Skip to main content
Help›Getting started›Getting started

Getting started

Connect your first signal source and broker account, set your risk rules and place your first automated trade.

The four steps

Going live takes four steps. Most people finish in under 15 minutes — the slowest part is waiting for your broker terminal to provision.

1 — Create an account

Register, verify your email, run the onboarding wizard.

2 — Connect a signal source

Telegram, TradingView or Discord.

3 — Connect a broker

MT5 or cTrader, live or demo.

4 — Set your risk rules

Lot caps, drawdown limit, max open positions.

Do all four on a demo account first. Signal parsing is the part that most often needs a tweak, and a demo account makes that free.

Step 1 — Create your account

  1. 1

    Register

    Sign up with your email address and start the 14-day free trial. A payment method is required to begin it; cancel before day 14 and nothing is charged. Starter covers 1 signal source and 1 broker account.

  2. 2

    Verify your email

    Click the link in the verification mail. Until you verify, execution stays disabled — this protects accounts created with a typo'd address.

  3. 3

    Run the onboarding wizard

    It asks for your trading style and writes sensible default risk settings. You can change every one of them later under Settings → Trading.

Step 2 — Connect a signal source

A source is wherever your signals are written today. Pick the one you actually use — you can add more later.

Telegram

Read signals from a channel or group you are a member of.

TradingView

Fire trades from alert webhooks, including strategy alerts.

Discord

Read signals from a channel in a server you have access to.

Each has its own guide: Telegram bot, TradingView webhook, Discord bot.

Step 3 — Connect a broker

  1. 1

    Open Trading Accounts

    In the dashboard, go to Trading Accounts and click Add Account.

  2. 2

    Pick the platform

    MetaTrader 5 and cTrader are the two main routes. Crypto goes through Binance or Bybit API keys.

  3. 3

    Enter your credentials

    For MT5: login number, password and the exact server name from your broker. Leave the endpoint blank and PipSync provisions a dedicated terminal for you.

  4. 4

    Wait for the first sync

    When the account turns green you will see balance, equity and any open positions. That is your proof the connection works.

PipSync places and manages trades. It never withdraws. If you only want monitoring without execution, use your broker's investor (read-only) password.

Step 4 — Set your risk rules

Under Settings → Trading, set the four limits that decide what a signal is allowed to do to your account. Details in Risk management.

Risk per trade

Percentage of equity a single position may put at risk. 0.5% is a sane starting point.

Max lot size

A hard ceiling regardless of what the signal says.

Daily drawdown limit

Trading pauses for the day when the account drops by this much.

Max open positions

Caps total exposure when a channel fires ten signals in a row.

Your first trade

When a signal arrives, PipSync runs it through the same pipeline every time:

  1. Parse the message into instrument, direction, entry, stop-loss and take-profit.
  2. Reject it if required fields are missing — no trade without a stop-loss.
  3. Size the position from your risk rules and the instrument's contract spec.
  4. Route the order to the matching broker account.
  5. Log the fill and show it in Trading Hub and the trade history.
Turn on manual approval for the first day. You see exactly what the parser understood before anything hits the market. See Manual approval.
NextHow PipSync works

Still stuck?

Send the raw signal, the timestamp and the account name — that is usually enough to answer on the first reply.

Contact support