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 PineScript 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 down arrow to add a new signal setting.
Name the signal (e.g., "Custom Strategy").
Select the chart settings (e.g., ES 5-minute chart).
Choose the broker account to trade with.
If you add a new broker account, click Refresh to fetch the updated account list.
Select the contract (e.g., ES) and specify the number of contracts (e.g., 1 for simplicity).
Navigate to the Integrations menu and locate the message field for TradingView alerts.
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).
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.
Test the Setup:
In ClearEdge Automation, click Start Automation Agents to activate.
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" message.
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.