From initial setup to everyday checks.

Read balances, positions and task states alongside their update times and actual exchange results.

1. 01

   Open Account assets and review assets, available balances, unrealized P&L and update times.

2. 02

   If data is old, refresh it and check connectivity. Manual refreshes are subject to plan limits.

3. 03

   In Position management, check direction, size, entry price, mark price, leverage and margin mode.

4. 04

   Before closing a position, check the account, symbol and scope. Complete the confirmation, then verify the exchange result.

Closing a position sends a real trading instruction. Console data and actual fills may differ in timing; check the exchange.