Setup Guides

Step-by-step instructions to connect your trading accounts. Each broker has slightly different credentials — follow the guide for your platform.

📊
Tradovate
LIVE ACCOUNTS
⚠ Tradovate API access requires a self-funded live account with a minimum balance of $1,000 and a separate API subscription ($25/month). This does NOT work with prop firm evaluation accounts (Tradeify, Lucid, etc.).
1

Log Into Tradovate

Go to trader.tradovate.com and log in with your live account credentials.

2

Enable API Access

Click the gear icon (⚙) in the top right → go to Settings → API Access.

If you don't see "API Access" in the menu, your account may not have API enabled. Contact Tradovate support and ask them to enable API access for your account.

3

Subscribe to API Access ($25/month)

Click "Subscribe to API Access". This is a separate $25/month charge from Tradovate — it's required to use their API.

⚠ This charge is billed directly by Tradovate, separate from your CopyTrade subscription.
4

Create an Application

Click "Add Application" and give it a name (e.g. "CopyTrade").

Tradovate will generate two credentials:

  • CID — a numeric Client ID (e.g. 12345)
  • Secret — a long string (e.g. c5c0ff2f-45cb-481b-9d07...)
⚠ Copy these immediately — Tradovate only shows the Secret once. Paste them into a safe place before closing the window.
5

Find Your Account Spec

Your Account Spec is your Tradovate account name — it looks something like LIVE123456.

Find it in Tradovate under Settings → Accounts — it's the account identifier shown next to your account name.

6

Add Account in CopyTrade

Go to Dashboard → Accounts → + Add Account and fill in:

  • Broker: Tradovate
  • Username: your Tradovate email
  • Password: your Tradovate password
  • CID: the number from step 4
  • Secret: the string from step 4
  • Account Spec: from step 5

Authenticate & Test

Click "Add & Authenticate". The account should show a green ● TOKEN OK badge within a few seconds.

If authentication fails, check that your CID/Secret have no extra spaces (copy-paste carefully). Tradovate sometimes adds trailing spaces.

ℹ The first time an order is placed, Tradovate will email you asking to approve the device. Check your email and click Approve — after that, it runs automatically.
✓ You're connected! Tradovate tokens are valid for 90 minutes and auto-renew. You'll never need to manually re-authenticate.
🏆
TopstepX
FUNDED ACCOUNTS
ℹ TopstepX API works with your funded Topstep accounts. You need a separate API subscription ($29/month) through the ProjectX platform dashboard.
1

Log Into TopstepX Platform

Go to platform.topstepx.com and log in with your Topstep credentials.

2

Subscribe to API Access

In the platform, go to Settings → API (or look for "API Access" in the account menu).

Subscribe to API access — this costs $29/month billed by TopstepX/ProjectX directly.

⚠ This is separate from your CopyTrade subscription.
3

Generate Your API Key

Once subscribed, click "Generate API Key".

You'll get a long API key string. Copy it immediately and save it somewhere safe.

⚠ The API key is only shown once. If you lose it, you'll need to generate a new one.
4

Find Your Account Name

Your TopstepX account name is shown in the platform — it usually looks like TSX-LIVE-12345 or similar.

This is the "Account Name" field in CopyTrade (optional — if left blank, we'll use your first active account).

5

Add Account in CopyTrade

Go to Dashboard → Accounts → + Add Account and fill in:

  • Broker: TopstepX
  • Username: your TopstepX email
  • API Key: the key from step 3
  • Account Name: optional — leave blank to use first account

Authenticate & Test

Click "Add & Authenticate". You should see a green ● TOKEN OK badge.

TopstepX tokens last 24 hours and auto-renew — no manual action needed.

✓ You're connected! TopstepX tokens auto-renew every 23 hours.
Apex Trader Funding
FUNDED ACCOUNTS
ℹ Apex Trader Funding uses the ProjectX platform for API access — similar to TopstepX. You'll need an API subscription through Apex's platform settings.
1

Log Into Apex Platform

Go to your Apex trading platform (the web-based platform provided by Apex Trader Funding) and log in with your funded account credentials.

2

Enable API Access

Navigate to Settings → API Access in your Apex platform dashboard.

If you don't see this option, contact Apex support and ask: "How do I enable API access for automated trading on my funded account?"

3

Generate API Key

Subscribe to API access and generate your API key. Copy it and save it securely.

⚠ The API key is only shown once. Save it immediately.
4

Add Account in CopyTrade

Go to Dashboard → Accounts → + Add Account and select:

  • Broker: Apex Trader Funding
  • Username: your Apex platform email
  • API Key: the key from step 3
  • Account Name: optional

Authenticate & Test

Click "Add & Authenticate". Green ● TOKEN OK means you're connected.

