Getting Started with BlockbotX

Welcome to BlockbotX

BlockbotX is an AI-powered cryptocurrency trading platform that gives you the tools to automate your trading strategies, participate in decentralized finance (DeFi), track your portfolio, and discover proven strategies from other traders.

With BlockbotX, you can:

Automate trading using AI bots, DCA bots, arbitrage bots, signal bots, and a pump screener.
Access DeFi through yield farming, staking pools, and liquidity tracking.
Track your portfolio with real-time analytics across exchanges and wallets.
Browse the Strategy Marketplace to find and purchase trading strategies built by the community.
Connect multiple exchanges including Binance and OKX for unified bot trading and portfolio management.

This guide walks you through every step from account creation to your first dashboard visit.

Creating Your Account

Navigate to /signup in your browser.
You will see the Sign Up form with the heading "Enter your information to create an account."
Fill in the following fields:
- First name -- your given name.
- Last name -- your family name.
- Email -- a valid email address you have access to. This will be used for verification and login.
- Password -- must meet all of the following requirements:
  - At least 8 characters long.
  - Contains at least one uppercase letter.
  - Contains at least one lowercase letter.
  - Contains at least one number.
  - Contains at least one special character.
Invite Code -- during the closed beta, an invite code is required to create an account. You can get one from an existing beta tester or through a referral link.
Read and accept the Terms of Service, Privacy Policy, and Risk Disclaimer by checking the agreement checkbox. The "Create an account" button will remain disabled until you accept.
Click Create an account to submit your registration.
If registration succeeds, you will see a confirmation screen with the message "Registration successful!" and instructions to check your email. You will be automatically redirected to the sign-in page after a few seconds, or you can click Go to Login immediately.

Alternatively, you can sign up using Login with Google for a faster registration flow.

Referral Program: Each user receives a unique referral code that can be shared with friends. New users who sign up using a referral code receive $3 in credits. You can find your referral code and shareable link on the Invite Friends page in the sidebar.

If you already have an account, click the Sign in link at the bottom of the form.

Verifying Your Email

After registering, you must verify your email address before you can access the dashboard.

Check the inbox of the email address you used during registration.
Open the verification email from BlockbotX. It contains a verification link.
Click the verification link. This opens the /verify-email page with your verification token. The page will display "Verifying Email" while it processes.
Once verified, you will see a green checkmark and the message "Your email has been verified successfully." You will be automatically redirected to the dashboard within a few seconds, or you can click Go to Dashboard to proceed immediately.

If you did not receive the email:

Check your spam or junk folder.
Visit the /verify-email page directly. You will see a prompt to resend the verification email.
Click Resend Verification Email. A confirmation message will appear once it has been sent.
If you need to use a different account, click Sign out and use a different account at the bottom of the verification page.

Important: You cannot access the dashboard or any platform features until your email is verified.

Signing In

Navigate to /signin in your browser.
Enter your Email address in the email field.
Enter your Password in the password field.
Click Login to submit.
If your credentials are correct and you do not have two-factor authentication enabled, you will be redirected directly to the dashboard.

If you have two-factor authentication (2FA) enabled:

After entering your email and password, the form will switch to a 2FA prompt with the message "Enter your 2FA code to complete login."
Open your authenticator app (such as Google Authenticator, Authy, or similar).
Enter the current 6-digit code displayed in your authenticator app.
Click Verify to complete the login.
If you need to go back and re-enter your email/password, click Back.

Forgot your password? Click the "Forgot your password?" link above the password field to initiate a password reset.

You can also sign in using Login with Google if your account is linked to a Google account.

If you do not have an account yet, click the Sign up link at the bottom of the form.

Setting Up Two-Factor Authentication (Recommended)

Two-factor authentication adds an extra layer of security to your account. When enabled, you will need both your password and a time-based code from your authenticator app to sign in.

Enabling 2FA

Sign in and navigate to Settings (accessible from the sidebar footer).
Go to the Security section.
You will see Two-Factor Authentication with a badge showing its current status ("Enabled" or "Disabled").
Click the Enable 2FA button.
A setup screen will appear with:
- A QR code -- scan this with your authenticator app (Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app).
- A secret key displayed as text below the QR code -- use this if you cannot scan the QR code. You can click the copy icon next to it to copy it to your clipboard.
After scanning the QR code or entering the secret key in your authenticator app, it will begin generating 6-digit codes that refresh every 30 seconds.
Enter the current 6-digit code from your authenticator app into the Verification Code field.
Click Enable 2FA to confirm.
If the code is valid, 2FA will be enabled and you will see a success message.

Saving Your Backup Codes

After enabling 2FA, a set of backup codes will be displayed on screen. These are critical for account recovery:

You will receive 8 one-time-use backup codes.
Each code can be used exactly once to sign in if you lose access to your authenticator device.
Write them down or save them in a secure location (such as a password manager or a printed copy stored safely).
You can click the copy icon next to each code to copy it individually to your clipboard.
Once you leave this page, you will not be able to view these codes again.

Disabling 2FA

If you need to disable two-factor authentication:

Go to Settings > Security.
Click the Disable 2FA button (shown in red).
2FA will be removed from your account. You will only need your email and password to sign in.

Connecting Your Exchange

To enable bot trading and portfolio syncing, you need to connect at least one cryptocurrency exchange. BlockbotX currently supports Binance and OKX.

Adding a Connection

Sign in and navigate to Settings from the sidebar footer.
Go to the Connections tab. You will see the heading "Connections" with the description "Connect your crypto exchanges, wallets, and services to enable trading and portfolio tracking."
Click the Add Connection button in the upper-right corner.
A dialog will appear with the following fields:

Exchange: Select your exchange from the dropdown.
- Binance -- requires API Key and API Secret.
- OKX -- requires API Key, API Secret, and API Passphrase (the passphrase you set when creating your OKX API key).
API Key: Enter the API key you generated on your exchange.

