Help center
Everything you need to run PipSync
34 guides covering setup, signal sources, brokers, risk controls and the API.
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Getting startedConnect your first signal source and broker account, set your risk rules and place your first automated trade.How PipSync worksWhat actually happens between a message in a channel and a filled order at your broker — and where you can intervene.Connect a Telegram channelLog in with your own Telegram account so the channels you follow are parsed and routed to your broker automatically.Plans and limitsWhat each plan includes, how sources and broker accounts are counted, and what happens when you hit a limit.TradingView webhook setupSend TradingView alerts and strategy alerts to PipSync by webhook. Each valid alert becomes a signal that you review on the Signals page, or trades automatically if you opt in.Signal formats the parser understandsWhich message layouts parse cleanly, how multiple take-profits are handled, and what the confidence score means.
Getting started
From zero to a live, risk-limited automation.
- Getting startedConnect your first signal source and broker account, set your risk rules and place your first automated trade.Start here
- How PipSync worksWhat actually happens between a message in a channel and a filled order at your broker — and where you can intervene.
- Plans and limitsWhat each plan includes, how sources and broker accounts are counted, and what happens when you hit a limit.
- GlossaryThe PipSync and trading terms used throughout the dashboard and this help center.
Signal sources
Telegram, TradingView and Discord — connecting, parsing, filtering.
- Connect a Telegram channelLog in with your own Telegram account so the channels you follow are parsed and routed to your broker automatically.
- TradingView webhook setupSend TradingView alerts and strategy alerts to PipSync by webhook. Each valid alert becomes a signal that you review on the Signals page, or trades automatically if you opt in.
- Discord bot setupRead signals from a Discord channel and route them to your connected broker accounts.
- Signal formats the parser understandsWhich message layouts parse cleanly, how multiple take-profits are handled, and what the confidence score means.
- Filtering a noisy channelCut the noise out of a busy channel: keyword rules, blocked and allowed symbols, trading sessions, and what happens to a refused signal.
- Signal quality and provider analyticsMeasure a provider before you fund it: hit rate, expectancy, drawdown contribution and parse reliability.
Brokers & accounts
Connect MetaTrader, cTrader, crypto exchanges and prop-firm accounts.
- Supported brokersWhich platforms PipSync can trade on today, what each one needs, and what is on the roadmap.
- Connect MetaTrader 5Add an MT5 login, find the exact server name, and fix the connection errors that actually happen.
- Connect cTraderAuthorise cTrader over OAuth, pick the right trading account and understand what differs from MetaTrader.
- Connect Binance or BybitCreate a trading-only API key, restrict it properly, and know which order types are supported.
- Prop-firm and challenge accountsRun PipSync on a funded or challenge account without tripping daily loss, total drawdown or consistency rules. The optional Max Daily Loss stops new copied trades for the day; total drawdown and consistency still come down to your sizing.
- Trading several accounts at onceRoute one signal to many accounts, size each independently, and keep live and demo cleanly separated.
Trading & risk
Sizing, stops, position limits and manual approval.
- Risk managementThe limits that decide what a signal is allowed to do to your account, and sensible values to start from.
- Position sizingHow risk percentage, stop distance and contract specs turn into a lot size — and why gold and indices are different.
- Manual approvalReview each signal before it executes — the safest way to evaluate a new source or parser setting.
- Stops, targets and trade managementHow SL and TP are placed, what happens on break-even and partial-close messages, and how trailing behaves.
- Drawdown protectionThe optional daily limits (Max Daily Loss, Max Trades/Day), what else PipSync limits, and how to stay inside a loss limit with sizing. There is no total drawdown limit.
Automation & AI
Bots, backtesting, the assistant and notifications.
- Trading bots and strategiesRun a strategy alongside your copied signals: what a bot is allowed to do, how it is limited, and how to test one.
- AI assistantAsk questions about your own trading data, and understand what the assistant is and is not allowed to do.
- Backtesting and forward testingTest a strategy or a signal source against history and against live data — and read the result honestly.
- Notifications and alertsChoose which events reach you, on which channel, without turning your phone into a noise machine.
Account & billing
Plans, invoices, security, team and your data.
- Billing, plans and invoicesUpgrade, downgrade, cancel, and find your invoices — plus what happens to your data when a plan ends.
- Account securityTwo-factor authentication, sessions, password changes and what to do if something looks wrong.
- Workspace and teamInvite people, assign roles, and understand what each role can see and change.
- Your data, export and deletionWhat PipSync stores, how to export it, and what happens when you delete your account.
Developers
API keys and outgoing webhooks. Full reference in the API docs.
Support
FAQ, troubleshooting and how to reach a human.
- Frequently asked questionsPricing, brokers, risk, security and signal sources — the questions support answers most often.
- TroubleshootingStep-by-step fixes for signal delivery, trade execution, broker connections and sizing problems.
- Contact supportHow to reach a human, what to include so the first reply is the useful one, and what response times to expect.
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