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This section focuses on the critical aspects of protecting your assets and optimizing your exchange integrations for seamless trading.

Security & Account Management

After exploring SageMaster's trading strategies and analytical tools, it's essential to understand how to keep your account secure and properly manage your exchange connections. This section focuses on the critical aspects of protecting your assets and optimizing your exchange integrations for seamless trading.

Security Features

Exchange Management

Notifications

Welcome to Sagemaster Crypto Helpcenter. To visit SFX Helpcenter please follow the link in the sidebar.

Search for any helpful articles from our team to find an answer to your question.

Feedback

Roadmap

News

SFX Helpcenter

Blog

Begin your SageMaster journey with our comprehensive Getting Started guide. This section covers everything new users need to know, from creating your account and connecting exchanges to understanding basic terminology and navigating the platform

Getting Started

Welcome to SageMaster

SageMaster Platform Overview

Account Setup Guide

SageMaster supports integration with many major cryptocurrency exchanges through API keys. 
This integration supports functionalities like order tracking, portfolio updates, and market data retrieval without the need for manual inputs, ensuring accuracy and saving time.
 

How To Connect Your Exchange

Creating a New API Key in Binance

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.

How To Connect Binance Exchange

How To Connect Kucoin Exchange

How To Connect ByBit Exchange

How To Connect Bitfinex Exchange

How To Connect BitMart Exchange

How To Connect Bitget Exchange

How To Connect MEXC

This guide explains how to create and add your Hyperliquid account to SageMaster 

How to Сonnect HyperLiquid 

How To Connect Kraken Exchange

How To Connect Gate.io Exchange

How To Connect Huobi Exchange

How To Connect HitBTC Exchange

How To Connect Coinbase Exchange 

How To Connect OKX Exchange

Understanding these terms will help you navigate the platform more effectively and make better-informed trading decisions.

Understanding Basic Terms

The SageMaster platform provides a powerful trading environment with an intuitive interface designed for both beginners and advanced traders.

Navigation Guide

This section presents our core algorithmic approaches, each designed for different market conditions and trading objectives.

Trading Strategies

While conventional DCA refers to allocating fixed values at regular time intervals, modern analytical platforms like SageMaster use the concept to demonstrate a more dynamic approach: simulating additional entries as prices decrease by specific percentages.

DCA Trading

What is DCA Trading?

Types of DCA

Setting Up Your First DCA Assist

Managing DCA positions

The DCA Backtest is a powerful feature that allows you to evaluate the efficiency and other key metrics of a selected provider and settings based on historical indicator data. The backtest is influenced by the DCA settings you configure, including pairs, extra orders, take profits, and stop losses. This tool enables you to validate and optimize your settings based on historical data analysis for more effective strategy development.

DCA Backtest Guide

Key Features

Glossary Changes and Meanings

DCA FAQ

Grid trading is an automated strategy that brings structure and discipline to cryptocurrency trading. At its core, grid trading works by placing multiple orders at predetermined price intervals, creating a systematic approach to buying and selling. This method allows traders to capitalize on normal price fluctuations in the market, whether they're moving up, down, or sideways.

GRID Trading

What is Grid Trading?

Types of Grid

💡 Disclaimer: Please note that trading information outlined in this document should not be regarded as financial or investment advice from SageMaster. You should fully understand the features and use it at your discretion.

AI Grid Trading Guide: Proven Strategy for Maximum Profits

Properly configuring your grid strategy settings can support more effective cryptocurrency market analysis. This comprehensive guide will help you understand and optimize each setting for your specific trading goals.

Grid Settings and Configuration Guide

GRID Start/Stop Trigger Conditions

GRID Protections

Backtesting is a crucial component of successful grid trading. It allows you to test your grid strategy against historical market data before risking real capital. This guide explains how to effectively use the backtesting features in SageMaster's Grid Assist.

Grid Backtest Guide

We are introducing new statistics for Grid Assist that provide a clearer view of your capital allocation and performance. These updates are designed to enhance your understanding of your Assist's current and potential value, making it easier to track progress and make informed decisions.

Current Value and Investment

At SageMaster.io, our commitment to providing users with the most innovative tools for market analysis remains paramount. We are excited to introduce our newest development—a sophisticated tool designed to assist users in identifying potential market movements and optimal learning opportunities.

SageMaster Bands Indicator

At SageMaster.io, our dedication to innovation has led us to develop the AI Settings 2.0 for grid simulations, designed to optimize strategy modeling through advanced automation and adaptive response mechanisms. This sophisticated tool leverages our proprietary algorithms to enhance the effectiveness of your simulated configurations across various market conditions.

GRID AI Settings 2.0

We are excited to announce the addition of the Screener Filter feature to Grid Assist, aimed at enhancing your trading experience by providing useful insights. This powerful tool leverages the SageMaster Consensus Indicator to provide aggregated technical ratings across various markets, helping you identify potential trading pairs for your Grid strategies.

