User documentation

How Finuora works — copilot, risk, exchanges, and the web dashboard

Scroll through the sections. On large screens the live layout preview sits on the right. Highlights update for every section; the preview only auto-scrolls while you're in the Dashboard tour blocks (you can still scroll the page when the cursor is over the preview). In the tour, one subsection at a time fades in as you scroll (the previous step fades out) so it stays in sync with the highlighted mock. Nothing here executes trades; it's a visual guide only. The web platform includes manual trading, bot automation, and an AI copilot — you configure what to use.

Get started

Risk management

How you define your risk matrix and control risk on Finuora

Your risk profile is driven by bot configuration and Risk & limits in the app. You set parameters such as daily loss caps, position sizing limits, default strategy mode, and pair universes. The platform enforces circuit breakers: when daily realised loss crosses your threshold, trading halts automatically until you review and reset — protecting capital during bad streaks.

Position sizing and stop / breakeven behaviour are coordinated with the execution engine so entries respect your limits. Review and tune these regularly under Settings and the dedicated Risk & limits page; the dashboard surfaces a quick risk readout alongside open exposure.

Quick links

Infrastructure

How external exchanges are used on Finuora

Finuora does not hold your funds. You connect Binance and/or CoinDCX with API keys you create on the exchange. Keys are stored encrypted (AES-256-GCM) and used only to place orders, fetch balances, and stream prices on your behalf. Each tenant is isolated in the database with row-level security.

The strategy service routes signals to the correct exchange based on your configuration and pair mapping (e.g. INR pairs on CoinDCX vs USDT-margined products on Binance). Add your production API keys to get started.

Quick links

Getting started

Onboarding process

After you sign in with Google (or dev login in local environments), Finuora registers your tenant and walks you through: choosing a plan, adding exchange keys, funding AI credits, and activating the bot. The guided flow ensures keys are validated and billing is configured before automation runs.

Until onboarding is complete, you are kept on the onboarding path; afterwards the full dashboard and trade desk unlock.

Quick links

Getting started

How to get API keys from Binance and CoinDCX

Binance: In your Binance account, open API Management, create a new key, enable Spot (and Futures if you use them), restrict the key by IP if your exchange allows it, and never enable withdrawal on keys used for trading bots unless you fully understand the risk. Copy the key and secret into Finuora under Exchange keys (Settings → keys).

CoinDCX: Use CoinDCX's API settings to generate a key with trading permissions suitable for spot. Paste into the same Finuora keys screen.

Quick links

Getting started

CoinDCX vs Binance — when to use which (and both)

  • CoinDCX is oriented toward INR funding and domestic rails; it's a natural fit if you primarily move money in INR and trade INR or locally listed pairs.
  • Binance offers broad spot liquidity and USDT-margined futures globally. Use it when you want deep books, many pairs, or futures in one ecosystem.
  • Together: Many traders use CoinDCX for INR on/off-ramp and core spot, and Binance for additional spot or futures exposure. Finuora can connect both so your AI and execution layer can target the right venue per pair and mode — always subject to your keys and risk settings.

Quick links

Trading copilot

What the AI copilot and bot automation do for you

The AI trading copilot continuously scores markets, reads structured context, and surfaces signals according to your strategy and risk envelope. When you enable the bot, it can route entries and exits through your exchange keys within those limits. AI operations logs show what the copilot did, when, and at what token cost so you can audit behaviour.

Benefits: faster context when you can't watch charts, disciplined timing when the bot is on, and enforced risk gates (circuit breaker, sizing) layered on top of signals. You stay in control of keys, capital, enable/disable, and high-level parameters; the stack handles repetition when you choose automation.

Why Finuora

Real problems for busy traders — and how Finuora helps

a. Missing the right time to enter

Part-time traders often have a sound idea but are in meetings, asleep, or offline when the setup triggers. That means missed edge even when the strategy would have worked.

b. Missing the right time to exit

Late exits turn winners into breakevens and losers into larger losses. Human delay is expensive; emotions make it worse.

