Getting started

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.

Step 1 — Create your account

1. 1

   Register

   Sign up with your email address and start on Free without a credit card. Free covers 1 signal source, 50 parsed signals per month and 7 days of history, but no broker account or auto-trading. Paid plans are billed at checkout.

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.

Each has its own guide: Telegram, 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.

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.

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.