🔗 Step 1: Go to the "Connections" Page
From the main menu, click "Connections" to access the connections dashboard.
➕ Step 2: Add a New Connection
Click the "+ Connection" button. A pop-up modal will appear where you can provide the required details for your connection.
📝 Step 3: Fill in Connection Details
The required info to add a connection depends on the broker, platform or datafeed you're connecting:
📘 Tradovate Connections
Name: Choose a unique name for this connection.
Environment:
Select "Live" for a live account.
Select "Demo" for simulated/demo accounts.
Click on "Continue."Credentials: You’ll be redirected to the Tradovate OAuth page to log in. Once completed, you'll return to Tradesyncer. (We do not store your credentials.)
📗 Rithmic Connections
Name: Choose a unique connection name.
Broker/System:
Select "Rithmic Paper Trading" for most demo accounts.
For specific firms like Topstep or Apex, choose their dedicated system even for sim accounts.
For live accounts, select the name of your prop firm or "Rithmic."Credentials: Type your Rithmic username and password manually (do not autofill or paste). Then click "Add Connection."
📙 dxFeed Connections
Name: Enter a unique connection name.
Credentials: Type your dxFeed credentials manually (avoid autofill or copy-paste). Then click "Add Connection."
🔍 Step 4: Manage Your Connection
Your new connection will now appear in the list, with corresponding actions such as enable/disable options and connection status directly within the connection record. Click on the connection to view its details, including associated accounts and their balances.