The Complete Automation Guide

Automate TradingView to Tradeify

The definitive guide to automating your TradingView workflow for Tradeify with PickMyTrade. Learn how to translate your TradingView signals into flawlessly executed trades with precision, control, and scale.

Reviewed by the PickMyTrade Trading Systems Team Last updated
TradingView

TradingView

Your Signals

PickMyTrade

PickMyTrade

Automation Engine

Tradovate

Tradovate

Live Execution

This guide covers everything from account setup to multi-account management

Start Learning

First, Let's Get You Connected

Setting up your PickMyTrade account and connecting to Tradovate takes just a few minutes.

Account Creation & Login

Standard signup process: register and verify your email.

Important Note

No Extra Cost

You do not need to purchase API access from Tradovate. PickMyTrade is an authorized vendor, and API access is included with your PickMyTrade subscription.

Connecting Your Tradovate Account

1

Click "Connect to Tradovate"

2

Choose Mode (Demo or Live)

3

Enter credentials

Demo Mode

For paper trading, prop firm accounts (Apex, TopStep, etc.), and evaluations.

Live Mode

Use exclusively for live, funded trading accounts.

What Makes Tradeify

Real rules pulled from Tradeify's own help center and its March 2026 "Tradeify 3.0" update, checked against multiple sources - here's how they should shape your automated TradingView-to-Tradovate setup.

Automation Is Explicitly Allowed - With Ownership Rules

Tradeify is one of the more automation-friendly futures prop firms: personal bots, EAs, and TradingView webhook automation like PickMyTrade are explicitly allowed on both evaluation and funded accounts. The catch is ownership - Tradeify can require proof you're the sole owner of the strategy (including a live screen recording of you enabling it on your own PC) and bans high-frequency trading, rented or shared bots, and any form of trade copying between different traders' accounts. A PickMyTrade webhook feeding your own Tradeify account fits squarely inside these rules; sharing that same webhook with someone else's account does not.

Consistency Rules Change By Plan

Tradeify's consistency rule differs by account family and can change as the firm updates its rules, so confirm the current figures in Tradeify's help center before you go live. As of the Tradeify 3.0 rules: Select Evaluation caps your best single day at 40% of total profit during the eval (no consistency requirement once funded), Growth's evaluation carries no consistency rule at all, and Lightning Funded (which skips the evaluation entirely) applies a graduating 20/25/30% best-day cap that tightens as your payout count climbs. Because one outsized automated winning trade can trip these caps without warning, PickMyTrade's daily P&L limits and per-trade risk caps let you throttle a bot's position size so it can't accidentally break the rule.

End-of-Day Trailing Drawdown, Enforced Live

Every Tradeify account family - Select, Growth, and Lightning - uses an end-of-day (EOD) trailing drawdown rather than a tick-by-tick intraday trail. The floor only ratchets upward when your balance locks in at the daily close, but the limit is still enforced in real time during the session: touch it intraday and the account fails immediately, it does not wait for end of day. On a $50,000 account the numbers are typically in the range of a $2,000 trailing drawdown and roughly a $1,250 daily loss limit, though exact figures vary by plan and account size, so verify Tradeify's current rules before sizing a bot's risk. PickMyTrade lets you attach a hard stop-loss to every webhook order (in points, ticks, percentage, or total dollars), so you can build a buffer under Tradeify's limits and keep a string of automated losses from silently walking the account toward a breach.

90/10 Split, Fast Daily Payouts

Under Tradeify 3.0, Growth and Lightning funded traders keep 100% of their first $15,000 in cumulative withdrawals before the split shifts to the standard 90/10; Select accounts run 90/10 from your very first payout. Payouts are processed daily and are commonly reported as landing within hours of approval, with first-payout minimums that scale by account size and payout count - roughly $1,500 on a $50,000 account, rising toward $2,500 by the fifth payout window, per Tradeify's published payout policy (always re-check the current thresholds, since prop firms adjust these often). Fast, frequent payout windows mean an automation mistake compounds quickly, so most PickMyTrade users cross-check the alert log and trade history export against every automated fill before requesting a payout.

