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User Guide

Getting started with Pacodex

Everything you need to go from a fresh download to a running strategy — creating your account, connecting your broker, setting your safety limits, and placing your first trade.

Applies to iOS, Android & web app Reading time about 12 minutes Revision 261113.r1

1. Before you begin

Pacodex connects to a trading account you already own and places trades on it for you. It never holds your money — your funds stay with your broker at all times, and you can revoke the connection whenever you like.

What you need

  • The Pacodex app — free on the App Store or Google Play, or use the web app in any browser.
  • An email address or mobile number you can receive a one-time code on.
  • A live trading account with a supported broker: ATFX, Lirunex or IG (AIMS coming soon). If you don't have one, the API Access screen links you straight to the broker's sign-up.
  • Funds in that broker account. Pacodex can only trade what your broker account can cover.

Trading involves real money and real risk. Every strategy and signal in Pacodex places genuine orders on your connected broker account. You can lose money, including more than you expect in fast-moving markets. Past performance does not guarantee future results, and Pacodex does not guarantee profits. Start small, and never trade funds you cannot afford to lose.

2. Create your account

Signing up takes two screens: your details, then a 6-digit code to prove the email or mobile number is yours.

  1. Open the app and tap Sign up

    On the login screen, tap Sign up under “Don't have an account?”.

  2. Choose how you want to sign up

    Pick the Email or Mobile tab. If you choose Mobile, select your country dialling code first — the number is sent as a full international number.

  3. Fill in your details
    • Username — letters, numbers, underscore and dot only. No spaces or other symbols.
    • Email address or mobile number — this is where your code is sent, so use one you can open right now.
    • Password — at least 8 characters. Use a long, unique one: this account can place real trades, so treat it like your banking password.
    • Confirm password — must match exactly.
    • Referral code — optional. If a friend invited you through a link, it is filled in for you; on iPhone you may need to type it in by hand.
  4. Tap Continue

    Pacodex checks the username is free and sends a 6-digit code to the address or number you entered.

  5. Enter the code

    Type the 6 digits on the verification screen. It submits automatically once the sixth digit lands — no button needed. Nothing arrived? Tap Resend OTP, or Start over if you mistyped your contact details.

  6. Sign in

    You'll be returned to the login screen. Enter your username (not your email) and password, then tap Login Now. Forgot it later? Use Forgot Password? on the same screen.

Tip. The code expires, so request it when you are ready to type it in. If your email client is slow, check the spam or promotions folder before resending.

3. Connect your broker

Until a broker is bound, Pacodex can show you markets and analysis but cannot trade. Binding takes a minute and can be undone at any time.

  1. Go to API Access

    Open Tools → API Access. You'll see two groups: Activated (already connected) and Available to bind.

  2. Pick your broker

    Tap the broker you hold an account with. Brokers marked Coming Soon can't be bound yet. No live account? Tap Sign Up Now! to open the broker's registration page.

  3. Enter your trading-account credentials

    What you're asked for depends on the broker:

    BrokerFields
    ATFX, LirunexTrade Account Number and Trade Account Name, exactly as they appear in your broker portal.
    IGAPI Key, your IG identifier, and your IG login password.
  4. Tap Confirm

    You'll get either “Your API has been bound successfully” or “Your API will be processed shortly” — some brokers verify in the background and flip to Activated a little later.

  5. Check the balance

    Once activated, the broker card shows your live account balance. That figure is read straight from the broker, so if it looks wrong, check the account you bound.

Disconnecting

Open the bound broker from Tools → API Access and tap Revoke. Pacodex stops trading that account. Revoking does not close positions that are already open — close those at your broker or with Liquidate first if that's what you intend.

A trading account belongs to one Pacodex user. If you see “This trading account is already linked to another user”, that account number is bound elsewhere — revoke it from the other Pacodex account, or bind a different trading account.

4. Find your way around

Five tabs along the bottom. Everything else opens from them.

Home

Your 30-second check-in: latest market analysis, a market overview, today's economic events, and today's profit.

Markets

Live prices and trends for the instruments your broker offers.

Signals

Two tabs. Market Analysis is AI-assisted commentary with entry, take-profit and stop-loss levels. Indicator lists the signal providers you can follow.

Tools

Your account summary, max-drawdown limit, API Access and the Strategy Simulator. This is where automation lives.

Profile

Account details, password and contact changes, subscription, invites, notification settings and legal documents.

Opened from Home

Live Positions shows every running strategy and signal. Earnings breaks down your profit. Economic Calendar lists upcoming events. The bell opens Notifications.

5. Set your safety net first

Do this before you start anything that trades. Max Drawdown is an account-level circuit breaker: if your account loss reaches the percentage you set, Pacodex closes every open position on that broker and stops trading until you turn it back on.

