Exchange Integrations

Exchange Integrations

Connect exchange accounts through a controlled API workflow.

Evolution Zenith is designed to connect supported cryptocurrency exchange accounts with the platform workspace, enabling balance synchronisation, strategy monitoring and eligible order routing through user-controlled API permissions.

  • API-based account connection
  • User-defined trading permissions
  • Balance and position synchronisation
  • Connection removal and key revocation
Integration control centre
Connection active
Connected accounts 01
API state Active
Trading permission Enabled
Withdrawal access Disabled
Connected account workflow Illustrative architecture
EX
Exchange account Holds balances, positions and active orders under the user’s exchange credentials.
API
Permission layer Transfers only the information and actions allowed by the configured API key.
EZ
Evolution Zenith Displays account data and routes eligible strategy actions through the connection.
Connected account Verified
API permissions Controlled
Read balances Enabled
Read positions Enabled
Place trades Enabled
Withdraw funds Disabled
Synchronisation 84%
Account data update Current
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Permission reminder

Only the minimum permissions required for the intended workflow should be enabled.

Illustrative integration interface. Actual functions depend on the connected provider.
Account connection Link a supported exchange profile through API credentials.
Balance sync Display available assets and account-level allocation.
Position sync Review relevant positions and current trading exposure.
Order routing Submit eligible trading actions through approved permissions.
Connection control Disable the connection or revoke the API key when required.
Integration architecture

Keep the exchange account and platform roles separate.

The exchange remains responsible for account custody and trade execution. Evolution Zenith provides the connected workspace, strategy logic and monitoring layer, while the API key defines what information and actions may pass between the two systems.

  • The exchange account remains governed by the provider’s own terms and controls.
  • The API key should contain only the permissions required for platform use.
  • Removing or revoking the key should stop future platform communication.
Operational layers Separated responsibilities
01
Exchange custody layer

Maintains the exchange account, assets and provider-side security settings.

Provider
02
API authentication layer

Verifies credentials and applies the permissions selected by the account owner.

Access
03
Platform data layer

Organises balances, positions and trading activity inside the workspace.

Platform
04
Strategy validation layer

Checks strategy conditions and risk rules before an action becomes eligible.

Control
05
Exchange execution layer

Receives a permitted order request and processes it under provider conditions.

Execution
API permissions

Enable only the access required by the trading workflow.

API permissions determine what the platform can read or request. The final availability and naming of permissions depend on the connected exchange and account type.

Provider dependent

Read order history

Supports reconciliation between platform events and the trading records maintained by the exchange.

  • Improves activity record completeness
  • Helps confirm execution status
  • Availability differs between providers
Avoid

Withdrawal access

Withdrawal permissions are not required for ordinary trading, portfolio monitoring or strategy execution.

  • Not needed for order routing
  • Creates unnecessary account exposure
  • Should remain disabled where possible
Connection process

From API creation to verified account synchronisation.

The connection process separates provider-side credential creation from platform-side validation and account monitoring.

Open API settings

Access the API management area inside the supported exchange account.

Create an API key

Generate credentials dedicated specifically to the Evolution Zenith connection.

Select permissions

Enable only the read and trading functions required by the intended platform workflow.

Validate the connection

Add the credentials to the platform and confirm that the account responds correctly.

Review synchronisation

Check balances, permissions and connection status before activating a strategy.

Account synchronisation

Bring exchange data into the platform without merging account control.

Synchronisation allows relevant exchange information to appear inside the platform while the connected provider continues to maintain the source account and its execution records.

Synchronised account data

Illustrative connection status and information categories.

Connection current
Data category Status Source Use
Asset balances Synced Exchange Portfolio view
Open positions Synced Exchange Exposure review
Open orders Synced Exchange Order monitoring
Strategy events Recorded Platform Activity history
Account state Connected
Permission state Verified
Last platform check Current
Connection health Normal
Authentication Valid
Data access Available
Trading access Enabled
Data refresh event

Account information is refreshed through the available provider connection and displayed in the workspace.

×
Connection removal

Removing the platform connection should be followed by revoking the corresponding API key at the exchange.

Integration requirements

Functions may differ between providers and account types.

The comparison below explains which connection elements are generally required and which remain dependent on the exchange.

Integration element Requirement Configured by Purpose Important limitation
API credentials Required Exchange account owner Authenticate the platform connection Must be stored and handled securely
Read permissions Required Exchange account owner Synchronise balances and account information Available data differs by provider
Trading permission Optional Exchange account owner Enable manual or automated order routing Not required for monitoring-only use
IP restrictions Provider dependent Exchange account owner Limit where API requests may originate Support differs by exchange
Withdrawal permission Not required Exchange account owner Not needed for standard platform functions Should remain disabled where possible
Order-type support Provider dependent Exchange provider Determines available execution methods Not every provider supports identical orders
Security boundaries

Protect the connection at the platform, exchange and credential levels.

Integration security depends on more than one system. The user, the exchange provider and the platform each control a different part of the connected workflow.

Credential level

API key protection

Use a dedicated key, avoid unnecessary permissions and replace credentials if exposure is suspected.

  • Do not reuse unrelated API credentials
  • Keep withdrawal permissions disabled
  • Revoke old or unused keys
Platform level

Connection monitoring

Review connection state, permission changes and unexpected order activity through the platform workspace.

  • Monitor synchronisation failures
  • Investigate unexpected activity
  • Disconnect the account when required
Integrations FAQ

Questions about exchange API connections.

Review account custody, permissions, synchronisation and connection removal before linking an exchange.

How does Evolution Zenith connect to an exchange?
The platform is designed to connect through API credentials created inside a supported exchange account. The credentials define which data and actions are available to the platform.
Does Evolution Zenith need withdrawal permission?
Withdrawal permission is not required for ordinary account monitoring, strategy management or trading order submission. It should remain disabled where the exchange allows separate permissions.
Where are connected funds held?
Under the intended integration model, funds remain associated with the connected exchange account. The provider’s custody, account and withdrawal rules continue to apply.
Can the platform work without trading permission?
A monitoring-only connection may be possible when the provider supports read permissions without trading access. Automated order execution requires the relevant trading permission.
How is an exchange connection removed?
The platform connection should be disabled or removed, and the corresponding API key should then be revoked directly inside the exchange account to prevent further use.
Are all exchanges supported in the same way?
No. Providers may differ in API structure, permissions, available market data, order types, rate limits and account requirements. Current availability should be confirmed before connection.
Evolution Zenith Integrations

Connect exchange accounts without giving up permission control.

Use a structured API workflow for account data, trading execution and connection monitoring inside the Evolution Zenith platform.

Risk warning: Exchange integrations depend on third-party APIs, account permissions, provider availability and technical infrastructure. API interruptions, execution delays, rejected orders or incorrect permission settings may affect trading activity. Interface values shown on this page are illustrative and should not be treated as live account information.