Setting Up Tradeify With PickMyTrade

Tradeify accounts run on Tradovate, so setup follows the same flow described above: Tradeify emails your Tradovate login at activation for Select, Growth, and Lightning accounts alike, you log into Tradovate once to confirm access, and the account then shows up ready to link inside PickMyTrade with your Tradovate credentials. Because Tradeify can ask you to verify that you personally own and control any automated strategy, keep your TradingView alert and PickMyTrade webhook tied to a single Tradeify login rather than broadcasting the same signal into accounts under other traders' names - Tradeify's rules explicitly ban that kind of shared-bot or trade-copying setup. Running the same signal across multiple Tradeify accounts that you personally own is fine with PickMyTrade's multi-account tools; if Tradeify ever asks you to verify ownership, a short screen recording of your PickMyTrade dashboard firing an alert into your own Tradovate account is normally enough.

Frequently Asked Questions About Automating Tradeify

Yes. Tradeify explicitly permits personal bots, Expert Advisors, and webhook-driven automation like PickMyTrade on both evaluation and funded accounts, as long as you're not running high-frequency trading or a rented or shared bot. Since PickMyTrade routes your own TradingView alerts into your own Tradovate-hosted Tradeify account, it fits within Tradeify's automation policy - always double-check Tradeify's current Guidelines for Traders before going live, since prop firm rules can change without notice.

Tradeify can ask you to verify that you're the sole owner of any bot or automated strategy connected to your account, which can include a live screen recording of you enabling the code on your own PC. If you use PickMyTrade to route TradingView alerts into your Tradeify account, keep the webhook and TradingView account tied to you alone - Tradeify prohibits sharing a bot or webhook across multiple traders' accounts, or any form of trade copying between different users.

It can help, but you still have to configure it. Tradeify's consistency rule varies by plan - roughly a 40% single-day cap during Select evaluation and a tiered 20/25/30% cap on Lightning Funded accounts - so a single oversized automated winning trade can breach the rule even if your overall risk was reasonable. PickMyTrade lets you set daily profit and loss caps and per-trade position sizing on the webhook, which you can use to keep any one day's automated gain under Tradeify's current threshold; you're still responsible for checking the exact percentage that applies to your account type.

Yes. Tradeify's trailing drawdown locks in at the end-of-day close rather than trailing tick-by-tick intraday, but a breach during the session still fails the account immediately - it isn't forgiven until end of day. Because PickMyTrade can attach a stop-loss to every automated order (by points, ticks, percentage, or total dollar amount) and supports trailing-stop automation, most Tradeify traders build in a buffer well inside the daily loss limit rather than sizing trades right up to it.

You can copy your own signal across multiple Tradeify accounts that you personally own using PickMyTrade's multi-account and multiplier tools - that's standard practice. What you can't do is share that same bot, webhook, or signal with a different trader's account: Tradeify's rules explicitly prohibit team trading, collaborative trading, and any form of trade copying between separate users, regardless of the software used to do it.

Your First Decision: Strategy or Indicator?

The way you configure alerts in PickMyTrade depends entirely on what you're automating from TradingView. Understanding this distinction is key to a successful setup.

TradingView

STRATEGY

How to Identify

Shows a back-testing report in the Strategy Tester tab.

Alert Setup

Requires only one alert. Uses placeholders like {{strategy.order.action}} to handle buys, sells, and closes automatically.

Order Types

Supports Market Orders & Limit Order((Need manual changes: View Here)

Best For

Fully coded, back-tested systems with complete entry and exit logic built into the Pine Script. The simplest path to automation.

TradingView

INDICATOR

How to Identify

No back-testing report. You create alerts based on conditions (e.g., RSI crosses 70).

Alert Setup

Requires three separate alerts: one for Buy, one for Sell, and one for Close.

Order Types

Highly flexible. Supports Market, Limit, and Stop orders.

Best For

Traders using standard indicators (RSI, MACD, Bollinger Bands) or those who require advanced order types and precise control over Take Profit/Stop Loss parameters within PickMyTrade.

Not Sure Which One You Have?

Open your TradingView chart and look for the "Strategy Tester" tab at the bottom. If it's there with performance metrics and a trade list, you have a Strategy. If not, you're working with an Indicator.

Your Risk Management Toolkit: 5 Ways to Set TP/SL

PickMyTrade gives you precise control over your exits. Choose the method that best fits your strategy.

Points (or Dollar Value)

Set TP/SL based on a fixed point/dollar move from entry.

Example:

(NQ, Qty: 2, Lot Size: 20):
A 1-point SL = 1 * 20 * 2 = $40 risk.

