GUIDE · FIRST STEPS

Getting started on the platform

This guide walks a first-time user from an empty registration to a running, understood account. By the end of it you will be able to register, complete verification, connect the platform to a trading venue with safe permissions, set the markets and alerts you want the engine to watch, and read your dashboard well enough to know what your account is doing and why.

Before step one

You need three things: a photo identity document (passport or driver licence), an Australian bank account, Visa or Mastercard, or PayPal for funding, and about fifteen minutes. You do not need trading experience, and you do not need to understand charts: every screen described below has a plain-language explanation beside it, and your personal manager walks through this same sequence on the setup call. It helps to decide, before you start, the honest amount you could put at risk without changing how you live; the first strategy discussion goes smoother when that number is already in your head rather than negotiated on a call. It is also worth deciding in advance how you will judge the first three months: what you will look at, what would make you scale up, and what would make you stop. Users who write those three lines down before depositing consistently report calmer first quarters than users who improvise their judgement after a bad week.

Step 1: Register your account

Complete the registration form with your name, email, phone number, and a password that is not used anywhere else. Two minutes later you will receive a confirmation email; follow its link to activate the account. Immediately after activation, turn on two-factor authentication from the security settings: scan the shown code with any authenticator app, enter the six digits it displays, and store the recovery codes somewhere safer than your phone. Verification runs next: upload your identity document and a recent proof of address through the secure upload flow, and the system typically clears clear files within minutes. Within 24 hours of registering, your personal manager calls to introduce themselves and book the setup conversation.

Step 2: Connect a trading venue

The engine executes on trading venues through a connection key you create on the venue's own website and paste into the platform. On the venue, generate a key with reading enabled and trading enabled, and leave withdrawal permission switched off; the engine never needs it, and a key that cannot withdraw is a key that cannot be drained. Paste the key into the connections screen, name it so you will recognise it later, and confirm it appears as active with the permissions you intended. Your manager checks the setup with you on the call, and the connections screen always shows which keys exist and what each one may do, so nothing stays connected that you have forgotten about.

Step 3: Set your analysis and monitoring

Now choose what the engine watches. You select the markets to monitor, typically the major digital assets plus the Australian dollar pairs and gold, and the conditions under which strategies act: risk per position, the daily loss level that pauses everything, and whether the engine may hold exposure overnight. Alerts decide when you hear something: a summary every Friday, a note when a strategy starts or stops, and an immediate alert if the daily loss level is touched. The recommended starter configuration is conservative: small risk per position, overnight holding enabled, weekend alerts off unless you want them. You can change every setting later from the same screen, and changes take effect the next time strategies evaluate.

Step 4: Read the dashboard and stay in charge

The dashboard is where you check, not where you stare. Four panels do the work: balance and open exposure at the top; active strategies with their current state (running, paused, standing aside) below; a performance chart with deposits and withdrawals marked so growth is not confused with deposits; and the activity log listing every action the engine took, with the plain-language reason beside it. From the settings you can pause a single strategy or everything, adjust limits, end any venue connection, or export your history for your own records. A useful habit for the first month: read the weekly summary each Friday and ask your manager about anything that is not clear. Users who understand their settings sleep better than users who watch prices. Two dashboard habits are worth forming from the first week. When anything in the activity log surprises you, flag it to your manager and ask for the plain-language reason; each answer compounds into genuine understanding of your own account. And when you change a setting, change one at a time, then read the next two summaries before changing another, so cause and effect stay visible rather than tangled together.

Important notes

No configuration of the platform promises profit. The engine automates analysis and execution; it does not remove market risk, and every strategy can lose money in the wrong conditions, including the conservative starter configuration. Results shown anywhere on the platform are illustrative, not forecasts, and previous performance of any market or strategy does not indicate what happens next.

Responsibility for investment decisions stays with you. Deposits should be money whose loss you can absorb without changing how you live, and the Risk Disclosure page describes the specific risks in detail. Verification must be genuine: providing someone else's documents or inaccurate information breaches the AML and KYC policy and ends with the account closed.

If something looks different from this guide

Screens move faster than documentation, and the platform you see may label a button slightly differently than the words above. The sequence itself is stable: register, verify, connect with safe permissions, configure, monitor. When a screen does not match this guide, two rules apply. First, never paste a key or confirm a payment into a screen you did not expect to be on; verify the address, and if in doubt, close the tab and re-enter via your bookmark. Second, ask before improvising: a one-line email to support about a screen you do not recognise is answered usually within one business hour, and costs you nothing.

The guide also assumes an ordinary registration. If your situation differs, a business structure rather than a personal name, non-standard documents, or residency questions, tell your manager at the first call: verification has paths for these, and they run more smoothly declared early than discovered late.

Recommended next pages