Interface Overview

Main Dashboard

The dashboard serves as your central hub for monitoring all trading activities and accessing platform features:

Top Navigation Bar:

• Notifications: Alerts about your trades and account

• Exchange Selector: Switch between connected exchanges

• Search: Find specific features or settings

• User Menu: Access account settings, subscription details, and logout

• Help Center: Access documentation and support resources

Dashboard Sections:

• Performance Summary: Overview of total portfolio value, daily/weekly/monthly metrics, and profit stats

• Active Trades: Display of all current open positions with key metrics

• Recent Activity: Chronological list of trading activities and system events

• Markets Overview: Customizable view of market conditions and watchlists

• Alerts: Important notifications requiring immediate attention

Main Navigation Menu

Located on the left side of the screen, the main navigation menu includes:

• Dashboard: Overview of your trading performance

• Trading Modules:

  • DCA Assist: Access to DCA trading strategies

  • Grid Assist: Grid trading tools and configurations

  • SmartTrade: Advanced order management features

  • AI Marketplace: Browse and implement AI-powered strategies

• Account Management:

  • Exchanges: Manage your connected exchanges

  • API Keys: View and edit your API key settings

  • Security: Access 2FA and security settings

  • Notifications: Configure notification preferences

• Analysis Tools:

  • Portfolio: View your complete portfolio across exchanges

  • Analytics: Access detailed performance metrics

  • Screener: Find trading opportunities using filters

• Resources:

  • Documentation: Access all platform guides

  • Tutorials: Step-by-step learning resources

  • FAQs: Answers to common questions

  • Support: Contact customer support

Module-Specific Navigation

DCA Assist Navigation

• Click "DCA Assist" in the main menu

• Interface is divided into:

  • Active: Currently running DCA strategies

  • Setup: Create new DCA strategies

  • History: Completed DCA cycles

  • Backtest: Test DCA strategies against historical data

• Use the "+" or "Create New Strategy" button to begin a new DCA strategy

• Click on any active strategy to view details or modify settings

Grid Assist Navigation

• Select "Grid Assist" from the main menu

• The interface includes:

  • Active Grids: Currently running grid strategies

  • Grid Setup: Create new grid strategies

  • Grid History: Completed grid strategies

  • Grid Screener: Tool to find suitable pairs for grid trading

  • Grid Protections: Configure safety mechanisms

• Use the "Create Grid" button to set up a new grid strategy

• Click on any active grid to access detailed performance and settings

SmartTrade Navigation

• Click "SmartTrade" in the main menu

• The interface features:

  • Active Orders: Current open orders

  • Order History: Completed orders

  • Templates: Saved order configurations

  • Advanced Settings: Custom order parameters

  • TradingView Integration: Configure webhook connections

• Use the "New Order" button to create a new SmartTrade

Marketplace Navigation

• Select "Marketplace" from the main menu

• Browse through categories of pre-built strategies

• Interface sections include:

  • Strategy Marketplace: Browse available strategies

  • My Subscriptions: View strategies you've subscribed to

  • AI Baskets: Access and configure AI-managed portfolios

  • Performance Rankings: View top-performing strategies

• Click on any strategy to view detailed information

• Use the "Subscribe" button to add a strategy to your portfolio

By mastering these navigation elements, you'll be able to use SageMaster efficiently to implement and manage your trading strategies across all available features.

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.