This guide provides comprehensive instructions for setting up the ClearEdge Automation software, including installation, webhook for TradingView integration, connecting broker accounts, setting up automated trading strategies with TradingView alerts, and managing multiple Automation Agents with best practices for daily operation. Follow these steps to ensure proper setup and configuration.
Prerequisites
A TradingView account with two-factor authentication (2FA) enabled.
An active subscription to ClearEdge Automation.
A compatible device (Windows or Mac).
A TradingView strategy (e.g., a custom strategy developed using PineScript, optionally with assistance from tools like ChatGPT or Grok, or purchased from a third party vendor). Only our Elite membership comes with 3 strategies to get you started. However all plans have access to our Marketplace where you can try a number of strategies and take advantage of special offers and free trials.
Connect your Discord and TradingView Accounts