Setup guide

Deploy your first paper agent.

Build and review an investment idea in your coding workspace, then monitor it with simulated capital in OpenTrade. Live trading is not enabled in this beta.

1. Set up your workspace

Paste this into Codex, Claude Code, or Cursor. Your agent installs the CLI, skills, and MCP server, then checks the setup.

Set up https://opentrade.money/setup.md
Paste into your agent

You can also copy the same prompt from the install page.

2. Connect your account

Create a deploy key in Settings → API keys, then sign in from your workspace. The secret is shown once. If a key is revoked, create a new one.

opentrade login
Store your key
opentrade auth-status
Confirm account and API

This key connects the CLI and MCP server to your OpenTrade account. It is not an exchange key and does not grant access to a wallet.

3. Create and review an idea

Tell your coding agent what you want to research or test. For example:

Build me a BTC momentum agent for paper trading.

OpenTrade produces a bundle with a human-readable strategy.md and generated guardrails. Review both before approving the bundle. Your agent will show you the exact approval and validation commands when the files are ready.

4. Deploy to paper trading

opentrade agent push --bundle ./agent_bundle --mode paper
Simulated capital

After the push, the agent appears in Agents. Use the dashboard to review performance, positions, fills, errors, and heartbeat, or to pause and resume the agent.

Keep it safe

  • • This beta uses simulated capital only.
  • • Never paste exchange keys, wallet keys, or seed phrases into chat, the CLI, or a bundle.
  • • Review the strategy and guardrails before every deployment.