Onboarding Tutorial

Set up your trading floor.
Step by step.

A guided walkthrough from a fresh machine to a running AI trading floor. Seven steps, one optional on-chain layer (SKALE), and an honest estimate for everything that takes longer than the marketing page suggests.

Total time: 10 to 15 min Skill: Beginner friendly Cost to read: $0 Cost to run paper mode: $0
00
Prereqs
2 min
01
Install
1 min
02
License
1 min
03
Exchange
3 min
04
AI Brain
2 min
05
Capital
1 min
06
SKALE
3 min
07
First Run
2 min
Pre-flight checklist

Before you start.

A short list of what you need on your machine and what you can grab as you go. Anything tagged "Optional" can be added later from the dashboard without losing setup.

Docker Desktop installed

Download from docker.com. Mac, Windows, and Linux supported. Confirm by running docker --version in your terminal.

A TrAIding Floor license key

Generated when you sign up. Format looks like TF-XXXX-XXXX-XXXX. Stored locally only.

An exchange account with API access

Binance, Bybit, OKX, or Hyperliquid. You will create a trading-only API key in Step 3, no withdrawals enabled.

Anthropic API key (Optional)

Unlocks the LLM reasoning brains for each agent. Without it, agents fall back to pure quantitative strategies. Skip and add later if unsure.

SKALE-compatible EVM wallet (Optional)

Only needed if you want to enable the on-chain provenance layer. The setup wizard can generate a fresh wallet for you. Zero gas fees on SKALE.

15 minutes

Most users finish in 10. Step 3 (exchange API keys) is the slowest because exchanges have their own quirks. Plan accordingly.

01
Step 01 of 07

Install with one command.

~ 1 minute No Python setup needed

TrAIding Floor ships as a Docker compose stack. You do not install Python, manage virtualenvs, or configure system services. Pull the repo, run one command, and the floor and dashboard come up together.

What you will do

  1. Open a terminal in a directory where you keep code.
  2. Clone the repository (or unzip the release archive).
  3. Run docker compose up -d to start everything in the background.
  4. Open localhost:8000 in your browser. The first run automatically redirects to the setup wizard.
terminal
$ # release archive will be linked here at launch $ cd traidingfloor $ docker compose up -d [+] Running 4/4 ✓ Network traidingfloor_default Created ✓ Container traidingfloor-redis Started ✓ Container traidingfloor-floor Started ✓ Container traidingfloor-dashb Started $ open http://localhost:8000
Tip

If you do not have git installed, download the release zip from the releases page on GitHub and run the same docker compose up -d from inside the unzipped folder. The result is identical.

If something fails

Most install failures are Docker not running. Open Docker Desktop, wait for the whale icon to stop animating, and retry. See Troubleshooting for the rest.

02
Step 02 of 07

Enter your license key.

~ 1 minute Required to unlock the floor

The setup wizard opens with the license screen. Paste your key, press Validate Key, then Continue.

What the wizard does behind the scenes

  • Hashes your key together with a stable machine id.
  • Sends the hash (not the key) to the license check endpoint.
  • Receives back the plan tier (e.g. solo, pro) and writes it to user-data/license.key on your disk.
  • The key never leaves your computer in plaintext.
Don't have a key yet?

The dashboard will not advance past Step 02 without one. Grab one from the marketing site or contact support, then come back. Your progress on Step 01 (Docker stack) stays as-is.

03
Step 03 of 07

Connect your exchange.

~ 3 minutes (the slow step) Trading-only key, no withdrawals

This is the one step that is genuinely worth slowing down on. You will create an API key on your exchange and paste it into the wizard. The single rule: disable the withdraw permission on the API key. Even if your laptop is compromised, an attacker cannot drain funds with a trade-only key.

