Open TradingView:
Log in to TradingView and open a chart (e.g., ES 5-minute chart for S&P 500 futures).
Load a Trading Strategy:
Use a custom strategy, either your own, 3rd party or one of the included strategies with advanced and elite memberships.
Apply the strategy to your chart to generate buy/sell signals, take-profit, and stop-loss alerts.
Configure ClearEdge Automation for the Strategy:
In the ClearEdge Automation software, click the signal icon (below)
to add a new signal setting.
Name the signal (e.g., "Custom Strategy") and determine if the signal is from an Indicator (only gives one signal, for entry) or a strategy (gives both an entry and exit signal)
Click "Next"
On the next screen you will see your "Webhook URL" and "Message"
Your "Webhook URL" will always be the same, as it is custom to you and your account. You should only have to put that into TradingView one time.
Your "Message" will be unique to this strategy you are setting up.
Click the Copy button to copy the message text.
Create a TradingView Alert:
In TradingView, ensure you’re on the correct chart (e.g., ES 5-minute) for the strategy you are making the alert for.
Open the Alerts tab and delete any existing alerts to start fresh.
Click Create Alert.
Set the Condition to your chosen strategy (the name of the strategy)
In the Message field, delete the default text and paste the message copied from ClearEdge Automation.
In the Notifications tab, enable the Webhook URL option.
Paste the webhook URL from your ClearEdge software into the webhook field in the notification tab on your tradingview alert. Make sure the box next to that alert is also checked.
Click Create to activate the alert.
Optionally, Pause the alert during after-hours trading (e.g., outside regular market hours like 5:30 PM Eastern) to avoid unintended trades and during any known potentially volatile news events.
Setup brokerage connection:
In ClearEdge Automation, to to the broker tab on the left side for the broker you wish to run the strategy on.
Ensure your broker is connected by clicking the "Automation On/Off" button in top right. Green is on, Red is off.
Click "Add a New Strategy"
Select the account, instrument and multiplier (keep multiplier at 1 until very familiar with its specific use case)
For Tradeovate and NinjaTrader users you must ensure the instrument symbol and contract is typed in exactly as it is within Tradeovate or NinjaTrader (not Tradingview) e.g. MESZ5 (caps lock does matter)
Ensure the TradingView chart is open and the alert is active (not paused).
To test connectivity, go to the Test Menu in ClearEdge Automation and trigger a buy or sell signal:
Use a micro contract (e.g., MES for micro E-mini S&P 500 futures) for testing to minimize risk.
Note that during after-hours (e.g., 5:30 PM Eastern), test orders may be rejected by the broker with an "Order Rejected" or "Market is Closed" message. if you get this during closed hours, it means you are properly connected and our software tried to send the order on your behalf.
Verify that the software receives alerts from TradingView and executes trades (or rejects them during after-hours).
Monitor execution speeds and confirm order filled/rejected confirmations in the software.
Manage Alerts:
In TradingView, you can Pause, Edit, or Delete the alert as needed.
Restart the alert manually during regular market hours to resume trading.
Ensure the Automation Agent is active and the TradingView chart is open for alerts to trigger trades.
You also now can manage signals from your Dashboard