API Secret: Enter the corresponding API secret.

API Passphrase (OKX only): This field only appears when OKX is selected. Enter the passphrase you configured when creating your OKX API key.

Testnet / Demo Mode: Check this box if you want to use Binance testnet or OKX demo trading. This is useful for testing your setup without risking real funds.
Click Test Connection to verify that your API credentials are valid. You will see either a green success message or a red error message with details.
Once the test passes, the Add Connection button becomes active. Click it to save the connection.
Your connection will now appear in the connections list with a green "Connected" status indicator.

Security Tips for API Keys

The "Add Connection" dialog includes important security guidance:

Only enable "Read" and "Trade" permissions on your exchange API key.
NEVER enable "Withdraw" permission. BlockbotX does not need withdrawal access.
Consider using IP whitelist restrictions on your exchange to limit API key usage to specific IP addresses.
Your API keys are encrypted with AES-256 before being stored. They are never stored in plaintext.

Managing Connections

Your existing connections are displayed as cards showing the exchange name, connection status, and when the connection was established.
A Connection Summary panel at the bottom shows your total connections, active connections, and number of distinct exchanges.
To remove a connection, click the trash icon on the connection card. You will be asked to confirm before the connection is deleted. This action cannot be undone.

Dashboard Overview

After signing in and verifying your email, you land on the main dashboard at /dashboard. If this is your first visit and you have no data yet, you will see a Welcome to BlockbotX banner with quick-start links to connect an exchange or create your first bot.

The dashboard displays the following sections:

KPI Cards

Four key performance indicators appear at the top of the dashboard:

Total Balance -- your aggregate portfolio value across all connected exchanges and wallets, with a percentage change indicator.
Active Bots -- the number of trading bots currently running, with a change indicator showing recent activity.
Total Profit -- your cumulative profit and loss (P&L) across all trading activity.
Active Trades -- the number of currently open positions across all bots and manual trades.

Each card shows both the current value and the recent change (increase or decrease) with color-coded indicators.

Profit Chart

Below the KPI cards, the Profit Chart visualizes your trading performance over time. You can switch between three views:

Daily -- shows profit data for each day.
Weekly -- aggregates profit data by week.
Monthly -- aggregates profit data by month.

Recent Trades

Adjacent to the profit chart, the Recent Trades panel lists your most recent trading activity, including the trade pair, direction, amount, and result.

Top Performing Bots

In the lower section, the Top Bots panel highlights your best-performing trading bots ranked by profitability.

Wallet Overview

The Wallet Overview panel shows a breakdown of your assets across connected wallets and exchanges.

Navigation

The sidebar on the left side of the screen provides access to all areas of the platform. It can be collapsed to icons only by clicking the toggle button, or expanded to show full labels.

Main

Item	Description
Dashboard	The main overview page with KPI cards, profit charts, recent trades, top bots, and wallet overview.
My Assets	View all your cryptocurrency holdings across connected exchanges and wallets.
My Analytics	Detailed analytics and performance metrics for your trading activity.

Trading & Bots

Item	Description
Trading	Manual trading terminal for executing trades directly.
My Bots	View, create, and manage all your trading bots in one place.
Control Panel	Expandable submenu with three sub-pages:
-- Overview	High-level summary of all bot activity and system status.
-- Bot Settings	Configure parameters for your active bots.
-- Execution Logs	Detailed logs of every trade execution and bot action.
AI Bot	AI-powered trading bot that uses machine learning for trade decisions.
Signal Bot	Bot that trades based on signals from connected signal providers.
DCA Bot	Dollar-cost averaging bot for systematic recurring purchases.
Arbitrage Bot	Bot that identifies and exploits price differences across exchanges (Binance and OKX).
Pump Screener	Monitors for sudden price movements and volume spikes in real time.

DeFi & Portfolio

Item	Description
DeFi Center	Expandable submenu with three sub-pages:
-- Yield Farming	Browse and manage yield farming positions.
-- Staking Pools	View and manage staking positions across protocols.
-- Liquidity Tracker	Track your liquidity pool positions and returns.
Portfolio Tracker	Comprehensive portfolio tracking across all assets and protocols.
Wallets	Manage your connected wallets and view balances.
DeFi Protocols	Directory of supported DeFi protocols with TVL and volume data.

Marketplace

Item	Description
Strategies Marketplace	Browse, purchase, and sell trading strategies created by the community.
Bot Templates	Pre-built bot configurations that you can deploy with minimal setup.

Preferences

Item	Description
Invite Friends	Share BlockbotX with friends through your referral link.
Subscription	View and manage your subscription plan.
Help Center	Access documentation, FAQs, and support resources.

Footer

Item	Description
Settings	Account settings including profile, security (2FA), and exchange connections.
Logout	Sign out of your account.

Your profile avatar, display name, and current subscription plan are shown at the bottom of the sidebar.

Next Steps

Now that your account is set up, here are some guides to help you get started based on what you want to do:

Want to automate trading? See Trading Bots Guide for an overview of all bot types and how to configure them.
Want to try dollar-cost averaging? See DCA Bot Guide for setting up recurring purchases on a schedule.
Want to find arbitrage opportunities? See Arbitrage Bot Guide for cross-exchange price difference detection.
Want to earn DeFi yields? See DeFi Center Guide for staking, farming, and liquidity pool management.
Want to trade manually? See Trading Guide for using the trading terminal.
Want to browse or buy strategies? See Marketplace Guide for the Strategy Marketplace.