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A profitable strategy is useless if your bot discovers pools too late, enters rugs, or reacts seconds after the market has already moved. In practice, most failures happen in the data layer long before the trading logic runs. This guide wires five Birdeye Data stages into one pipeline: discover, gate, screen, monitor, and profile. Each stage gates the next, so a token only earns deeper, more expensive analysis after it survives the cheaper checks upstream.

TL;DR

  • Stream new pools and listings
  • Reject anything that fails the security gate
  • Rank survivors by momentum
  • Watch open positions live for whales and price moves
  • Profile holders and smart money wallets, then feed signals back into screening
  • Set a credit degradation order before you ever run low
Reference architecture showing the five stage Solana trading bot data pipeline built with Birdeye Data The rest of this guide walks through the architecture from left to right, following each stage from discovery to the profiling feedback loop. REST calls share the base URL https://public-api.birdeye.so, with the X-API-KEY and x-chain headers (defaults to solana). The WebSocket connects at wss://public-api.birdeye.so/socket/solana, with the API key passed as a query parameter.
Discovery and live position monitoring benefit most from the WebSocket, available from the Premium package up. Every stage also has a REST path that runs on any paid tier, so the pipeline works end to end regardless of package.

The five stage pipeline

1

Discover new pools and listings

New tokens on Solana launch every few seconds, so detection belongs on a stream rather than a polling loop.WebSocket events: New Pair, New Token Listing
Do not queue the pool address. For NEW_PAIR_DATA, the new token sits at data.base.address, while data.address is the pool itself. Using the wrong field sends pool addresses into the security gate instead of tokens.
Discovery stops at the queue. It never places trades directly because most candidates will fail the next gate.

Solana New Token Sniper

Full detect, gate, rank, and watch pipeline for new launches, including the REST backfill path for lower tiers.
2

Gate every token for rug risk

A token can look healthy on a chart while dangerous controls or concentrated ownership sit underneath it. Run the checks in parallel and reject on any hard fail.Endpoint: GET /defi/token_security
Tokens that fail this stage must never reach the trading logic.
A minimal rule set for the gate:
Field coverage differs by chain because x-chain selects the response schema. Solana returns the fields above, while EVM returns a different set that includes isHoneypot, buyTax, and sellTax. Branch your parser by chain instead of assuming one response shape.
Pair the security check with a liquidity floor from GET /defi/token_overview. A token can pass every security rule and still have no real exit.

Rug Checker

All five checks in full, including mint and burn history, holder behavior tags, and sellability across Solana and EVM.
3

Screen survivors by momentum

Clearing the gate removes obvious risks, but it does not make a token profitable. The survivors now need to be ranked by liquidity, volume, trading activity, and momentum.Endpoint: GET /defi/v3/token/list
Both sort_by and sort_type are required. Omitting either parameter returns a 400 error.
Every filter runs server side, so the ranking logic reads directly from one response with no per token follow up call.

Token Screener

Bulk scanning up to 5000 tokens per call with 40 plus filters, plus the trending feed for a faster read on breakout tokens.
4

Monitor open positions live

Once a trade is open, that position no longer depends on broad market discovery or screening. Its data requirements shift from market coverage to execution speed and maximum freshness.
Open position monitoring is a streaming workload, not a polling workload.
WebSocket events: Track Large Transactions, Token/Pair OHLCV
SUBSCRIBE_PRICE drives stop-loss and take-profit logic without polling. SUBSCRIBE_LARGE_TRADE_TXS acts as the whale alarm: set a minimum volume and the socket only pushes trades above it.
POST /defi/multi_price supports up to 100 addresses per call, but unknown tokens can return null. Handle that value explicitly instead of assuming every address has a price.

Whale Transaction Tracker

The REST alternative for large trade detection, with buy and sell pressure split out.

Token Price Alert Monitor

Absolute and percent alerts confirmed on a closed candle, to keep wicks from firing false signals.
5

Profile holders and track smart money

Charts cannot show who owns a token or whether the wallets that matter are buying or selling. The final stage adds that ownership and smart money context.Endpoint: GET /smart-money/v1/token/list
This flips the usual question. Instead of asking who trades a given token, it asks what historically profitable wallets are trading right now.
Feed these wallet signals back into screening. The next pass can rank candidates by both market momentum and smart money activity.

Token Investigation Dashboard

Ownership concentration and behavior tags in one view.

Smart Money Copy Trading

Verify a wallet’s full track record before following it.

Watch your credit budget

Different stages consume credits at different rates. Expose this in your monitoring so the bot can degrade gracefully before the budget is exhausted. Endpoint: GET /utils/v1/credits
When credits run low, slow down screening first, stretch holder profiling second, and protect position monitoring until last. A stop-loss cannot wait for a budget check, but a screening pass can.

Before you ship

  • Discovery only writes to the queue, no trades fire from the socket consumer.
  • Every candidate passes token_security and a liquidity floor before screening or entry logic sees it.
  • Screening uses server side filters, no client side filtering of bulk downloads.
  • Stop-loss and whale reaction logic run off the WebSocket, never off a REST polling loop.
  • null responses from multi_price are handled explicitly, not assumed away.
  • Credit usage is observable, with a defined degradation order that protects position monitoring.

FAQ

The WebSocket stages, Discover and Monitor, require a Premium package or higher. On lower tiers, replace them with REST polling of new listings and multi price at a slower cadence. The REST gate and screening stages run from Lite or Starter and above, and the scroll variant of token list requires Business or Enterprise. Full details live on the Data Accessibility by Packages page.
GET /defi/v3/token/holder returns the holder list and how much each wallet currently holds, which is what cap table concentration math needs. For a summarized view beyond the raw list, pair it with GET /token/v1/holder-profile, available on Solana only, from Starter packages and above.
Latency and cost. New Solana tokens launch every few seconds, so a polling loop is either too slow to be competitive or too frequent to be affordable. The WebSocket pushes new pair and new listing events the moment they occur on chain, while the REST endpoint is reserved for backfill after restarts or reconnects.
Gate aggressively and degrade in a defined order. Cheap stages, discovery and the security gate, reject most tokens before expensive stages like screening and profiling ever run on them. Monitor GET /utils/v1/credits, and when the budget runs low, slow down screening and profiling first while keeping live position monitoring untouched.
A trading strategy only performs as well as the data feeding it. By separating discovery, risk gating, screening, execution, and profiling into independent stages, the pipeline stays scalable, observable, and easy to evolve as your strategy changes.