# Getting started

Create an account, sign in, and find your way around.

## Create an account

Sign up with Google, Microsoft, Discord or an email address and a password.

- All plans. A new account starts on the Free plan.
- Free.

An account keeps your sessions, your simulated positions and your points in one place. You can create one in two ways: with an existing Google, Microsoft or Discord account, or with an email address and a password.

### Steps

1. Select **Sign Up** in the top bar, or open [the sign-up page](https://www.simianx.ai/signup).
2. To use an existing account, select **Google signup**, **Microsoft signup** or **Discord signup**. The provider asks you to confirm, then sends you back to SimianX AI. Skip the remaining steps.
3. To use an email address, fill in **Email address** and **Set Password**. The password needs at least 8 characters, with letters and numbers.
4. If a friend gave you an invite code, type it in **Invite Code**. The field is optional. When you arrive from an invite link, the code is already filled in.
5. Tick the box that says you agree to the **Terms of Service** and the **Privacy Policy**. The button stays disabled until you tick it.
6. Optional: the box **Send me updates about new features and market insights** is ticked when the page opens. Clear it if you do not want product news by email.
7. Select **Create Account**.

![The sign-up page. At the top are three buttons for Google, Microsoft and Discord. Below them is the email form with the fields Email address, Set Password and Invite Code, two checkboxes and the Create Account button.](https://fw.simianx.ai/help/en/start-signup-form.light.94f7ce54cf.webp)

*The sign-up page*

### What happens next

- **Email sign-up:** SimianX AI sends a verification email and opens the page where you confirm your address. See [Verify your email and accept the terms](https://www.simianx.ai/help/getting-started/verify-email-and-terms.md).
- **Google, Microsoft or Discord sign-up:** your address is already confirmed by the provider. You see the terms page once, then the first-run setup.
- After that, a short setup asks for your name, language and the market you follow. See [First-run setup](https://www.simianx.ai/help/getting-started/onboarding.md).

### Good to know

- Some pages open a sign-up prompt when you try an action that needs an account. Select **Create Account** there to reach the same sign-up page. After you sign up, SimianX AI returns you to the page you were on.
- One email address belongs to one account. If the address is already registered, [sign in](https://www.simianx.ai/help/getting-started/sign-in.md) instead, or [reset your password](https://www.simianx.ai/help/getting-started/reset-password.md).
- The invite gift is added after the invited person verifies their email. See [Invite friends](https://www.simianx.ai/help/points-and-plans/invite-friends.md).
- You cannot change the email address of an account yourself later. Choose an address you will keep.

Web page: https://www.simianx.ai/help/getting-started/create-account

## Verify your email and accept the terms

Confirm your email address with the code or the link we send, and accept the user agreement.

- All plans.
- Free.

Before you can use a new account, SimianX AI checks two things in this order: that your email address is yours, and that you accepted the terms. You see only the pages that still apply to you.

### Verify your email

After an email sign-up, the verification page opens and an email is sent to your address. The email contains a 6-digit code and a link. Use either one.

1. Open the email from SimianX AI. Check the spam folder if it is not in the inbox.
2. To use the code: type it in **Verification code** and select **Verify with Code**.
3. To use the link: select the link in the email. A page confirms the verification. Select **Start Analysis** to continue on that device.
4. If you opened the link on another device, for example your phone, go back to the first device and select **I have verified my email**.

![The verification page. It shows the address the email was sent to, a field for the verification code with the Verify with Code button, a Resend Verification Email button and an I have verified my email button. Next to the address is the Use Different Email Address link.](https://fw.simianx.ai/help/en/start-verify-email.light.4e63b09d47.webp)

*The email verification page*

If no email arrives, select **Resend Verification Email**. You can ask for a new email once every 60 seconds; the button shows the countdown. The code and the link are valid for 24 hours.

If you typed the wrong address, select the **Use Different Email Address** link next to the address. This signs you out and opens the sign-up page again.

### Accept the terms

If you signed up with an email address, you already accepted the terms on the sign-up form, and this page does not appear. If you signed up with Google, Microsoft or Discord, the user agreement page opens once.

