Dashboard Navigation

The dashboard is the main operating surface in SteadyEdge. It combines navigation, live summaries, bot actions, support links, and account access in one shell.

What this is

This article explains how to move through the dashboard efficiently and what each major area is responsible for.

When to use it

Use this article if:

- you are signed in but do not know where to begin

- you want to understand what the dashboard home page is showing

- you want to find bot actions quickly

Before you start

Sign in first. The dashboard is a protected workspace.

Step by step

Step 1: Use the left navigation as your primary map

The user workspace includes:

- Dashboard

- Bots

- Backtest

- Analytics

- Profile

Step 2: Read the top bar before you scroll

The top bar gives you three important shortcuts:

- Help

- Manage Bots

- account and language controls

Use Help when you want documentation without leaving the workspace.

Step 3: Read the dashboard summary first

The dashboard home is designed to answer operational questions quickly:

- how many bots you have

- how they are performing

- what the current trade and PnL picture looks like

- which public ready bots are available to explore

Step 4: Use the bot table for actions, not only observation

Each bot row is actionable. Depending on state, the current dashboard can expose actions such as:

- start

- pause or stop

- edit

- run backtest

- open metrics

- open the trade log

- export settings

- delete

If a running bot already has an open position, the pause flow offers position-aware stop choices instead of a blind stop.

Step 5: Open deeper workspaces when the summary is not enough

Use specialized pages when the dashboard summary stops being enough:

- Bots for editing

- Backtest for run history

- Analytics for performance metrics and trade log

- Profile for verification, security, billing, API keys, and referrals

What you should see

You should now know:

- where the primary navigation lives

- where support access lives

- where quick bot actions live

- where to go next for editing, backtesting, analytics, or account management

Common mistakes

- looking for billing or exchange setup in the sidebar instead of Profile tabs

- expecting the dashboard summary to replace the full backtest report

- ignoring row actions in the bot table

Related articles

- Workspace Overview

- First Backtest In 15 Minutes

- Run Backtest

- Plans And Limits