1. Getting Started
Navigation Guide
8 min
interface overview the sagemaster platform provides a powerful trading environment with an intuitive interface designed for both beginners and advanced traders 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 navigation structure 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