Getting started: your first day, step by step

This guide walks you through the platform from registration to everyday use. By the end you will have a working account, a connected exchange, a monitoring setup you understand, and the habit of checking the dashboard that keeps you in control. Nothing here needs prior trading experience; every term is explained where it appears.

Everything described below is done together with your personal manager on one or two calls, so treat this page as the map of a journey someone walks with you, not a test you must pass alone. Most users go from registration to a fully configured account within a week, and within a single afternoon if they are keen.

Step 1: Registering your account

Registration begins on the form at the top of the homepage: your name, email address, phone number and a password. Use an email address you check daily and a phone you actually answer, because your personal manager will call within 24 hours on the number you give. Choose a password you have not used anywhere else; a password manager makes this effortless.

On the first call your manager verifies your identity documents with you, switches on two-factor authentication using the authenticator app on your phone, and saves your recovery codes somewhere safe with you. These two steps, unique password and second factor, close the two most common doors attackers use.

Have ready for that call: a passport, driving licence or identity card, a bank statement or utility bill under three months old, and ten quiet minutes. The whole verification normally completes within one working day, and until it does the account can do nothing with money, which is exactly how it should be.

Step 2: Connecting your exchange account

The engine trades through well-known exchanges, so the next step is creating an API key on your exchange account and entering it into the connection panel. Your manager shares their screen and walks you through each click. The key is created with reading and trading permissions only, and the withdrawal permission stays switched off, which means the platform can never move assets off the exchange on its own.

Two settings matter during creation: restrict the key to the IP addresses the platform provides, and set an end date you renew with your manager rather than an indefinite one. If the connection panel ever shows a key with rights beyond read and trade, revoke it immediately and contact support; this has never been necessary in practice, but knowing the rule keeps it that way.

Funding sits alongside this step. Deposits arrive by UK bank transfer, Visa, Mastercard, PayPal, Apple Pay or Google Pay, all free of platform charges, from the Basic minimum of £200. Your manager will suggest starting with the amount you decided you could genuinely afford to have at risk, not the largest number available.

Step 3: Setting up analysis and monitoring

Now you choose what the engine watches. Trading pairs are grouped by market and risk profile, and your manager recommends a starting selection based on the balance you deposit and the volatility you said you could live with. Conditions follow: the price ranges and signals a strategy should react to, the stop conditions that pause it when markets become excessively unstable, and the alerts you want to receive by email, such as a position opening or a connection dropping.

Monitoring runs from that moment on: the engine watches your selected markets continuously, including overnight and at weekends for digital assets, which is precisely the part of the job most people are glad to hand over. You can adjust pairs, conditions and alerts at any time from the monitoring screen, and every change is recorded in your audit history.

Before anything goes live, your manager runs the setup past the simulator with you: a view of how the chosen configuration would have behaved over recent market history. It is not a forecast, and it will say so itself, but seeing a strategy's rough edges on paper first is worth ten minutes of anyone's first week.

Step 4: Watching and managing your account

The dashboard is your cockpit. Its main screen shows your balance and its split between open positions and available funds, the running performance of each strategy against its own history, active alerts, and the status of every exchange connection. The reports tab holds your weekly summary and monthly statements, written in plain English, and the withdrawal screen handles requests back to your bank, card or wallet.

Most users settle into a five-minute routine: glance at the dashboard, read any alerts, and close the tab. Anything that looks wrong, a strategy behaving unexpectedly, an alert you cannot explain, is a message to your manager rather than a reason to change settings in a hurry.

Once a month, give the summary a slower read: compare performance against your own expectations rather than against yesterday, check the fee lines match the published schedule, and ask your manager about anything that reads differently from last month. The account stays yours in proportion to the attention you spend on it, and five unhurried minutes a month is enough.

Important notes before you begin. No strategy, automated or manual, comes with a promise of profit, and every one can lose money in unfavourable conditions; the honest description of the risks is on the risk disclosure page. The engine follows rules, and rules applied to uncertain markets produce uncertain outcomes. You remain responsible for your investment decisions, including the decision to deposit in the first place, and the amount you choose should be money whose loss you could genuinely absorb. Withdrawals are available at any time under the withdrawal policy, and there is no exit fee for stopping.

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Reading these five pages takes under half an hour and answers the questions the first month usually raises. When you are ready, the form at the top of the homepage starts the process, and your manager does the rest with you.