📊 Dashboard User Guide

The new dashboard is designed to give you a complete overview of your portfolio, assists, and assets across multiple exchanges in one place. Below is a breakdown of each area and how to use it.

1. Portfolio Overview (Top Section)

• Total Balance: Displays your total portfolio value across all connected exchanges.

• Reserved Funds: Shows funds currently held for open orders.

• Locked Funds: Displays funds currently held by system strategies or platform processes.

• Available for Trading: Indicates liquid funds currently accessible for trading based on current data.

👉 Tip: Hover over any info icon (i) to see definitions for these fields.

2. Portfolio Change & Performance

• Change Tracker: Helps you understand how your portfolio has performed over time.

• Time Filters: View performance over 24h, 1W, 1M, 1Y, or Custom periods.

• Chart Types:

  • Bar Chart: Visualizes account movement by exchange.

  • Line Chart: Tracks portfolio value over time with detailed hover insights.

👉 Example: On 10 June, the portfolio value displayed was approximately $10.8M, reflecting a +0.84% change that day.

Note: This is sample data for illustrative purposes only.

3. Accounts Breakdown

Lists all connected accounts with their balances:

• PT BinanceUSDM

• PT Kucoin

• PT Bitget

• PT Kraken

• PT Bybit

• PT Binance (Spot)

✅ You can toggle accounts on/off to customize which balances are included in your totals and visualizations.

4. Asset Allocation

• By Asset: Shows distribution of your portfolio in assets such as BTC, ETH, USDT, BONK, and others.

• By Exchange: Switch to view allocation across exchanges.

• Example: In the example shown, BTC accounts for approximately 48.22%, ETH 15.19%, and USDT 31.44%.

  Figures shown are for illustrative purposes only and may not reflect actual performance.

5. Assists Funds Allocation

Displays how funds are distributed across your AI-assisted strategies:

• Grid Assists

• DCA Assists

• Omni Assists

• AI Baskets

👉 Example: DCA assists currently hold the largest allocation in the sample data at ~$182.25.

These are example values and do not reflect expected results.

6. AI Assists Overview

At the bottom of the dashboard, you’ll find summary stats for each assist type:

• AI Baskets

  • Active limit: 5/100

  • Sample Lifetime Profit: $1,022.94

  • Sample Daily Profit: $1,196.01

• AI GRID Assists

  • Active limit: 1/∞

  • Sample Lifetime Profit: $104,647.41

• AI Omni Assists

  • Active limit: 8/100

  • Sample Lifetime Profit: $1,708.29

• AI DCA Assists

  • Active limit: 13/50

  • Sample Lifetime Profit: $1,787.34

👉 You can create new assists directly from this section.

🛈 These figures are provided for example purposes only and do not guarantee performance. Actual results will vary.

7. Assets Section

This section shows a detailed breakdown of your holdings.

• Filters:

  • Choose between USD or BTC view.

  • Filter by exchange.

  • Option to hide small balances.

• Asset Table includes:

  • Token (BTC, ETH, USDT, BONK, etc.)

  • Amount currently available

  • Price & 24h change (as provided by market feeds)

  • Asset percentage of your portfolio

  • Total value (approximate)

  • Quick Trade button for supported assets

👉 Example: In the sample shown, BTC value is approximately $4.46M, accounting for 48.22% of the sample portfolio.

Actual values will vary depending on your holdings and market data.

8. Community & Help

• Community Button: Connect with other traders to share tips and strategies.

• Guide & Help Icons: Access help documentation or quick tips.

• Refresh Icon: Sync your latest balances and trades instantly.

✅ Key Takeaways

• The top bar gives you a real-time snapshot of your portfolio status.

• The middle section provides insight into performance, allocation, and AI strategy usage.

• The bottom section helps you monitor and manage individual assets and AI assists.

• You can initiate trades from the Assets section for supported pairs, subject to exchange availability and connection status.

• The dashboard is interactive, with filters, toggles, and quick-create options.

Disclaimer: Trading involves significant financial risk and can result in substantial losses. Past performance does not guarantee future results. SageMaster does not provide financial advice. Users should ensure compliance with local regulations.