Getting started
A practical, first-time guide to opening, funding and running your Striven Steadex account.
Read it once before you register, then keep it handy for your first week on the platform — most of the questions new clients ask in week one are answered somewhere on this page.
Introduction
This guide walks you through the four steps between creating an account and having a strategy running. By the end, you'll know how to register, connect an exchange, set up monitoring, and use the dashboard to track and manage your account.
None of these steps require prior trading experience. Your personal account manager is available throughout — on the initial setup call and afterwards — so if a step doesn't make sense the first time, you have someone to ask rather than a help article to decode alone.
Step 1: Register your account
Start by filling in the registration form with your name, email and phone number, and choose a strong, unique password. We recommend enabling two-factor authentication (2FA) as soon as your account is created, using an authenticator app rather than SMS where possible — it's a stronger form of protection and one of the simplest security steps you can take.
- Use a password you don't reuse anywhere else
- Turn on 2FA immediately after registering
- Double-check your email address, since your account manager will use it to reach you
Once you submit the form, you'll see an on-screen confirmation and, shortly after, a call or email from your assigned account manager — usually within 24 hours. This call is where identity verification begins, so having a government ID on hand can speed things along, though it isn't required to start the conversation.
Step 2: Connect a cryptocurrency exchange
If you plan to trade crypto assets, you'll connect a supported exchange account through an API key. When you generate this key on the exchange side, make sure it is scoped to read and trade permissions only — never enable withdrawal permissions on a key you share with any platform, including ours. Your account manager can talk you through this step if it's your first time generating an API key.
- Enable read and trade permissions only
- Never enable withdrawal permissions on a connected key
- Revoke and regenerate the key if you ever suspect it's been exposed
If you're only interested in AI-powered stocks rather than crypto, this step can be skipped entirely — the platform will guide you to the relevant setup instead. Most first-time users connect one exchange initially and add a second later once they're comfortable with how the platform behaves.
Step 3: Set up monitoring and analysis
This step is where most of the platform's day-to-day value comes from, since it's what lets the AI engine work within boundaries you're comfortable with rather than guessing at your preferences.
Next, choose the trading pairs you're interested in and set your alert preferences. You can select a ready-made strategy preset — Conservative, Balanced or Growth — or configure your own parameters, including which assets to include and how much of your balance to allocate. Notifications can be set for price moves, executed trades and account activity.
If you're not sure which preset fits, Conservative is the usual starting point for a first deposit: it uses tighter risk limits and smaller position sizes while you get a feel for how the dashboard and reporting work. You can move to Balanced or Growth later without opening a new account.
Step 4: Review and manage from your dashboard
Your dashboard shows your balance, active strategy, recent trades and performance over time. From here you can pause or adjust your strategy, request a withdrawal, or reach out to your account manager. We recommend checking in at least weekly, even though the platform runs continuously without you needing to.
The dashboard also shows a plain-language log of what the AI engine has done recently — not just numbers, but a short note on why a trade was made, so you're never looking at a result with no explanation behind it.
Important notes
No strategy, preset or AI-driven analysis guarantees a profit. Markets move, and your balance can go down as well as up. You are responsible for the trading decisions you make, including which strategy you choose and how much you deposit — read our Risk disclosure before you start.
It's worth revisiting your strategy settings periodically, particularly after a significant deposit, withdrawal, or a stretch of unusually volatile market conditions, rather than setting them once and never returning.
Getting comfortable with the dashboard
The main dashboard is organised around three views: your balance and performance summary at the top, your active strategy and its current settings in the middle, and a running activity log underneath showing recent trades and account events. Most clients find their way around within the first session, and your account manager can walk through it live on your onboarding call if you'd prefer a guided tour.
You can switch between a simple summary view and a more detailed breakdown at any time — there's no need to use the detailed view if the summary tells you what you need to know.
Common first-week questions
Do I have to fund my account straight away? No. You can complete registration and identity verification, and explore the dashboard and strategy presets, before making any deposit at all.
Can I change my strategy after I've started? Yes, at any time from your dashboard. Changes take effect for future trading activity; they don't retroactively alter trades already made.
What if I want to stop entirely? You can pause your strategy at any point and withdraw your available balance. There's no minimum holding period and no cancellation fee.