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Take your first action

After connecting an exchange: view your account, place a small order, or create your first DCA plan.

1 min read·Updated September 16, 2026

With an exchange connected, try a few basics to get comfortable.

1. View your account

Go to the exchange in the menu → 💰 Account. You will see balances, average cost, profit and loss (PnL) and open positions. This is the fastest way to confirm the connection works.

2. Place a small order (optional)

If you want to try placing an order, start small:

  1. Choose the exchange → 🔵 Trade.
  2. Follow the steps: buy or sell, symbol, order type, amount.
  3. Review the confirmation screen, then confirm.

fastbot automatically rounds amounts and prices to each exchange rules before sending the order.

3. Create a DCA plan (recommended)

If you invest for the long term, recurring investing (DCA) is where fastbot shines: set it once, and the bot buys on schedule. See Create a DCA plan.

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