How to Navigate the Trading Dashboard

This guide will walk you through the key features and navigation options available on the platform, helping you efficiently manage your trading activities.

Whether you're checking your balance, reviewing trade history, or requesting a quote for a new transaction, this dashboard is designed to make your experience seamless and intuitive.

Sidebar Navigation Overview

On the left-hand side of the screen, you’ll find the sidebar navigation menu, which provides quick access to essential sections of your account. These include:

1. Balance

• Purpose: View your current holdings in both cryptocurrencies and fiat currencies.
• What You’ll See: A breakdown of your available funds across all supported assets (e.g., BTC, CAD).
• Use Case: Check how much you can trade before initiating a new order.

💡 Tip: The Balance section updates in real-time as trades are executed or deposits are received.

2. History

• Purpose: Access a detailed log of all past transactions.
• What You’ll See: A chronological list of completed trades, including:
  • Trade pair (e.g., BTC-CAD)
  • Direction (Buy/Sell)
  • Amount traded
  • Price per asset
  • Total value
  • Date and time
  • Status (e.g., Completed, Pending)

✅ Use this tab to track performance, verify transactions, or reconcile records.

3. Request for Quote

• Purpose: Get a real-time price quote before executing a trade.
• How It Works:
  1. Select Buy or Sell.
  2. Choose an asset pair (e.g., BTC-CAD).
  3. Enter the amount you wish to trade.
  4. Click Request Quote to receive the current market rate.

⚠️ Note: This does not execute the trade—only retrieves pricing information.