Getting Started
Follow these steps to start using Hextrade.1. Create an account
Sign up for free (while in Beta).Create your Hextrade account
Use your email or sign up with Google.
2. Log in
- Go to the Hextrade dashboard.
- Enter your credentials or use Login with Google.
- After login you’re taken to the Accounts page.
3. Connect a broker account
To trade, run algorithms, or copy trade, you need at least one connected broker account.- On the Accounts page, use Add account (or the equivalent control).
- Choose your broker (e.g. Tradier, DxTrade, Alpaca, CQG, ProjectX, Tradovate).
- Complete the broker’s sign-in or API key flow.
- The account appears in your Accounts table with its platform and status.
4. Get around the dashboard
The sidebar (left) is your main navigation:| Item | What it’s for |
|---|---|
| Accounts | All connected broker accounts, portfolio value, and trades. |
| Algos | Trading algorithms — browse, subscribe, and run them. |
| Copy Trade | Copy-trade groups (master + followers). |
| Portfolio | Build and validate multi-algorithm strategy mixes before deployment. |
| Analytics | Performance and analytics. |
| Economic calendar | Economic events and calendar. |
| Subscriptions | Your algorithm subscriptions and plan limits. |
| Trade | Full-screen trading with charts and order entry. |
| Chart settings | Customize chart appearance. |
| Settings | Profile, theme, and app preferences. |
5. Next steps
- Connect or view accounts — Accounts and Supported brokers.
- Try copy trading — Copy Trading Setup.
- Use algorithms — Algos and Algorithms Overview.
- Build a strategy mix — Portfolio.
- Place trades — Trading.
- Configure account preferences — Settings.