Getting Started

What is AutoTrader Web?

AutoTrader Web is a trading suite for automation that removes repeated manual work. It is a multi-account, multi-broker system. This means you can monitor and trade many trading accounts from a single dashboard, whether those accounts are with the same broker or with different brokers.

Common use-cases

Pick the one that matches how you trade:

Use-case	What it does
PMS	Monitor and trade multiple accounts from a single dashboard. Useful for a portfolio manager handling client accounts, or a trader handling multiple family accounts.
Copy Trading	Copy one order into many accounts. There are two methods: PMS copy (place the order in our terminal and pick the accounts or groups to copy it to) and master-child copy (trade only the master account, in our terminal or your broker’s terminal, and orders are copied to the child accounts in the background). See PMS copy vs master-child to pick the right one.
APIs	Broker-independent, easy-to-use APIs to code and automate your trading strategies. Programmers can build their own custom, broker-independent, multi-account automated trading system.
TradingView	Automate strategies from TradingView into one or many trading accounts.
Excel	Copy bulk orders from Excel into many accounts, write formulas and macros for automation, and set up timer-based orders.
Stock Brokers	Offer all of the above features to your clients by having us support your trading platform on AutoTrader Web. These features attract more clients, mostly active traders, which can boost your brokerage revenue.

To learn more about each path, see the PMS guide, copy trading, the API documentation, TradingView automation and the Excel library setup.

In this section

• User Registration — create and activate your account.
• Precautions — safe-use notes and known limitations to read before you trade.

Did not find your use-case?

If none of the use-cases above match your requirement, please mail us your requirements in brief and we will try our best to give you a solution.