1. Read the **Terms of Service** and the **Privacy Policy**. Both links open in a new browser tab.
2. Tick the first box to agree.
3. The second box, **I would like to receive product updates, new feature announcements, and market insights**, is optional and is ticked by default. Clear it if you do not want these emails.
4. Select **Agree and Continue**.

![The user agreement page with two checkboxes, one for the Terms of Service and Privacy Policy and one optional box for product updates, and the Agree and Continue button.](https://fw.simianx.ai/help/en/start-sign-agreement.light.2511d5823b.webp)

*The user agreement page*

### Good to know

- Until both steps are done, every page sends you back to the step that is missing.
- You can change the choice about product emails later. See [Email notifications and unsubscribing](https://www.simianx.ai/help/account/email-notifications.md).
- If the link in the email says it is invalid or expired, sign in and ask for a new email on the verification page.
- Still no email after several tries? Write to support@simianx.ai from the address you signed up with.

Web page: https://www.simianx.ai/help/getting-started/verify-email-and-terms

## First-run setup

Eight short steps after sign-up set your name, language, security, market and where you start.

- All plans.
- The setup is free. A daily digest that you create in step 5 uses points each time it runs.

The first time you enter SimianX AI with a verified account, a setup opens. It takes about a minute. The list on the left shows the eight steps and where you are. **Back** at the top returns to the previous step.

### Steps

1. ****Say hello**.** Type the name SimianX AI should use for you and select **Continue**.
2. ****Pick a language**.** Select one of the 16 languages. The page reloads in that language and stays on this step. Then select **Continue**. The site, your reports and your emails use this language.
3. ****Protect your account**.** Optional. Select **Add** to create a passkey, or **Set up** to turn on 2-step verification with an authenticator app. To skip, select **I'll do this later**. Both can be set later; see [Account security](https://www.simianx.ai/help/account/security.md).
4. ****Pick your arena**.** Select **Crypto** or **Stocks**. This only decides which examples and start pages you see. You can always use both markets.
5. ****Daily briefing**.** Optional. Pick up to 10 symbols and a delivery time, then select **Start my daily digest**. To skip, select **Skip for now** below the form.
6. ****Live rooms**.** A short demonstration of a live session. Select **Got it** to go on, or **Open a live room** to finish the setup and open a live session now.
7. ****Deep analysis**.** A short demonstration of a deep analysis. Select **Got it**, or **Start an analysis** to finish and start one now.
8. ****Begin**.** Choose where to go: a deep analysis, a live session, or **Look around first**. If you came from another page, **Back to where you were** is also offered. Selecting a card ends the setup.

![Step 3 of the setup, Protect your account. Two cards are shown, Passkey with an Add button and 2-step verification with a Set up button. Below them is the I'll do this later button. The step list is on the left.](https://fw.simianx.ai/help/en/start-onboarding-secure.light.d031956b2c.webp)

*Step 3: protect your account*

![The last step, Where would you like to start. Three cards are listed: Run a deep analysis, Open a live room, and Look around first.](https://fw.simianx.ai/help/en/start-onboarding-launch.light.c252725dc8.webp)

*Step 8: choose where to start*

> **Uses points**
> Step 5 creates a real Auto Digest. It runs every day and each run uses points. You can pause or delete it at any time on the **Auto Digest** page. See [Create a digest](https://www.simianx.ai/help/auto-digest/create.md).

> **Simulated, no real money**
> The demonstrations in steps 6 and 7 are sample data. Positions in SimianX AI are always simulated. SimianX AI never places real orders.

### Good to know

- The setup remembers your step while the browser tab stays open. If you close the tab before the last step, the setup starts again the next time you sign in.
- The setup appears once per account. After you select a card in step 8, it does not come back.
- Change your name or language later under **My Account**. See [Edit your profile and language](https://www.simianx.ai/help/account/profile-and-language.md).

Web page: https://www.simianx.ai/help/getting-started/onboarding

## Sign in

Sign in with Google, Microsoft, Discord, your password or a passkey, and pass the second step if it is on.

