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, Binance, OKX, or Gate account. The form shows the products, environments, regions, and live capabilities currently available for that integration. The bot editor only offers validated exchange accounts, so this step has to be completed before normal exchange-mode 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