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guide 03 · platform basics

understand the dashboard.
know what you're viewing.

The dashboard is a starting point for reviewing account information, connected exchanges and strategy activity. Exact controls may vary by version and account.

account overviewstrategiesactivity
interface note

This is a conceptual guide, not a verified screen-by-screen manual. Use the current labels and help inside the official Vayoh app if your interface differs.

what to check first

Before changing any setting, take time to identify the account and exchange currently selected. Avoid assuming that a value or status belongs to the exchange or strategy you intended to review.

01

portfolio and balances

Review the displayed account information and confirm it matches the exchange connection you expect.

02

connected exchanges

Check which exchange connections are active and review any connection warnings.

03

strategy status

Confirm whether each strategy is active, paused, completed or showing an error before making changes.

04

trading records

Use records and order history to understand activity rather than relying on a single headline number.

05

notifications

Read alerts that may indicate a connection issue, failed order or setting that needs attention.

06

account security

Keep credentials private and review available security settings regularly.

before adjusting a strategy

  • Understand the setting and the result it is intended to change.
  • Check the amount of capital exposed and the possible downside.
  • Review fees and the exchange’s own order rules.
  • Know how to pause or stop the strategy if needed.
important

A dashboard is a monitoring tool, not proof that a strategy is profitable or risk-free.

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