FOUR-EXCHANGE GUIDE

Prepare account authority first, then validate every route in order.

This guide puts prerequisites, current exchange support, route rules, and the Shadow-to-Demo sequence on one page. The website never receives account data or starts the local product.

01 / PREREQUISITES

Do not enter production until these four conditions are clear.

These checks apply to every exchange. Available permissions and lead-trader eligibility still depend on the user's own account.

01ACCOUNT

An account you control

The destination account must be user-controlled and eligible for the required lead-trading function.

02ACCESS

Minimum necessary access

The connection is limited to reading and trading, with no withdrawal use.

03RULES

Explicit amount boundaries

Define fixed or proportional sizing, per-order limits, daily budgets, and allowed scope.

04BASELINE

A clean initial baseline

Confirm current state on first run so existing history is not treated as new activity.

02 / EXCHANGE STATUS

Prepare each exchange separately instead of treating four platforms as one account type.

Similar interfaces do not mean identical permissions, account modes, or validation outcomes. Review every destination independently.

01Supported workflow

BINANCE

Prepare lead-trader eligibility, read and trade access, and confirm that account mode matches route settings.

02Supported workflow

OKX

Prepare lead-trader eligibility, read and trade access, and review position mode and destination state separately.

03Public interfaces and Shadow validated

GATE.IO

Customer-private accounts should complete Demo review in their own environment before proceeding.

04Public interfaces and Shadow validated

BITGET

Customer-private accounts should complete Demo review in their own environment before proceeding.

03 / ROUTE SETUP

One route should answer only four things: source, rules, destination, and result.

  1. 01

    Select an authorized source

    Use an owned trading account, existing copy positions, or a currently supported public source you are authorized to use.

  2. 02

    Define sizing rules

    Choose fixed or proportional sizing and configure per-order limits, daily budgets, and allowed scope.

  3. 03

    Connect an owned destination

    Create each exchange route separately. Do not reuse permissions or modes that have not been reviewed.

  4. 04

    Review the outcome

    Check whether activity was processed, why it was skipped, and the final state before adjusting rules.

04 / STAGED VALIDATION

Shadow → Demo → production, without skipping a stage.

Do not advance while source state, amounts, limits, or failure reasons remain unresolved.

SHADOW

Calculate and record route decisions without sending production actions.

DEMO

Review amounts, limits, outcomes, and failures in a simulated environment.

LIVE

Never started from the public site; it requires explicit confirmation in the local product.

KEEP READING

Open the relevant page only when you need deeper boundaries.

PRIMARY PRODUCT

Four-exchange quant-source to lead-account routing, explained end to end.