User Journey: New Subscriber Onboarding
Persona: New Trader — Goal: Register, subscribe, connect exchange, configure and activate a grid strategy
1
Register Account
User creates an account with email and password. Email verification required.
→
2
Choose Plan
Select Basic, Pro, or Enterprise plan. Payment via Stripe. Trading is blocked until plan is active.
→
3
Connect Exchange
Enter Hyperliquid wallet address and private key. System verifies with a read-only balance check.
→
4
Create Strategy
Create a new GridStrategy instance. Name it and set initial parameters: grid levels, spacing, EMA filters.
5
Review & Activate
Review the JSON config preview and grid visualisation. Validation checks pass. Activate the strategy.
→
6
Monitor Dashboard
Bot starts monitoring candle closes. Dashboard shows chart, positions, orders, signals, and bot state in real time.
→
7
Grid Deployed
When 4H trend and 1H bias confirm bullish conditions and 15m pullback triggers, grid orders are placed automatically.
→
8
Track PnL
Positions fill, take profits hit. Unrealised and realised PnL tracked on dashboard. Iterate on strategy config as needed.
Key Journey Notes
- Trading is blocked if subscription is expired or paused
- Exchange keys are encrypted at rest — never stored in plain text
- Strategy execution is deterministic — only on confirmed candle closes
- All orders pass through the RiskEngine before reaching the exchange
- The LLM provides sentiment context signals but never places trades
- Users can pause or deactivate strategies at any time from the dashboard