Skip to main content

Signal Configuration: Field-by-Field Explanation

Understand each setting in your signal configuration—including strategy type, profit targets, and risk controls.

Christian Martin avatar
Written by Christian Martin
Updated over 3 months ago

🆔 ID

This is a unique identifier for the signal configuration. It's automatically generated and cannot be changed.

📝 Name

Name your strategy or signal. This is just for your reference, so choose something meaningful to you.

💼 Account

This dropdown lets you select the account from your chosen broker.

If it's empty, click the 🔄 sync button to refresh the list.

📊 Contract Name

Select the instrument or contract you want to trade.

If no options are shown, click the 🔄 sync button next to it to reload the list.

🔢 Multiplier

Controls how many contracts to trade relative to the signal from TradingView.

  • 1 = trade the exact size sent by TradingView

  • 3 = triple the size
    ​Example: TradingView sends 2 contracts, the Automation Agents will place 6 if multiplier = 3.

⚠️ Be careful with this setting—use 1 unless you’re sure how the scaling works.


🧠 Strategy vs Indicator

You can choose between two signal types:

  • Strategy:
    Use this if you’re connecting a TradingView strategy alert.
    Strategies include both entry and exit logic—no need to define take profit or stop loss here.

  • Indicator:
    Use this if you’re triggering trades from a TradingView indicator alert.
    Indicators typically only signal entries, so you must define:

💰 Take Profit ($)

Set a dollar value at which you want the trade to close in profit.

❌ Stop Loss ($)

Set a dollar amount at which the trade should close in loss to limit downside.

These fields only apply when Indicator is selected. Leave them blank if you're using a Strategy.

🔗 TradingView Integration Setup

Inside the Integrations menu, you'll find everything you need to connect TradingView alerts to ClearEdge.

📬 Webhook URL

Copy the Webhook URL and paste it into your TradingView alert settings under the Notifications tab → Webhook URL field.

🧾 Message

Copy the message exactly as shown and paste it into the Message field under the Message tab when creating your TradingView alert.
​

📌 Important: Make sure to use the copy buttons to avoid cutting off any part of the message.
​

This setup ensures that your TradingView alerts trigger the correct configuration inside the Automation Agent with the right action and contract size.
​


🧪 Test Menu

The Test menu lets you verify your integration without needing a live TradingView alert. It includes two buttons:

  • Trigger Buy Signal

  • Trigger Sell Signal

These buttons simulate signals as if they came directly from TradingView and are processed exactly the same way by the Automation Agents.
​

✅ How to use the test:

  1. Start the Automation Agent by clicking Start BOT

  2. Wait until the exchange window has fully loaded.

  3. Press either Trigger Buy Signal or Trigger Sell Signal.

⚠️ Important: These are real orders! If you trigger a buy, it will place a real buy order on your connected exchange.

🔄 After testing:

  • Make sure to flatten your position manually on the exchange,

  • Or trigger a Buy, then a Sell (or vice versa) to neutralize the position.

  • Always confirm that you have closed all open positions after testing.

If the signal doesn’t trigger a trade, please check the Logs tab in the Automation Agents for error messages or additional information.

Did this answer your question?