How it works

From understanding to automation.

Choose the starting point that fits you. Learning the workspace does not require placing a trade.

Explore the workspace

The Guided Demo uses a consistent example account. Learn markets, allocation, positions, account setup and backtesting without changing your account.

Test and simulate

Backtest available historical periods. Paper follows real-time market data with a balance you choose and standard simulation fees. Shadow starts from authenticated account inputs and runs its own simulated session.

Connect your account

Create an eligible Coinbase API key, import its JSON file locally and confirm validation. Use View for account access and View + Trade for real trading. No Transfer or Receive permissions.

Review, then start

Review disclosures, allocation, capacity and device readiness. Complete enables Standard Mode's automated entries and managed exits. Watch status and keep access to Coinbase available.

Four modes. Different responsibilities.

Mode requirements and behavior
ModeFundsReal ordersRequirements
PaperConfigurable simulationNoNo API key or subscription
ShadowAccount-based starting snapshotNoEligible API key and fee information
ObservationActual account viewNo, including manual closesEligible API key
StandardActual accountYes, with execution accessComplete and eligible View + Trade key

Get to know Citrine.

Explore markets, practice with Paper Mode and study historical simulations before choosing live automation.