1. What this guide covers
The guide is for first-time users: no trading experience is assumed, no jargon is left unexplained. It covers creating and securing your account, connecting it for trading, configuring the analysis and monitoring settings, and reading the dashboard. After finishing it you will be able to start and pause strategies, understand the reports, and know where every setting lives. Expect the whole process to take under an hour, most of it waiting for confirmations rather than doing work.
2. Step 1: Register your account
Fill in the registration form on this site: first name, last name, e-mail and phone number. Use your real details — they must match the identity document you will provide for verification, and mismatches are the number one cause of verification delays. Choose a password you use nowhere else; a password manager makes this trivial.
Right after registering, enable two-factor authentication from the security settings. This one minute protects your withdrawals and settings even if your password leaks. Also confirm that sign-in notifications are on — they arrive by e-mail and flag any device you do not recognise.
Your personal manager calls within 24 hours of registration to confirm your details and help with everything in the next steps. You can also reach the team at any point at [email protected].
3. Step 2: Connect your exchange account
Trading runs through an API key you create on your exchange account. On the exchange, generate a new API key with reading and trading permissions enabled, and withdrawal permission disabled — the platform never needs withdrawal rights, and disabling it is a free safety improvement.
Enter the key in the platform's connection settings. The status indicator turns green when the connection is live. Two checks at this point: verify the key's permissions on the exchange side, and make sure your exchange account holds the working balance you intend to trade with — deposits happen on the exchange, not on this site. If the connection shows an error after entering the key, the usual causes are IP restrictions on the exchange side or a copied key with extra spaces.
4. Step 3: Configure analysis and monitoring
Now choose what the platform should watch: the trading pairs, the conditions under which strategies act, and how you want to be notified. Start conservative: one or two liquid pairs, default risk limits, notifications for both signals and executions. You can broaden the setup later — starting narrow makes the first weeks readable instead of noisy.
Set your risk limits in money terms before the first strategy starts: the maximum amount at risk per day and in total. These limits are enforced regardless of what any strategy wants to do, and they are the single most important settings on the platform. Your manager can review them with you on the onboarding call.
5. Step 4: Read the dashboard and stay in control
The dashboard shows what is happening now: active strategies, open positions, today's results and the event log. Three habits make it useful. Check the summary daily — a minute is enough. Read the weekly report, which explains results in plain language. And review the audit history after any change, so nothing happens on your account that you cannot account for.
Pausing is one click and takes effect immediately; resuming is equally fast. You keep control of withdrawals at all times — strategies never move money out, only you can.
6. Important notes before your first trade
No strategy, automated or otherwise, guarantees profit — past results do not predict future ones, and trading carries the risk of partial or total loss of the amount invested. Invest only what you can afford to have at risk, and decide your maximum acceptable loss before you start, not during a drawdown. The Risk disclosure page explains each risk category in detail; the Fees page shows every cost you can encounter.