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📖 The Complete Guide

Connecting your exchange to PatternX

Everything you need to link any of our 53 supported venues safely — from creating the right API key to your first verified test trade. Written for beginners, precise enough for professionals.

1 · Before you connect — the five golden rules

Rule 1 — Never, ever enable withdrawal permission
PatternX only needs read and trade permissions. A key that can withdraw can empty your account if it ever leaks — from anywhere, not just from us. We check this where the exchange allows and warn you if a key can withdraw. There is no feature in PatternX that ever needs it.
Rule 2 — Restrict the key to an IP where supported
Most exchanges let you allowlist IP addresses for a key. If you use this (recommended for large accounts), add your PatternX server's outbound IP. If you skip it, the key still can't withdraw — but IP restriction is one more lock on the door.
Rule 3 — Start in Paper mode. Always.
Every new connection starts as PAPER no matter what: signals fill at real live prices but no real order is sent. Watch it trade for a few days, check the PnL logic feels right, then flip to LIVE deliberately.
Rule 4 — Your keys are encrypted and never shown again
Keys are encrypted with AES-256-GCM before they touch the database, are never logged, and are never returned by any API — you'll only ever see a masked preview like mx0v••••••••wtjt. If you lose a key, delete the connection and create a fresh one.
Rule 5 — Verify with the built-in tests before trusting it
After connecting, press Test connection (reads your balance) and then ⚡ Test trade — a full execution self-test that proves orders actually work and shows you every step. On LIVE it places one minimum-size order and closes it immediately (a few cents in fees).

2 · Choosing your first exchange

All 53 venues get the same scanner, the same risk engine and the same automation. Differences that actually matter when picking:

VenueTypeCredentialsGood to know
Binance / Bybit / OKXCEX perpsAPI key + secret (+ passphrase on OKX)Deepest liquidity, tightest spreads
KuCoin / BitgetCEX perpsAPI key + secret + passphrasePassphrase is set by YOU at key creation
Gate.io / HTX / MEXCCEX perpsAPI key + secretMEXC sizes orders in contracts — handled automatically
AsterDEX (wallet)Wallet address + private keyUse a dedicated trading wallet
HyperliquidDEX (wallet)Main address + API-wallet keyAgent keys can trade but can never withdraw
Deribit / Kraken / Crypto.com / Coinbase Intl / BitMEXCEX perpsAPI key + secret (+ passphrase on Coinbase)Institutional-grade venues, USD/USDC-margined
BingX / Phemex / BitMart / WhiteBITCEX perpsAPI key + secret (+ memo on BitMart)Popular retail venues, USDT-margined
dYdX (v4)DEX (wallet)dYdX address + secret phraseLargest decentralized perps after Hyperliquid
Bitfinex / WOO X / BloFin / CoinEx / XT / LBank / AscendEX / Bitrue / DigiFinex / HitBTC / Poloniex / HashKeyCEX perpsAPI key + secretMore crypto venues — see the “More crypto exchanges” section
Bitstamp / Gemini / Bitvavo / Upbit / Bithumb / Bitso / BTCTurk / LunoCEX spotAPI key + secretSpot & regional leaders — signals, paper and manual execution
Interactive BrokersStocks/ETFsGateway URL + account IDReal stock market — see the dedicated section
Alpaca / TradierUS stocksKey/Account ID + secret/tokenSimplest stock-market APIs; paper modes detected automatically
OANDA / IG / SaxoForex & CFDsToken / login-based24/5 currency markets — great timezone fit with crypto
eToro / Plus500 / Webull / Robinhood / TradeStation / Schwab / CMC MarketsManual executionNo keys — just a nameNo trading API: PatternX sends signals, you place trades yourself

3 · Crypto exchanges — creating the API key

The flow is nearly identical everywhere: create a key in the exchange's API management page, enable read + futures trading, disable everything else, then paste it into Exchange Connections → + Add exchange. Exchange-specific steps:

Binance Futures▸
  1. 1Log in → profile icon → Account → API Management → Create API → "System generated".
  2. 2Name it (e.g. PatternX), pass 2FA. Copy the API Key and Secret Key immediately — the secret is shown once.
  3. 3Edit restrictions: ✅ Enable Reading, ✅ Enable Futures. ❌ Leave Enable Withdrawals OFF. ❌ Spot trading not needed.
  4. 4Optional: "Restrict access to trusted IPs only" — required by Binance if you want the key to keep futures permission beyond 90 days.
  5. 5Make sure your Futures account is activated (open the Futures tab once) and holds some USDT.
Bybit Perpetuals▸
  1. 1Profile → API → Create New Key → System-generated API Keys.
  2. 2API key permissions: Read-Write. Under "Unified Trading" tick Trade. Never tick withdrawal/transfer.
  3. 3Choose "No IP restriction" (or add your IP — Bybit expires unrestricted keys after 90 days, you'll just renew).
  4. 4Copy both values into PatternX. Funds should sit in the Unified Trading Account as USDT.
OKX Perpetualspassphrase▸
  1. 1Profile → API keys → Create V5 API key.
  2. 2You will invent a Passphrase — write it down; OKX cannot show it again and PatternX needs it as the third field.
  3. 3Permissions: ✅ Read, ✅ Trade. ❌ Withdraw stays off.
  4. 4Paste all three values into PatternX (the passphrase field appears automatically when OKX is selected).
KuCoin Futurespassphrase▸
  1. 1Profile → API Management → Create API → API-based trading.
  2. 2Set your own Passphrase (you'll enter the same one in PatternX).
  3. 3Permissions: ✅ General, ✅ Futures Trading. ❌ Transfer/Withdraw off.
  4. 4Funds must be in the Futures account (transfer from Main → Futures inside KuCoin).
Bitget Futurespassphrase▸
  1. 1Profile → API Keys → Create API Key → System-generated.
  2. 2Set the passphrase, enable ✅ Read-Write on Futures — Orders & Holdings only.
  3. 3Copy key, secret and passphrase into PatternX.
Gate.io Futures▸
  1. 1Profile → API Management → Create API Key.
  2. 2Key type: API v4. Permissions: ✅ Perpetual Futures — Read/Write. Everything else Read-only or off; withdrawals off.
  3. 3Move USDT into the Perpetual Futures wallet inside Gate before expecting trades.
HTX Futures▸
  1. 1Profile → API Management → create key.
  2. 2Tick ✅ Read and ✅ Trade. Withdraw off. Note HTX expires keys without IP binding after 90 days.
MEXC Futures▸
  1. 1Profile → API Management → Create New Key.
  2. 2Permissions: ✅ Account read, ✅ Futures trade. Withdraw off.
  3. 3MEXC prices futures in whole contracts (e.g. 1 contract = 0.0001 BTC) — PatternX converts sizes automatically, you never have to think about it.
Deribit▸
  1. 1Account → API → Add new key. Scope: ✅ account:read, ✅ trade:read_write. ❌ wallet/withdraw scopes off.
  2. 2Deribit perps are USDC-margined — deposit or convert to USDC. PatternX maps its symbols automatically.
Kraken Futures▸
  1. 1On futures.kraken.com: Settings → API Keys → create with ✅ Full access to futures trading (this cannot withdraw — withdrawals live on spot Kraken with separate keys).
  2. 2Contracts are USD-margined multi-collateral; fund the futures wallet from your Kraken spot account.
Crypto.com Exchange▸
  1. 1On crypto.com/exchange (not the app): Settings → API Keys → create, enable ✅ read + ✅ trade, ❌ withdrawal.
  2. 2Derivatives must be enabled on the account (one-time quiz in the exchange UI).
Coinbase Internationalpassphrase▸
  1. 1This is Coinbase's perpetuals venue (international.coinbase.com) — not the retail app. Create an API key with trading permission; note the passphrase you set.
  2. 2Perps are USDC-margined; transfer USDC to the perpetuals portfolio.
BingX / Phemex / WhiteBIT▸
  1. 1All three follow the standard flow: profile → API Management → create key → ✅ read + ✅ perpetual futures trade, ❌ withdrawals, paste into PatternX.
  2. 2Keep funds in the futures/contract wallet (transfer inside the exchange if your deposit landed in spot).
BitMart Futuresmemo▸
  1. 1Account → API Management → create key. BitMart asks you to set a memo — a short label that acts as a third credential.
  2. 2Enter key, secret and that memo (the third field) in PatternX. Enable ✅ futures trading on the key, ❌ withdrawals.
BitMEX▸
  1. 1Account → API Keys → create with permission Order (never "Withdraw").
  2. 2The perps originator — USDT-margined linear contracts are what PatternX trades there.

