Tradovate and NinjaTrader

Tradovate and NinjaTrader both sign in through your broker’s website. The Add Account modal is the same for either broker; only the branding and login site differ after you continue.

Add Tradovate or NinjaTrader on the web

  1. Open Accounts from the sidebar.
  2. Click Add Account (top right, next to Sync).
  3. In the Add Account modal, enter an Account Name for this connection.
  4. Under Select Broker, choose Tradovate or NinjaTrader.
  5. Pick Demo or Live to match where your broker account lives.
  6. Optionally choose a prop firm under Prop Firm (Optional), or leave it unset.
  7. Click Add Account. You are sent to Tradovate or NinjaTrader to sign in and authorize. After you return, a Select Accounts dialog lists broker accounts you can import.
  8. Select the accounts to link (use Select all or individual checkboxes). Your plan limits how many accounts you can attach per connection; the footer shows selected count versus your limit.
  9. Click Add Accounts to finish. The table updates with your linked accounts.

Add Tradovate or NinjaTrader in the mobile app

  1. Open Add Account, choose Tradovate or NinjaTrader, then tap Open in Browser (or the primary button that opens the accounts page in the system browser).
  2. Complete sign-in and account selection in the browser the same way as on the web.

ProjectX

ProjectX uses your prop firm, username, and API key. After credentials validate, you pick which broker accounts to import.

Connect ProjectX and choose accounts

  1. Open Accounts from the sidebar and click Add Account.
  2. Enter an Account Name for this connection.
  3. Under Select Broker, choose ProjectX.
  4. Under ProjectX Credentials, choose your firm from the credentials list.
  5. Enter your Username and API Key.
  6. Click Add Account. If credentials are valid, the Select Accounts dialog opens with accounts returned for that login.
  7. Select which accounts to link, then click Add Accounts. If something fails, check username and API key, and that the key is still active.

Syncing

Sync pulls fresh data from ProjectX and Tradovate in one action and reloads your Accounts table.

Run a full sync

  1. On Accounts, find the Sync button in the toolbar above the table (next to Add Account).
  2. Click Sync. A loading state runs while ProjectX and Tradovate sync endpoints complete.
  3. When it finishes, a toast summarizes how many accounts synced. The table and last-updated indicators refresh.

Removing accounts

You can remove one linked broker account or delete an entire broker connection. The app blocks removal when you still have positions or open orders that must be closed first.

Delete a connection or a single account

  1. On Accounts, find the Delete column (trash icon) on a broker row or on an individual linked account row.
  2. Deleting a top-level broker row removes that broker connection and all linked accounts under it. Deleting a child row removes only that linked account.
  3. If the row is disabled for delete, close open positions and open orders for that account or connection first.
  4. Click the trash icon. If the account is a copy-trading leader, or the connection includes the leader, a second confirmation explains impact on followers before you continue.
  5. Confirm in the Delete Account dialog. A success message appears when the account is removed.

Dashboard

Trading Floor