Getting Started with AstraBit Complete Guide

Version: 1.0

Overview

This guide provides an overview of how to create an AstraBit account, connect exchanges, verify their account, select trading strategies, configure bots, and use the AstraBit Nexus Dashboard. It is intended to help users understand the platform’s functionality and workflow. Users retain control of their exchange accounts and assets. This article provides a comprehensive overview. Individual sections are available as standalone Help Center articles below. This guide is for informational purposes only and does not constitute investment advice.

Section 1: Creating an AstraBit Account

What an AstraBit Account Provides

An AstraBit account allows users to access:

  • Automated trading tools 
  • Strategy Marketplace access
  • Portfolio and performance analytics
  • Exchange and wallet connections
  • Credit management and billing features
  • Customer support services

AstraBit does not custody user funds and does not have access to withdrawal permissions on connected exchanges.

How to Create an Account

Step 1: Visit the Registration Page

Go to: https://nexus.astrabit.io

Step 2: Enter Account Details

  • Email address
  • Password

Users are encouraged to use a strong, unique password.

Step 3: Verify Email Address

  • Check the inbox associated with the registered email
  • Click the verification link to activate the account
  • Enable 2FA verification now or do it later

If the email is not received, user should check spam folders or contact support.

Step 4: Complete Onboarding

  • Review and accept all terms and conditions
  • Optional referral code
  • Complete About You section

Step 5: Log Into the Dashboard

Once verified, users can:

  • Log into the AstraBit dashboard
  • Complete account verification
  • Connect exchanges or wallets
  • Configure bots and manage credits

Security and Compliance Notes

  • AstraBit does not store exchange passwords or private keys
  • Two-factor authentication (2FA) is strongly recommended
  • Know Your Customer (KYC) is required for billing and access to AstraBit products and/or services.

Account Considerations

  • An AstraBit account can be created without connecting an exchange, but trading functionality requires an active exchange API connection.
  • Users may update account information and security settings at any time through Profile & Settings.
  • Account access is controlled by the user’s login credentials and enabled security features such as 2FA.

Section 2: Verifying Your Account

Why You Need to Verify Your Account

AstraBit is required to comply with U.S. Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations. Identity verification is required for access to certain AstraBit products and billing features.

Step-by-Step: Account Verification

Step 1: Login to Account

Once logged in:

  • Follow initial prompt to complete KYC using Sumsub
  • Or head to Profile & Settings to start KYC
  • You will be guided through Sumsub’s system
  • Once complete, you will receive an email saying if verification was successful or not

If the email is not received, users should check spam folders or contact support.

You will need:

  • Government Issued ID (passport, driver license, state/country ID, etc.)
  • Proof of Residency (utility bill, bank statement, tax statement, etc.)

Verification Considerations

  • Identity verification is required for access to certain AstraBit products and billing features.
  • Verification reviews are performed by AstraBit’s third-party provider and may take additional time depending on document quality or regional requirements.
  • If verification is unsuccessful, users may be asked to resubmit documentation.

Section 3: Connecting an Exchange

Why an Exchange Connection Is Required

AstraBit executes trades through user-connected exchanges. All orders are sent directly to the user’s exchange account via API connection. AstraBit does not hold or move user funds.

Step-by-Step: Connecting an Exchange

Step 1: Prepare an Exchange Account

Users should:

  • Create or log into a supported exchange account
  • Complete any required verification steps
  • Enable security features such as 2FA

Step 2: Generate API Keys

Within the exchange dashboard:

  • Navigate to API Management or API Keys
  • Create a new API key labeled for AstraBit
  • Copy the API Key and Secret Key

Each exchange has a unique way to create an exchange, please see this section for support on creating APIs for a specific exchange.

Security requirement: API keys must have read and trading permissions only. Withdrawal permissions should not be enabled.

Step 3: Log Into AstraBit

  • Visit https://nexus.astrabit.io/api-manager
  • Select Connect API

Step 4: Add an Exchange

  • Choose the exchange from the list
  • Enter the API Key and Secret Key
  • Enter any additional information needed
  • Confirm the connection

Step 5: Verify Connection

Once verified, the exchange will appear under active connections and can be assigned to bots or strategies.

Supported Exchange Types

AstraBit supports both centralized and decentralized exchanges, including but not limited to:

Centralized Exchanges (CEX):

Decentralized Exchanges (DEX):

Exchange Connection Considerations

  • Use a dedicated API key for AstraBit
  • Do not share API keys with other platforms
  • Enable IP whitelisting where supported
  • Rotate API keys periodically
  • Never enable withdrawal permissions
  • AstraBit executes trades only through user-approved API permissions.

Security-Focused Note

  • Market conditions, exchange outages, or API limitations may affect order execution timing.
  • AstraBit does not guarantee trade execution if an exchange is unavailable or experiencing technical issues.

Section 4: Understanding Trading Strategies

What Is a Trading Strategy?

