WORKSPACE

Beginner guide

EXECUTION • CONTROLLED
START HERE

How to set up and trade with URBOT

Follow these steps in order. URBOT is designed to let you test the complete signal-to-execution process before you put real money at risk.

1

Create your account

Sign up with your email, confirm it if URBOT asks you to, then sign in.

2

Choose what you want to trade

Create a bot and choose Crypto, Stocks or Metals. Select whether the bot will operate in paper or live mode.

3

Choose your broker or exchange

Open Connections and select the provider you want to use. For live trading, create an API credential with trading permissions only. Never enter a seed phrase or withdrawal permission.

4

Set your trading controls

Choose the allocation percentage, direction mode, leverage where supported, and your safety settings. Start conservatively.

5

Connect TradingView

Open TradingView, create the alert from your indicator or strategy, then use the bot-specific webhook URL and message shown by URBOT.

6

Test the signal

Keep the bot in Paper mode and send a test TradingView signal. Check that URBOT receives it, interprets the action correctly and records the simulated trade.

7

Review before going live

Check the connection status, signal history, paper results, allocation and risk settings. Fix anything unexpected before enabling live execution.

8

Enable live trading

Only after the paper test behaves as expected, enable the bot and monitor the first live signals closely. You can pause new automated entries from URBOT.

9

Monitor and manage

Use Dashboard, Performance and Trade history to follow execution and P&L. If something looks wrong, pause the bot and investigate before sending more signals.

Important: automated trading can lose money quickly, particularly when leverage is used. Paper trading is a simulation and does not guarantee the same result in live markets.