- All plans.
- Free.

You sign in on [the sign-in page](https://www.simianx.ai/signin). Use the same method you used when you created the account. If 2-step verification is on, a second page asks you to confirm that it is you.

### Steps

1. Select **Sign In** in the top bar.
2. Choose one way to sign in:
   - Select **Google login**, **Microsoft login** or **Discord login** and confirm with the provider.
   - Or type your **Email address** and **Password**, then select **Sign In**.
   - Or select **Sign in with a passkey** and confirm with your fingerprint, face or screen lock. This button appears only when your browser supports passkeys and works only after you created a passkey.
3. If 2-step verification is on for your account, the **2-Step Verification** page opens. Complete the second step (see below).
4. You return to the page you came from.

![The sign-in page. At the top are the Google, Microsoft and Discord buttons. Below are the Email address and Password fields, the Remember me checkbox, the Forgot password link, the Sign In button and the Sign in with a passkey button.](https://fw.simianx.ai/help/en/start-signin-form.light.5484c92295.webp)

*The sign-in page*

### The second step

The page opens on the strongest method you have set up. The methods are:

| Method | What you do |
| --- | --- |
| **Authenticator app** | Type the 6-digit code that your authenticator app shows. The page continues as soon as the sixth digit is typed. |
| **Passkey** | Select **Use passkey** and confirm on your device. |
| **Email code** | Select **Send code**, then type the 6-digit code from the email. |
| **Backup code** | Type one of your backup codes and select **Verify**. Each code works once. |

To use a different method, pick it from the list under **Try another way**. Only the methods you have set up are listed.

![The 2-Step Verification page asking for the 6-digit code from the authenticator app. Under the code field is the Verify button, and under Try another way are the options Passkey, Email code and Backup code.](https://fw.simianx.ai/help/en/start-signin-mfa.light.c3f1ba394c.webp)

*The second step of sign-in*

### Good to know

- If the second step takes too long, the page says the sign-in has expired. Select **Back to sign in** and start again.
- Forgot the password? Select **Forgot password?**. See [Reset or change your password](https://www.simianx.ai/help/getting-started/reset-password.md).
- If you lost your authenticator app and have no backup codes, write to support@simianx.ai from the address of the account.
- To sign out, open the account menu and select **Log Out**. To sign out another device, see [Account security](https://www.simianx.ai/help/account/security.md).
- When you are signed out on a page that needs an account, SimianX AI shows a short notice and asks you to sign in again.

Web page: https://www.simianx.ai/help/getting-started/sign-in

## Reset or change your password

Get a reset link by email, whether you forgot the password or only want a new one.

- All plans.
- Free.

SimianX AI never asks for your old password to set a new one. In both cases, forgotten or not, it sends a link to the email address of your account, and you choose the new password on the page behind that link.

### If you forgot your password

1. On the sign-in page, select **Forgot password?**. This opens [the reset page](https://www.simianx.ai/forgot-password).
2. Type the email address of your account and select **Send Reset Link**.
3. The page confirms that the email was sent. If you typed the wrong address, select **Send to Different Email**.
4. Open the email and select the reset link. Check the spam folder if you do not see it.
5. Type the new password in **New Password** and again in **Confirm New Password**. The page shows the password strength and whether the two fields match.
6. Select **Reset Password**. You are signed in. If 2-step verification is on, the second step is asked first.

![The Set New Password page with the New Password and Confirm New Password fields, a strength indicator, the list of password requirements and the Reset Password button.](https://fw.simianx.ai/help/en/start-reset-password-form.light.44aae078ee.webp)

*Choose the new password*

### If you are signed in and want a new password

1. Open the account menu and select **My Account**.
2. Open the **Security** tab.
3. In the **Password** row, select **Change**.
4. A dialog titled **Change your password?** opens. Select **Send link**.
5. Open the email and continue from step 4 of the list above.