Permission settings to use on each exchange

Permission Setting Why
Read Enabled Required for fetching balances, orderbooks, fills.
Spot & margin trade Enabled Required for placing and cancelling orders.
Futures trade Enabled (if you want perp strategies) Funding-rate arb, basis arb, and momentum perps need this.
Withdraw Disabled Never enable. The floor will never need it. This is your safety net.
Internal transfer Disabled (recommended) Optional. Some users enable for futures-spot rebalancing; only do this if you understand the risk.
IP whitelist Set to your home/static IP if available Cuts attack surface in half. Skip if your ISP rotates your IP frequently.

What you will click in the wizard

Click 1
Pick your exchange

Dropdown with Binance, Bybit, OKX, Hyperliquid. Hyperliquid uses wallet credentials instead of API keys.

Click 2
Paste API key + secret

OKX also asks for a passphrase. Hyperliquid asks for the wallet address and an API-only private key.

Click 3
Press Test Connection

The wizard fetches your USDT balance over the API and reports success in under a second. Press Continue if green.

Read this twice

If you see a non-zero balance and a green confirmation, your keys are valid. If you see a 401 or "invalid signature", your secret was probably truncated when copy-pasting. Some exchanges break copy-paste with hidden characters at the end. Re-copy and try again.

Do paper first

Even with valid live keys, you can choose Paper mode in Step 05. The floor will use real prices but simulate orders, so nothing executes against your exchange account. Recommended for the first 24 to 72 hours.

04
Step 04 of 07

Plug in the AI brains.

Optional ~ 2 minutes Anthropic API key

Each agent has two layers: a deterministic strategy core, and a reasoning brain that uses Claude to interpret market regime, ratify or veto its own signals, and explain its decisions in plain English. The brain layer is optional. Without it, every strategy still runs and every agent still trades, just without the reasoning narrative.

Cost expectation

  • Roughly $0.10 per hour at full activity across all 11 agents.
  • That is about $2.40 per day, or $72 per month, in the worst case.
  • You can cap spend by setting an Anthropic spend limit in your Anthropic dashboard.
  • You can disable individual agent brains from the dashboard if you only want a few.

What you will click

Click 1
Paste your Anthropic key

Format starts with sk-ant-api03-. Stored locally in user-data/.env, never sent to us.

Click 2
Press Test Key

Sends a tiny test prompt to confirm the key works and you have credit.

Click 3
Continue (or Skip)

If you want to start with quant-only strategies, click "Skip for now" instead. You can paste the key later from the dashboard settings panel.

Why optional

Brains earn their keep when markets shift regime. In trendy or quiet markets, pure quant agents perform almost as well as brain-enabled agents. Save the brain budget for when you have actually run the floor for a few weeks and want the extra adaptability.

05
Step 05 of 07

Pick capital, mode, risk.

~ 1 minute Adjustable any time

Three small choices. None of them are permanent: you can change capital, mode, and risk live from the dashboard at any tick.

Starting capital

A whole-USD number. The floor will allocate slices of this across the active agents. Most first-time users start with $1,000 in paper mode, then bump to a real amount once they trust the behavior.

Trading mode

Risk level

Level Max drawdown Max leverage Recommended for
Safe 10% 2x First-time users, small accounts, testing
Moderate 20% 4x Default. Most active users sit here.
Aggressive 30% 6x High conviction only. Larger swings expected.
A useful default

Start with Paper + Moderate + $1,000. Watch for one full trading day. Then either flip to Live + Moderate + your real size, or back off to Safe if the volatility was uncomfortable.

06
Step 06 of 07

SKALE on-chain layer (optional, but worth it).

Optional ~ 3 minutes Zero gas fees Strictly additive

What is SKALE?

SKALE is a multi-hub Ethereum L2 with one key property: zero gas fees for end users. Each "hub" is a full EVM chain that the network operator subsidizes for application developers. We use it for things that should be cheap and frequent: writing an agent identity once, anchoring a hash for every trade decision, settling small machine-to-machine payments. On Ethereum mainnet, this would cost dollars per write. On SKALE, it costs nothing.

