Getting started: your first steps with the platform

This guide takes you from a blank registration form to a running strategy in four steps. After reading it you will know what happens at each stage, what to prepare, and where to click next. No prior trading experience is assumed anywhere on this page: if a term appears, it is explained in the same breath.

You can complete the whole sequence in one sitting, or spread it over a few days around your schedule. Your personal manager accompanies every step by phone and email, and nothing in the process requires you to visit an office or master new vocabulary first.

Step 1: Register your account

Open the registration form and fill in your full name, email address, and phone number. Use an email you check regularly, because security alerts and verification updates go there. Choose a password you have not used anywhere else; a passphrase of four random words is both strong and easy to remember.

Have your government-issued ID ready, since identity verification follows registration immediately: a Philippine passport, driver's license, UMID, or PhilSys national ID all work. The ID must be current and the name must match your registration exactly, which is the single most common reason a verification is delayed.

Right after registering, enable two-step verification in the security settings. It adds one step to each login and removes most of the risk of a stolen password. Keep your phone number current, since your personal manager will use it to reach you within 24 hours.

Step 2: Connect your exchange account

The platform trades through your exchange account, connected with an API key you create on the exchange. An API key is simply a credential that lets one service act on another within limits you define. In your exchange's API settings, generate a key, copy it into the connection page here, and restrict the key's permissions to what your strategies need.

Two restrictions matter most: enable IP whitelisting if the exchange offers it, and withhold the withdrawal permission unless a specific strategy requires it. A read-and-trade key limits what anyone could do even in the worst case. You can revoke or rotate the key from the exchange side at any time, and revoked keys stop working immediately.

Your manager walks you through this on the activation call, screen by screen if you prefer. If you already hold assets on an exchange, the same session can confirm which of them the platform's covered markets include.

Step 3: Set up analysis and monitoring

Next, choose the markets the engine should watch. You can start from the trading pairs your manager recommends and adjust later: pairs, entry conditions, position sizes, and notification preferences are all configurable. If a setting is unclear, leave it at the default and ask your manager to explain it before changing anything, because defaults are chosen to be conservative.

Position sizing deserves real thought here. The limits you set decide how much of your balance any single strategy can commit, and conservative sizing is what makes a bad week survivable. A useful rule many users adopt: no strategy above one third of the balance, and a pause-and-review threshold set at a loss level you choose in advance.

Notifications keep you informed without chaining you to a screen. Most users enable a weekly summary plus alerts for paused strategies and completed withdrawals, and disable everything else. Monitoring runs continuously on the platform side; your job is checking results, not watching prices.

Step 4: Review and manage from the dashboard

The dashboard is where everything comes together: current balance, active strategies and their status, recent trades, and your monthly report. Spend your first session simply reading it with your manager on the line, so you learn what normal looks like for your account before anything eventful happens.

Learn three numbers first: your available balance, your allocated balance, and the exposure per strategy. Everything else on the screen explains one of those three. The monthly report then arrives as a summary of what moved them, with costs itemized, so you can reconcile it against what you expected.

Day-to-day management is light: review the monthly report, check that notifications arrived as expected, and adjust strategy parameters when your goals change. Sessions and devices are listed under security settings, and any session you do not recognize can be revoked with one click.

Important notes before your first deposit

Three things every new user should hear plainly, before money is involved.

No profit is guaranteed

Automated analysis changes how markets are watched, not what markets can do. Accounts can lose value, including the capital you deposit, and flat or negative months are a normal part of trading rather than a sign the platform is broken. Read the risk disclosure before funding.

Start with a comfortable amount

The Basic plan starts at from ₱14,500, but the right first deposit is the one whose total loss would not change your plans. You can increase it later once you have seen a full monthly cycle and know how you react to the swings.

Decisions stay with you

The platform executes strategies; you decide which strategies run, when to pause them, and when to withdraw. Your manager advises, but the account is yours, and no one from our team will ever ask for your password or one-time codes.

One habit worth forming on day one: after your first deposit, request one small withdrawal end-to-end, to GCash, Maya, or your bank, while your manager is available. You will know the process works, know what the confirmation looks like, and never wonder later whether your money can actually come out.