Choose Your Feature

Choose your path

You want to…	Use this
Manage and trade many accounts by hand, from one dashboard	PMS (Copy Trading)
Auto-copy orders from one master account (or an algo) to many child accounts	Master-Child
Turn TradingView alerts into orders across your accounts	TradingView Automation
Place bulk orders from a spreadsheet	Excel
Build your own automation in code	Broker-Independent APIs

The five paths

• PMS (Copy Trading) — for portfolio managers and manual traders. Place one order and copy it into many accounts or groups in a single click, then modify, cancel and square-off in bulk. Best when you place the orders.

• Master-Child — auto-copies orders from one master account to many child accounts. Best when orders come from an algo or you want copying to happen on its own. Not sure which copy method fits you? Read PMS vs Master-Child.

• TradingView Automation — turns your TradingView alerts into real orders across one or many accounts using webhooks.

• Excel — place and copy bulk orders straight from a spreadsheet, with timer-based orders and an Add-in for VBA strategies.

• Broker-Independent APIs — for programmers. Build your own multi-account, multi-broker automated trading in Java, Python, C#, Excel, AmiBroker, MetaTrader or plain HTTP REST.

Not sure where to start?

If you mostly place orders yourself, start with PMS. If your orders come from an algo, start with Master-Child. Programmers should head to Client Setup and the API reference.