Quick Start

Run one small-position loop before using it for real trading

Install the app, connect a venue, choose Futures or Spot, test connectivity and credentials, then run one small-amount or small-position end-to-end workflow for that market.

1. First-Use Order

Connect the environment and account first

01

Download and install

Get the installer for your system from the download page. Windows users should use the 64-bit package.

02

Enter trial mode first

Even before activation, you can enter the main workspace and get familiar with charts, market selection, trading panels, and history review.

03

Configure the venue account

Fill in the required API key, secret, passphrase, or wallet fields, and make sure they match the account, venue, and Futures or Spot market you intend to use.

04

Test connection, then credentials

Run the trading-connection test first, then the credential test, so network reachability and permissions are both confirmed.

05

Adjust system settings

Use System Settings to confirm language, appearance theme, market color scheme, and chart timezone so the workspace matches your environment.

Key Screens

These views make first use much faster

2. Small-Position Loop

For the first live check, validate one full loop for the active market

01

Open one small amount or position

For Futures, use the smallest position size you are comfortable validating. For Spot, test a small asset amount rather than starting at normal scale.

02

Confirm the order state for the active market

For Futures, check the protective stop, first take-profit, or `Tracking -> Order Watch`. For Spot, check asset balance, open orders, and available balance.

03

Review position or asset and order state

For Futures, use position details and tracking to review positions, stops, first take-profit, and order state. For Spot, use the trading panel to review assets, available balance, open orders, and order state.

04

Close the trade

Exit according to your plan, using market close-all or another clearly understood exit command when needed.

05

Check history again

Review fills and order history. Futures also has position history; for Spot, confirm the expected available and frozen asset-balance changes.

3. Before Going Live

Confirm these before real trading

Venue account and credentials must match

Make sure the API key, secret, passphrase, or wallet information belongs to the same venue account you are trying to use. Do not mix fields from different accounts or venues.

Enable the right permissions

For the active market, enable only account reading, order/position viewing, and the required Futures or Spot order-entry and cancellation permissions. Do not enable withdrawals, fund transfers, internal transfers, or any asset-out permission.

Allowlist and proxy must line up

If the venue uses an IP allowlist, make sure the trading path's outbound IP is on it. When needed, configure a dedicated SOCKS5 or HTTPS proxy for the trading path.

Order Watch Reminder

Local Order Watch is not exchange server-side pre-binding.

If a limit parent needs CubeTrade local watching, keep the app running before the parent fills and confirm watch status in the tracking panel. Closing the app, losing network connectivity, or hitting API errors can prevent protection orders from being placed as planned.

4. Common Blockers

Most first-time setup issues fall into these cases

A venue icon does not show after switching

This is usually caused by regional restrictions, firewalls, or the current network path. First verify that the network can reach the target venue, then check proxy or outbound-network settings.

Charts load, but orders still fail

Market-data and trading paths are separate. Check account-read, order/position read, derivatives order placement/cancellation permissions, IP allowlists, and whether the trading-path proxy is taking effect.

The limit parent is placed, but the stop / take profit is not visible yet

If the current venue or take-profit ratio uses CubeTrade-managed protection, no stop / take profit is created before the parent fills. Check `Tracking -> Order Watch` and keep CubeTrade running until the parent fills or is canceled.

5. What Next

Most common next stops

Download CubeTrade

Get the current installer and review the trial entry, checksum, and activation-code purchase path.

View Downloads

Guides

Read structured guides for venue setup, order semantics, position protection, order watch, and troubleshooting.

Read Guides

Discussion and troubleshooting

Join the Telegram group to discuss software usage, venue onboarding, trade execution, risk-control framework, and markets.

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