Quickstart
Six steps, in order. Nothing here places an order until you power a trader on yourself, and you can walk the whole path on a demo or paper account first.
1. Connect a broker
Open Connections and press Add Account. One panel: pick the broker, name the connection, choose Demo or Live, press Add Account. You are handed off to Tradovate to sign in, so Quanify never sees or stores your broker password.
When you come back, every sub-account under that login appears as its own row with its balance, its daily P&L and its live state. A connection can carry many sub-accounts and each one is routed independently. If you would rather not connect a broker yet, pick Quanify Paper Account in the same panel.
2. Pick a strategy
Open Strategy Library. You have two options and they behave identically from here on.
- Create your own. Under Your Strategies, press Create Strategy, give it a name, and Quanify generates a webhook URL for it. That URL is what your alert fires at.
- Add a published strategy. Every published card carries its record: equity curve, monthly P&L, the trade list and the ratios. Open one and press Add Strategy. On Automation Pro that spends one of your two picks; Ultimate has no pick limit.
New strategies are created powered off. That is deliberate: a strategy that armed itself the moment you named it would be a bad default.
3. Build a trader
Open Manager and press Add Trader. Choose the strategy, then tick the sub-accounts it is allowed to trade and set a multiplier for each one. Multipliers are whole numbers from 1 to 999: a 2-lot signal on a 3× account sends 6 contracts. There are no fractional multipliers anywhere in Quanify.
A trader is the link between one strategy and the accounts it may touch. One strategy can drive several traders, and one account can appear on several traders.
4. Power it on
Every account you add to a trader lands disabled on purpose. Nothing routes until you switch it on, and the card only reads Armed once the engine has confirmed it holds the routing for every powered-on account. Until it says Armed, assume nothing will trade.
If the card reads Registering… the write is still on the wire. If it reads Not routed or Still routed, see Troubleshooting. Both are shown rather than hidden because both mean the engine and the card disagree about what is live.
5. Point your alert at the webhook
If you created your own strategy, open its Webhook Setup panel. It gives you two things to copy: the URL, and a ready-made JSON alert message with the TradingView placeholders already filled in. Paste the URL into your alert's webhook field and the JSON into its message box.
If you added a published strategy, skip this: it fires its own signals.
6. Send a signal and watch it land
Fire the alert. The webhook answers at once with whether the signal was accepted and how many accounts it reached. Any resulting position appears on Home under Trade Status within a few seconds, and on the account's row in Connections. If you have turned on fill alerts in Settings, you also get a toast, and a chime if you picked a sound.
Before you go live
Point the whole setup at a demo or paper account and let it run for a while. Nothing about the configuration changes when you later point it at a funded account: the same trader, the same multipliers, the same strategy. All that changes is which sub-accounts are ticked.
Two things to know before real money is involved:
- Powering off a trader, a strategy or an account's switch stops new orders. It does not close anything.
- Flatten closes open positions, and it only ever runs because you pressed it: per position on Home, per sub-account on Connections, or Flatten All on Home, which market-closes every open position on every account and cancels working orders.
From here, Traders and routing covers what each status means, and Risk controls covers what sits between a signal arriving and an order leaving.