Quick Start
Get up and running in 5 minutes
Quick Start Guide
Get started with Finterion in just 5 minutes. This guide will walk you through the essential steps to start automating your investments.
Prerequisites
Before you begin, you'll need:
- A Finterion account (Register here)
- A supported broker or exchange account
- API credentials from your broker/exchange
Step 1: Create Your Account
- Go to finterion.com/register
- Choose "Investor" as your account type
- Complete the registration form
- Verify your email address
Step 2: Connect Your Broker
Once logged in, connect your broker or exchange:
- Navigate to Dashboard → Settings → Connections
- Click Add Connection
- Select your broker or exchange from the list
- Enter your API credentials
Security Note: We only request read and trade permissions. We never have access to withdraw funds from your account.
Supported Brokers
| Broker | Assets | Status |
|---|---|---|
| Alpaca | Stocks, ETFs | ✅ Supported |
| Interactive Brokers | Stocks, Options, Futures | ✅ Supported |
| TradeStation | Stocks, Futures | ✅ Supported |
| Tradier | Stocks, Options | ✅ Supported |
Supported Exchanges
| Exchange | Assets | Status |
|---|---|---|
| Binance | Crypto | ✅ Supported |
| Coinbase | Crypto | ✅ Supported |
| Kraken | Crypto | ✅ Supported |
| Bybit | Crypto | ✅ Supported |
Step 3: Create a Portfolio
A portfolio is where your trading bot will manage your investments:
- Go to Dashboard → Portfolios
- Click Create Portfolio
- Give it a name (e.g., "My Crypto Portfolio")
- Select the broker/exchange connection
- Set your initial allocation
Step 4: Subscribe to a Trading Bot
Now let's add a trading bot to your portfolio:
- Browse the Store to find a trading bot
- Review the bot's performance metrics
- Click Subscribe
- Select which portfolio to connect
- Confirm your subscription
Step 5: Monitor Your Performance
Once subscribed, you can monitor your portfolio:
- View real-time positions and P&L
- Track orders and trade history
- Analyze performance metrics
- Receive notifications on important events
What's Next?
- Learn about Performance Metrics
- Understand Risk Management
- Explore the API Reference
Need Help?
- Check our Support Center
- Join our Community
- Email us at support@finterion.com