4 · Wallet-based DEXes — Aster & Hyperliquid

Decentralised perp exchanges don't issue API keys — orders are signed by a wallet. The security model is different, so read this part carefully.

Hyperliquidrecommended DEX▸
Hyperliquid's killer feature: agent (API) wallets
An agent wallet can sign trades but can never withdraw or transfer funds — the permission model we wish every exchange had. You never give PatternX your real wallet's key.
  1. 1Go to app.hyperliquid.xyz → More → API (or "API Wallets").
  2. 2Click Generate API Wallet, give it a name (e.g. patternx) and Authorize it with your main wallet. Copy the agent's private key — shown once.
  3. 3In PatternX: Wallet Address field = your MAIN account address (the one that holds the funds — not the agent's address!). API Wallet Private Key field = the agent key you just copied.
  4. 4Fund the account with USDC. Both the perps balance and the spot balance count — PatternX reads the sum.
  5. 5Minimum order value is $10 — with the sizing engine this just means keep at least ~$50–100 in the account so signals clear the floor.

Agent wallets expire after ~180 days by default — if trades suddenly fail with signature errors, generate and authorize a fresh agent, then update the connection.

Aster▸
Aster signs with a real wallet key — isolate it
Aster has no agent-wallet system, so the key you provide is a spending key for that wallet. Create a dedicated fresh wallet, fund it only with what you actively trade, and never use your main wallet's key.
  1. 1Create a brand-new wallet in MetaMask/Rabby (a separate account, not your main one).
  2. 2Deposit only your trading capital to it on Aster.
  3. 3In PatternX enter that wallet's address and private key.
dYdX (v4)▸
  1. 1Create/derive your dYdX Chain account at dydx.trade and fund it with USDC.
  2. 2PatternX needs your dYdX address (dydx1…) and the account's secret phrase — orders are signed transactions on the dYdX chain.
  3. 3Because the phrase can move funds, use a dedicated trading account holding only trading capital — same rule as Aster.
FLAGSHIP · STOCKS & ETFs

5 · Interactive Brokers — the full walkthrough

IBKR is the one venue that works differently: there is no API key to paste. Instead, IBKR's official Client Portal Gateway — a small program you run — creates an authenticated bridge to your account, and PatternX talks to that bridge. It sounds intimidating; it's a 20-minute setup, and this section holds your hand through every step.

What you'll need

  • • An IBKR account (any entity — including IBKR Israel, covered below). A paper account (username starts DU…) is perfect for starting.
  • • A machine that stays on: a small VPS ($4–6/month), a home server, or a Raspberry Pi. The gateway must be running whenever you want PatternX trading.
  • • Java 8+ installed on that machine (the gateway is a Java program), or Docker if you choose the IBeam route.

Path A — the official Client Portal Gateway

  1. 1Download the gateway: search IBKR's site for "Client Portal API Gateway" and grab the ZIP (a folder like clientportal.gw).
  2. 2Unzip it on your always-on machine and start it: bin/run.sh root/conf.yaml (macOS/Linux) or bin\run.bat root\conf.yaml (Windows). It listens on port 5000.
  3. 3Open https://localhost:5000 in a browser on that machine, accept the self-signed-certificate warning, and log in with your IBKR credentials (approve 2FA in IBKR Mobile). The page says "Client login succeeds".
  4. 4Make the gateway reachable by PatternX over HTTPS with a valid certificate. The simplest way: put a Caddy or nginx reverse-proxy with a Let's Encrypt cert in front of it (e.g. https://ibkr.yourdomain.com → localhost:5000). PatternX cannot accept self-signed certificates.
  5. 5In PatternX → Exchange Connections → + Add exchange → Interactive Brokers: Client Portal Gateway URL = your HTTPS address; Account ID = your account (e.g. U1234567, or DU1234567 for paper). Save, then Test connection.

Path B — IBeam (Docker, recommended for automation)

The official gateway logs you out roughly daily and someone has to log back in. The open-source IBeam image wraps the same gateway and re-authenticates automatically:

  1. 1On a machine with Docker: docker run -d --name ibeam -e IBEAM_ACCOUNT=your_username -e IBEAM_PASSWORD=your_password -p 5000:5000 voyz/ibeam
  2. 2Give it a minute, then check curl -k https://localhost:5000/v1/api/tickle — you should see a session response.
  3. 3Reverse-proxy it behind a real HTTPS certificate exactly as in Path A, then connect in PatternX the same way.
  4. 42FA note: fully headless login works best with paper accounts or IB Key exemptions — otherwise expect an occasional mobile-app approval.