Finuora's trading copilot monitors markets continuously, generates signals within your rules, and can route execution through your exchange keys when the bot is enabled — so entries and exits are attempted when conditions match, not only when you happen to look at the screen. You still define risk, review logs, trade manually from the desk, and can stop the bot anytime; the platform is built to close the "timing gap" for people with day jobs.

Dashboard tour

Home dashboard — command center

The Dashboard is your overview: market pulse, health banners, At a glance (PnL by period, win rate, open positions, AI spend), Performance charts, Portfolio (positions + risk snapshot), Markets, and Activity. The right rail has quick links to the trade desk, session status, billing, and daily profit target context.

Dashboard tour

Trade desk

Trade desk consolidates chart, order book, balances, manual orders, and futures-style controls in one workspace for active execution when you want hands-on control alongside automation.

Dashboard tour

Positions & order history

Positions lists open exposure with live context. Order history is the chronological record of fills and cancellations — use it to reconcile against the exchange and debug execution.

Dashboard tour

Live prices & risk limits

Live prices streams tickers for your universe. Risk & limits is where you align bot parameters with your personal risk matrix (loss caps, sizing, pairs).

Dashboard tour

AI operations, strategies, AI cost

AI operations is the audit trail of model actions. Strategy config controls how automation is parameterised. AI cost tracker shows spend against your AI credit budget so you can top up before pauses.

Dashboard tour

Global updates, PnL & analytics, Audit

Global updates surfaces macro/news-style context used in scoring. PnL & analytics deep-dives performance by period, strategy, and symbol. Audit & simulation helps stress-test assumptions with your trade history.

Dashboard tour

Account, billing, exchange keys, settings

Account holds profile-oriented context. Billing & credits covers subscription and AI credit top-ups. Exchange keys is where keys are added or rotated. Settings holds bot configuration, pairs, and operational toggles that feed the risk matrix.

This walkthrough is illustrative; exact fields evolve with product releases. When in doubt, use in-app labels and tooltips.

Live layout preview

Dashboard

Command center — health, PnL, positions, and shortcuts to full tools.

Wed, Apr 2

Live market pulse

BTC₹92,41,200+1.24%
ETH₹2,85,400-0.42%
SOL₹18,920+2.08%
BNB₹86,100+0.15%
XRP₹198.40-1.02%
DOGE₹21.35+3.10%
D

Demo user

Finuora

Bot RunningTestnetTradingAI: Configured
Pause AI

Performance window

LifetimeDailyMonthlyYearlyCustom

Lifetime PnL

₹12,450

42 closed in range · INR

Win rate

58.2%

24/42 wins

Open positions

3

Strategy: balanced_ai

AI spend (today)

₹42

Active

Budget: ₹200 / day

Performance

Realised PnL equity curve from recent closed trades.

View →

Portfolio

Open exposure and a quick risk readout.

View →

Risk

Daily loss cap · circuit breaker ready

Markets

Live tickers and AI pair selection.

View →
BTC₹92,41,200
ETH₹2,85,400
SOL₹18,920
BNB₹86,100

AI pair selection

Universe & scoring · preview

Activity

Latest fills and AI events.

View →

AI log

Shortcuts

Chart, manual orders, strategies, AI costs, and settings.

View →
Trade desk
Strategies
AI cost
Settings
Keys
PnL

Analysis

Global updates · PnL & analytics · Audit & simulation

View →

Right rail (in app: beside dashboard on wide screens)

Quick trade

Chart, order book, balances, manual orders — one workspace.

Open trade desk

Session

BotRunning
Strategybalanced_ai
Open positions3
Today PnL+₹1,240
Strategy config

AI & billing

Credits & subscription →Cost tracker →Exchange keys →

Top up before AI pauses on zero balance.

Guide focus

Risk matrix
Exchanges
Onboarding
API keys
CoinDCX · Binance
AI / Bot
Timing edge

Auto-scroll runs only during Dashboard tour sections; the preview itself does not scroll manually.