  1. Open Tools

    The account card at the top shows your broker, balance, unrealized P/L and the current Closes at value. Out of the box this reads “No limit set — positions are never closed automatically”.

  2. Set a maximum drawdown

    Enter the percentage of account loss you are willing to accept, then confirm. Pacodex spells out what you're agreeing to: “All open positions on [broker] will close automatically if account loss reaches X%”. Tap I understand.

  3. Know what it covers

    The limit applies to both strategy trades and signal trades on that broker. It is the one setting that protects you when an individual trade's stop-loss is switched off.

If trading halts. When the limit triggers you'll see “Trading halted on [broker]”. Positions are already closed. Nothing new will open until you go to Tools and tap Re-enable trading. Treat a halt as a prompt to review your settings, not just a button to press.

Setting a threshold that your account loss has already passed closes all open positions immediately. The app warns you before it does.

6. Run a DCA strategy

The Strategy Simulator is Pacodex's dollar-cost-averaging bot. You set an entry, a ladder of “cover down” orders that average your price as it moves against you, and a take-profit target. The bot then runs the cycle for you.

This places real orders. Despite the name, the Strategy Simulator trades the live broker account you bound in step 3 — Start Simulator, Cover and Liquidate all send genuine orders at market. Size your lots for the balance you actually have.

  1. Open the simulator

    Tools → Strategy Simulator. The header shows your simulator balance, how many strategies are running and your account loss. Below it, one card per instrument — search by symbol if the list is long.

  2. Configure the strategy

    Tap a symbol card to open Simulator Configuration. The Basic tab covers the essentials:

    • Order Side — Long or Short.
    • Lot Size — your order size, within the broker's min/max. Start at the minimum.
    • Entry Price — a price to wait for, or tap Use Last Price to enter at market. You can also give an entry range.
    • Cover Down Levels — how many averaging orders to place, and at what price or pip distance.
    • Take Profit — the target that closes the cycle, with an optional Profit Retrace so a pullback locks in gains.
    • Cycle Mode — Single stops after the first take-profit; Circular restarts automatically. Cycle Limit caps the number of restarts (0 means no limit).

    The Advanced tab adds the strategy shape (Martingale, Grid or Custom), cover mode in pips or quote price, which fill each cover is measured from, pullback, cut-loss rules and a take-profit override that kicks in once a set cover level fills. Basic mode is fixed to Grid.

  3. Save

    Confirm when asked. If a cover level is incomplete you'll see “Some cover levels have errors — tap to fix”. Leaving with unsaved changes prompts you first.

  4. Start it

    Open the strategy's operation screen and tap Start Simulator, then confirm. The bot places the entry order and begins managing the cycle.

  5. Watch it run

    The operation screen shows entry price, average price, lots filled, cover-down progress, estimated take-profit and live P/L. You can step in at any time:

    • Cover — manually add to the position at market.
    • Stop Cover / Resume Cover — pause or resume automatic averaging.
    • Entry ×2 — double the entry size for the next order.
    • Liquidate — close every open position for this strategy at market price.
    • Stop Simulator — stop the bot. Reset clears the cycle's tracking; use it only if you closed the position yourself at the broker.

7. Trade a signal

Signals come from indicator providers. You subscribe once, choose your lot size, and either execute each signal yourself or let Pacodex arm them automatically.

  1. Find a provider

    Open Signals → Indicator and tap a provider to see its performance: return, win rate, trade count, average risk-to-reward and follower numbers. Some providers set a follower quota or a subscription password.

  2. Subscribe

    Choose the plan on offer — Free, Weekly or Monthly. Paid plans show an expiry date on the provider's card.

  3. Set your order size and protection

    In the provider's settings, set:

    • Order Amount (lot) — your size per signal, at least the broker minimum and in valid steps.
    • Apply stop-loss — on by default, following the provider's stop. Turning it off arms the signal without one, and only your account max drawdown can then close it.
    • Trailing stop and buffer (pips) — move the stop to the previous target as each take-profit fills, keeping a few pips of slack so a small pullback doesn't close you early.

    Changes apply to your next signal, not to positions already open.

  4. Execute a signal

    Each signal shows direction, entry, take-profit ladder and stop-loss. Tap Execute Signal to arm it, or turn on Auto Execute to have every new signal armed for you. Expired signals can no longer be executed.

  5. Follow the status
    AvailablePublished and ready for you to execute.
    Waiting EntryArmed — waiting for price to reach the entry level. You can still cancel it.
    In PositionFilled and live. It will close on take-profit or stop-loss.
    Closed / EndedThe cycle finished. The trade summary shows average entry and exit, duration and result.
    Dropped / ExpiredYou opted out, or the signal timed out before entry. It can't be activated.
  6. Manage an open position

    From Signal Position you can Add Position (more lots at market), Edit orders (adjust take-profit over the remaining lots), Exit Now (close the whole position at market) or Reset Cycle — the last one only if you closed the trade yourself at the broker, as it just stops Pacodex monitoring.

