Exchange Config
Add and configure exchange connections used for live trading and market data; covers connection method, API setup, permissions, and security tips—does not list specific exchanges.
Configuring an exchange is the basic step for live trading and market data in the system. The system supports multiple exchanges; the exact list depends on your system. After adding an exchange and configuring the API in “Exchange management” (or the equivalent entry), you can use it to create trading bots, run backtests, and view assets. This page covers configuration, API and permissions, connection testing, and usage tips; it does not list specific exchange names.
Configuration Overview
| Item | Description |
|---|---|
| Add entry | In the system go to “Exchange management” or the config area and choose to add an exchange; exact location depends on the system |
| Required info | Usually includes exchange type (or which exchange to connect), account type (spot/futures), API Key and API Secret; some exchanges also need an API password or Passphrase |
| Permissions | The API must have read (account, quotes) and trade permissions for live orders to work; withdrawal permission is usually not needed and not recommended |
| Connection test | You can test the connection before or after saving to confirm the API works and permissions are correct |
API Configuration
- Get API: On the exchange’s website or app, go to API management (or similar), create an API Key and Secret; exact path and naming depend on each exchange.
- Permissions: For security, enable only read and trade; do not enable withdrawal; if the exchange supports IP whitelist, use it so the API can only be called from trusted IPs.
- Enter in system: When adding/editing the exchange in the system, enter that exchange’s API Key, Secret, and any other required fields (e.g. Passphrase); you can test the connection before saving.
Exact field names and support for Passphrase, IP whitelist, etc. depend on each exchange and the system UI.
Connection Test and Verification
- Test connection: After configuring, use “Test connection” (or similar) in the system to verify the API works and permissions are sufficient; if it fails, check Key/Secret, permissions, and network per the message.
- Account and assets: After a successful connection, you can view balance and positions for that exchange account on the system’s asset page to confirm read permission; before live trading, confirm trade permission is enabled.
Usage and Security
- Least privilege: Enable only the permissions needed for the system and live trading; do not enable withdrawal or other unnecessary permissions.
- Keep credentials safe: API Key and Secret are like account credentials; do not share them; consider rotating them periodically and setting an IP whitelist on the exchange if supported.
- Before removing: Before deleting an exchange config, confirm no trading tasks or bots are using that connection to avoid breaking running tasks.
Common Questions
Connection failed: Check that API Key and Secret are correct and not expired or disabled; confirm the API has read and trade permissions; check network and exchange service status.
Insufficient permissions: In the exchange’s API management, confirm read and trade are enabled, save, then test the connection again in the system.
Which exchanges are supported: See the system’s “Add exchange” list or docs for the exact list; this page does not enumerate exchanges.
Next Steps
- AI Config, Notification Config — Other basic configuration
- Concepts — Trading pairs, market data, and related terms