Getting Started Guide

step 1 purchase a subscription before you can access the platform's core features, ensure you have an active subscription there are two ways to purchase shop/customer portal navigate to the https //umustlook com/ and choose the plan that best suits your needs complete the purchase process by following the on screen instructions direct purchase via sfx platform alternatively, you can buy a subscription directly through the https //sfx sagemaster io/subscriptions if you’re a new user, simply follow the prompts to select your desired plan and complete the checkout process after purchasing, your account will be automatically upgraded, and you’ll gain access to premium features step 2 connect your broker account connecting your broker account is a crucial step to begin trading on the platform follow these instructions to seamlessly link your account navigate to the broker account connection section on your dashboard, locate and select the "broker accounts" option from the menu on the left sidebar choose your trading platform select the platform you are using (e g , mt4, mt5) from the "platform" dropdown menu select the company click the "company" dropdown and choose the name of your broker company from the list provided if you don’t see your broker listed, verify that the platform supports your broker, or reach out to support for assistance choose the server after selecting the company, pick the correct server associated with your broker account ensure that the server matches the one you use for trading on your broker’s native platform enter your account credentials username enter your trading account username please note that only numbers are allowed in this field password enter the password for your trading account proxy server choose a proxy server from the “proxy server” dropdown menu if you are using a proxy connection this option allows for additional security and anonymity the default setting is set to “europe,” but you can select any other location based on your preference configure drawdown settings balance type choose whether to monitor drawdown based on “balance” or “equity ” drawdown limit set the maximum drawdown limit as a percentage (e g , 20%) drawdown limit period select the period for the drawdown limit (e g , daily, weekly, monthly) connect account once all the required fields are filled out correctly, click the blue “connect account” button at the bottom of the form you will see a confirmation message once the account is successfully connected after successfully connecting your broker account, you’ll be able to view your account balance, monitor trades, and execute strategies directly from the platform if you encounter any issues during this process, check our docid\ ejqga8kj 7hvdsct56pev or contact support for further assistance step 3 create a smart assist to create a smart assist, you have three options explore presets , explore trade idea providers marketplace , and manual creation choose the option that best suits your needs explore presets visit the https //sfx sagemaster io/presets where you can find pre configured setups that align with different trade idea providers click the copy preset button next to the preset you want to use choose your broker account from the dropdown menu click copy to apply the preset once copied, your smart assist will be automatically activated, and it will begin executing trades based on the preset configuration explore trade idea providers marketplace open the https //sfx sagemaster io/marketplace browse and subscribe to a trade idea provider that matches your trading style or strategy click start ai assist next to the subscribed provider complete the form with your desired settings, such as entry conditions, stop loss, and take profit levels click start to initiate your smart assist and begin automated trading based on the provider’s ideas manual creation click the setup smart assist button located in the header of the platform explore the available settings and configure them based on your own strategy fill in the required fields, such as position sizing, risk parameters, and order execution rules click start to activate your manually created smart assist and start managing trades according to your custom configuration step 4 monitor created trades after your smart assist receives a trade idea from the subscribed trade idea providers, it will automatically execute the trade based on the provided parameters view active and pending trades navigate to your dashboard to see a summary of all active and pending trades screenshot 2024 10 01 at 15 56 28 png you can also visit the smart assist details page for a more detailed view of trades associated with a specific smart assist analyze trade performance from the dashboard or the smart assist details page, monitor key metrics such as profit/loss, trade status, and entry/exit points use this information to track the effectiveness of your strategy and make adjustments as needed screenshot 2024 10 01 at 15 58 15 png step 5 explore core features for a comprehensive understanding of the platform’s core features, visit the docid\ udqz4r13cir1ecbldi1mj , where you will find detailed explanations and examples of how to use each feature effectively feature documentation and tutorials explore in depth tutorials on how to utilize key features like smart assists, presets, and the trade idea providers marketplace real world use cases and examples learn through practical use cases and see how different features can be applied to your trading strategy best practices get insights into best practices and tips to maximize the potential of the platform’s functionalities this section will help you fully leverage the platform’s capabilities and improve your trading performance