A trading strategy is a predefined set of rules that determines when a bot may:

  • Enter a position
  • Manage an open position
  • Exit a position

Strategies operate based on logic defined by the strategy creator and may use various inputs.

Common Strategy Inputs

Strategies may incorporate:

  • Technical indicators (e.g., RSI, MACD, moving averages)
  • Price action logic
  • Trend or momentum systems
  • Volatility or breakout conditions
  • External signals such as TradingView alerts or API inputs

Strategy Access Types on AstraBit

Strategy TypeDescriptionIntended Users
Pre-Built StrategiesMarketplace-listed strategies configured for general useUsers seeking ready-to-use options
Independent Strategist StrategiesAstraBit vetted strategies built by third-party strategistsUsers following external strategy logic
Custom Signal StrategiesUser-created strategies via webhook, API, or scriptsAdvanced users and developers

Strategy Selection Considerations

Users should consider:

  • Risk tolerance
  • Market and asset preferences
  • Capital allocation approach
  • Whether they understand the strategy logic
  • Strategies may perform differently across market conditions and time periods.

Users are encouraged not to use strategies they do not understand.

Section 5: Setting Up Your Trading Bot

Accessing the Bot Creation Tool

  • Log into the AstraBit Nexus Dashboard
  • Navigate to https://bot.astrabit.io/create
  • Select Create Bot

Step-by-Step: Bot Configuration

Step 1: Trading Type

Choose a strategy type:

  • The Strategy Marketplace
  • Elite Trader (Beta)
  • Personal Strategies
  • Sync Performance History (Codex Bot)

Users may review strategy descriptions and configuration parameters.

Step 2: Assign an Exchange API

  • Select one of the connected exchange APIs.
  • Or Connect a new exchange API

Ensure the exchange account holds the required assets for the strategy, Typically USDC or USDT.

Step 3: Configure Trade Settings

Depending on the strategy, users may configure:

  • Capital allocation (percentage or fixed amount)
  • Leverage and margin mode, if applicable
  • Stop-loss and take-profit parameters
  • DCA or cooldown settings

Leverage increases risk and may amplify losses. Only use leverage if you understand and accept the risks associated with it.

Step 4: Name and Save the Bot

Assign a name for identification and review all settings before saving.

Step 5: Activate the Bot

Once saved, the bot will appear in the dashboard. Activating the bot allows it to monitor signals and submit trades according to strategy rules.

Bot Setup Considerations

  • Bots begin monitoring signals only after activation and sufficient credits are available.
  • Bot performance depends on user-selected settings, exchange conditions, and strategy logic.
  • Users may pause or deactivate bots at any time from the dashboard.

Credits and Activity Notes

  • If available AstraBit credits run out, bots may stop monitoring or executing trades until credits are replenished.
  • Paused or inactive bots do not execute trades but may retain saved configurations for later use.

Section 6: Nexus Dashboard Overview

What Is the Nexus Dashboard?

The Nexus Dashboard is AstraBit’s central interface for managing bots, strategies, exchanges, and portfolio data.

Dashboard Sections

Portfolio Overview

  • Aggregate portfolio balance
  • Asset allocation visualizations
  • PnL summaries over selected timeframes

Bots and Strategies

  • Status of active, paused, or inactive bots
  • Last signal received
  • Allocation and configuration controls

Exchange and Wallet Connections

  • API-connected exchanges
  • Wallet connections for decentralized strategies

Strategy Marketplace

  • Browse available strategies
  • View strategy descriptions and creator profiles
  • Subscribe or unsubscribe from strategies

Dashboard Data Considerations

  • Portfolio data and performance metrics are based on information received from connected exchanges and/or created trading bots via AstraBit.
  • Data may be delayed or unavailable depending on exchange APIs or network conditions.
  • Users should verify balances and transaction history directly on their exchanges when needed.

Section 7: Getting Help and Support

If users encounter issues during setup or operation:

Email: support@astrabit.io

Discord: AstraBit Support Channel

Support can assist with exchange connections, API configuration, and bot deployment questions. Support does not provide investment advice or strategy recommendations.

Disclosure This communication is for informational purposes only and is not an offer to buy or sell any security or digital asset, nor should it be considered financial, investment, tax, or trading advice. Digital assets are speculative and involve a high degree of risk; you may lose some or all of your investment. Not all AstraBit services are broker-dealer services, nor are they regulated by the SEC or FINRA. Other services may involve non-regulated digital assets and do not receive the protections applicable to regulated activities, including, but not limited to, the investor protections offered by SIPC. Past performance, including hypothetical or back-tested results, does not guarantee future results, and AstraBit makes no guarantee of profit or return. You should consult a licensed financial professional before making any investment decision or relying on AstraBit products or services. AstraBit operates through CPT Capital LLC (d/b/a AstraBit, AstraBlox, and AstraEx), a U.S. Broker-Dealer registered with the SEC and a FINRA member. For more information, visit FINRA BrokerCheck (https://brokercheck.finra.org/) and use CRD #331540.