Guide to using the platform CopyTrader.pw
In this article, we will analyze in detail the process of setting up your personal project on the platform CopyTrader.pw We will also look at the main functions and features that can be useful for traders and their users.
Introduction
Welcome to the second stage of training on working with the platform CopyTrader.pw . In the first part, we figured out the registration process, initial configuration and connection of API keys. If you havent studied the first part, we recommend starting with it, as it contains important instructions for further work.
Setting up API keys is the basis for secure and automated interaction between your account on the exchange and the platform CopyTrader.pw . However, at this stage, the settings are just beginning. Today we will continue to get acquainted with the functionality of the platform and consider how to properly configure your project, manage users and download the billing instructions.
Step 1: Log in to your personal project
After successfully registering and configuring API keys, the next step will be to set up your personal project. For this:
1. Go to the website CopyTrader.pw and log in with administrator rights.
2. In the "My Projects" section, select your project.
At this stage, you should have already created a trader account, and you should have added API keys. Now lets move on to further settings.
Step 2: User Management
In the project interface, you can manage trader accounts and their settings. For this:
1. Go to the "Users" section.
2. Select the trader account you want to set up.
The following options are available here:
- Role: By default, the traders role has already been selected.
- Account Status: You can freeze the traders account if necessary.
- Personal data: fill in if necessary.
- Trade alerts: Be sure to check the box "Send trade alerts". If this option is not enabled, the Telegram bot will not notify you about transactions. This point is important both for you and for your users or investors.
Step 3: Setting up Trader Visibility
In this section, you can set public settings for your trader:
- Trader visibility: we keep it as public.
- Description: it is important to make a clear and competent description of the strategy and working conditions. This description will be visible to all users who connect to the trader, so it should be as clear and informative as possible.
Step 4: Checking and configuring API Keys
If you entered the API keys correctly at the previous stage, they will be displayed with a green status, which indicates their serviceability. Here you can also:
- Check the keys: click the appropriate button to check the relevance of the keys. After verification, you will receive information about access rights, the validity period of the keys and their correctness.
Important: we do not touch the "Disable key ring verification" setting if you are not sure if it needs to be changed.
Step 5: Spot Setup and Futures Setup
In this section, you can set a minimum deposit for users. For example, if you set a minimum deposit of $100, then transactions will be copied only to the accounts of users whose balance exceeds this amount. If the users balance is below the set minimum, transactions will not be copied.
Settings are also available:
- Disable order synchronization.
- Disable position synchronization.
It is recommended not to change these parameters unless you are absolutely sure that this is necessary. A detailed description of these functions can be found by clicking on the blue question icon next to the setting.
Step 6: Blacklist/Whitelist
The blacklist/whitelist is a tool for choosing a cryptocurrency. You can select coins in the white list, which means that only these coins will be counted in the copy system. You can also choose a blacklist — these are coins that will be banned from trading.
Step 7: Setting up Billing
Now lets move on to one of the most important parts — setting up billing. Billing is a system responsible for monitoring the services provided, calculating billing and invoicing.
To enable billing:
1. Go back to your project page.
2. Log in to the project and check the "Billing" box.
3. After that, go back to the site and you should have billing settings. If they do not appear, refresh the page.
Additionally, you can download detailed instructions for setting up billing, which is available on the platform.
You can check out our tutorial video, where we register and show everything clearly:
YouTube:
https://youtu.be/KJlfB03JRxg?si=aCppobqppdjuzK5e
Vkontakte:
https://vk.com/video-153146073_456239086
Conclusion
Now you are familiar with the basic steps of setting up your project on the platform CopyTrader.pw Pay attention to important points such as setting up notifications and setting a minimum deposit. This will help you effectively manage the project and provide high-quality services to users.
If you have any questions or difficulties, do not hesitate to ask them in our Telegram channel. We are always happy to help you. See you soon!
