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Getting Started

Your first session on HaasOnline: connect an exchange (or a paper trading account), learn to backtest, create your first bot, and take it live when you're ready.

Connect an Exchange Account

To begin trading with TradeServer, you first need to set up an exchange account. Simply click on the menu icon in the upper right-hand corner of the screen and select "Exchange Accounts" from the drop-down menu. From there, you can create a real or simulated account using the wizard provided. We recommend starting with a simulated account.

Exchange Accounts

Once you have set up your account, verify that it is working correctly by clicking on the wallet icon in the upper right-hand corner of the screen. This will display your account's wallet.

Account Data

Account setup: connect an exchange and create a paper-trading wallet.

Learn to Backtest

Next, open the web editor and load a scalper bot to begin learning how to backtest. You can access the web editor from the left-hand menu by clicking on "Web Editor" and then selecting "Open". Once the bot is loaded, you will be able to view its logic in the web editor. Use this opportunity to run some backtests and get a feel for how to test a script, bot, or strategy.

Web Editor

Backtesting workflow: tune and validate a strategy on historical data.

Set Up Your First Bot

After becoming comfortable with backtesting, you can create your first bot. Click "Create Bot" in the left sidebar to open the Create a Trading Bot page.

Create Bot link in the Bots group of the left sidebar

The page has three tabs, one for each way to create a bot, depending on your experience level:

Create a Trading Bot page header with the Strategies, Templates and All Scripts tabs

For a guided experience, choose from curated bot types:

  1. Stay on the Strategies tab (it opens by default)
  2. Filter by difficulty with Beginner, Intermediate or Advanced:
    • Beginner: DCA Bot, WaveRunner Bot, Grid Bot (Spot), Order Bot, Ping Pong Bot
    • Intermediate: Grid Bot (Futures), Advanced Crypto Index Bot, Flash Crash Bot, Market Making Bot, Scalper Bot, Inter Exchange Arbitrage Bot
    • Advanced: Zone Recovery Bot
  3. Click a strategy card (e.g., "DCA Bot" or "Grid Bot (Spot)") to read how it works, then click "Create [strategy name]"
  4. Fill in your bot name, select account and market
  5. The bot is automatically configured with the correct script!

Strategies tab with the strategy cards and the difficulty filter

Create DCA Bot modal with Name, Account and Market fields

Recommended starter bots:

  • DCA Bot - Best for long-term accumulation strategies. Buys at regular intervals regardless of price.
  • Grid Bot (Spot) - Best for sideways/ranging markets. Places buy and sell orders within a price range.

Read detailed guide on Creating Bots

Option 2: Templates (Fastest)

The quickest way to get started is to clone a configuration template:

Jurisdictional Restrictions

Templates are not available to US persons. If you are in a restricted jurisdiction, this feature will not be accessible.

  1. Open the Templates tab
  2. Browse the Spot Templates or Futures Templates
  3. Click on a template's name or the clone icon
  4. Customize the bot name, select your account and market
  5. Your bot is created with the template's settings!

About Templates

Configuration templates are pre-configured bots provided for educational purposes to demonstrate typical implementations. Users must independently evaluate, test, and customize all settings before deployment.

Read more about Bot Templates

Option 3: All Scripts (Full Control)

For experienced users who want to select a specific HaasScript:

  1. Open the All Scripts tab
  2. Browse the complete script library with search and the All, Favorites, Built-in, Custom and HaasScript.com lists
  3. Click any script to create a custom bot
  4. Configure name, account, and market
  5. Your bot is created with your selected script

All Scripts tab with the Built-in scripts listed

Alternative Method

You can also create bots from Bot Management by clicking the "+" floating button at the bottom. This uses the original two-step flow.

Once your bot is created, you'll be taken to the Bot Setup page where you can configure its strategy settings, start/stop the bot, and monitor its performance.

Bot Management

The full bot workflow: build a bot, backtest it, paper trade it, then take it live.

Clone a Paper Bot to Live

Once you're happy with how a bot performs on a simulated/paper account, you don't have to rebuild it from scratch — clone it onto a live account and start trading with real funds using the same configuration.

Clone your paper-traded bot to a live account and start it.

Learn to Use Labs

The TradeServer platform features Backtest Labs, which scans your strategy to determine the most optimal settings. Access Backtest Labs from the left-hand menu and create a new test. Name the test and select the script to be tested. You will then be directed to the lab test setup page, where you can configure the market to be used and what properties of the script to test.

Lab Test Setup

Backtest Labs: auto-optimize a strategy, rank the results by ROI, and deploy the winner.

Find Your Way Around

The left menu groups the app into sections:

  • Dashboards - Customizable overview of your trading activity
  • Bots - Create and manage your trading bots
  • Trading - Order Overview and Smart Trade history for your manual trades and Smart Trades
  • AI Agent - Connect an AI agent to your TradeServer over MCP
  • HaasScript - Web editor, backtesting, and script management
  • Tools - Market analysis, exchange profiler, news feeds
  • Finance - Portfolio tracking and external wallet management

Good Practices

It's recommended to start with a simulated/paper account first to see what would happen if you were to run a bot in a live environment.

Before running any bots, it's a good idea to compile a plan that outlines how much you are willing to risk and how you will allocate your risk. It should also specify entry and exit points, stop-loss levels, and profit targets. Regularly monitor your bot's performance using the logs and statistics provided by TradeServer, and make any necessary adjustments to prevent further losses.

Continuously backtest and optimize your scripts to find the most effective settings for different market conditions. Diversify your portfolio by spreading risk across different markets and strategies. Stay informed about market news, events, and trends to adjust your strategies and bots to changing market conditions.