Use Origami Tech to Automate and Manage All Your Crypto Exchange Accounts

In this guide, we will explain how to get started using Origami Tech, a platform that will allow you to easily automate your crypto trading with the help of specialized bots.

First, let’s create your Origami Tech account to start using the platform.

1. How to sign up

To sign up and get started, you just have to follow a few simple steps:

Step 1: Go to origami.tech and click Start Now at the top of the page. You'll be redirected to the login screen. 

Step 2: Click Sign Up to create a new account. You’ll need to enter your email and a password, confirm both, then enter the verification code sent to your inbox.

Step 3: Prefer to use your Gmail account? That works too. 

Once you're in, you'll land on the Origami Tech dashboard — your central hub for managing bots and accounts. This will be your workstation where you’ll be able to keep track of your progress and all of the positions you have, so make yourself comfortable.

Before you can start trading cryptocurrencies, you’ll need to create your first project, which will allow you to deploy bots and launch strategies, for instance, arbitrage. We will walk you through how to do that in the next section. 

2. Create a new project

Each project in Origami Tech is a workspace where you’ll manage your crypto exchange trading bots. You can create multiple projects for different strategies, exchanges or teams. Each project is fully isolated, meaning it has its own API keys, settings and collaborators.

To create a new project:

Step 1: Click the profile icon in the top-left corner of the screen.

Step 2: In the dropdown menu, choose Add Project.

Step 3: Give your project a name and hit Create.

Once you’ve created a project, you’ll be able to manage it and share it with your teammates, if you have them. Importantly, projects are isolated from each other, which means:

• Your API keys and all connected crypto exchange accounts are not shared between projects
• Global variables set in one project are not accessible in another.

Each project is completely self-contained. The only thing they share is your Origami Tech account and the fact that you are the owner. Even your teammates in one project won’t be able to see or interact with those in another.

3. Invite your team

Origami Tech is the perfect platform to interactively trade digital assets with your team. You can invite your teammates to the platform via email:

Step 1: Click on your profile icon.

Step 2: Select Invite.

Step 3: Enter their email and assign a role.

Whether you’re trading cryptocurrencies solo or with a team, you’ll have to hook up with an exchange to get started. 

4. Connect to exchange APIs

A trading bot for crypto is a program that automates your trades. It constantly monitors market data from a digital asset exchange and sends instructions — called requests — to place, cancel or change orders on your behalf.

These orders (buy or sell) appear in the order book, which is a list of all open buy and sell offers on an exchange. The exact behavior of the crypto trading bot — when to buy, when to sell, and how much — is defined by the trader who sets it up.

Tip: When setting up your exchange account, we recommend using sub-accounts instead of running everything from your main account. Sub-accounts allow you to separate strategies, isolate funds and manage multiple bots while keeping full control with your main account.

To connect your Origami Tech trading bot to a crypto exchange, you need to:

• Have or create an account on a cryptocurrency exchange (like Binance, Bybit, etc.)
• (Optional) Create a sub-account — a separate space under your main exchange account, useful for managing multiple bots
• Generate API keys — special passwords that let your Origami Tech crypto trading bot securely access your exchange account
• Paste these API keys in your Origami Tech project.

Creating exchange APIs 

In this article, we will use the OKX PC application as an example platform for creating exchange APIs.

Step 1: Go to the OKX website and create an account. Proceed with KYC. Verify your account, add 2FA and get started creating your sub-accounts.

Step 2: Locate your user icon (at OKX it is situated in the top left corner and looks like the Origami Tech user icon). A drop-down menu will appear — click on Sub-accounts to open the sub-account management page.

Step 3: Click on the Create sub-accounts button and fill out the data fields.

Create a login name for your Sub-account and opt for the Standard sub-account then click on Submit all. Trading settings can be left unedited.

Complete the creation of your Sub-account with 2FA:

Step 4: Go to the Sub-account page and click on Action → Manage API:

Create an API Name, choose an Account (sub-account if created previously, Main if not):

• Purpose: your purpose is API trading. An Origami Tech bot is an application that will execute trading actions for you
• Inserting a provided IP address (15.235.202.52) means that API requests sent with this key and not from the provided API address will be rejected. By doing this, only trading bots for crypto from Origami Tech will be able to send requests to your sub-account successfully
• Remember to add a Trade permission. Otherwise, API calls to post orders will be rejected
• Don’t forget to write down the passphrase for the API key. You will need to indicate it later in Origami Tech project settings.

Click on Submit all and proceed with email and 2FA to finish API creation. After security verification, you will see a new API key on the API page.

After verification, you will be returned back to Sub-accounts window where a new sub-account will be visible:

Switch to the new sub-account and go to the API section. You will be required to protect your sub-account with a separate authenticator app code.

Head to the account options drop-down at the top right corner and click on Security:

Set up authentication for your sub-account like you did for your main account:

If everything has been done correctly, you will be able to go to the API page. It will not contain any API keys, so you need to create one. To do so, click the + Create API key button. Fill in the data like in the screenshot below:

Now, you can set up your new API key in the Origami Tech settings.

You can find detailed instructions for creating API keys for exchanges like Binance, Bybit, OKX, Kucoin, Bitget and others in the corresponding section of our documentation. The list of supported exchanges is continuously being updated.

Adding your API keys to your project in Origami Tech

Now that you have your API keys, the final step is to connect them to your Origami Tech project. This allows your bot to access your exchange account and start automatically trading cryptocurrencies on your behalf.