How to use Screener filters for GRID Assist

Bearish Grid Unveiled: Profiting from Cryptocurrencies Downward Swings

This guide explains how to modify your Grid Assist settings and what to expect when making changes.

Edit Grid Assist Settings 

Rebalancing After Edit

Profit Allocation (%) GRID

GRID FAQ

Whether you're new to investing in crypto or an experienced investor, the AI Basket is designed to assist you in configuring or automating aspects of portfolio creation, management, and potential optimization. This guide will provide you with all the information you need to effectively utilize this powerful tool.

AI Basket

Disclaimer:
Past performance is not indicative of future results, and the value of investments can fluctuate. The application of AI does not eliminate risk, and there is no guarantee that the strategies described will achieve profitable outcomes. Users are responsible for their investment decisions and should carefully assess their risk tolerance and financial objectives before engaging in any trading activities.

Investing in cryptocurrency and other financial markets carries a high level of risk and may not be suitable for all investors. The use of AI technology in trading is still evolving, and unexpected system errors, technical issues, or incorrect predictions may occur. Users should be aware of the possibility of losing some or all of their invested capital.
We strongly recommend consulting with a licensed financial advisor or professional before making any investment decisions. By using the information provided in this guide, users agree that the authors, the platform, and any affiliated parties are not responsible for any losses or damages arising from the use of the strategies and tools outlined in this guide.

The information provided in this guide is for educational and informational purposes only and should not be considered financial or investment advice. The use of AI in trading, including basket trading strategies, involves inherent risks due to market volatility, technological limitations, and unpredictable market behavior.

Welcome to the AI Basket Feature Guide

Understanding AI Baskets

Strategies Explained

Case Study — Rebalancing vs. BUY & HOLD

Managing Risks with AI Baskets

Getting Started with the AI Basket

Auto Rebalancing Guide

Preset Portfolios Guide

Adding Capital Guide

Scheduled Purchases Setup

In this final chapter, we've compiled a list of frequently asked questions to help you navigate any uncertainties you might have while using AI Baskets on our platform. Additionally, we'll guide you on where to find support and more information to ensure a smooth and informed investment experience.

FAQs and Troubleshooting

Trading with Omni

In the fast-paced world of cryptocurrency trading, staying ahead requires innovative approaches that adapt to rapidly changing market conditions. Omni Assist represents SageMaster's breakthrough hybrid trading technology that combines the best aspects of multiple trading strategies into one powerful, adaptive system.

What is Omni Assist?

Comparison with Grid and DCA Strategies

Now that you understand what Omni Assist is, let's examine the technical innovation behind this hybrid strategy and how it seamlessly integrates Grid trading and Dollar Cost Averaging (DCA) to create something greater than the sum of its parts.

How Omni Assist Combines Grid & DCA

Now that you understand what Omni Assist is and how it combines Grid and DCA strategies, it's time to set up your first Omni Assist strategy. This guide will walk you through the essential steps and parameters to get you started with this powerful trading tool.

Setting Up Your First Omni Assist Strategy

Now that you've set up your first Omni Assist strategy, it's important to understand how it will behave in different market conditions. This guide provides detailed walkthroughs of Omni Assist's performance across three key market scenarios: range-bound, uptrending, and downtrending markets.

These real-world examples will help you visualize exactly how the strategy adapts to changing market conditions and how to optimize your settings for each scenario.

Market Scenario Guides

After exploring how Omni Assist performs in different market scenarios, you're ready to dive into the advanced configuration options that can take your trading strategy to the next level. While the basic setup provides a solid foundation, these advanced parameters allow you to customize Omni Assist to your specific trading style, risk tolerance, and market expectations.

Advanced Configuration

Disclaimer: Trading involves significant risk of loss and is not suitable for all investors. Results vary widely. Always ensure careful risk management and verify all settings before implementing any automated strategies.

Omni AI Settings

Promise: Automate exits to help capture gains and limit losses — so you don’t have to watch charts constantly.

If you’ve ever watched a green trade drift back to zero or woken up to a deeper loss than you planned, this guide is for you. Omni Assist’s Take Profit & Stop Loss toolkit turns those “I should’ve closed” moments into clear, pre-set decisions your automation can carry out for you. You decide the rules. Omni does the watching.

Automated Exits in Omni Assist — Take Profit & Stop Loss Toolkit

Profit Allocation (%)  Omni

Case Studies & Performance Examples

Understanding Omni Assist: Core Functions and Terminology

Glossary Information

 SageMaster offers a suite of specialized tools to enhance your trading precision and market analysis capabilities. 

