From connecting your exchange to using the trading screen
We walk through connecting an API key, how a bot's deal flows, and using the Trading screen — in that order.Steps that move real money, such as transfers and orders, carry their own warnings.
BOTA bot is pinned to the key it was created with Switching the active key does not change where bots execute
Leverage is fixed at 30x. Small price moves have a large effect on margin and your liquidation buffer,
so always check each bot's allocated amount and stop distance on its card before starting — a set
shows them per bot; a single bot shows its liquidation price in SUMMARY.
02
CONNECT API KEY
Start with one API key, and split off a trading account if you need to
Running a bot and trading manually on the same exchange account means orders, positions and margin affect each other. JD-Quant supports up to two API keys on different exchange accounts so you can keep them apart.
1
Register your main API key
Create an API key on the exchange account you want to use and register it. A single API key unlocks every feature.
2
Check the connection and futures balance
Save the key and secret, finish the connection check, then confirm your futures account and available USDT.
3
Separate your manual-trading account
To separate bot and manual trading, add an API key from a different exchange account. It is optional, but it reduces the chance of the two interfering.
4
Pick the key the UI uses
Activate one of your registered keys as the default for Dashboard, Trading and Wallet.
Example API key setupStart with one · add a second if needed
Main API keyExchange account A · All features · four strategies in one bot set per account
Register
Separate API key (optional)Exchange account B · All features · manual trading kept apart
Can be added
However many you register, exactly one key is activeThe active key is the UI's default account; switch to another from your profile.
It waits for a signal, places the first order, uses safety orders to adjust the average if price moves against it, and closes the deal at take-profit.
WAITINGWaiting for a signal Watching RSI or Stochastic
ENTRYFirst entry Position and take-profit created
SOSafety orders Filled in sequence at the configured prices
AVGAverage updated The take-profit level moves with it
TPDeal closed Position cleared, back to waiting
TPTake-profit target
AVGCurrent average
NEXT SONext safety order
LIQLiquidation price
01Next safety order
Check the price of the next fill and how many safety orders remain.
02Average and take-profit
See how the average and take-profit levels moved after a safety order filled.
03Liquidation buffer
Check first whether the gap between the current and liquidation price is narrowing.
Placing your own orders or changing positions on the bot's exchange account can shift its margin and liquidation buffer.
04
Using the trading screen
Three things you will use most on the Trading screen
See two ways to set an order price from the chart, plus how to change the account the UI uses.
12-second walkthrough
Chart ordering and account switching
Set a price or a range directly on the chart and order from there.
01
SHIFT + CLICK
Click a price to open an order draft
Hold Shift and click a price on the chart. That price fills the order ticket. Check the size and margin, then choose LONG or SHORT.
SHIFTCLICK
Click a price to open an order draft. Hold Shift and click a price on the chart. That price fills the order ticket. Check the size and margin, then choose LONG or SHORT.
ActionSHIFT + CLICK
Pick one price on the chart
What opensOrder draft
Review price, size and margin
SubmittingAfter choosing a side
A click alone never sends an order
02
SHIFT + DRAG
Split a dragged range into several orders
Hold Shift and drag from the start price to the end price. Change the number of orders and the size distribution in the card on the right.
SHIFTDRAG
Split a dragged range into several orders. Hold Shift and drag from the start price to the end price. Change the number of orders and the size distribution in the card on the right.
Price rangeStart → end price
Set directly on the chart
Orders2–10
The video uses 5
Size distributionEven · increasing · decreasing
Applied to the chart immediately
03
ACTIVE API KEY
Change which exchange account the UI uses
Press the active button in your profile and compare the current and new UID. Only the displayed balance and the Wallet default change — running bots keep their original key.
PROFILEACTIVATE
Change which exchange account the UI uses. Press the active button in your profile and compare the current and new UID. Only the displayed balance and the Wallet default change — running bots keep their original key.
UI default accountOne active key
Applies to dashboards, Trading and Wallet
Bot execution accountKeeps its original key
Running bots continue unchanged
Confirm before switchingUID → UID
Compare the current and new account
What the active key applies to
The UI default account and bot execution account are managed separately.
UI default account1 of 2 active
Chosen in your profileActive API key
Dashboard readsManual orders in TradingWallet default account
Pinned when the bot is createdA running bot's key never changes
Switching the active key
Check the current and target UID before switching. In-flight requests keep the key they started with.
Wallet transfers
The active key is the default, but you can choose between the bot key and the trading key before the transfer runs.
Auto-payment
Auto-payment does not follow the active key — it is pinned to the API key you chose when setting it up.
After switching, confirm the active badge and UID in your profile match the account shown in Trading and Wallet.
Checking connection status, futures balance, active UID and required fields — in that order — resolves most problems quickly.
Connection check
The key is saved but cannot trade
Cause
Permission, IP, futures account or Wallet readiness has not been confirmed.
What to do
Fix the cause shown in the notice, then press Re-check connection.
Futures balance
Insufficient futures balance
Cause
USDT sitting in Spot is not usable by the bot until it is moved.
What to do
Check the account and amount on the transfer screen, then move Spot → Futures.
Ordering locked
The manual order button is locked
Cause
Either the active API key's connection check is unfinished, or a required field is empty.
What to do
Check the active UID, connection status, size and side in that order.
Bot exists
Cannot start a new bot
Cause
Creating a new bot is blocked while another is running or waiting.
What to do
Check the existing bot and any open position first.
Do not repeat connection checks or orders without fixing the cause. If the same failure repeats, check your API management status and exchange account first.