Start here before you make your first copy

DaneTrades now uses a web-managed setup with a local copier runtime. This guide gives you the current setup order, the right app labels to look for, and the checks that make the first test copy easier to verify.

Open quickstart View Trade Copier

Matches the current web app navigation
Explains what is managed in the app and what runs locally
Written for both local PC and Windows VPS setups

How DaneTrades works now

The old support flow assumed a simpler account-first setup. The current product model is broader. You manage your workspace from the web app, but the actual copier runtime stays on your own machine or Windows VPS.

In practical terms, this means you handle setup in a few layers: account access and billing in the web app, runtime installation from Download Agent, platform connections in Trading Accounts, and master-to-receiver links in Copiers.

Recommended setup order

Create your account and sign in. Start with Create account, then confirm you can access the web app and the current billing state in Billing.
Install and connect the local runtime. Open Download Agent, install the Windows app on your PC or Windows VPS, and sign in so your workspace can talk to that runtime.
Add your trading accounts or signal sources. In Trading Accounts, connect the source side first, then the receiver side. Source accounts can be broker accounts or supported sources like Telegram and TradingView. Receivers should be execution accounts.
Create a copier connection. In Copiers, choose the master and receiver, set your initial sizing conservatively, save the connection, and make sure it is enabled.
Run a tiny test trade and verify it. Place a minimum-size demo trade on the source side, then confirm the result in Logs before treating the setup as complete.
Use the first-week checklist before scaling. Once your first copy works, move to the first-week safety checklist before increasing size or moving more accounts live.

If your first test does not copy

Check the basics in this order:

The local runtime is installed, signed in, and online.
The trading accounts show as connected in the app.
The copier connection is enabled and points to the right source and receiver.
Symbol mapping is configured where broker symbol names differ.
The receiver account accepts the order size and has enough margin.

Good next step: if the setup looks correct but the trade still does not land, open Logs, check Copy Health, and then use the support portal if you need a deeper review.