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Setup guide on Home

The setup guide is only for new users who just registered. Without a trader, Home shows a short list: what you still need to do to get started. Unfinished steps stay on screen — an empty check until it is done, then green.

After registration you log in. Home then shows the setup guide. Existing users who already have a trader do not see it. Pockets and Actions are not in the menu yet: they appear once you have a trader.

The steps

  1. Create an exchange account and API key — button to Getting started.
  2. Create a new trader — button to create a trader.
  3. Buy credits — so the trader can run.
  4. Deposit at least $1,000 on your exchange — that step is in the list from the first screen, not only later.

A finished step does not disappear. The check turns green. You see what is already done and what is still open. Creating a trader ticks off the first two steps.

Setup guide on Home: first two steps green, credits and deposit still open
First two steps green. Credits and deposit are still open.

Stuck at the start? Then Get help appears.

Benefit: you do not have to guess the next step. The list stays until you are done, even if you switch language.