ℹ If authentication fails, double-check with Apex support that API access is fully enabled on your specific funded account — some account types may have restrictions.
✓ Connected! Apex tokens auto-renew every 23 hours.
📈
TradingView Webhook
SIGNAL SOURCE
ℹ TradingView Pro or higher is required to use webhooks. The free plan only allows 1 active alert — you'll need at least Pro ($15/month) for multiple alerts.
1

Get Your Webhook URL

In CopyTrade, go to the Webhook tab. Your unique webhook URL is shown there.

It looks like:

https://your-app.railway.app/webhook?key=YOURKEY

Click Copy to copy it to your clipboard.

2

Open Your Strategy in TradingView

Open TradingView and load the chart with your strategy or indicator applied.

Click the Alerts button (clock icon) → Create Alert.

3

Configure the Alert

In the alert dialog:

  • Condition: Select your strategy from the dropdown
  • Alert condition: Select "Order fills only" — this fires the webhook only when your strategy enters or exits a position. Do NOT use "alert()" or "Order fills + alert()" as these can cause duplicate signals
  • Expiration: Set to "Open-ended" so it never expires
  • Alert actions: Check "Webhook URL"
  • Webhook URL field: Paste your CopyTrade webhook URL
⚠ Always use Order fills only — not alert() or bar close. This ensures one signal per trade entry/exit with no duplicates.
4

Set the Message (JSON)

In the Message field, paste this JSON template. The {{strategy.order.action}} variable is automatically replaced by TradingView with "buy" or "sell" based on your strategy signal — do not change it:

ℹ For better security you can pass your key as a header X-Webhook-Key: YOUR_KEY instead of in the URL. Both methods work — the header method prevents your key from appearing in TradingView's alert logs.
{ "action": "{{strategy.order.action}}", // "buy" or "sell" "symbol": "MGCM5", // Tradovate/broker symbol "qty": {{strategy.order.contracts}}, // contracts "type": "Market", // Market | Limit | Stop "tp1_points": 4, // TP1 in points (optional) "tp2_points": 8, // TP2 in points (optional) "sl_points": 8, // Stop loss in points (optional) "partial_qty": 5, // Contracts to close at TP1 "be_buffer": 1 // Points above entry for BE stop }

Change MGCM5 to your contract symbol and adjust the TP/SL values to match your strategy.

5

Common Symbol Conversions

TradingView symbols don't always match broker symbols. Here are the most common:

TRADINGVIEW TRADOVATE / BROKER DESCRIPTION
MGC1!MGCM5 / MGCU5Micro Gold
MNQ1!MNQM5 / MNQU5Micro Nasdaq
MYM1!MYMM5 / MYMU5Micro Dow
MES1!MESM5 / MESU5Micro S&P 500
ES1!ESM5 / ESU5E-mini S&P 500
NQ1!NQM5 / NQU5E-mini Nasdaq
CL1!CLM5 / CLU5Crude Oil

H=March, M=June, U=September, Z=December + last digit of year. Update when contracts roll.

6

Test the Webhook

Before going live, test using the Webhook tab → Test BUY Signal button in your CopyTrade dashboard.

Check the Log tab to confirm the signal was received and executed.

Go Live

Once the test is successful, save your TradingView alert. Every time your strategy fires, CopyTrade will copy the trade to all your enabled accounts automatically.

✓ Your strategy is now connected. Trades will execute across all accounts in real time.
⚙️
Rithmic
COMING SOON
🔧
Rithmic Integration In Development

Rithmic support will unlock connections to MyFundedFutures, TradeDay, Alpha Futures, Lucid Trading, and other major prop firms.

PROP FIRMS COMING WITH RITHMIC SUPPORT
MyFundedFutures TradeDay Alpha Futures Lucid Trading Tradeify
📧 Join Rithmic Waitlist
Frequently Asked Questions
Does this work with prop firm evaluation accounts?

It depends on the prop firm. TopstepX and Apex funded accounts have API access. Most other prop firm evaluation accounts (Tradeify, Lucid, MyFundedFutures) run on restricted Tradovate instances that don't allow API access. Check with your prop firm if unsure.

What happens if my token expires during a trade?

CopyTrade automatically renews tokens before they expire (15 minutes before expiry). If a token unexpectedly expires mid-trade, the system will attempt to re-authenticate and retry the order. You'll see the status in the Log tab.

Is my API key stored securely?

Yes. All API keys, passwords, and secrets are encrypted with AES-256-CBC encryption before being stored. We never store them in plain text. We also strongly recommend using API keys with trade-only permissions (no withdrawal access).

Can I use the same API key for multiple CopyTrade accounts?

For Tradovate, you can use the same CID/Secret for multiple broker accounts as long as they're under the same Tradovate application. For TopstepX and Apex, each funded account typically needs its own API key.

How fast does the copy execute?

Typically 200-500ms from when TradingView fires the webhook to when orders hit your broker. Each additional account adds ~200ms (configurable). Network latency between Railway's servers and your broker affects execution speed.

What if I have a problem?

Email us at [email protected] and we'll help you get connected. Include your broker name, the error message from the Log tab, and your account type.