verify the Bot Entry Condition settings for allocation and ensure your brokerage account has enough buying power for that position.

Before Earliest Entry Time

If your bot is configured to have an 'Earliest Entry Time' and you are before that time of the day, the bot will not enter a new position until we pass beyond your earliest entry time.

Beyond Latest Entry Time

If your bot is configured to have a 'Latest Entry Time' and you are beyond that time of the day, the bot will not enter a new position until the next market session.

Opposite Position Exists

If your bot wants to enter a position but your account is currently holding the opposite position, the bot will not enter that position. For example, let's say your bot is scheduled to sell a 100 strike call. If your account is currently long that same call, the bot will not enter the new position. It would need to sell a call which would alter your current holding. Whispertrades bots are designed to not alter other positions.

No Strike Within Min/Max Delta

If you have minimum and maximum deltas configured, your bot will not enter a new position until there is a strike that falls within your acceptable delta range.

No Strike Within Min/Max DTE

If you have minimum and maximum days to expiration configured, your bot will not enter a new position until there is a strike that falls within your acceptable DTE range.