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Pre-launch Checklist

Use this checklist to make sure everything is ready before you start trading for real.

Your account is ready​

  • Registration completed
  • Email verified
  • You can log in normally
  • Basic account information is correct

Initial profile setup is complete​

  • Profile name or required details are set
  • You have chosen the language you want to use
  • Timezone is set correctly
  • Reference currency or display unit is set, if supported

Basic security is configured​

  • A strong password is set
  • Two-Factor Authentication (2FA) is enabled
  • Devices or sessions that are logged in have been reviewed
  • Account security settings have been reviewed

You have read the risk warning and terms​

  • You understand that using trading bots carries risk
  • You understand the platform does not guarantee returns
  • You have read and accepted the relevant terms of use
  • You have read the privacy policy and security guidance

Your exchange account is ready to connect​

  • You have the exchange account you want to use
  • You have created an API key on the exchange
  • The API key has all the required permissions
  • The API key does not have unnecessary or overly risky permissions
  • The exchange account has no restrictions that would affect usage

Exchange connected successfully​

  • The API key has been added to Nanobot
  • The connection test succeeded
  • The system can read account data and balances normally
  • No connection errors were found

Notifications are configured​

  • Important notifications are turned on
  • You have selected your preferred notification channel
  • You have verified that notifications actually arrive
  • Notifications for bots, deals, and risk are configured

You understand the core features​

  • You understand how the bot you want to use works
  • You understand features such as TP, SL, Trailing Stop, Trend, Filter, and Alert
  • You understand the difference between bot-level and deal-level settings
  • You understand the various statuses of bots and deals

Basic risk controls are configured​

  • You have set the budget you want to use
  • You have set your acceptable risk level
  • You have reviewed the number of deals or bots to run concurrently
  • Take-profit and risk limits are configured
  • You have reviewed overall portfolio exposure

Test small first​

  • Start with an appropriate budget or position size
  • Review system results before increasing usage
  • Test the bot configuration on first use
  • Confirm your understanding of the settings matches actual system behavior