Exchange account setup lives inside Dashboard -> Profile -> API. This is where you add and manage the exchange accounts used by your bots.

What this is

This article explains how to add a Bybit or Binance account, choose the correct environment, validate the connection, and make it available in the bot editor.

When to use it

Use this article if:

you need an account for bot creation
the bot editor shows no available exchange accounts
you want to connect Bybit or Binance for the first time

Before you start

Prepare these items before opening the API tab:

exchange API key
exchange API secret
the correct environment for that key
a clear label for the account
only the permissions needed for balance checks and trading

Important behavior:

the main user flow is Profile -> API
the bot editor only offers validated accounts
SteadyEdge supports Bybit and Binance
Binance accounts can be created as spot or futures
account-level restrictions are supported

Step by step

Step 1: Open the API tab

Go to Dashboard -> Profile -> API and click Add.

This opens the exchange-account modal where you define the connection.

Step 2: Choose exchange, environment, and product

Select the exchange first:

Bybit
Binance

Then choose the environment:

Main
Demo
Testnet

If you selected Binance, also choose the product:

Spot
Futures

The selected environment must match the API key you created on the exchange. This is one of the most common validation failures.

This environment controls trading, balances, order placement, and account validation. SteadyEdge charts and backtests still use mainnet market history, so a demo/testnet account can show a different chart from the exchange sandbox.

Add exchange account modal with the exchange selector, environment selector, Binance product selector, label field, API key field, and API secret field visible.

Step 3: Add account metadata and restrictions

Fill the remaining fields:

account label
API key
API secret
optional maximum concurrent bots
optional long-direction block
optional short-direction block

These restrictions control how the account can be used later by bots.

Step 4: Save and validate the connection

Save the account. SteadyEdge validates it immediately after save, and you can still use the test action in the accounts table later if you need to re-check it.

The table shows:

exchange, environment, and product
masked key details
validation state
validation error text when a check fails
last validation timestamps

Behind that check, SteadyEdge verifies more than key format. For example, it rejects read-only keys and checks product-specific trading permissions.

SteadyEdge does not require withdrawal, transfer, sub-account management, or admin permissions. Leave those disabled.

Step 5: Confirm that the account appears in the bot editor

Open the bot builder and check the Exchange Account dropdown in the Basic step. If the account validated successfully, it should now be selectable there.

What you should see

After a successful setup, you should see:

the account listed in the API table
the correct exchange and environment labels
a masked key preview
a healthy validation status
the account available in the bot editor

Common mistakes

selecting the wrong environment for the key
using a Binance spot key while expecting futures behavior
forgetting exchange-side trade permissions or IP allowlist settings
enabling extra exchange permissions such as withdrawals or transfers that the platform does not use
creating labels that are too similar to distinguish later
assuming a newly added but unvalidated account will appear in the bot editor

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