Getting Started
The shortest real path through SteadyEdge is simple: create access, verify your email, connect an exchange account, build a bot, and run a backtest before thinking about live execution.
What this is
This overview explains what the Getting Started section covers and in what order a new user should move through SteadyEdge.
When to use it
Use this page if:
- you just created an account
- you opened the dashboard for the first time
- you want the fastest path to a real backtest result
- you are not sure what SteadyEdge requires before a bot can run
Before you start
For a meaningful first session, be ready to do these things:
- create an account or sign in
- verify your email
- connect and validate at least one exchange account
- save a bot configuration
- run a backtest from that saved bot
Important current rules:
- unverified users cannot run backtests
- unverified users cannot start bots
- the first bot start flow requires a passed backtest; later config changes show a stale-backtest warning instead of resetting that gate
Step by step
Step 1: Create access to the platform
Start from the public site and open the login or registration flow.
SteadyEdge currently supports:
- email and password
- Google sign-in when the Google button is available in your environment
If you register from a referral link, the referral context is carried into registration. New registrations are also signed in immediately after success.
Step 2: Verify your email early
Email verification is a real usage gate, not a cosmetic badge. You cannot run backtests or start bots until your email is verified.
If you need to resend the message, open Dashboard -> Profile and use the resend action in the Profile tab.
Step 3: Connect an exchange account
Open Dashboard -> Profile -> API and add a Bybit or Binance account. The bot editor only offers validated exchange accounts, so this step has to be completed before normal bot setup becomes useful.
Step 4: Create your first bot
Open Dashboard -> Bots and start from:
- a template
- a blank configuration
- an imported config
Templates are the fastest option for a first run. Even with a template, still confirm the exchange account, symbol scope, side, leverage, and sizing.
Step 5: Run a backtest
Save the bot, then use Run Backtest from the dashboard or the bot editor. A successful first session ends with a backtest record in Backtest , not only with a saved bot.
What you should see
By the end of the Getting Started flow, you should have:
- a working sign-in method
- a verified email address
- at least one validated exchange account
- one saved bot configuration
- one backtest record in the Backtests workspace
Common mistakes
- registering successfully and only later discovering that email verification is still required
- adding an exchange account but never validating it
- treating a saved bot as launch-ready without a backtest
- trying to learn every page at once instead of following the product flow in order
Related articles
- Registration And Login
- First Backtest In 15 Minutes
- Workspace Overview
- Connect Exchange Account