Percentage

Set TP/SL based on a percentage of the entry price.

Example:

Entry at $100, 1% SL ->
Stop placed at $99.

Price (Dynamic Levels)

View Docs

Use dynamic price levels directly from your indicator's plots in TradingView.

Pro-Tip:

Extremely powerful for strategies using levels like Bollinger Bands, pivot points, or ATR bands. You must plot the value in your Pine Script. PickMyTrade can then use the {{plot_0}} to {{plot_19}} placeholders.

Ticks

Set TP/SL based on a specific number of ticks. Mandatory to specify the symbol.

Example:

(NQ, Qty: 2, Tick Size: 0.25): 10-tick SL = 10 * 0.25 * 20 * 2 = $100 risk.

Total Profit/Loss

Set TP/SL based on a total P/L amount for the entire position.

Example:

(Qty: 2): $10 TP/SL per contract = $20 total P/L target.

Trailing Stop Loss

Lock in profits while letting winners run. Defined by three key parameters.

Trail Value:: Distance from current price

Trail Trigger:: Profit to activate trailing

Trail Frequency:: How often SL updates

Advanced Risk: Mastering the Trailing Stop Loss

The trailing stop loss is a powerful tool to lock in profits while letting winners run. It's defined by three key parameters:

Trail Value

What it is: The distance the stop loss maintains from the current price.

Example: "Trail Value = 5 points". If price is $115, the stop is at $110.

Trail Trigger

The amount of profit required to activate the trailing mechanism for the The amount of profit required to activate the trailing mechanism for the first time.

Example: "Entry = $100", "Initial SL = $95", "Trail Trigger = 10 points". When price reaches $110, the trail activates, and the stop moves from $95 up to $105.

Trail Frequency

What it is: How often the stop loss updates after being triggered.

Example: "Trail Frequency = 15 points". After activating at $110, the stop will only move up again each time the market makes another 15-point move in your favor.

Trailing stop-loss and risk management chart for automated Tradeify trading via PickMyTrade

Trail Value

The distance the stop loss maintains from the current price.

Example: "Trail Value = 5 points". If price is $115, the stop is at $110.

Trail Trigger

The amount of profit required to activate the trailing mechanism for the first time.

Example: "Entry = $100", "Initial SL = $95", "Trail Trigger = 10 points". When price reaches $110, the trail activates, and the stop moves from $95 up to $105.

Trail Frequency

How often the stop loss updates after being triggered.

Example: "Trail Frequency = 15 points". After activating at $110, the stop will only move up again each time the market makes another 15-point move in your favor.

Position Sizing Options

Control exactly how many contracts are entered on each signal.

Fixed Quantity

Absolute value. Enters a fixed number of contracts on every signal. Simple and direct.

Example:

Set Quantity = 2, every signal enters 2 contracts.

Risk Percentage

Dynamic sizing based on your account value. Stop Loss is mandatory for this calculation.

How it works (Example)

Account Value: $1,000
Risk %: 10% (Total Risk = $100)
Symbol: NQ (Lot Size = $20)
Stop Loss: 5 points ($5 * $20 = $100 risk per contract)

Total Risk ($100)
÷
Risk per Contract ($100)
= 1 Contract

Warning:

If the calculated quantity is less than 1, the trade will not be placed.

The Indicator Workflow: Crafting Your Entry

If you're automating an indicator, here's how to configure your alerts and order types in PickMyTrade.

Alert & Order Types

Buy Alert

Closes any existing open position (buy or sell) and cancels any open orders before entering a new buy position.

Sell Alert

Closes any existing open position (buy or sell) and cancels any open orders before entering a new sell position.

Close Alert

Squares off the current position and cancels open orders. It does not enter a new trade.

Order Type

Choose between Market, Limit (with optional fill-or-kill timeout in seconds), or Stop orders.

Position Sizing

Fixed Quantity

Absolute value. Enters a fixed number of contracts on every signal. Simple and direct.

Risk Percentage

Dynamic sizing based on your account value. Stop Loss is mandatory for this calculation.

Account Value: $1,000

Risk %: 10% (Total Risk = $100)

Symbol: NQ (Lot Size = $20)

Stop Loss: 5 points ($5 * $20 = $100 risk)

→ Calculation: $100 / $100 = 1 Contract

The Strategy Workflow: A More Streamlined Path

Automating a strategy is simpler because TradingView handles the buy/sell logic. Your main decision is how to manage exits.

