Exchange Account and Trading Terminal Setup

Trading on OKX

To start trading on OKX, follow the steps below.

1. Funding the Trading Account
2. Make sure there are funds in your trading account

3. For a short spot bot, you must have the corresponding asset available

4. OKX Terminal Setup
   In Margin Mode, select Cross Margin:

5. Click the gear icon in the upper-right corner of the trading terminal
6. In the Account Mode section, select:
   • Spot and futures mode
7. In the Position Mode section, select:
   • One-way mode
   • For the Default Grid strategy, hedge mode is available. For all other strategies, only one-way mode is supported
8. Leverage: Set a leverage value that will not prevent the bot from operating correctly

Trading on Bybit

To trade on Bybit, follow the steps below.

1. Funding the Account
2. To run bots, your balance must be held in the Bybit Unified Trading Account
3. For a short spot bot, you must have the corresponding asset available

4. To trade inverse contracts, you also need margin in the corresponding cryptocurrency

5. Bybit Terminal Setup

6. In the Margin Mode section, select Cross Margin
7. In the Position Mode section, select One-way mode
   • For the Default Grid strategy, hedge mode is available. For all other strategies, only one-way mode is supported
8. Leverage: Set a leverage value that will not prevent the bot from operating correctly

Trading on KuCoin

1. Funding the Account
2. To run bots, your balance must be held in the trading account for spot trading and in the futures account for futures trading
3. For a short spot bot, you must have the corresponding asset available
4. To trade inverse contracts, you also need margin in the corresponding cryptocurrency

For futures contracts, the trading mode can be configured using the gear icon in the upper-right corner.
Please note that only bots using the Default Grid strategy can operate in hedge mode. All other bot types require One-way mode.