Client Setup
Set Up Your
PulseQuant Profile.
Complete your profile, connect your broker API, configure risk settings, and prepare your dashboard for paper trading or approved live access.
Dashboard Overview
This is the client’s setup dashboard after signup. It shows account readiness, broker connection status, trial status, and risk setup progress.
AccountPending
Broker APINot Connected
ModePaper
Trial7 Days
Step 1: Complete profile information.
Step 2: Connect Alpaca paper trading API keys.
Step 3: Review risk settings.
Step 4: Start paper trading trial.
Profile Setup
Collect basic client details before enabling access.
Broker API Connection
Users connect their own Alpaca account using API credentials. PulseQuant should never custody user funds.
Security Warning:
Do not store live broker API keys in plain WordPress database fields. Final production should use encrypted storage, secure app backend, HTTPS, server-side validation, and restricted permissions.
Recommended:
Start every user in paper trading mode first. Live trading should only be enabled after user confirmation and legal acknowledgment.
Risk Settings
Let users review risk controls before activating automation.
Trial Status
Track the customer’s 7-day paper trading trial and onboarding status.
Trial StatusActive
Days Left7
BillingNot Started
Seat Group1 to 25
No Refund Policy:
Users should complete the paper trading trial before purchasing. Once subscribed, all sales are final and no refunds are provided.
Security Checklist
This section shows what should be handled by the final secure app backend.
HTTPS Required: All dashboard traffic must use HTTPS.
Encrypted API Storage: Broker keys must be encrypted at rest.
Separate App: Final dashboard should live on app.pulsequant.ai.
Audit Logs: Track login, API changes, billing events, and automation activation.
User Confirmation: Require legal acknowledgment before live trading.