The Key Question

Does your Pine Script strategy already contain multiple Take Profit and Stop Loss levels (strategy.exit, etc.)?

YES

My strategy handles all exits.

In PickMyTrade, under "Exit Strategy Type," select YES.

The platform will not allow you to set risk parameters. PickMyTrade will simply execute the exit orders exactly as they are sent from your TradingView script. This is for traders who want full control within their code.

NO

I want PickMyTrade to manage my exits.

In PickMyTrade, under "Exit Strategy Type," select NO.

Consequence: The platform will now allow you to use its full suite of risk management tools (the 5 TP/SL types, Trailing Stop, Break-Even) just like in the indicator workflow.

The Final Step: Generating and Placing Your Alert

Once your settings are configured, activating your automation is a simple copy-and-paste process.

1

In PickMyTrade, click the "Generate Alert" button. Select the Tradovate account(s) you want to trade on.

2

A popup will appear with your alert code (JSON). Click "Copy Code".

3

From the PickMyTrade dashboard, copy the unique Webhook URL.

4

Open the alert creation window in TradingView. Paste the JSON into the "Message" box. Paste the Webhook URL into the "Notifications" tab. Click "Create". Your automation is now live.

Critical Rule

Never manually edit the JSON code. If you need to make a change, go back to the UI, adjust the settings, and regenerate a fresh code. Manual edits are the most common source of errors.

Scaling Your Operation with Multi-Account Management

A single TradingView alert can execute trades across multiple Tradovate accounts simultaneously. This is ideal for managing several prop firm accounts or trading on behalf of family and friends.

Method 1: Sub-Accounts (Under a Single Tradovate Login)

Who it's for

You have multiple accounts (e.g., several Apex or TopStep accounts) all accessible under one Tradovate username.

How it works

In the "Add Account" section, simply select the desired sub-accounts from the dropdown menu. PickMyTrade handles the rest. This requires only one PickMyTrade subscription.

All accounts under one Tradovate login

Method 2: External Accounts (Different Tradovate Logins)

Who it's for

You need to trade for a friend, family member, or on a prop firm account that requires a separate Tradovate login.

How it works

Your client/friend needs their own PickMyTrade account connected to their Tradovate login. They provide you with their PickMyTrade Token and Tradovate Account Name. You add this as an external account.

Link separate Tradovate logins via PickMyTrade tokens

×2

Quantity Multiplier

For every account you add (sub-account or external), you can set a quantity multiplier (e.g., 0.5 for half size, 2.0 for double size) to manage risk proportionally across different account sizes.

Beyond Signal Automation: The Manual Trade Copier

A tool designed to copy trades you execute manually on a master account to one or more client/slave accounts in real-time. This is separate from TradingView alert automation.

Who It's For

Traders managing multiple prop firm accounts who want to place a single manual trade and have it replicated everywhere.

Money managers or traders executing discretionary trades for clients.

How It Works (Visual Process Flow)

1

Add Client Accounts

Add your sub-accounts or external accounts (using their PickMyTrade token) in the Manual Trade Copier section.

2

Set Multipliers

Assign a quantity multiplier for each client account to scale trade sizes appropriately.

3

Activate

You must click 'Click to Start' at the beginning of each day to activate the copier.

4

Trade

Place trades on your designated master account. They will be instantly copied to all active client accounts.

Trade History

View master and slave order IDs for easy tracking.

Liquidate All

A single button to square off all open positions and orders across all client accounts.

Monitoring Your System & Essential Settings

Understanding the Alert Logs, Symbol Mapping, and Global Risk Settings

Understanding the Alert Logs

The Alert Log is your mission control. It's the first place to look if you have any questions about a trade. It shows every alert received from TradingView and its execution status.

Alert Time

The exact timestamp the alert was received from TradingView.

Alert Status

The most important column. Shows if the order was Filled, Rejected, or Paused.

Entry Order ID

The broker's unique ID for the trade. Essential for cross-referencing with Tradovate.

Alert Data

Click the icon to see the raw JSON data received from TradingView, invaluable for debugging.

Filter logs by date and symbol

Download your complete history as a CSV file

Pro-Tip for Support

If you encounter an issue you can't solve, take a screenshot of the relevant row in your Alert Log and send it to the support team. It provides them with all the necessary data to diagnose the problem quickly.