How PatternX behaves on IBKR

  • • Track plain symbols — AAPL, TSLA, SPY — in Settings → Scanner (the coin picker is for crypto; for IBKR just type them).
  • • The same 20 patterns, risk engine, TP/SL and position sizing apply. Leverage is capped at 4× (Reg-T style); IBKR's own margin rules always take precedence server-side.
  • • Funding rate / open interest don't exist for stocks — those score factors gracefully fall back to neutral.
  • • A gateway trading session can never withdraw money — withdrawals at IBKR require separate authentication, so the security model is inherently safe.
  • • Market hours matter: signals only execute while the exchange is open (pre/post-market fills are not used).

🇮🇱 Interactive Brokers Israel — specifics

If you opened your account through Interactive Brokers Israel (the ISA-licensed Israeli arm, at interactivebrokers.co.il), everything above works identically — your account lives on the same IBKR platform. A few things are worth knowing:

  • Same gateway, same login. Use your normal IBKR Israel username/password in the Client Portal Gateway (or IBeam). Your account ID still looks like U… / DU… — find it in Client Portal top-right, under your name.
  • Instruments. You get the same global universe — US stocks and ETFs work out of the box and are what PatternX scans best (deep liquidity, clean patterns). TASE-listed (Tel Aviv) securities are available on IBKR but are thinly traded intraday — pattern quality on 1m–1h timeframes is materially better on US symbols. Start with SPY, QQQ, AAPL-class liquidity.
  • Hours & timezone. US market hours are 16:30–23:00 Israel time (winter: 16:30–23:00, summer shifts with DST). PatternX only executes IBKR signals while the market is open — expect your IBKR activity in the Israeli evening, and crypto to cover the rest of the day.
  • Currency. You can fund in ILS; trading US symbols uses USD. Convert inside IBKR (their FX conversion is famously cheap) so your buying power is in USD — otherwise IBKR may margin-convert on each trade.
  • Tax. Unlike Israeli banks/brokers, IBKR Israel does not automatically withhold Israeli capital-gains tax — you (or your accountant) report it. Keep PatternX's Trade History export for your records, and consult a tax professional; nothing here is tax advice.
  • Support. IBKR Israel has Hebrew-speaking support and the Client Portal is available in Hebrew — but run the gateway in English if you screenshot errors for our support; it makes debugging faster.
  • Regulatory. The Israeli entity is supervised by the Israel Securities Authority. Your protections and account agreements come from IBKR — PatternX never holds funds and only ever sends trade instructions to a gateway you control.

5b · Stocks, forex & CFDs — Alpaca, OANDA, Saxo, Tradier, IG

Five more traditional-market brokers, all far simpler to connect than IBKR (no gateway to host — just credentials). For all of them you type symbols directly in Settings → Scanner (AAPL, SPY, EUR/USD) — the coin picker is crypto-only. Trading follows market hours; forex runs 24/5, which pairs beautifully with crypto's 24/7.

AlpacaUS stocks · easiest▸
  1. 1Sign up at alpaca.markets — you get a paper account instantly, live trading after approval.
  2. 2Dashboard → API Keys → generate. Paper keys start with PK and PatternX routes them to paper trading automatically; live keys go live.
  3. 3Paste Key ID + Secret. That's it — market data (free IEX feed) and trading both work immediately.
  4. 4TP/SL is placed as a real OCO bracket on Alpaca, so exits live on the broker even if PatternX is offline.
OANDAforex▸
  1. 1Create a live or practice account at oanda.com.
  2. 2In the account portal: Manage API Access → generate a v20 personal access token.
  3. 3PatternX fields: first = your Account ID (looks like 001-011-1234567-001), second = the token. Live vs practice is detected automatically.
  4. 4Track pairs like EUR/USD, GBP/JPY, XAU/USD. TP/SL attaches natively to each trade and OANDA removes them on close.
Saxo Bankglobal multi-asset▸
  1. 1Register at developer.saxo and open the simulation environment (or use your live Saxo account).
  2. 2Get a 24-hour token from the developer portal, and your Account Key from the OpenAPI "me" endpoints or portal.
  3. 3Heads-up: developer tokens expire daily — fine for evaluating; for always-on automation you'll want an OAuth app token you refresh. PatternX tells you clearly when the token has expired.
  4. 4FX minimum trade sizes are typically 1,000 units (~$1,100 notional on EUR/USD) — margin required is small, but the ⚡ Test trade needs that much equity.
TradierUS stocks▸
  1. 1Open an account at tradier.com (brokerage) — or grab a free sandbox account at developer.tradier.com to try it risk-free.
  2. 2Dashboard → API Access → create an access token; your account number is on the same page.
  3. 3Production vs sandbox is detected automatically from the token. Whole shares only; TP/SL goes in as an OCO pair.
IG GroupCFDs · FX, indices, gold▸
  1. 1In My IG: Settings → API keys → create one (demo and live accounts each get their own).
  2. 2PatternX fields: API Key, Password (your IG password), and your username in the third field. Live vs demo is detected automatically at login.
  3. 3Track CFDs by name: EUR/USD, US500, GOLD — PatternX resolves them to IG's instruments ("epics") for you.
  4. 4TP/SL attaches directly to the IG position (limit + stop levels) — visible in the IG platform, auto-removed on close.

