The SteadyEdge workspace is organized around the practical trading loop: monitor the dashboard, edit bots, run backtests, review metrics, and manage account-level settings from the Profile area.

What this is

This overview explains how the user workspace is laid out and which page to open for each common task.

When to use it

Use this page if:

you are logged in but do not know where to click next
you want a map of the main dashboard sections
you want to understand the difference between Dashboard, Bots, Backtests, Metrics, and Profile

Before you start

You should already be signed in. If you are not signed in, return to the public site and complete login first.

Step by step

Step 1: Learn the main navigation

The main sidebar exposes these user-facing sections:

Dashboard
Bots
Backtests
Metrics
Profile

Step 2: Use the Dashboard as your operating summary

The Dashboard is the fastest way to see what is happening now:

bot states and warnings
trade totals and win rate
total PnL
quick actions on bot rows
ready-bot discovery blocks

Step 3: Use specialized pages for focused work

Open the dedicated workspaces when you need depth:

Bots for configuration and editing
Backtests for run history and report pages
Metrics for analytics and the trade log
Profile for account, billing, exchange accounts, referrals, and security settings

Step 4: Use the top bar for support and quick actions

The top bar includes a direct Help link, a Manage Bots shortcut, language controls, and the current account menu.

Step 5: Remember that key settings are grouped under Profile

Billing, exchange connections, referrals, linked accounts, notifications, and security settings are grouped under Profile, with these tabs:

profile
billing
api
referrals

What you should see

You should be able to answer these questions after reading the workspace layout:

where to see bot status right now
where to create or edit a bot
where to launch or review a backtest
where to find analytics and the trade log
where to manage account, billing, and exchange connections

Common mistakes

looking for billing as a permanent sidebar item instead of using Profile -> Billing
looking for exchange connections outside Profile -> API
expecting the Metrics page to show the same thing as the Backtests page

Workspace

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