Tools, Features & Case Studies

Building on the trading strategies covered in the previous section, SageMaster offers a suite of specialized tools to enhance your trading precision and market analysis capabilities. While our core strategies provide the foundation for automated trading, these tools help you make more informed decisions about when and where to deploy those strategies.

Overview

The SGM Bands Indicator is a sophisticated technical analysis tool developed by SageMaster to help traders identify optimal entry and exit points for grid trading strategies. This proprietary indicator combines advanced algorithmic analysis to create dynamic levels that serve as guideposts for market behavior, enabling traders to make more informed decisions in various market conditions.

Technical Indicators

Unlock superior trading opportunities with QFL Ultra, the latest innovation from SageMaster.io. QFL Ultra harnesses cryptocurrency market volatility using the renowned Quickfingersluc (QFL) method across the top 106 cryptocurrencies. Capitalize on market overreactions and panic sell-offs with precision.

QFL Ultra

Mastering QFL Strategies: MASTER vs. ULTRA

Omni vs AI Grid vs Regular Grid Use Case

Futures

Welcome to SageBit AI & SageFX AI

Your intelligent trading companions on the DeepSage platform, designed to help you make smarter, faster trading decisions.

SageBit & SageFX - DeepSage Assistants

Here you will find the guides and advice on how to get the most of Sagemaster's features.

Feature and User Guides

AI Screener

SGM Screener helps you shortlist crypto pairs that match a strategy right now. It’s best used as a fast workflow: shortlist in the table → confirm on a chart → start an Assist with a clear risk plan.

Getting started with SGM Screener

Green Light Trend Rider — How to use this Screener

Green Light Trend Rider

Top Gainers & Volume — How to use this Screener

Top Gainers & Volume

Oversold Reversal for Dip Buyers — How to use this Screener

Oversold Reversal for Dip Buyers

User Guide: Setting Up 2FA

💡 Bybit, one of the leading cryptocurrency exchanges, is making important updates to its API and account structure. To ensure seamless trading and uninterrupted API connectivity, all users are required to switch to the new Unified Trading Account (UTA). This article will explain why this change is necessary, who should upgrade, and how to do it quickly and efficiently.

Upgrade Bybit Account to the Unified Trading Account

💡 Kucoin has recently upgraded their API keys from version 2 to version 3.

User Guide: Update your Kucoin API keys from v2 to v3

User Guide: When a token is Delisted or Renamed

Trading View Webhook Setup

💡 All data, performance metrics, and strategy results shown are examples and for informational purposes only. Past performance is not indicative of future results. Investing and trading involve risk, including the potential loss of principal. Use of AI-based tools does not guarantee success or profitability.

Portfolio Dashboard User Guide

Backtest 2.0 Omni/GRID

Using Grid Assist Filters: Enhancing Your Trading Strategy

Screener and Filters

After setting up your security and account management, this section provides resources to quickly resolve any challenges you encounter while using SageMaster, ensuring minimal disruption to your trading activities.

Troubleshooting & Support

Common Issues & Solutions

Error Resolution Guide

Trading Error Fixes

Insufficient Balance Error

How to Handle Stopped DCA Assists

Stay connected with SageMaster's evolution and community. After mastering the platform's features and troubleshooting processes, this section keeps you informed about new developments, planned improvements, and system status. Engaging with these resources ensures you're always leveraging the latest capabilities and contributing to SageMaster's ongoing enhancement.

Updates & Communications

At SageMaster, we're constantly enhancing our platform with new capabilities to improve your experience. Stay informed about the latest features and improvements we add to the platform.

Feature Announcements

At SageMaster, our platform is shaped by our users’ input. Your feedback directly influences our development priorities, helping us build tools that truly support traders' needs.

Community Feedback

Our product roadmap outlines SageMaster's vision for future development, giving you insight into upcoming features and platform enhancements. We believe in transparency about our direction while maintaining the flexibility to adapt to market conditions and community needs.

Reliable trading requires a dependable platform. At SageMaster, we're committed to providing transparent, timely updates about our system status, scheduled maintenance, and any operational issues that might affect your trading experience.

Platform Status Updates

SageMaster's release notes provide detailed documentation of platform updates, improvements, bug fixes, and changes. These comprehensive records help you stay informed about how the platform is evolving and what new capabilities are available to enhance your algorithmic trading experience.

Release Notes

How can we help you?

Help Center

Crypto

In Review

In Progress

Completed

Duplicate

Rejected

Planned

AI GRID

AI DCA

Paper Trading

Exchange request

AI Omni

MasterGPT

Screener

Quarterly Roadmap

Monthly Roadmap

Main Roadmap

<p>Welcome to the SageMaster Feedback Forum! Share your thoughts, feature requests, and bug reports here. Your feedback is valuable and helps us improve our trading platform. Thank you for being a part of the SageMaster community!</p>