Step 1: Head back to the Origami Tech platform and click on the user icon in the top left corner to access the drop-down menu. Then click on the Manage Profile button:

Step 2: Now you’ll have to go to the Accounts page and click the Add Account button. In the opened form, fill the fields with your API key data:

Do not change a value that is automatically filled in the IP Address field. Otherwise, your bot API requests will fail. Once you finish filling in the data, press the Add Account button in the top right corner again to save the settings.

After you’ve finished, you will see a newly created account on the Accounts page:

Now, you can check if the trading balance of your sub-account is in your Origami Tech project:

If there is no balance visible, you probably need to transfer funds from your sub-account to your trading wallet. If you didn’t do this earlier, you need to fund your sub-account using crypto from your main account.

3 tips for connecting your exchange APIs 

Create Sub-accounts

Sub-accounts add an additional layer of security. Create a sub-account on your exchange and generate API keys from there. This keeps your main account safe by isolating trading access. While Origami’s connection is secure, sub-accounts will bolster that security and give you additional peace of mind.

Limit API key permissions

Origami Tech bots only need access to spot and futures markets. We recommend that any API key you create only has these two permissions.

Diversify across exchanges 

Don’t put all your funds on one exchange. Origami Tech supports multiple exchanges from one interface, so spread your assets out to reduce risk in case of issues you may encounter on any exchange. 

5. Create a new crypto trading bot

The next thing you have to do is create a new bot that will send requests using the added API key.
Step 1: Locate the Bots hyperlink in the navigation bar at the top of the page. Click the + Add Bot button to create your first Origami Tech bot.

Step 2: Entering bot Information

Provide basic information about the crypto trading bot.

A form will appear where you can enter the details of the new bot. Fill in the following fields:

• Bot Name: Enter the name of your bot (e.g., "Grid_bot")
• Account: Select the crypto exchange account where the trading bot will operate
• Coins: Specify the base currency (Base Coin) and the other currency (Counter Coin) for the trading pair.

After entering the required information, click the "Next" button to proceed to the next step.

Step 3: Activate your crypto trading bot and start receiving data

Click the Next button in the top right corner to continue setting up the bot. Here you can create a strategy defining when and what orders should be posted by your bot. 

Now, if you return to the main (terminal) page, you can access the receiving orderbook info and draw a chart on its basis. To do so, find your newly created bot on the bottom of the page where bots are chosen by default:

Enable your bot by clicking the Off switch under the Status column — it will turn green and say On. If you want to disable it, click the same button again.

To start receiving the orderbook stream, click on any value in the Exchange, Base or Counter columns (in our case, it's either okx, ETH, or USDT). This will open a chart panel provided by TradingView, showing real-time price movement directly in your Origami Tech interface.

After clicking this, the chart will be drawn and you’ll see the real-time price movements. Now that your bot has been activated and started receiving data, let’s program it with a simple trading strategy.

6. Define a grid strategy

There are two ways to configure a trading strategy with Origami Tech. You can either import a ready-made preset or build your own automated crypto trading strategy from scratch. Choose whichever suits your style and experience.

Option 1: import a ready-made preset

If you want to get started quickly, importing a preset is the fastest way. Presets allow you to launch proven strategies with minimal setup, but still allow you to tweak the logic.

To import a preset,click the Import Preset button. In pop-up window, choose the desired preset from the list. You can switch between the Bot (global crypto trading strategies) and Grid (order grids) categories.

Review the preset parameters on the right side of the window. Click Import to load the selected configuration.

After selecting a preset, its parameters will be displayed on the right side of the window.

The values of the variables can be modified before importing, allowing users to customize the strategy to fit their needs.

After importing, the preset parameters will automatically be entered in the crypto trading bot creation form. You can modify them before saving.

Click Save to save the bot and Save and Exit to exit.

Option 2: create a grid from scratch

You can configure an automated grid trading strategy for crypto manually by defining its logic with variables and formulas.

Go to the Bots window again and edit its settings by clicking on the pencil icon:

Press next right away to get to the Grids window. By default you are given a Grid template that you can use to start learning how to build Grids:

You can add and enable as many grids as you need, just click the plus [+] button:

Each grid is a formula containing variables with values that you set yourself. Values can be either flat numbers, or dynamic values, either calculated with math operations or taken from predefined objects like your balance. These objects are created by calling a predefined function balance. 

Getting started, you don’t have to dive too deep into the details here. Here is a screenshot with a very simple grid:

This display shows that we want our bot for automated trading of cryptocurrencies to put in an order once the price reaches the value of 80% of its current level (execute_price). 

Here, we want to spend half of our available balance. To calculate how much we can afford, we need to understand the amount of base crypto we can buy for 1 unit of another asset in a given pair (USDT in most cases) and multiply that by the amount we want to spend (execute_volume). We also needto execute the purchase in one order (buy_order_count). Clicking Save will apply changes to the grid we have been actively adjusting.

It is important to check that all the variables have been defined correctly. Once you’ve confirmed that everything is correct, look at the section to the right from the grid settings called Calculate Grid. The Research button should ‘compile’ your grid settings and transform them into orders:

That is all you have to do to set up a very simple crypto trading bot in Origami Tech. In further articles, we will give you even more insight on how to automate trading with Origami Tech bots and Grids. If you want to experiment with different strategies now, head to our documentation for all the additional info you’ll need.

In the documentation, you’ll not only find the technical info on how to apply various functions in your grids, but also an overview of popular market indicators. While exploring the Origami Tech platform and all of its opportunities, don’t forget to manage your risks.