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Getting started: your first week on Auredane

This guide walks a brand-new client from the registration form to a running, monitored strategy set. Follow it in order and you will finish with an activated account, a funded balance, strategies that match your goals and a dashboard you know how to read. Your personal manager repeats all of it with you live, so nothing here has to be done alone.

1

Register your account

Complete the form on the home page or the account page: full name, email and phone number. Choose a long, unique password you do not use anywhere else, and enable two-factor authentication from the security settings as soon as you are inside; the authenticator-app option works offline and takes about two minutes to set up.

Within 24 hours your personal manager calls to introduce themselves, confirm your goals and answer questions before any money moves. Treat this call as yours: ask what you want, including anything from the risk disclosure you want explained.

2

Connect your exchange access

Automation reads market data and places orders through exchange connections authorised by API keys. With your manager on the line, create the key inside the platform flow: it needs market-data, balance and, for active strategies, trading permission. Withdrawal permission stays off; the platform's own strategies never require it.

Give the key a label and an IP restriction if the venue supports one, and revoke any old keys you no longer recognise. The connection status shows in settings, and a yellow indicator means a strategy is paused until a key is renewed.

3

Set your analysis and monitoring

Choose the markets your strategies watch: major shares, leading cryptocurrencies, or a mix. Then set the conditions that matter to you, how much of the balance a strategy may use, the maximum it may risk per position, and how often you want summaries. Alerts can flag every trade or only exceptions; most new clients start with exceptions and tighten later.

The AI engine scans continuously from this point, and its observations arrive as a structured daily brief rather than a stream of noise, so watching becomes reading ten lines, not ten charts.

4

Manage from the dashboard

The dashboard is your single view: balance and allocation, active strategies with their current status, performance since inception, fee statements and the full audit history of logins, changes and withdrawals. Everything actionable is one click deep: pause a strategy, adjust a limit, request a withdrawal or book a review call.

Book your first quarterly review before you finish onboarding. A calendar date turns "I really should look at this" into a habit that actually happens.

Your first month, week by week

A realistic rhythm for a new client, so the early days have a shape instead of a stream of notifications.

Days 1 to 3

Registration, the manager's call, document upload and verification. Funding happens once verification clears, and the first strategies are chosen together on the same call rather than picked alone from a list.

Week 1

Strategies run on conservative settings. You receive the first daily briefs and learn the dashboard sections that matter: balance, active strategies, audit history. Change nothing yet; observation beats tinkering.

Weeks 2 and 3

Reports build into a pattern. Note questions as they occur and put them to your manager in one batched call; most new-client questions cluster around fees, alerts and what a paused strategy means.

Week 4 and beyond

First review: settings versus results, a small withdrawal to test the route end to end, and a decision on scaling. From here the quarterly rhythm takes over.

Important notes before your first deposit

No feature guarantees profit. The AI engine is a tool for analysis and execution, not a promise of returns. Strategies can and do lose money, past behaviour does not predict future results, and the honest expectation to hold is a range of outcomes, some negative. Read the risk disclosure before funding.

You own the decisions. Automation executes your chosen settings; choosing, reviewing and occasionally overriding them stays with you and your manager. If a number or report is ever unclear, ask; a five-minute explanation now beats a misread strategy later.

Start small, then scale. There is no prize for depositing the maximum on day one. Many clients begin at the Basic tier minimum of £250, watch a full month of reports, and only then discuss scaling up with their manager.

Security is part of onboarding. 2FA, a verified withdrawal destination and an unrecognised-device alert you actually read are worth more than any strategy setting. The security page details each protection.

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