From invitation to first position.

This guide describes what CVEST does today, in the order you will meet it. It repeats the scope stated on the risk information page rather than promising anything beyond it.

1. Request access

Sign up with your name and email. No password, card or API key is collected at this step. An invitation confirms the features, connections and terms available to you before any paid activation.

2. Open your workspace

An invitation creates your workspace. Your owner profile holds your name, sign-in email, optional photo and time zone. Appearance follows your system by default and can be set to Light or Dark from the footer.

3. Connect a venue

OKX supports account monitoring and the defined-risk ETH options loop. IBKR monitoring and cash-funded USD tickets require a local gateway with interactive login, and IBKR positions are managed manually. Deribit is read-only and comparison-only. TradingView portfolios use full-history CSV imports, not a live account API.

4. Read a comparison before it acts

The workspace shows the strategy comparison and the inputs behind a selection. Rankings are pricing heuristics, not evidence that a structure will be profitable. No entry is better than exceeding your limits, and the loop will wait.

5. Start on paper

Paper fills are simulated, and fast replay uses synthetic prices with an accelerated clock. Neither is a verified historical backtest. Understand a strategy and its exit limits before committing capital.

6. Keep the record

Entry settings, quotes, Greeks, execution records and exit decisions are preserved per cycle, and you can export that record as JSONL for your own analysis.

Still have a question?

The pricing page lists what each plan includes, and contact@mllabs.com reaches ML LABS directly.