All Collections
Account Settings
Trading Account Connection
Connecting an ErisX account to Catpialise.ai
Connecting an ErisX account to Catpialise.ai
This quick guide will help you connect your trading account
Josh avatar
Written by Josh
Updated over a week ago

Connecting your ErisX account to your Capitalise.ai account is easy! Once you follow these simple steps you will be able to create real strategies with Capitalise.ai.

In order to use Capitalise.ai for free via ErisX, you need to add the service via your client portal.

Step 1

Login to your ErisX account

Step 2

Click on the Capitalise.ai button on the top right-hand corner

Step 3

Click OK on the prompt to connect your account

Step 4

Confirm your ErisX funding password

Step 5

Set a password for login to the Capitalise.ai mobile app

And that's it! You're now all set to create your trading strategies in free-style text, which you can then backtest, simulate and run live.

Did this answer your question?