YoForex AI Documentation
Dashboard Setup & Usage Guide
Follow this guide to go from signup → workspace setup → AI signal pipelines → automation with YoForex AI. Designed for managers, analysts, and algo teams who need reliable AI-assisted execution.
Quick Reference
- Set up your workspace and invite collaborators.
- Build AI signal pipelines with consensus and automation toggles.
- Track KPIs, push signals to execution, and audit history.
1. Workspace Setup
Create a workspace, connect brokers or paper trading, and invite teammates.
- Create a workspace from the onboarding modal
- Add broker or paper connections under Settings → Integrations
- Assign permissions for analysts and viewers
2. AI Signal Pipelines
Configure analysis templates that power dashboards and alerts.
- Choose from 392+ AI models or add a custom provider
- Define prompts, timeframe context, and risk profiles
- Enable multi-AI consensus to compare reasoning side-by-side
3. Dashboard Execution
Monitor signals, send them to automation, or share with clients.
- Pin KPIs, watchlists, and recent analyses to the dashboard
- Trigger auto-trading flows or copy trades with one click
- Publish read-only dashboards to teammates or investors
4. Automation & Alerts
Translate AI outputs into rules, alerts, and trading tasks.
- Map AI confidence & SL/TP into rule-based alerts
- Send executions to MT5/MT4 via YoForex Bridge or webhook
- Track playbooks with checklists for discretionary confirmation
Best Practices
Keep workspaces separated by strategy, enable audit logging under Settings, and use automation approval steps for higher-risk playbooks.