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 account first.
1. Connect a broker
Open Account Manager and press Add Account. The flow has three steps: name the connection, choose the broker, then choose the environment — Demo for paper trading or Live for real money. You are handed off to the broker 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 live state, and whatever is routed at it. A connection can carry many sub-accounts and each one is routed independently.
2. Pick a strategy
Open Strategies. You have two options and they behave identically from here on.
- Create your own. 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 Quanify strategy. The published library carries the full record on every card — equity curve, monthly P&L, the whole trade list and the ratio block. Open one and press Add Strategy and it lands in My Strategies.
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 Control Center 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 press the power button, 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 Quanify strategy, skip this — it fires its own signals.
6. Send a signal and watch it land
Fire the alert. The Signal Log on Control Center shows what arrived, which sub-account it was routed to, the side, and the outcome for that account. Any resulting position appears in Account Manager and on the dashboard's Active Positions panel.
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 evaluation 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:
- Pause All on Control Center powers down every trader at once. It stops new orders. It does not close anything.
- Flatten closes open positions, and it only ever runs because you pressed it. Quanify will not flatten on your behalf under any circumstance.
From here, Traders and routing covers what each status means, and Risk controls covers what sits between a signal arriving and an order leaving.