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Getting Started with Katbot

This quickstart guide will walk you through the core Katbot workflow from login to your first executed trade. Expect to spend about 10 minutes completing these steps.

Early Access Program

Katbot is currently in Early Access. You must be whitelisted to access the application. Join our Discord and request access in the #support channel.

By joining our Early Access Program, you'll help shape the future of AI-powered trading while gaining an edge before the general launch.

Step 1: Connect Your Wallet

  1. Go to Katbot.ai
  2. Click "Connect Wallet"
  3. Make sure you're connected to the Arbitrum network in MetaMask
  4. Sign the message prompt to authenticate

Connect Wallet

Want more details? Check out the Authentication Guide.

Step 2: Complete the Onboarding Wizard

When you first log in, Katbot automatically launches a guided onboarding wizard to get you up and running. The wizard sets up your agent, research strategy, and paper portfolio in four steps.

Step 1 of 4 — Meet Your Agent

Katbot generates a unique AI trading agent for you. You can regenerate the name or keep the one it picks. Your agent scans markets, runs research, and generates recommendations — but never executes a trade without your approval.

Meet Your Agent

Click "let's go →" to create the agent and move to the next step.

Step 2 of 4 — Pick a Research Strategy

Choose the strategy your agent will use to scan markets. Each bucket focuses on a different signal type:

Strategy What it looks for
Momentum Strongest directional price moves across 24h / 7d / 30d
Volume Breakout Volume spikes above 3× rolling average with price confirmation
Mean Reversion Oversold bounces near major support levels
News-Driven Tokens with high-impact headlines (≥ 0.5) in last 24h

Pick a Strategy

Click "continue →" to save your strategy and move on.

Step 3 of 4 — Name Your Portfolio

Give your paper trading workspace a name you'll recognize. Your portfolio starts with $10,000 in simulated cash on Hyperliquid Paper Trading.

Name Your Portfolio

Click "continue →" to kick off your first analysis.

Step 4 of 4 — First Analysis

Katbot immediately runs a research scan using your chosen strategy. You'll see a live log as it scans tokens, applies your strategy's signal rules, and ranks candidates.

First Analysis Running

Once the analysis completes, "go to workspace →" becomes active. Click it to land in your workspace with a fresh trade recommendation ready to review.

Step 3: Execute Your First Paper Trade

After the wizard finishes, you'll land in your workspace with a fresh trading recommendation ready for review.

  1. Review the Recommendation: Check the entry price, take-profit, stop-loss, and the AI's reasoning.

Get A Recommendation

  1. Execute: If you're satisfied, click "Execute Trade".
  2. Confirm: Confirm the MetaMask signature request to place your trade on Hyperliquid!

Approve Recommendation

Step 4: Monitor Your Portfolio

After executing the trade, monitor your portfolio's performance:

Portfolio Performance Chart

Track cumulative P&L across all closed positions over time.

Portfolio Performance Chart

Open Positions

View active trades with real-time P&L, entry price, and current market price.

Open Positions

Trades History

Review completed trades to analyze your trading performance.

Trades History

What's Next?

Congratulations! You've completed the Katbot workflow from login to executing a trade. Here are some next steps:

For more details, explore the rest of the documentation.