1. Create and verify your account
Provide accurate information, protect access credentials, and complete any checks required by the relevant service provider. Never share passwords or one-time codes.
2. Understand the operating context
Review available markets, provider terms, costs, liquidity constraints, and the risk disclosure. Confirm that any proposed activity is suitable for your circumstances.
3. Configure preferences and limits
Choose settings that reflect your time horizon and tolerance for loss. Start conservatively, document assumptions, and avoid treating historical results as a forecast.
4. Monitor, question, and adjust
Automation requires supervision. Review alerts, execution quality, changing market conditions, and whether the original rationale still applies.