We default to SKALE on Base, the newest hub purpose-built for x402 and ERC-8004. Mainnet chain id 1187947933, testnet (Sepolia) chain id 324705682. First-time deployers always use testnet. There are eight production x402 facilitators to choose from (autoincentive, corbits, relai, kobaru, payai, primer, x402x, ultravioleta) and the wizard lets you pick whichever one your agents already trust.

Why we use it (three jobs, one chain)

Job 1
Agent identity (ERC-8004)

Every floor agent gets a stable on-chain identity that any external system can resolve. This is how a third-party signal market knows that "head_trader@your-floor" is real and what its track record looks like.

Job 2
Trade reasoning anchored

Before each trade fires, the agent's reasoning is sha-256 hashed and written to a SKALE event log. The hash commits to the reasoning before the outcome is known. You can prove later what the AI was thinking, without ever revealing the raw reasoning.

Job 3
x402 agent payments

The Head Trader can pay external signal providers in USDC via the x402 HTTP protocol, settled on SKALE per query. Your own agents can expose paid signals the same way. This is how machine-to-machine markets for alpha actually work.

What gets stored on-chain (and what does not)

Item On-chain? Why
Agent identity bytes32 Yes Public ID for cross-system lookup. No personal data.
SHA-256 hash of trade reasoning Yes 32 bytes per trade. Tiny, append-only event log.
Pay-to address for x402 signals Yes Public, on purpose. So payers know where to send USDC.
Raw reasoning text No Stays in your JSONL log on disk. Hash commits to it without revealing it.
Exchange API key, secret, passphrase Never Lives in user-data/.env on your machine, full stop.
Position size, P&L, balances No Private to your floor. Hashes do not include them.

The data flow in one diagram

Agent decides
"long BTC, 0.25"
SHA-256
canonical_json
bytes32
0x9c4f...a1d2
SKALE event
TradeRecorded

How to enable it

The SKALE step in the setup wizard has three sub-screens. Each sub-screen has a clear default, so you can usually press Continue.

Click 1
Pick: Disabled, or Enable SKALE

Disabled is the default. Trading works identically with it off. If you turn it on, the wizard reveals the wallet generation screen.

Click 2
Generate or paste a wallet

The wizard can generate a fresh BIP-39 mnemonic plus address for you. Save the mnemonic offline before continuing. Or paste an existing EVM address; the private key is optional.

Click 3
Confirm the network

Default is SKALE on Base testnet (chain id 324705682). Mainnet (1187947933) is one click away once you've shipped on testnet. Pick one of the eight production x402 facilitators, or leave blank to let the local sidecar verify on-chain directly.

Deploying the contracts (one-time, optional)

If you want to actually anchor trades on-chain, you need three contracts deployed under your wallet: AgentRegistry (ERC-8004), TradeLedger (event log), and FLOOR (your governance token). The repo ships a one-shot deploy script that handles all three.

  1. Generate a deployer wallet: python -m contracts.deploy --generate-wallet Mints a fresh BIP-39 mnemonic, prints the address, writes it to user-data/.env. The mnemonic is shown once.
  2. Claim sFUEL gas: open https://base-sepolia-faucet.skale.space, paste the deployer address, drip. SKALE gas is free but rate-limited.
  3. Wait for the drip to land: python -m contracts.deploy --check Polls the deployer balance every 5s, prints "ready" when sFUEL arrives.
  4. Deploy: python -m contracts.deploy --network skale-base-testnet Compiles + deploys all three contracts, writes their addresses back to user-data/.env, sets SKALE_ENABLED=true. Mainnet uses --network skale-base.
  5. Verify wiring: python -m dashboard.health Shows the live capability matrix in your terminal. The four SKALE-related rows should flip from "sim" to "LIVE".
If you generate a wallet

The mnemonic is shown once. Write it down on paper, or save it in a password manager, before pressing Continue. We do not store it server-side because we have no server. If you lose it, the wallet is gone.

What if I do nothing here?

Then you skip the step. The floor runs with all 11 agents trading. The on-chain layer can be enabled later by re-opening the setup wizard at /setup and pressing through to Step 06. Existing trades will not be back-anchored, but new ones will.