Unsubscribing stops new signals reaching you. Positions already open keep running until they close normally.

8. Track your results

  • Home — today's profit at a glance, in both currency and percentage.
  • Earnings — your profit history. Open a day for the trade-by-trade detail behind the number.
  • Live Positions — every running strategy and signal in one list, with current P/L.
  • Tools — account balance, unrealized P/L and how close you are to your max-drawdown limit.
  • Economic Calendar — upcoming releases with their expected impact, so you know when volatility is likely.

Tip. Unrealized P/L moves with the market and is not money in your account until the position closes. Judge a strategy on closed cycles, not on a figure that is still open.

9. Notifications

Go to Profile → Notification Settings to choose what reaches you.

App pushStrategy take-profit and stop-loss alerts, signal entry and exit alerts, economic calendar reminders, news and announcements.
EmailSecurity alerts, trade-settings changes, news and promotions.

If you see “Push notifications are off”, tap Enable and allow notifications for Pacodex in your device settings — otherwise trade alerts can't reach that device. The bell icon on Home opens your inbox, where you can filter by Signals, Alerts, Calendar or News and mark everything read.

Keep security alerts on. They are how you find out about sign-ins and changes to your account.

10. Account & security

Everything below lives under Profile.

  • Account Details — your profile at a glance.
  • Change Password — do this on any suspicion that someone else has it. Pick a long, unique password you don't use anywhere else; this account can move real money.
  • Change Email / Change Phone — updating either requires a fresh one-time code to the new address or number.
  • Change Name — your display name.
  • Subscription — your current plan and renewal details.
  • Invite Friends — your referral code, a share link and a QR code. Friends enter the code when they sign up.
  • Legal — terms and the privacy policy.

Never share your Pacodex password or your broker credentials — not with a signal provider, not with anyone claiming to be support. Pacodex staff will never ask for them.

11. Troubleshooting

What you seeWhat to do
Invalid Trade Account NumberThe account number doesn't match the broker's records. Copy it again from your broker portal — no spaces, and make sure it's the trading account, not the client or wallet ID.
Incorrect Trade Account NameThe account name must match the broker exactly, including spacing and capitalisation.
Invalid API Key / Invalid Username or PasswordRegenerate the API key in your broker portal and re-enter it. Check the password is the broker's, not your Pacodex one.
This trading account is already linked to another userRevoke it from the other Pacodex account first, or bind a different trading account.
Processing API…The broker is still verifying. Give it a few minutes, then pull to refresh.
API binding failed — please re-bindThe connection dropped, often after a credential or password change at the broker. Revoke and bind again.
Trading halted on [broker]Your max-drawdown limit triggered and positions were closed. Review your settings, then Re-enable trading in Tools.
No OTP arrivedCheck spam and promotions, confirm the address or number, then tap Resend OTP. Use Start over if the contact details were wrong.
An order is rejectedUsually not enough free margin, or a lot size below the broker's minimum or off its step. Check your balance and the lot range on the configuration screen.
Balance looks wrongThe figure comes straight from the broker. Confirm you bound the account you think you did, and note that cent accounts are shown in cents (USC), not dollars.

Still stuck? Email [email protected] with your username and a screenshot — never include your password or broker credentials.

12. Glossary

LotTrade size. Brokers set a minimum (often 0.01) and a step; sizes in between are rejected.
PipThe smallest standard price move for an instrument. Cover distances and stop buffers are often measured in pips.
DCADollar-cost averaging — adding to a position as price moves against you so your average entry improves.
Cover downOne of those averaging orders. “2 / 4” means two of four have filled.
Average priceThe blended entry price of all fills in the position. Take-profit is measured from it.
Take profit (TP)The price that closes the position in profit. Pacodex supports a ladder of targets.
Stop loss (SL)The price that closes the position to cap a loss.
Trailing stop bufferExtra pips kept between the stop and each target as the stop moves up, so a small pullback doesn't close you out early.
Max drawdownAccount-level loss limit. Reaching it closes all positions on that broker and halts trading.
CycleOne full run of a strategy, entry through close. Single stops after it; Circular starts the next one.
Unrealized P/LProfit or loss on positions still open. It changes with every tick and isn't banked until they close.
LiquidateClose every open position for that strategy immediately, at whatever the market price is.
Cent accountA broker account denominated in cents (USC). A balance of 500 USC is 5 US dollars.

Risk warning. Trading involves risk. Past performance does not guarantee future results. Pacodex does not guarantee profits or trading performance, and nothing in this guide is financial advice.