Guide: Platform Dashboard Screen

This guide explains each component of the platform dashboard, its purpose, and how to use it efficiently.

Step 1: RFQ Component (Request for Quote)

Step 1.1: Locating the RFQ

1. The RFQ component is located at the top of the dashboard screen.

2. It is the first element you will see when accessing the platform.

3. It represents the main area for performing financial operations.

Step 1.2: RFQ Functionalities

1. Through the RFQ, you can perform all your financial operations.

2. Request quotes for different types of transactions.

3. Execute operations in real time with security.

4. Track the status of your requests.

Step 1.3: How to Use the RFQ

1. Locate the RFQ component at the top of the screen.

2. Select the desired financial operation type.

3. Enter the required amounts and parameters.

4. Confirm the operation by following the on-screen instructions.

5. Monitor the processing of your request.

Step 2: Balance Cards

Step 2.1: Locating the Cards

1. Balance cards are located just below the RFQ component.

2. They display information about your account balances.

3. Show current balances in different currencies and products.

Step 2.2: Card Information

1. Current balance: Total amount available in each account.

2. Account types: Different currencies and financial products.

3. Account status: Current status of each account.

4. Real-time updates: Always-updated values.

Step 2.3: How to Read the Cards

1. Each card represents a specific account.

2. Values are displayed clearly and in an organized way.

3. Click on any card to access specific details.

4. Balances are updated automatically.

Step 3: Recent Operations Table

Step 3.1: Locating the Table

1. The table is located at the bottom of the dashboard.

2. It is positioned below the balance cards.

3. Displays the history of the most recent trades or exchanges.

Step 3.2: Table Content

1. Recent operations: History of the latest transactions.

2. Transaction details: Full information about each operation.

3. Operation status: Current status of each transaction.

4. Amounts and dates: Accurate data on values and dates.

Step 3.3: Information Displayed

• Date and time: When each operation was performed.

• Operation type: Category of the executed transaction.

• Amount: Value involved in the operation.

• Status: Current status (completed, pending, etc.).

• Details: Additional information about the transaction.

Step 3.4: How to Use the Table

1. Quickly view your latest financial activities.

2. Click any row to see complete details.

3. Use filters to find specific operations.

4. Track your full transaction history.

Step 4: General Dashboard Navigation

Step 4.1: Screen Layout

1. Top: RFQ component for financial operations.

2. Middle: Balance cards displaying account balances.

3. Bottom: Table showing the most recent operations.

Step 4.2: Main Functionalities

1. Execute transactions directly via the RFQ component.

2. Monitor your balances using the balance cards.

3. Check your history in the operations table.

• All information is updated in real time.