5c · Manual-execution venues (eToro, Plus500, Webull, Robinhood, TradeStation, Schwab, CMC Markets)

These brokers do not offer a public automated-trading API for third-party order routing, so PatternX cannot place or manage orders on them — and it never pretends to. Instead they connect as manual-execution venues: PatternX scans and generates signals (with the exact entry, take-profit and stop-loss), and you place the trade yourself on the broker. No API keys are required, and nothing PatternX holds can ever touch your funds there.

eToromanual · no keys▸
  1. 1On Exchange Connections, choose eToro (manual execution) and give it a name — there are no API key fields.
  2. 2Run Test connection: it confirms the live crypto market-data feed (there are no credentials to verify).
  3. 3PatternX scans and sends signals for crypto instruments using live public data. Each signal shows the exact entry, TP and SL — place that trade yourself in eToro.
  4. 4For eToro stocks / ETFs / currencies, connect a data-capable broker (IBKR, Alpaca, OANDA, Saxo, Tradier or IG) for market data and keep executing manually on eToro.
Plus500manual · no keys▸
  1. 1Choose Plus500 (manual execution) and name the connection — no credentials needed.
  2. 2PatternX generates crypto signals from live public data; you place each trade yourself in Plus500 (it has no trading API).
  3. 3Use Paper mode in PatternX to track how the signals would have performed, and Backtesting (Classic or AI) to validate a setup before you trade it manually.
Webull · Robinhood · TradeStation · Charles Schwab · CMC Marketsmanual · no keys▸

All five connect exactly like eToro and Plus500 — as manual-execution venues with no API keys.

  1. 1On Exchange Connections, pick the broker (e.g. Webull (manual execution)) and give the connection a name — there are no credential fields.
  2. 2Run Test connection to confirm the live crypto market-data feed (there are no keys to verify).
  3. 3PatternX scans and sends signals for crypto instruments with the exact entry, TP and SL — you place each trade yourself on the broker.
  4. 4Track results in Paper mode and validate setups in Backtesting (Classic or AI) before trading them manually. For stocks/ETFs/forex data, pair with a data-capable broker (IBKR, Alpaca, OANDA, Saxo, Tradier or IG).

5e · More crypto exchanges

Beyond the venues detailed above, PatternX connects to a wide set of additional crypto exchanges. They all follow the same API-key flow as the CEX cards in section 5a: create a read + trade key (never enable withdrawals), paste the API Key and Secret on Exchange Connections, then run Test connection.

Futures / perpetuals

Bitfinex, WOO X, BloFin, CoinEx, XT.com, LBank, AscendEX, Bitrue, DigiFinex, HitBTC, Poloniex and HashKey — connect with an API key + secret and trade with leverage where the venue offers it.

Spot & regional leaders

Bitstamp, Gemini, Bitvavo, Upbit, Bithumb, Bitso, BTCTurk and Luno — connect with an API key + secret for signals, paper trading and manual execution on spot markets.

Same scanner, same risk engine
Every one of these venues gets the identical 20-pattern scanner, PatternX Score, TP/SL and one-tap approval flow. The exact credential labels for each are shown on the Exchange Connections screen when you pick the venue.

