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Getting started

From an empty registration to a working dashboard takes most people under a week of relaxed use. This guide walks the whole path in order, explains what happens at each step and points to the pages that go deeper where you want them.

Introduction: the shape of the first month

The platform rewards a calm start. The first days are for registration, verification and connecting your exchange; the first weeks are for watching how readings behave against markets you already follow informally; only then does committing a larger balance make sense. Nothing in the workflow punishes patience, and nearly everything punishes haste.

Your account manager is part of this path, not an observer of it. They call within 24 hours of registration, and the single most useful thing you can prepare for that call is a one-line answer to the question: what do I want this platform to watch for me?

This guide assumes no prior experience with analysis tools. Where a term matters, it is explained inline; where a whole topic needs its own page, the link is here rather than a paragraph of compressed background. The getting-started path is the same on every plan; only the coverage the engine reads differs.

Step 1: Register and complete verification

Registration takes under a minute: name, email, phone number, password. Verification is next and it is mandatory before trading features unlock. You will need a valid passport or UK driving licence and, sometimes, a proof of address dated within three months. The automated check usually clears in minutes; anything needing human review is handled within one working day.

Photograph the document against a plain background with all four corners visible and no glare. The most common cause of a rejected check is a cropped edge, not anything about the person.

While verification runs, enable two-factor authentication from your account settings. It takes two minutes, it protects the account you have just created, and the security page explains exactly how the codes behave so nothing about it surprises you later.

If your name differs between your document and your bank account, for example after marriage, upload the document as it is and mention the difference to your account manager; a human reviewer links the records rather than rejecting the mismatch automatically.

Step 2: Connect your exchange

The platform reads market data through a read-only connection to your exchange account. In your exchange's API settings, create a key with read-only permissions enabled and withdrawal and trading permissions disabled, then paste it into the platform's connections page. The key is stored encrypted and can be revoked from the exchange side at any time, taking effect immediately.

A read-only key can view balances and market information but cannot place an order or move a penny. If any service ever asks you for a withdrawal-enabled key, that request is wrong regardless of who is making it.

Step 3: Configure your monitoring

Start with a short list: three to five assets you would happily read about over breakfast. For each, the dashboard shows the AI engine's current readings on trend, volatility and notable events. Set one or two alert levels per asset, not ten; the purpose of an alert is to interrupt you for a reason, and a noisy dashboard trains you to ignore it.

Choose alert levels with the volatility reading open, not with the price alone. An alert set at a fixed distance from the current price behaves completely differently on a calm asset than on a volatile one, and the reading is what tells you which you are looking at.

Your account manager will sit with you over a call to build the first watchlist. Users who take this call consistently report a better first month than users who skip it.

A workable first watchlist for many UK users is one index, one large share they already know as a customer, and one major crypto asset. That mix shows how differently the three behave, which is itself the lesson of the first week.

Step 4: Fund and take your first positions

Deposits are free and instant by Faster Payments, Visa, Mastercard, Apple Pay and Google Pay. The Basic minimum is £250, and we mean it as a learning balance: commit an amount whose total loss would teach you a lesson without ruining your month. Take your first positions small, log why you took them, and let the audit history accumulate an honest record.

Before your first deposit, confirm in the payments section that the source account is in your own name; deposits from third-party accounts and cards are returned, which is slower for everyone than checking first. Your account manager confirms the route with you on the setup call if you are unsure.

Make your first withdrawal early and small, ideally within the first fortnight. A £20 test to your own account verifies the whole return path while the amounts are trivial, and it surfaces any name-mismatch issue weeks before it could matter.

Notes for the first weeks

Review your decisions weekly, not hourly. The audit history plus the weekly summary email gives you the material; the discipline of reading it is what turns information into judgement. Expect losing weeks; the platform's value is in making losses explicable, not impossible. And keep the risk disclosure nearby: every rule on that page applies from your very first position.

A rhythm that works for many users: fifteen minutes on a fixed evening to read the weekly summary and your decision log, and a monthly hour to reassess sizes and alert levels against what the summaries actually showed. Markets do not reward more hours; they reward better-read hours.

Practical habits worth forming early: enable 2FA on day one, verify your bank details with a small first withdrawal rather than a large one, and write to support the moment something confuses you rather than working around it.

If a week goes badly, resist the urge to reconfigure everything. Most bad weeks are market, not configuration; the readings and your log will tell you which, and that distinction is worth more than any settings change.

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