Onboarding
Connect the exchange without turning setup into friction.
A strong onboarding flow should feel guided, calm, and trustworthy. Users should understand the non-custodial rules, validate permissions, and move into automation without feeling lost.
Trade-only first
Withdrawals stay disabled and the setup makes that visible before anything else.
Guided decisions
The user always knows the next safe step instead of guessing through technical screens.
Ready for automation
Once the connection is safe, the portfolio workflow can start without manual chaos.
Risk Disclosure
CryptiDex is not a financial advisor. Nothing on this platform constitutes financial advice. Crypto investments carry risk including total loss of capital.
Past performance does not guarantee future results.
CryptiDex uses trade-only API access. Your funds remain on your exchange at all times. We cannot withdraw your assets.
By connecting your exchange, you consent to automated trading on your behalf within the parameters you configure.
Step 1
Connect Exchange
Validate a trade-only Binance or Bybit key, reject withdrawal-enabled access, and keep reconnect decisions visible.
- Trading must be enabled.
- Withdrawals must stay disabled.
- IP allowlists are strongly recommended for production keys.
Sign in to run the live permission checker and save the validated key to your account.
Step 2
Allocation
Decide how much of your portfolio the autopilot can manage, from 10% to 100%.
Managed share
80%
Portion of the portfolio that can move under managed automation.
Current profile
Moderate
This affects how broad the managed index stays after onboarding.
Activation posture
Consent still required
The final save opens once the safe connection and consent path are both complete.
Start smaller if you want a gentler first live cycle. You can change this later in settings.
Allocation stays editable after sign-in, but the live save path opens only after you authenticate.
Step 3
Risk Profile
Create your account to save the risk profile and finish onboarding with a live exchange connection.
Continue with free account