Quickstart

Quickstart — connect your wallet, configure strategy, and simulate safely

This quickstart walks through wallet connection, basic configuration, and a safe simulation run.

  1. Connect your wallet

  • Visit https://dashboard.octifi.tech/

  • Choose an EVM wallet (e.g., WalletConnect-compatible wallets such as MetaMask)

  • Confirm the connection request

  1. Configure strategy profile

  • Select risk tolerance (conservative, balanced, aggressive)

  • Choose assets of interest and max concurrent positions

  • Enable dry-run/simulation mode first

  1. Run a simulation

  • Start a 24h simulation to validate fills, slippage, and PnL dispersion

  • Inspect trade logs, route decisions, and position sizing

  • Adjust parameters and re-run until results are aligned with your goals

  1. Go live (optional)

  • Disable simulation mode when ready

  • Set daily loss caps, per-trade max slippage, and per-asset exposure limits

  • Monitor via dashboard and alerts

Best practices

  • Start with narrow exposure and tight slippage caps

  • Review the Risk and Execution section

  • Revisit parameters weekly; markets change and your constraints should too

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