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getting-started.md

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Quick tutorial for getting setup on TradersPost with an automated trading strategy in less than 30 minutes.

Getting Started

Create an Account

First, go to TradersPost.io and click Register at the top right of the page.

Enter your email and click the Register button. Alternatively, you can login with your Google account if you have a Google account.

After creating your account, you will be redirected to a form to setup your account. Fill out the setup your account form with your information and click I agree, Continue.

Connect Your Broker

After you setup your account, navigate to Brokers in the top menu bar.

On the next page, click Connect Live Broker or Connect Paper Broker.

Next, choose what broker you want to connect to TradersPost. In this example, we will use Alpaca.

If you don't already have an Alpaca account, click here to create one. Create your account and then make sure you are logged in.

Now, back in TradersPost click the Alpaca button to connect your Alpaca account to TradersPost.

Read the Disclosure, Terms of Service and Privacy Policy then click the green I agree button to continue.

Click the yellow Allow button to authorize TradersPost to access your Alpaca account.

You will be redirected back to TradersPost after your Alpaca account is connected successfully.

Congratulations! You successfully connected your broker to TradersPost. Continue reading to learn how start sending signals to TradersPost from your strategy.

Create a Strategy

Now that you have your broker connected, you are ready to create a strategy. Click the Strategies in the header and then click New Strategy at the top right of the page.

Give your strategy a name like Stocks Strategy and then click the Save button at the bottom left of the page.

Subscribe to Strategy

Now that your strategy is created, you are ready to connect it to your Alpaca broker by subscribing to the strategy. Click the broker that you want to connect the strategy to. In this example, we'll connect it to the paper Alpaca broker.

Check the Confirm checkbox and then click the Confirm button to continue.

Your new strategy subscription has been created, but it is not enabled yet. Lets customize some of the settings before we enable it.

Check the Auto submit checkbox and click Enable. We want Auto submit enabled because we want the trades to submit to the broker automatically, without us having to manually approve or reject each trade. If you leave this unchecked, you will be able to approve or reject the trade before it submits to the broker.

Your strategy subscription is now enabled! You are ready to start sending signals to TradersPost from your strategy.

Copy Webhook URL

You can copy the webhook URL by clicking the Copy button above the example orders. This will put the webhook URL in your clipboard so you can paste it in to TradingView in the next steps.

Setup TradingView Alerts

Now you have your TradersPost Webhook URL in your computers clipboard so you are ready to head over to TradingView and create an alert for your strategy or indicator.

First, load your strategy or indicator on your chart. If you don't have your own strategy or indicator, you can use this example Trend Following MOMO strategy by Matt DeLong.

Next, load the SQ ticker on your chart and click the Create Alert button at the top right of TradingView.

Fill out the Settings tab in the Create Alert on SQ form. Enter the following settings.

  • Choose Trend Following MOMO from the Condition dropdown
  • Choose ProjectX Buy Alert from the 2nd dropdown under Condition
  • Click Once Per Bar Close next to the Trigger section.
  • Give the alert a name like TradersPost SQ Buy Alert.
  • Paste the following JSON in to the alert message textarea.
{
    "ticker": "{{ticker}}",
    "action": "buy"
}

Click the Notifications tab and paste the TradersPost Webhook URL in the Webhook URL field and then click the blue Create button.

Now do the same thing for the sell side. Except choose ProjectX Sell Alert this time and paste the JSON for a sell in to the alert message textarea and then click the blue Create button.

{
    "ticker": "{{ticker}}",
    "action": "sell"
}

Congratulations! You are all set. You are live with your first automated trading strategy connected to your Alpaca broker. If you have any questions, join us in our Discord chat. Looking forward to seeing you there!