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Getting Started

Follow this guide to connect your first signal source and broker — and place your first automated trade.

1

Create account

2

Connect a signal source

3

Connect a broker

Step 1 — Create your account

1

Register

Go to pipsync.io/register and create a free account using your email address.

2

Verify your email

Check your inbox for a verification email from PipSync and click the confirmation link.

3

Complete onboarding

Follow the onboarding wizard — it takes about 2 minutes. You'll choose your trading style and configure default risk settings.

Step 2 — Connect a signal source

PipSync can receive signals from multiple sources. Pick the one you use most:

Each signal source has a dedicated setup guide. Click any source above to see the full walkthrough.

Step 3 — Connect a broker

1

Open the Brokers page

In your dashboard, navigate to Settings → Brokers and click Add Broker.

2

Choose your broker

PipSync currently supports MetaTrader 5 (cTrader coming soon). Select your broker from the list.

3

Enter your MT5 credentials

Provide your MT5 account number, password, and server name. These are only used to place trades on your behalf — PipSync never withdraws funds.

Use a read-only investor password if you only want to monitor trades without auto-execution. For automated trading, you need the full password.

4

Test the connection

Click Test Connection. If successful, you'll see your account balance and open positions appear in PipSync.

Step 4 — Configure risk management

Before going live, configure your risk rules to protect your capital. Navigate to Settings → Risk Management.

Max lot size

The maximum position size PipSync will ever open, regardless of the signal. A good starting point is 0.01–0.05 lots while you validate the setup.

Daily drawdown limit

PipSync pauses all trading for the day if your account drops by this percentage. Recommended: 2–5% for conservative traders.

Max open trades

Cap the number of simultaneously open trades to limit exposure during high-volatility periods.

Manual approval mode

Enable this to review each trade before it executes. Great for testing — you approve or reject signals one by one.

Your first trade

Once everything is connected, trigger a signal from your source. PipSync will:

  • Parse the signal (instrument, direction, SL/TP)
  • Apply your risk rules to calculate position size
  • Send the order to your broker
  • Log the trade and notify you via the dashboard

We recommend starting with Manual Approval Mode enabled so you can validate the signal parsing before going fully automated.