​

Getting Started

Follow these steps to start using Hextrade.

---

​

1. Create an account

Sign up for free (while in Beta).

---

​

2. Log in

1. Go to the Hextrade dashboard.
2. Enter your credentials or use Login with Google.
3. 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.

1. On the Accounts page, use Add account (or the equivalent control).
2. Choose your broker (e.g. Tradier, DxTrade, Alpaca, CQG, ProjectX, Tradovate).
3. Complete the broker’s sign-in or API key flow.
4. The account appears in your Accounts table with its platform and status.

For the full list and broker-specific notes, see Supported brokers & accounts.

---

​

4. Get around the dashboard

The sidebar (left) is your main navigation: The header (top) has search, notifications, and your profile (picture and settings).

---

​

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.

Need help? Join our Discord community.