> For the complete documentation index, see [llms.txt](https://docs.itradingbot.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.itradingbot.net/en/getting-started/first-steps.md).

# First steps

<mark style="color:$tint;">Start with an account and tools. If you're planning on launching a robot, go from testing the idea to observing the first task. Detailed settings are given in separate instructions.</mark>

### Create an account and link to Telegram

<mark style="color:$tint;">Sign up, confirm the email, and complete the Telegram link. —</mark> [<mark style="color:$tint;">The registration</mark>](/en/account/registration-sign-in-and-account-recovery.md) <mark style="color:$tint;">You must include the</mark> <mark style="color:$tint;"></mark><mark style="color:$tint;">**User name (@nik)**</mark> <mark style="color:$tint;"></mark><mark style="color:$tint;">in Telegram. It's set separately from the profile name. Without a link and @nik, you can't work with the platform tools.</mark>

<mark style="color:$tint;">Open</mark> <mark style="color:$tint;"></mark><mark style="color:$tint;">**Account → Security**</mark> <mark style="color:$tint;"></mark><mark style="color:$tint;">and configure</mark> [<mark style="color:$tint;">Account protection</mark>](/en/account/account-security-and-sessions.md)<mark style="color:$tint;">. Keep access to the connected confirmation methods: they may be needed for entry and important actions.</mark>

### Select a tool for your task

<mark style="color:$tint;">The opportunity review shows how market analysis, Backtester, trading terminal and robots are linked. —</mark> [<mark style="color:$tint;">the possibilities</mark>](/en/getting-started/features-overview.md) <mark style="color:$tint;">They don't have to be learned at the same time.</mark>

<mark style="color:$tint;">To check the terms of the strategy, start with the Backtester. For manual ordering, check the terminal. If you want to automate the entries and exits, you'll need to prepare the robot's task.</mark>

### Check the idea for the history

<mark style="color:$tint;">Make</mark> [<mark style="color:$tint;">The first Backtester calculation</mark>](/en/tools/calculations-and-verification/backtester-first-calculation.md)<mark style="color:$tint;">. Check the pair, the direction, the period, the volumes, the commission and the conditions of entry and exit. Then trade in individual trades and drawdowns, not just the bottom line.</mark>

<mark style="color:$tint;">The historical calculation doesn't open up real trades. Its result depends on the data and assumptions of the model and does not guarantee a profit after the robot is launched.</mark>

### Prepare the connection to the exchange

<mark style="color:$tint;">Read</mark> [<mark style="color:$tint;">about the ways to connect</mark>](/en/account/exchange-accounts/choosing-a-connection-method.md) <mark style="color:$tint;">and choose the right one for your tool: your own exchange account or Exchange Account. They have different settings and access conditions.</mark>

<mark style="color:$tint;">Connecting a key in the terminal settings doesn't replace a robot connection. Before trading, check the exchange and the selected account in the panel header, as well as the available security and existing positions in that account.</mark>

### Prepare the first task

<mark style="color:$tint;">Follow your exchange's instructions:</mark> [<mark style="color:$tint;">Bybit: first task and launch</mark>](/en/bybit-robot/bybit-first-task-and-launch.md) <mark style="color:$tint;">or</mark> [<mark style="color:$tint;">Binance: first task and launch</mark>](/en/binance-robot/binance-first-task-and-launch.md)<mark style="color:$tint;">. Set the instrument, the direction, the volume, the leverage, the exit, the number of cycles and the signal source.</mark>

<mark style="color:$tint;">Before you save, read the launch specifications in the selected instructions. In Bybit Exchange Account, the saved signal task is turned on to process the signals and, when the robot is working, it can lead to trading. For preliminary training, a stopped robot is used; Binance has a Create Off mark. After you save it, check the actual status of the task.</mark>

### Check the result and order of stops

<mark style="color:$tint;">After launch, check the task, the active trade and the order. The signal, the order sent and the order executed are different stages. The successful shipment notification doesn't confirm execution on the exchange yet.</mark>

<mark style="color:$tint;">Find the steps to stop, cancel the next cycle and close the position in the</mark> [<mark style="color:$tint;">Bybit</mark>](/en/bybit-robot/bybit-robot-tasks.md) <mark style="color:$tint;">and</mark> [<mark style="color:$tint;">Binance</mark>](/en/binance-robot/binance-robot-tasks-and-active-trades.md) <mark style="color:$tint;">task management instructions in advance. They have different consequences. After any such action, check the actual status of the position and orders.</mark>