Guide / STT-07

Getting started: your first steps on the platform

This guide walks a first-time user through the whole first week: creating the account, connecting what needs connecting, setting up the analysis, and reading the dashboard. Follow it in order and you will finish with a running, monitored setup that you actually understand. Nothing here requires prior trading knowledge, and every step names what it is for.

1. What you will be able to do

By the end of this guide you will have a registered and verified account, a connected market data and execution setup, analysis preferences tuned to your risk level, and a dashboard you can read at a glance. Just as important, you will know where every control lives, so changes later are deliberate rather than accidental. Expect the practical setup to take an hour or two across a few days, with most of it waiting for confirmations rather than doing work.

Your personal manager is present throughout, and the guide flags the exact moments where their help pays off most: the first call after registration, the API key creation, and the limit-setting conversation before anything goes live. If any step below ever feels unclear on screen, ask rather than guess; a two-minute question at the start saves a support thread later.

2. Step 1: Register your account

Registration starts with the form on the homepage or the account page: your name, email, phone number and a password. Use a password you have not used elsewhere, because this account will hold money. Within 24 hours your personal manager calls to confirm the details, answer questions, and schedule the rest of the setup, including identity verification under our AML / KYC procedures.

Two settings deserve attention on day one. Turn on two-step verification from the security settings, pairing an authenticator app on your phone, and leave login alerts switched on. Both take about two minutes and are described on the Security page; they are the cheapest protection your account will ever get.

Identity verification happens in the same window, and it is worth doing promptly rather than at the first withdrawal, when it becomes mandatory. Have your passport or national ID card ready, plus a recent bill or statement for your address, and the upload itself takes minutes. The AML / KYC page lists exactly which documents are used and how long each stage typically takes.

3. Step 2: Connect your market access

Automated trading runs through an API key that links your platform account to a supported exchange account. The key you create needs read and trade permissions for the platform to work; withdrawal permission must stay switched off on that key, which is both our instruction and a hard safety line: a key that cannot withdraw cannot be used to drain funds. Your manager walks you through creating the key on the exchange side and pasting it into the platform.

Treat the key like a password: create it yourself, never share it, and revoke it if it ever appears anywhere it should not. The platform shows each connection with its creation date and last use, and you can rotate or revoke keys yourself at any time. If you later add a second venue, the same rules apply to every key.

4. Step 3: Set up analysis and monitoring

With access connected, you choose what the analysis layer watches: the asset pairs for your strategies, the conditions under which it acts, and how you want to be notified. You do not need to define signals yourself; you choose among prepared strategy configurations, each documented in plain language with its risk characteristics, and set the limits that matter to you: the share of your balance that is active, the maximum drawdown that pauses everything, and alert preferences.

Monitoring runs continuously from there, including overnight and weekends, which is precisely the stretch manual traders cannot cover. Alerts reach you by email, and the dashboard summarises what the system did and why, so a week in you can already see the platform's behaviour in its reports rather than trusting it blindly.

One habit from monitoring is worth adopting from the very first week: read the weekly summary, not just the headline number. It shows what the strategies traded, what they avoided during volatile stretches, and how fees and spreads ate into results. Ten minutes with that summary each week will teach you more about your own setup, and about your real tolerance for swings, than any amount of dashboard watching between updates.

5. Step 4: Review and manage from the dashboard

The dashboard is the control room: balance and equity at the top, active strategies with their standing rules, open and recent positions, and the report history that shows every close with its result. From here you can pause a strategy, adjust limits, request a withdrawal, or review your audit history of logins and settings changes. Check it on a schedule, a few minutes twice a week suits most users, rather than hourly, which encourages exactly the impulsive tinkering automation exists to remove.

When something in a report is unclear, ask your manager to walk you through it; that conversation is part of the service, not an imposition. And when you want to change something material, the max drawdown limit, the active share, change it deliberately from settings so the change lands in the audit log, not through panic-clicking at midnight.

6. Important notes before you go live

First, no configuration of the platform can assure profit, and automation removes the labour of trading rather than the risk of it; the Risk disclosure describes the risks in full and applies to every setup you can build here. Second, the funds you allocate should be money whose loss would not change your life, whatever the potential upside. Third, decisions remain yours: the platform executes standing instructions, and choosing those instructions responsibly, with your manager's help, is the actual work of this style of investing.

7. Recommended next pages

Five pages pair naturally with this guide. Crypto basics explains the asset class in plain language if digital assets are new to you. Fees and pricing sets out the tier minimums and the costs of activity. Deposit and withdrawal methods covers moving money by LINX, card, bank transfer and PayPal. FAQ answers the questions new users actually ask, and Articles adds short pieces on mistakes, automation and trading psychology worth reading before your first month ends.