Connect a broker
Quanify trades your accounts where they already are. There is no Quanify brokerage, no funding step, and no transfer.
Supported brokers
The Add Account panel lists every integration and marks the ones that are not open yet, so you can see what is coming without guessing.
| Broker | Instruments | Sign-in | Status |
|---|---|---|---|
| Tradovate | Futures | OAuth2 at Tradovate | Available: demo and live |
| NinjaTrader | Futures | — | Coming soon |
| TopstepX | Funded futures | Username and API key | Available: Combine, Express Funded and practice accounts |
| Quanify Paper Account | Simulated | None | Available (beta) |
On TopstepX, Quanify sends market orders: strategy entries and exits, and going flat. Limit, stop and bracket orders are not available there yet. A TopstepX account can be a Copy Trader follower; a TopstepX leader is not available yet. Topstep does not allow API trading on Live Funded accounts, so those cannot be connected.
An account is portable across the product. The same connection serves Automation and Copy Trader. You never connect a broker twice for two features.
Adding a connection
Press Add Account in Connections. It is one panel.
- Choose the broker. Tradovate, TopstepX, or a paper account.
- Name the connection. A short label so you can tell it apart from your others, "Tradovate Live #1", say. You can rename it later without breaking anything you have routed.
- Choose the environment (Tradovate). Demo for practice, or Live for real money and funded accounts. TopstepX has no environment choice.
- Press Add Account. You are redirected to Tradovate's own sign-in page to authorise the connection, then brought back.
TopstepX connects with a username and an API key instead of a redirect. Create the key in TopstepX under Settings → API (it needs a ProjectX API subscription), then enter your TopstepX username and the key in the panel. The key is encrypted at rest, used only by the Quanify engine to place and manage your orders, and never shown again.
For Tradovate, sign-in happens at the broker, not at Quanify. Quanify never sees or stores your broker password. The engine holds the access token Tradovate issues, encrypted at rest, and the authorisation can be revoked from the broker's side at any time.
Accounts and sub-accounts
One connection can carry many sub-accounts, and each one is routed independently. That distinction runs through the whole product, so it is worth reading twice.
- Routing is keyed to the sub-account itself, not to the connection's display name, so renaming a connection does not break a trader you have already built.
- Each sub-account carries its own multiplier on each trader, its own position state, and its own mute switch.
- Muting one sub-account makes it refuse strategy signals while the rest of the connection keeps trading. Muting does not unlink anything. Your routing is untouched and unmuting picks up exactly where it left off.
Demo and live
The environment you choose is a property of the connection: the broker knows whether the whole login is demo or live, and the row's Type shows which. There is no separate funded or evaluation tag in the product; a funded account is a live sub-account whose rules are your firm's. Name the connection so the difference is obvious at a glance.
Paper accounts
A Quanify paper account has no broker behind it. Fills are simulated from the signals your strategies already send, at the signal price with slippage applied, so its P&L moves when a strategy you routed at it opens or closes a position. You route a strategy at a paper account from Manager exactly as you would at a broker account. Paper routing lives entirely outside the engine's order path, so a paper account can never widen a real fan-out.
Prop-firm and funded accounts
Quanify connects at the platform level, not the firm level. A funded or evaluation account from a firm that runs on Tradovate connects through Tradovate in the normal way, a Topstep account connects through TopstepX, and either behaves like any other sub-account once it is in.
The tooling is yours; the rulebook is your firm's. Check your firm's position on copiers and automation before you route anything at a funded account. There is more on this in Prop-firm and evaluation accounts.
Keeping a connection healthy
Each connection row shows whether the engine is holding a live session with the broker. Broker sessions expire on their own schedule, so a connection that was fine yesterday can need re-authorising today.
- Broker session is live: signals can route.
- Session expired: press Reconnect and sign in again at the broker. Your routing, multipliers and traders survive; only the session is being renewed.
- No live broker session: the connection is down. Nothing routes to any sub-account under it until it is back.
A dropped connection does not close anything. Positions you are already holding stay open at your broker, and you can close them there.
Disconnecting
Deleting a connection clears the routing that pointed at it. What it does not do is touch your positions. Closing them is a decision that stays with you, at your broker, and Quanify will not make it for you.
After removing a TopstepX connection, also delete its API key in TopstepX under Settings → API if you no longer use it.