Getting started: your first week on Cerfina
This guide walks you from a blank registration form to a running, monitored account. After finishing it you will be able to register safely, connect the platform to an exchange, set your analysis preferences and read the dashboard well enough to know exactly what your account is doing.
1. Introduction
The purpose of this page is practical: it explains, in order, the small number of things you must do before the automated engine starts working for you. You do not need to learn trading terminology, read charts or pick assets by hand. You do need a verified account, a connected venue for execution and a decision about how much risk the engine may use.
Each step below ends in something concrete: a working login protected by two-factor authentication, an exchange connection with the right permissions, a monitored market list with limits attached, and the ability to read a session report well enough to spot anything unexpected. If you complete the four steps, you will have all four, and the platform will be doing its job quietly in the background of your week.
Keep this page open on your phone during setup if that is easier. Every screen it mentions is also documented inside the dashboard help panel, and your personal manager can walk through any step on a call.
2. Step 1: Registering your account
Registration starts on the Create Account page: your name, email address, telephone number and a password. Use a password you have not used elsewhere, because a unique password removes the most common way accounts get taken over. The form takes about two minutes.
Immediately after registering, enable two-factor authentication from the profile security screen. This pairs your account with an authenticator app on your phone, so a stolen password alone can no longer sign anyone in. Save the recovery codes somewhere safe when prompted: they are the only path back in if you lose the phone. Finally, set a protective code in the security settings, a word or number you will recognise, which support uses to verify you on calls.
3. Step 2: Connecting an exchange
The engine executes through external exchanges, so the next step is creating an API key on the exchange you use and pasting it into the platform's connections screen. The exchange's own settings page generates the key; you keep custody, and the key is the narrow permission slip the platform needs to trade for you.
When you create the key, enable only the permissions the platform needs: read for balances and market data, and trade for executing strategies. Leave withdrawal permissions off unless your manager explains a specific reason, and whitelist the platform's documented network addresses if your exchange supports it. Keys can be revoked from either side at any moment, and revoking takes effect immediately.
4. Step 3: Setting analysis and monitoring
Now the engine needs to know what to watch. Choose the markets you want tracked, for example major crypto pairs or UK-listed shares, and set the conditions under which the engine should act: how much of your balance a single position may use, how quickly positions should be closed if a trade moves against you, and how the volatility brake should behave in unsettled markets.
Notification settings live on the same screen. Most users start with an alert when a position opens or closes and a daily summary email, then tune the volume after their first week. You can also enable an alert whenever trading pauses due to the volatility circuit breaker, which tells you the engine stepped aside during extreme conditions.
5. Step 4: Reading the dashboard and staying in control
The dashboard is where everything comes together: current balance and open positions, today's session report, the audit history of every action the engine has taken, and the state of your connections. Spend your first week simply reading the session summaries, which are written in plain English and explain not only what happened but why the engine decided it.
Control stays with you throughout. Settings can be changed, strategies paused and API keys revoked at any time, and a withdrawal request can be submitted whenever you like. If a report ever does not match your expectations, ask your manager about it before changing anything: understanding a result beats reacting to it.
6. Important notes before your first deposit
Three things to hold onto. First, no profit is promised: the engine is a probability-based tool, and trading carries the risk of losing part or all of your deposit, as the Risk Disclosure page sets out in full. Second, start at the Basic minimum of £200: learn the platform's rhythm with an amount whose loss would not change your life. Third, decisions stay yours: your manager advises, the engine executes, but the size of your exposure is a human decision, and it belongs to you.
A useful habit for the first month: set aside fifteen minutes at the same time each week to read the session summaries in order, rather than checking balances hourly. Weekly reading shows patterns and progress; hourly checking mostly supplies anxiety. Your manager can suggest what to look for in the first few reports, and after a month most users know their account's normal rhythm well enough to notice when something genuinely differs.
Also worth knowing: deposits and withdrawals are free of platform charges, the identity checks that run before your first withdrawal are a legal requirement rather than a suspicion, and support answers questions from complete beginners every day, so no question is too basic to ask.
7. Recommended next pages
Four pages pair naturally with this guide. Crypto Basics explains what cryptocurrencies are and why their prices move, useful background for the assets the engine trades most. Fees and Pricing sets out tier minimums and every cost that can apply. Security describes the protections on your account in more depth than step 1 could. And the FAQ answers the questions most new users ask in their first month.