Behind the Scenes: Essential Settings & Symbol Mapping

1. Symbol Mapping - The Translator

TradingView uses continuous symbols (e.g., NQ1!), while Tradovate requires specific contract month symbols (e.g., NQZ24).

TradingView Tradovate
NQ1! NQZ24

Error: The "Symbol mapping not found" error means you're trading a symbol without a pre-configured map. Go to Settings → Create Setting to create your own (e.g., TradingView Symbol: MNQ1! → Tradovate Symbol: MNQZ24).

2. Automatic Contract Rollover

You don't need to do anything. PickMyTrade monitors expiration dates and automatically updates its internal symbol mapping to the next contract month a few days before expiration.

Continue using the continuous symbol (NQ1!) in your TradingView alerts. Your trading will continue uninterrupted.

Set it and forget it

Automatic rollover = seamless trading

3. Global Risk Settings

In the main settings, you can establish global risk parameters like daily or weekly profit/loss limits. If these limits are hit, trading is automatically paused for the defined period, providing a crucial safety net.

Example: Set a daily loss limit of $500. If you hit that threshold, all trading stops automatically until the next day.

Your Troubleshooting Checklist: Common Issues & Solutions

Problem

My TradingView alerts are firing, but they don't appear in my PickMyTrade Alert Logs.

Likely Cause

The webhook connection is broken.

Solution

  1. Verify the Webhook URL is pasted correctly in the 'Notifications' tab of your TV alert.
  2. Ensure the 'Message' box contains the JSON code with no extra text or comments.

Problem

My trades are closing immediately after opening.

Likely Cause

Your script is sending conflicting buy and sell signals on the same bar.

Solution

In your TradingView alert settings, ensure the frequency is set to "Once Per Bar Close" to prevent signals from firing mid-bar.

Problem

The connection says "Tradovate Account is Bound With Another Account".

Likely Cause

A trial account restriction. Your Tradovate account was previously connected to a different PickMyTrade trial.

Solution

Subscribe to a paid plan to remove this restriction, or contact support to have the account manually unbound (usually a one-time courtesy).

Problem

My orders are being rejected by Tradovate.

Likely Cause

Broker-side issues like insufficient margin, expired contract, or prop firm risk limits being hit.

Solution

Check the "Order History" directly in the Tradovate platform. Rejected orders are highlighted in red and will show the specific reason from the broker.

For Advanced Users: A Look Inside the JSON

For those comfortable with Pine Script and trade logic, the JSON payload offers powerful overrides. Remember: always regenerate alerts from the UI, do not edit these values by hand.

update_tp & update_sl

Default: false

When set to true, a new alert will not place a new trade. Instead, it will find the existing open position and update its Take Profit or Stop Loss order to the new price provided in the alert.

Use Case:

Moving a stop loss to break-even or trailing a stop loss based on dynamic conditions calculated in your Pine Script.

reverse_order_close

Default: true (typically)

Controls the behavior of an opposite signal.

true: Long Position → Sell Signal

Close Long → Open Short Position

false: Long Position → Sell Signal

Close Long → Flat Position

Use Case: If you are long and a sell signal arrives, it closes the long and opens a new short (true). Or if false, it only closes the long.

same_direction_ignore

Default: true (typically)

Controls pyramiding.

true: Long Position → Buy Signal

Ignored

false: Long Position → Buy Signal

Adds to Position

Use Case: true prevents stacking positions. false allows pyramiding.

You Are Now Ready to Automate with Confidence

You have the complete framework to move from a simple signal to a sophisticated, scaled, multi-account trading operation.

Connect Account & Choose Path

(Strategy/Indicator)

Master the Risk Toolkit

(TP/SL, Trail, Break-Even)

Utilize Multi-Account Trading & Manual Copier

(Scale your operation)

Leverage Alert Logs

(Full transparency)

Platform Tour

For a guided walkthrough of the UI, click the 'Tour' button on your dashboard.

Saved Alerts

Configure and save your favorite alert setups as templates using the 'Saved Alerts' feature to speed up your workflow.

Documentation

For deep dives on every feature, including advanced topics like the News Filter and Referral Program, visit the official Docs section.

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TradingView Workflow?

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More Tradovate automation guides

Prefer to copy trades across multiple accounts instead? See the Tradeify trade copier guide .