Onboarding toolkit
Everything between "I'm in" and the first order.
Requirements, broker API setup guides, the risk-settings call, and what the first month looks like. Bookmark it; you will be back for the broker page.
Before you start
Four things Firefly needs.
- An active trading + demat account with a supported broker (or open one — Angel One is the quickest for API access)
- API access enabled on that account, with trading permission only
- Capital of about ₹10 lakh for Terra so the strategies can diversify; less is possible with fewer families running
- KYC complete at the broker — standard, nothing extra for Firefly
Broker guides
Step-by-step, with screenshots.
Angel One · SmartAPICreate app, enable TOTP, share key — 10 minutes
Zerodha · Kite ConnectDeveloper account, app, redirect URL — 15 minutes
Alpaca (Nova)Paper and live keys — 5 minutes
Interactive Brokers (Nova)Paper account, API user, permissions
Binance (Meta)API key with withdrawal disabled, IP restriction
The first month
What happens after the key is shared.
Day 0 · risk settings call
Capital, maximum drawdown, strategy families, and whether you want paper mode first. Written up and sent to you.
Day 1 · first session
Firefly starts with small sizes. You will see the orders in your broker app with stops attached.
Week 1 · check-in
A short call to confirm what you are seeing matches what we said. Sizes step up if you are comfortable.
Month 1 · statement
Every trade, the rules behind it, net result after costs, and the bill (only if net positive).