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Quick start

This guide covers the essential steps to set up your account and execute your first trade in CCXT Terminal.

1. Registration & Security

Create an account and log in. To connect exchange keys and trade, you have to enable two-factor authentication (2FA) in the settings.

2. Connecting to Exchange

CCXT Terminal connects to your exchange account via its keys. Key types and settings depend on the exchange:

Note: To display your balance in the terminal, ensure your funds are transferred to the correct trading wallet.

3. Interface Navigation

The start screen depends on your platform:

  • Mobile: The app opens on the Watchlist. To find a new ticker, switch to the Screener tab. Tapping a ticker opens the pair.
    To close the pair, tap the back arrow in the top-left or swipe right from the edge of the screen.

  • Web: You enter a Workspace containing customizable widgets, the DOM, Chart, Watchlist, Balance, Positions, Orders and Trades.

4. Trading

Your watchlists and trading data are automatically synchronized across all platforms.

  1. Select a pair: Tap a ticker in your Watchlist or Screener.

  2. Set your volume: Use the amount picker in the trading panel to define your order size.

  3. Execute:

    • To place a Limit Order, tap the desired price level in the order book.

    • To place a Market Order, use the Buy Mkt or Sell Mkt buttons in the trading panel.

  4. Manage: Track your open position in DOM and the Positions tab. Use the buttons "Flatten All" or "Close All" to close by market.

If you have any questions or encounter issues during setup, reach out to us via email [email protected].

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