Getting started with Raxx

If you want to understand the concepts behind how Raxx works before going through these steps, read Core concepts first.

Step 1 — Create your account

Go to raxx.app and select Create account. Enter your email address and choose a passkey when prompted. Raxx uses passkeys for authentication — no password is stored.

After you submit the form, a verification email is sent to the address you provided. Open that email and select the verification link. Your account is activated immediately after verification.

If the verification email does not arrive within a few minutes:

• Check your spam or junk folder.
• Verify you entered the correct email address on the sign-up form.
• Open support@raxx.app to request a resend if the email does not arrive after ten minutes.

Step 2 — Connect your broker

After verification, the setup flow prompts you to connect the brokerage account you use for trading.

What Raxx requests: Raxx requests read access to your positions and balances, and the ability to place orders on your behalf. It does not request funds-transfer or account-management permissions.

What Raxx does not do: Raxx does not hold your funds, custody your assets, or open a brokerage account on your behalf. Your broker handles custody and order routing. Raxx sends the orders your structure generates; your broker executes them.

To connect:

1. Select your broker from the list on the broker connection screen.
2. You are redirected to your broker's authorization page. Sign in with your broker credentials there — Raxx never sees or stores your broker password.
3. Grant the requested permissions.
4. After authorization, you are redirected back to Raxx. The connection status on the Settings → Broker connection page shows Connected.

If you are not ready to connect a broker account yet, you can skip this step. Paper-trading mode works without a live broker connection, so you can configure and evaluate your structure before linking a real account.

See Broker setup for connection troubleshooting and token renewal instructions.

Step 3 — Define your structure

A structure in Raxx is the rule set Raxx enforces on your behalf. It has three required parts:

• Entry conditions — the criteria that must be met before a position is opened.
• Credit threshold — the minimum credit or premium your structure requires. Raxx skips any candidate that does not meet this threshold.
• Exit conditions — the rules that close a position: a profit target, a stop level, an expiry horizon, or a combination.

To define your first structure:

1. Go to Strategies in the main navigation.
2. Select New strategy.
3. Name the strategy. The name is for your reference only — use something that identifies the setup (for example, the underlying, time frame, or approach).
4. Enter your entry conditions. Each condition is a rule with a field, an operator, and a value. Add as many conditions as your structure requires.
5. Enter your credit threshold.
6. Enter your exit conditions.
7. Select Save.

Raxx stores the structure under the name you chose. You can hold multiple strategies and activate the ones relevant to your current approach from the Strategies page.

A note on structure design: Raxx executes what you set. The platform has no opinion about whether your rules are well-designed, whether the credit threshold is appropriate, or whether the approach is suitable for any particular market condition. Structure design is entirely yours.

For a detailed explanation of how the three enforcement gates work, see Core concepts — Structure enforcement.

Step 4 — Verify in paper-trading mode

New accounts start in paper-trading mode. In this mode, orders are evaluated against real market data and logged as if they were executed — but no orders are sent to your broker and no capital is at risk.

Paper-trading mode lets you verify that Raxx enforces your structure the way you intended before connecting a live account.

To use paper-trading mode:

1. Make sure your strategy is active. Go to Strategies, find the strategy you created, and confirm its status is Active.
2. Let Raxx run through a market session. On the Dashboard, the paper-trade log shows each candidate that was evaluated: the conditions that passed or failed, the credit level at the time of evaluation, and whether the entry was taken or skipped.
3. Review the log entries. For each entry, you can see the full evaluation rationale — which conditions fired, which blocked, and the credit value recorded at evaluation time.

If the log shows unexpected behavior — entries taken when you did not intend them, or skipped when you intended them to fire — review your entry conditions and credit threshold in the strategy editor. The log gives you the exact input values at evaluation time so you can diagnose the discrepancy.

There is no minimum time required in paper-trading mode. You move to live order routing when you are satisfied that the structure behaves as intended.

Step 5 — Enable live order routing

When you are ready to route orders to your connected broker, go to Settings → Trading mode and switch from Paper to Live.

Before the switch takes effect, Raxx shows a confirmation prompt that lists:

• The strategy or strategies currently active.
• The broker account that orders are routed to.
• The permission scope granted during broker authorization.

Confirm the details are correct and select Enable live trading.

From that point, evaluations that meet your entry conditions and credit threshold result in orders sent to your broker. Every order is logged in your account audit trail with the full evaluation rationale.

To return to paper-trading mode at any time, go to Settings → Trading mode and switch back to Paper. This stops Raxx from sending new orders. It does not affect positions already open at your broker.

What Raxx logs

Every evaluation Raxx runs — whether it resulted in an action or a skip — is recorded in your account audit log. Each entry includes:

• The strategy and rule set that was evaluated.
• The input values at the time of evaluation (price levels, indicator values, credit level).
• The result: which gate passed, which gate blocked, and the outcome.
• The timestamp in UTC.

You can access the full audit log from Account → Audit log. The log is append-only and cannot be modified. It is available for the full retention period of your account.

AI-assisted reporting

After your account accumulates trade history, the Insights section of the dashboard surfaces retrospective descriptions of your strategy's behavior. These descriptions are generated from your own historical data.

What the AI layer surfaces:

• Recurring conditions in your entry history — which setups appeared in evaluations that were taken versus skipped.
• Credit levels your structure captured across the history it logged.
• Points where your exits fired relative to the conditions you defined.
• Historical context for open positions — earnings announcements, stock splits, and macro data releases that occurred during positions Raxx logged.

Every description is past-tense and sourced from your account's own data. The AI layer does not propose trades, score your strategy against external benchmarks, or describe what your structure might do in other conditions.

For a full explanation of what the AI layer does and does not do, see Core concepts — AI augmentation.

Next steps

• Core concepts — understand the enforcement model in depth.
• Broker setup — connection troubleshooting and token renewal.
• FAQ — common questions about data handling, cancellation, and support.
• Troubleshooting — step-by-step guidance for common issues.

If you have a question not covered here, open a ticket at support@raxx.app. Platform status is available at status.raxx.app.