From initial setup to everyday checks.

Start with a free account. Validate connections and rules, then test a small workflow.

1. 01

   Create an account and review the current terms. Registration includes Starter and a personal Access-Key.

2. 02

   Sign in and check connectivity, data updates and background-task states before adding API accounts.

3. 03

   Add one source and one follower. Validate their connections and confirm the environment and symbols.

4. 04

   Configure one route and review sizing, leverage and execution permissions. Validate on a small scale before adding more accounts.

5. 05

   Check execution records and confirm actual orders and positions on the exchange. Keep error IDs for any exceptions.

This setup guide is not a return recommendation. Validation can create real orders and losses; assess the risk and limit your scale.