Quick Start

Prerequisites

Before getting started with PerpDesk, make sure you have:

• An account on at least one supported perpetual futures exchange
• API keys configured with trading permissions for your exchange(s)
• A basic understanding of perpetual futures contracts

Step 1: Connect Your Exchange

Navigate to the Connections panel and add your exchange API credentials. PerpDesk supports all major perpetual futures venues. Your keys are encrypted at rest and never shared with third parties.

Exchange → Settings → API Keys → Create New Key

Enable the following permissions on your exchange API key:

• Read — Required for market data and position monitoring
• Trade — Required for order execution
• Futures — Required for perpetual futures access

Step 2: Configure Your Risk Parameters

Before activating any agents, set your risk boundaries in the Risk Configuration panel:

• Max position size — The largest position any agent can open
• Max drawdown — The maximum portfolio drawdown before agents halt trading
• Max leverage — The highest leverage any agent can use
• Daily loss limit — Agents stop trading if daily losses exceed this threshold

These parameters are enforced by Brix (the Risk Enforcer agent) and cannot be overridden by other agents.

Step 3: Meet Your Agents

Visit the Agents panel to see all 8 agents and their current status. Each agent has:

• A status indicator showing whether it's active, paused, or monitoring
• An autonomy slider to control how independently it operates
• A log feed showing recent decisions and actions
• Configuration options specific to that agent's role

Start by exploring the AI Agents overview to understand what each agent does.

Step 4: Start with Monitoring Mode

We recommend starting with all agents in monitoring mode. In this mode, agents analyze the market and generate recommendations without executing any trades. This lets you:

• See how agents interpret current market conditions
• Understand the quality of signals and strategies being generated
• Build confidence in the system before enabling live execution

Step 5: Enable Selective Execution

Once you're comfortable with agent recommendations, begin enabling execution selectively:

1. Start with Koda (Execution) set to execute approved strategies only
2. Enable Brix (Risk) in active enforcement mode
3. Gradually increase autonomy as you build trust in the system