TheConnector user guides for TradingView, MT4 and MT5

Goal

This guide explains how a novice user should move through the client area without getting lost.

1. Check your active plan

• Open Plans
• Confirm the active subscription covers the number of connected trading accounts
• Choose monthly or annual billing based on your setup

Show the active plan, the monthly or annual selector and the number of included accounts.

2. Check the account list

• Open Accounts
• Verify the trading account number
• Verify the status is Live
• Copy the access key used for TradingView

Show the collapsed list with trading account number, broker, live status and the expand button.

3. Create a symbol mapping list

• Create a list if TradingView symbols differ from broker symbols
• Rename, edit and delete lists as needed
• Attach the correct list to the correct account

Show the list selector and the mapping editor with a few symbol examples.

4. Follow webhook delivery

• Open Transactions
• Check the webhook status, robot status and any returned error

Show account, original symbol, resolved symbol, status, result and details.

5. Follow orders and analytics

• Orders shows open orders live and closed orders separately
• Analytics shows the full account history with charts and KPI cards

Show open orders, closed orders and the analytics charts for one account.