Set up DaneTrades the right way before you scale

These first three guides cover the current onboarding reality: create your workspace, connect the local runtime on a PC or Windows VPS, add trading accounts, create copier connections, and verify the first copy safely.

Start here Open quickstart

Uses current app labels and workflow names
Updated for the web-managed, local-runtime model
Written for both local PC and Windows VPS setups

Recommended order

Read these guides in sequence

Start here: Getting Started Use this first if you want the big picture before clicking around the app.
Quickstart: First copy in 5 minutes Use this to get a verified test copy working with current app routes and labels.
Best practices: First week safety checklist Use this before going live or increasing size, especially across multiple accounts.

Articles

The first DaneTrades Getting Started docs

All three of these articles were reviewed against the current product and rewritten where the old Freshdesk copy assumed a different setup or older navigation.

Orientation

Start here: Getting Started

Understand the current setup flow, what lives in the web app, what runs locally, and the safest order for your first setup.

Read article

Quickstart

First copy in 5 minutes

Follow a current walkthrough that starts with Download Agent and ends with checking Logs after a tiny demo trade.

Read article

Best practices

First week safety checklist

Keep the first week disciplined with demo validation, symbol mapping checks, copy health review, and slow live rollout.

Read article