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There are three ways in: the Deposit panel in the top bar, the account row at the bottom of the sidebar, and the Settings window. Before the tour, it helps to know what one account covers.

How it works

You sign in to OpenFinance with your email address. That one account owns your wallet, your API key, your AI credits and your saved sessions. Settings does not change how trading works; it is where you manage the account around it.

The account panel

Click Deposit in the top bar, or your name at the bottom of the sidebar. Both open the same panel.
Account panel opened from the Deposit button showing the user name, AI credits with a Buy credits button, the wallet balance with Deposit and Withdraw, and the View wallet and Settings links

The account panel: credits, wallet balance and shortcuts

From the sidebar, the panel also has:
  • Help & feedback: Contact support (email to dev@openfinance.tech) and Docs.
  • Learn more: Terms of Service, Privacy Policy and Tutorials.
  • Sign out.
The avatar at the far right of the top bar has a shorter menu: Purchase OpenFinance credits, Settings and Sign out.

The Settings window

Settings opens as a window over the page you are on, with a search box and six sections.
Settings window listing General, Billing, Integrations, MCP Servers, Free Subscription and Export Keys on the left, with the General profile section open

Settings, with its six sections on the left

Integrations and MCP Servers show the same connections as the Connectors page, so use whichever is closer to hand.

Common tasks

If you came here to do one thing, it is probably one of these.
Open the account panel and click Buy credits, or go to Settings > Billing and click Fund it. See Models and AI credits.
Go to Settings > Integrations. Disconnecting here forgets the connection on the OpenFinance side; to fully revoke access, also remove it in GitHub or Vercel.
Go to Settings > Export Keys. All EVM chains share one key and Solana has its own. Anyone with these keys can move everything in the wallet, so never paste them into a chat, an email or a site you do not fully trust.
Go to Settings > Free Subscription. The card shows this month’s perpetuals volume against the threshold, the reward, and the date it resets.
It is not in Settings. Open External AI in the sidebar.
Click your name at the bottom of the sidebar, then Help & feedback > Contact support. You can also reach OpenFinance on X at @openfinancelabs.

The sidebar

The sidebar is the app’s main navigation.
  • New chat starts a fresh chat.
  • Three sections, Agent, Trade Agent and Connect, hold the pages. Click a section’s name to fold it.
  • Recents lists your chats, Studio sessions and Alchemy runs. Search them, filter by type, and delete a session from its options menu. A session that is still working shows a moving marker.
  • The collapse button at the top shrinks the sidebar to icons. Your choice is kept as you move between pages.

The welcome disclaimer

The first time you sign in, a disclaimer appears before anything else. It explains that OpenFinance is experimental, that it does not give financial advice, that AI can be wrong, and that your API key gives full access to your wallet. You must tick four boxes and click I understand & agree to continue. It is shown once per account.
Every trade needs your confirmation, and nothing in OpenFinance is financial advice. Never trade more than you can afford to lose.

FAQ

The profile shows the email you signed in with and a name taken from it. There is no edit control in Settings today.
Not yet. Card payment is marked Coming soon. Credits are bought with stablecoins from your OpenFinance wallet.
Use Sign out in the sidebar account panel or in the avatar menu in the top bar.

Next

Wallet

Balances, deposits, sending and key export.

Models and AI credits

How credits work and how to top up.

Connectors

Manage every connected account in one place.

External AI

Your MCP server URL and API key.