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Getting Started

Set Up Your Trading Agent
Step by Step

From cloning the repo to a live agent — every screen you'll see, explained in plain language. Safe, reliable, always at hand.

Apr 11, 2026 8 min read
🛡️
Your keys, your server
Self-custody
No position size errors
Auto risk calc
📱
Control from anywhere
Telegram UI
🔄
Runs 24/7 without you
Always on
1

Get Quantilan — clone the repo

Clone the trading-agent repository from GitHub

The agent lives on your own machine or VPS — Quantilan never touches your API keys or funds.


2

Open the Setup GUI

Setup GUI overview — all sections

Run make start (or docker compose up) and open 127.0.0.1:8000 in your browser.

The GUI has six collapsible sections — fill them top to bottom. The Readiness panel at the bottom shows which checks have passed.


3

Choose trading mode — Paper or Live

Paper vs Trade mode selection

Paper mode simulates trades using real market data — no API keys needed, zero risk. Perfect to verify everything works first.

When you're ready to trade with real funds, switch to Trade (Real Orders).


4

Select your exchange

Exchange selection dropdown

Four exchanges supported out of the box:


5

Enter API keys (Trade mode only)

API key and secret fields for live trading

Paste your exchange API Key and Secret. Keys are stored locally in your .env file — never sent to Quantilan servers.


6

Test the connection

Connection test showing 33 supported coins and Connection successful

Click Test Public API — the agent checks connectivity and lists all 33 supported coins.

A green Connection successful toast confirms you're good to go. Any error here means a network or key permission issue — not a trading risk.


7

Run the order test

Order test — open, modify SL, close cycle

For live mode: click Run Test to execute a full mini-cycle — open a small position, adjust the stop-loss, then close it. The live log shows each step in real time.


8

Set risk parameters

Risk Management sliders — margin, leverage, positions, SL, TP

Five sliders control your risk profile. No manual position sizing — the agent calculates everything automatically from these settings:


9

Connect your Telegram bot

Telegram Bot configuration — token and chat ID

The agent talks to you through a private Telegram bot you create yourself — no third-party access.


10

Choose your signal source

Signal source — Quantilan Server or Telegram

Two modes for receiving trade signals:


11

Enable chart notifications

Chart Notifications — candlestick chart on every trade event

On every trade event — open, close, or stop adjustment — the agent sends a candlestick chart to your Telegram showing the position: entry price, stop-loss, and take-profit levels.


12

All green — save and start

Readiness panel — Exchange connection and Telegram bot green, Start Agent button

The Readiness panel shows green checkmarks for each validated component. When all required checks pass:

Your agent is running. Now control it from Telegram.

Type commands, forward signals, get charts — all from your phone. See how it works in practice.

Read the Telegram Guide