Getting started: your first steps
This guide walks your path from zero to comfortably managing your account: creating the profile, connecting the service, setting up the analysis, and running the dashboard. Follow the four steps in order and by the end you will move around the platform without help, although your personal manager stays available for whatever you need. Each step also flags the security habits worth applying at that point.
Step 1: register your account
Complete the registration form with your first name, last name, email, and phone. Use details exactly as they appear on your identity document: the later verification compares both, and a misspelled initial stalls the process until corrected. Choose a long password you do not use anywhere else, and keep it in a password manager if you have one.
The phone number matters more than it looks: it is how your personal manager reaches you for the activation call, and a wrong digit simply means a call that never happens. If your number changes later, update it from your profile or with your manager before it matters.
From your first login, enable two-factor authentication in your profile settings. It takes two minutes and adds a layer no password, however strong, can offer. Store the backup codes the platform shows you somewhere safe and away from your phone.
Step 2: connect the service
With the account verified, your personal manager guides you through activating the service and making the first deposit. The connection to execution services uses keys with limited permissions: reading data and executing operations are separate permissions, and withdrawing funds requires your explicit confirmation. That separation exists so a key can never do more than it was created to do.
Review in your settings which keys are active and with which permissions. If you stop using an integration in the future, revoke its key that same day: an active key with no purpose is a door nobody is watching.
Step 3: set up analysis and monitoring
At this stage you define what to watch and under what conditions: the available currency pairs, cryptocurrencies, and metals; the movement thresholds that interest you; and your preferred notification channel. It is not a final decision: the setup can be adjusted anytime from the dashboard, and every change is recorded in your account history.
Four setup decisions worth two minutes of thought before touching any control:
- Trading pairs: which assets you will work with. Pick few at first: two or three currency pairs and a couple of crypto assets give enough variety to learn without scattering your attention.
- Entry conditions: what must happen in the market before a strategy acts. The ready-made conditions ship with tested defaults; your own values are tuned together with your manager.
- Alert thresholds: how far an asset has to move before you are notified. Thresholds set too tight flood your inbox; set too wide, they leave you out of moves you care about.
- Monitoring rhythm: when you check the dashboard. The platform watches on its own; your review exists to make decisions, not to confirm the machine is still on.
Start conservative. Enable a few asset classes and wide thresholds for the first weeks, until you understand the rhythm of the notifications and how the monitoring behaves. Expand later with judgment; starting all at once only produces noise and rushed decisions.
Step 4: view and manage from the dashboard
The dashboard concentrates what matters: a summary of positions, results per strategy, trade history, and the status of deposits and withdrawals. The core functions are four: turning strategies on or off, adjusting risk parameters, reading the weekly report, and requesting withdrawals. Everything else is detail you learn by using, not by studying.
From daily use, four habits save trouble: check the trade history whenever something does not match the summary, because the full detail lives there; use the per-strategy view to see which configuration is actually working and which is just taking up space; confirm withdrawal details before submitting each request, not after; and keep your account email current, because security alerts and request statuses arrive there.
Spend your first days reading rather than trading: watch how the dashboard reflects each market move and how the strategy you enabled responds. Confidence in a tool is built by watching it work, and the first weeks are the ideal window for that.
Important notes before your first trade
What no automation changes.
No assured profits
The platform automates analysis and execution, not outcomes. Markets can move against you, and no strategy, automatic or manual, removes the risk of losing part or all of the invested capital.
Risks are yours to manage too
Define how much capital you expose and at what loss you close. The risk disclosure describes every factor in detail; reading it in full is part of preparing, not an extra.
Decisions stay yours
The platform executes under the rules you configure and can change. Keeping a strategy running, pausing it, or withdrawing funds are decisions you control from the dashboard at all times.
About the simulator: before trading with real money you can practice the configuration in the strategy simulation mode your manager enables. It shows how a strategy would have reacted to real market moves, with the honest caveat that no simulation reproduces live execution exactly: real spreads, liquidity, and costs are only experienced by trading. Use it to learn the dashboard and the parameters, not to project results.
Recommended next pages
Four readings that complete the picture for a new user, in a sensible order.
Crypto basics
What they are, why prices move, and how to manage risk with judgment.
Fees and pricing
Plans, minimum deposits, and every cost published before you trade.
Security
2FA, encryption, sessions, and everything protecting your account from day one.
FAQ
The most common questions from newcomers, answered in plain language.