Calmer automation for serious operators
Onboarding

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.

CryptiDex exchange setup and Bybit partner path

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.

Need help with the Bybit API?

Open the Bybit account first, then follow the step-by-step API connection guide for CryptiDex. We keep both our guided flow and the official Bybit Help Center in one place.

Trade-only access is required. Withdrawal permissions must stay off.

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

Optional helper0/5 answeredCurrent: Moderate

Not sure which risk profile fits you?

Take the 2-minute quiz. We will suggest a profile, and you can still keep a different one if that feels better.

Fast calibration

A short set of questions to anchor allocation choices in real risk tolerance.

No lock-in

Use the recommendation as a guide, then keep or ignore it based on your own conviction.

Cleaner onboarding

Great when you want a calmer default before switching on automation and rebalancing.

Create your account to save the risk profile and finish onboarding with a live exchange connection.

Continue with free account