5d · Trading modes — Classic vs AI (and backtesting)

PatternX runs in one of two account-wide modes, and both scan all 20 chart patterns with the same deterministic engine. PatternX Classic (Stable · Deterministic) selects trades purely from deterministic rules. PatternX AI (Pro & Elite) runs that same engine first, then an AI layer evaluates each detected opportunity — refining confidence, ranking and filtering — without ever changing your TP/SL or bypassing risk. Switch modes on the Dashboard or in Settings.

Backtesting and the Traditional Markets lab both have their own Classic / PatternX AI engine switch, and every run is badged so you always know which engine produced it. Because the AI layer never touches trade geometry, exits (TP/SL) are identical between modes — AI only changes which opportunities are taken and their confidence. On Pro, AI mode is capped at 5 trades/day; on Elite it is unlimited.

6 · After connecting — the safe path to live trading

  1. 1Test connection. Reads your balance and, where possible, verifies the key cannot withdraw. Your balance then shows on the connection card permanently.
  2. 2⚡ Test trade. Runs the entire execution path with a step-by-step report. In PAPER it verifies the pipeline; in LIVE it opens and instantly closes a minimum-size position (a few cents of fees) — the definitive "can it actually trade?" answer.
  3. 3Stay in PAPER for a few days. Watch signals arrive, approve a few manually, check the Overview's paper PnL. Everything — sizing, TP/SL, notifications — behaves exactly as it will live.
  4. 4Review your Risk settings. Risk per trade %, max trade size, minimum balance, TP/SL basis (price vs margin), daily loss circuit-breaker. The signal card shows the exact position size before every approval.
  5. 5Flip Execution to LIVE on the connection card when ready — and only then consider Trading mode AUTO, which executes signals without asking. MANUAL+LIVE (you approve, it executes for real) is the sweet spot for the first week.

7 · Troubleshooting

SymptomCause & fix
“Invalid API key / signature”Key copied with a stray space, wrong passphrase, or permissions missing. Recreate the key, enable read + futures trade, paste carefully.
Balance shows $0 but I have fundsFunds are in the wrong internal wallet (Spot vs Futures). Transfer to the Futures/Unified account inside the exchange. On Hyperliquid we sum spot + perps automatically.
“Order must have minimum value of $10” (Hyperliquid)The computed size fell below the exchange floor. Increase Risk per trade % or account balance so positions clear $10.
Bitget: “40774 … unilateral position type”Your account’s position mode (one-way vs hedge) didn’t match the order. PatternX now detects this automatically and retries in the right mode — update nothing; if it persists, contact support.
“Too Many Requests / 429”Exchange rate limit — PatternX backs off automatically and retries; the coin list also serves a cached copy. Wait a minute.
IBKR: “gateway 401 / not authenticated”The gateway session expired. Log in again at your gateway URL — or run IBeam, which re-authenticates for you.
IBKR: connection test fails with certificate errorThe gateway is on a self-signed cert. Put a reverse-proxy with a real certificate (Let’s Encrypt) in front of it.
Signals arrive but auto-trades are “skipped”The reason is in the notification: risk rule (max trades, free margin, min balance), cooldown, or blacklist. Fix the setting it names.
No signals at allCheck the Overview scanner strip: is the engine alive, how many pairs watched, any rate-limit backoff? Patterns are selective — quiet stretches are normal.

8 · FAQ

Can PatternX withdraw or move my funds?▸

No — structurally. We refuse withdrawal-enabled permissions, Hyperliquid agent wallets cannot withdraw by design, and IBKR gateway sessions cannot initiate withdrawals. We also verify and warn where the exchange lets us check.

How many exchanges can I connect?▸

Depends on your plan — Free starts with 1, higher tiers add more. All of them run simultaneously; the Overview sums live balances across every connected exchange.

Can I connect the same exchange twice (e.g. two Bybit subaccounts)?▸

Yes — give each connection a different name. Each has its own Paper/Live and Manual/Auto switches.

What happens if I delete a connection?▸

Its encrypted keys are removed immediately. Open positions on the exchange are NOT closed — close them on the exchange first, then delete.

Does Paper mode need a funded account?▸

No funds are used — paper fills simulate at real market prices with a $10,000 starting balance. The exchange connection is only used for market data and (on some venues) not even that.

My exchange is not in the list.▸

Tell us! The adapter layer makes new CEXes quick to add. Message support with the exchange name.

Ready to connect?

Head to Exchange Connections, add your first venue in Paper mode, and run the ⚡ Test trade.

Open Exchange Connections →