07
Step 07 of 07

First run on the dashboard.

~ 2 minutes Then leave it running

Press Start Trading on the review screen. The wizard saves your config to user-data/.env and settings-override.yaml, then redirects you to the dashboard.

What you will see at /app

• Live (paper)
Total Equity
$1,000.00
Daily P&L
+$0.00
Drawdown
0.00%
Cash
$1,000.00
Deployed
$0.00
Grid Trading
trades 0 • alloc 35%
$0.00
Momentum
trades 0 • alloc 25%
$0.00
Mean Reversion
trades 0 • alloc 20%
$0.00

Three things to do in the first 5 minutes

  1. Press Start All in the top-right header. The status pill flips to "Running" and the tick counter begins to advance.
  2. Watch the equity chart. In paper mode it draws live with real prices. If you see a flat line, agents are not finding setups yet. Patience.
  3. Toggle a single agent off by clicking its switch. The capital it had is auto-redistributed across the others. This is your sanity check that you are in control.

The "war room"

The Head Trader has its own page at /head-trader. It shows the rebalancing decisions as they happen, with a chat-like reasoning trail (if you enabled the AI brain in Step 04). This is where you will spend most of your inspection time after the first day.

Leave it running

The whole point is autonomy. After the first hour of watching, close the tab. The floor keeps running. Come back tomorrow, look at P&L, drawdown, and the head trader's reasoning. Adjust risk if needed.

Day 2 and beyond

After the floor has been live for a day.

Most users do nothing in the first 24 hours and that is correct. After your first session, here is what to look at.

Per-agent allocation sliders

Drag a slider to bias capital toward agents that are working in the current regime. The Head Trader will respect your bias unless its risk officer overrides it.

Head Trader override

From /head-trader you can pin a strategy on or off, force a rebalance, or pause the entire floor. All overrides are logged.

Risk level live-edit

Drop from Aggressive to Moderate at any tick. The Risk Officer redistributes within the new envelope on the next rebalance.

Switch paper to live

From the dashboard settings, flip the mode. The floor flushes paper positions and starts fresh against your real exchange. There is no migration of paper trades into live.

Inspect the on-chain layer

If you enabled SKALE in Step 06, you can see your agent identities, the trade ledger event log, and the x402 sidecar health from the dashboard's SKALE Floor view.

Auto-discovered strategies

The Auto Ensemble agent learns weights for all the others and proposes new strategies after enough data. You will see them appear in the agent grid tagged "AI-Discovered".

Troubleshooting

When things do not work.

The most common reasons setup or first-run fails. Try these before opening an issue.

Docker compose says "no such network"

Docker Desktop is not actually running. Open the app, wait 30 seconds for the whale icon to stop animating, then re-run docker compose up -d.

localhost:8000 shows "connection refused"

The dashboard container is still starting. Run docker compose ps to confirm the container is up. If it shows "Restarting", inspect logs with docker compose logs dashboard.

Exchange test connection returns 401 / invalid signature

Your secret was probably truncated when copy-pasting. Re-copy from the exchange portal, paste into the wizard, and try again. Make sure no leading or trailing whitespace.

Anthropic test fails with "credit balance"

Your Anthropic account has zero credits. Top up at console.anthropic.com, or skip Step 04 and run quant-only mode.

SKALE wallet validation fails

Address must be 0x followed by 40 hex characters. Private keys (if provided) must be 0x followed by 64 hex characters. Re-paste, or click "Generate Wallet" to start fresh.

The dashboard 302-redirects to /setup forever

Setup did not finalize. Open user-data/.env and confirm it contains your real values. If it is empty, re-run the wizard at /setup and finish the Confirm step.

Still stuck?

Open a GitHub issue with: your OS, the step that failed, and the last 50 lines of docker compose logs. Most issues are diagnosed in one round-trip.

TrAIding Floor © 2026

Trading software, not financial advice. Past performance does not guarantee future results.