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Overview

This quickstart walks you through: getting an invite code, completing the onboarding wizard, adding accounts, connecting CEX/DEX, and what to expect as ledgers build and aggregate.

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1) Get an invite code

  • Ask your Renesis account manager or email info@renesis.fi for an invite code.
  • You’ll receive a one‑time code that grants access to your organization space.
  • Go to terminal.renesis.fi and select “Redeem invite”.
  • Enter your invite code, set your admin user, and create your organization.

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2) Complete the onboarding wizard

  • Set the legal entity name, base currency, and reporting timezone.
  • Add additional admins if needed (you can invite more later).
  • Configure MFA requirements and session timeouts.
  • Review data retention and export preferences.

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3) Add accounts and connect venues

  • Choose an exchange and provide API key + secret (withdrawal permissions should remain disabled; read/trade as required).
  • Scope keys to the minimum needed. We validate permissions before saving.
  • Connect via your preferred signer. We index on‑chain transfers, swaps, LP adds/removes, and gas fees.
  • For large histories, initial indexing can take time.
  • Connect fiat accounts and custodians to reconcile deposits, withdrawals, and fees.

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4) How ledgers are built and aggregated

Each connected account generates its own ledger, normalized across venues (trades, transfers, fees, funding, corporate actions). These account‑level ledgers then aggregate into org‑wide positions, balances, and PnL.
  • Initial backfill time: minutes to hours depending on exchange rate limits, account history, and chain indexing.
  • During backfill, numbers may look incomplete or temporarily inconsistent across pages.
  • Aggregation runs continuously; finalized organization views appear when all sources finish their first pass.
Tip: If you’ve just connected multiple venues, keep the dashboard open. We’ll notify you when aggregation completes.

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5) Validate and invite your team

  • Check Positions, Balances, and Recent Activity across venues.
  • Invite operations, compliance, and PM users with least‑privilege roles.

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Trading and APIs

Trading automation and programmatic access are bespoke per client. Public API docs are intentionally limited.
  • To enable trading or request API access, please contact sales at info@renesis.fi.
  • We’ll scope your requirements and provision a tailored setup with client‑specific documentation.