Complete Setup Guide

Getting Started with OptiBid Energy

Follow this comprehensive guide to set up your energy trading dashboard, connect your data sources, and start optimizing your energy portfolio in just 30 minutes.

Before You Begin

System Requirements

  • • Modern web browser (Chrome, Firefox, Safari, Edge)
  • • Stable internet connection
  • • Energy trading data sources (optional)
  • • Admin access to your energy systems

Access You'll Need

  • • OptiBid Energy account credentials
  • • Energy market data provider accounts
  • • Grid operator system access (if applicable)
  • • Organizational admin permissions

Step-by-Step Setup Guide

1

Create Your Account

Start by setting up your OptiBid Energy account with your organization details.

Actions:

  1. Navigate to the sign-up page
  2. Enter your organization information
  3. Verify your email address
  4. Complete your profile setup
Est. Time: 5 minutes
2

Access Your Dashboard

Log in to your dashboard and familiarize yourself with the interface and key features.

Dashboard Overview:

  • • Energy Portfolio: Overview of your energy assets
  • • Market Data: Real-time energy prices and trends
  • • Analytics: Performance metrics and insights
  • • Settings: Configure your preferences
Est. Time: 5 minutes
3

Connect Data Sources

Integrate your energy trading platforms, market data providers, and IoT devices.

Supported Integrations:

  • • Electricity markets (EPEX, PJM, ERCOT)
  • • Energy management systems
  • • IoT sensors and meters
  • • Weather and demand data

API Integration:

Use our REST APIs to connect your existing systems. Full documentation available in the API reference section.

Est. Time: 10 minutes
4

Configure Your Portfolio

Set up your energy assets, trading preferences, and optimization parameters.

Portfolio Configuration:

  1. Add your energy assets and capacity
  2. Set trading constraints and limits
  3. Configure risk management parameters
  4. Define optimization objectives
  5. Set up alert preferences
Est. Time: 8 minutes
✓

Start Trading & Monitor

Launch your first automated trading strategy and monitor performance in real-time.

Success Criteria:

  • • Real-time data flowing from all sources
  • • Portfolio metrics updating correctly
  • • Automated trades executing as configured
  • • Alerts and notifications working
Est. Time: 2 minutes

Congratulations! You're Ready to Trade

You've successfully set up your OptiBid Energy platform. Now explore advanced features to maximize your trading performance.

Advanced Analytics

Learn to use predictive models and AI insights

Explore Analytics

API Integration

Connect your custom systems and automations

View API Docs

Support & Training

Get help from our expert team when you need it

Contact Support

Need Help Getting Started?

Our team is here to help you every step of the way. Get personalized guidance and support.

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