![The Security tab of My Account with a small dialog on top. The dialog asks Change your password, says that a reset link will be sent to the account's email address, and has the buttons Cancel and Send link.](https://fw.simianx.ai/help/en/account-password-confirm.light.3e1f6ef018.webp)

*Confirm to receive the reset link*

### Good to know

> **Note**
> The reset link is valid for 15 minutes and works once. If the page says **Invalid Reset Link**, select **Request New Reset Link**.

- The new password needs at least 8 characters. The page also checks for an uppercase letter and a number.
- After a reset, every device that was signed in to your account is signed out. Sign in again with the new password.
- No email after a few minutes? Write to support@simianx.ai.

Web page: https://www.simianx.ai/help/getting-started/reset-password

## Find your way around

Where the navigation, your sessions, the account menu, the theme, the language switch and the Help Center are.

- All plans.
- Free.

The home page and the market pages share a top bar and a side navigation. The analysis pages, **Stock Analysis** and **Crypto Analysis**, have a session sidebar instead.

### Top bar and side navigation

- **Logo:** returns to the home page.
- **Side navigation:** on a computer it is the column on the left; the button next to the logo collapses it. On a phone, the menu button opens it as a drawer. It lists **Stock Analysis**, **Crypto Analysis**, **Sector Watch**, **Market Pulse**, **Autopilots**, **Auto Digest**, **Crypto AI Model Leaderboard**, **Pricing**, **Stories**, **Help Center**, **FAQ**, **About** and **Contact**.
- **Right side:** **Sign In** and **Sign Up** when you are signed out; your picture when you are signed in. Select the picture to open the account menu.

### The account menu

The menu contains **My Account**, **My Plan**, **Reward Center**, **Autopilots**, **Auto Digest**, **Help Center**, **Theme** and **Log Out**. On the analysis pages you open the same menu from your name at the bottom of the session sidebar.

![The account menu open under the profile picture in the top bar. It lists My Account, My Plan, Reward Center, Autopilots, Auto Digest, Help Center, a Theme row with three icons for light, dark and system, and Log Out.](https://fw.simianx.ai/help/en/start-user-menu.light.f1da2fbc04.webp)

*The account menu*

### Session sidebar and history

On the analysis pages the left sidebar holds your work.

1. **Start New Session** opens a new session.
2. Below it, your sessions are grouped under **Today**, **Yesterday** and **Earlier**. A badge shows **Live** or **Deep**. Select a row to reopen that session.
3. To rename a session, select the "⋯" button on its row, then **Rename**. Type the name and select **Save**.
4. To delete a session, select "⋯", then **Delete**, and confirm.

![The session sidebar. At the top is the Start New Session button, then a short Market Pulse feed, then the session list grouped by Today, Yesterday and Earlier with Live and Deep badges. One row has its menu open with Rename and Delete. The account row is at the bottom.](https://fw.simianx.ai/help/en/start-session-sidebar.light.cb59ba81f1.webp)

*The session sidebar with a row menu open*

> **Cannot be undone**
> A deleted session is removed from your history and cannot be restored. If the session has a running Autopilot, a second dialog, **Autopilot is running**, appears: **Stop & Delete** stops the Autopilot first and then deletes the session.

### Theme and language

- **Theme:** in the account menu, the **Theme** row has three choices: **Light**, **Dark** and **System**. **System** follows your device. Signed-out visitors use the theme button at the bottom of the side navigation.
- **Language, signed in:** **My Account**, **Profile** tab, **Language** row. See [Edit your profile and language](https://www.simianx.ai/help/account/profile-and-language.md).
- **Language, on any page:** scroll to the bottom of any page with the footer and use the **Language** list. It works whether you are signed in or not.

![The bottom line of the page footer. It shows the copyright, the support email address and, on the right, the Language drop-down list with the current language. The theme button is next to it.](https://fw.simianx.ai/help/en/start-footer-language.light.97c7f5a3d7.webp)

*The language list in the footer*

### Where the Help Center is

**Help Center** is in the side navigation, in the account menu and in the footer.

Web page: https://www.simianx.ai/help/getting-started/interface-tour