summary: the shortest path from zero to your first test webhook — connect broker, create a strategy, paste the webhook into TradingView, fire a test alert on a SIM account.
5 steps, about 10 minutes — assuming your edgeful algo indicator is already on your TradingView chart.
before you start
3 things need to be in place:
an edgeful all access plan — algo automation lives here
a paid TradingView plan (Essential or higher) — webhooks don't work on the free or Basic tiers
a supported broker — Tradovate, NinjaTrader, or ProjectX
one more thing: backtest your algo in TradingView's Strategy Tester first. automation is the last step — not the first.
step 1 | connect your broker
open algos → dashboard in the left sidebar.
click connect Tradovate/NinjaTrader or connect ProjectX depending on your account. log into your broker through the secure popup, approve the connection, and you'll land back on edgeful.
your broker should show connected in green in the accounts table. if it shows red, click reconnect — most drops resolve in a few seconds.
step 2 | create your strategy
scroll to step 2 and click create strategy. all 4 fields are required — the button stays disabled until every one is filled in:
name — something specific like "NQ ORB sim" or "ES gap fill live"
description — a short note so you remember what this strategy does
broker account — the account you just connected
entry order type — market for guaranteed fills, limit for price control
accept the terms and click create strategy. your new strategy shows up in the strategies table with status enabled in green.
step 3 | copy your webhook and message
every strategy gets a unique webhook URL and a JSON message template. you need both.
on the strategy's row in the table:
click the copy icon (the dual-box icon) next to "view webhook" — don't try to highlight the masked URL, it won't work
scroll to the TradingView message box and click copy on the JSON payload
keep both on your clipboard — you're pasting them into TradingView next.
step 4 | create the TradingView alert
open your chart in TradingView with the edgeful algo indicator already applied.
right-click the indicator → add alert (or click the clock icon in the toolbar → create alert)
set the condition to the edgeful algo strategy
toggle the webhook URL notification on and paste your webhook URL into the field
paste the TradingView message JSON into the message field
set the alert to trigger on strategy conditions and pick the longest expiration your plan allows
click create
match your chart timeframe to your algo's timeframe — a 5-min ORB on a 30-min chart won't fire until the 30-min bar closes.
step 5 | test fire on a SIM account
always test before going live.
point your strategy at a paper/SIM account first. when the algo triggers, check 3 places:
TradingView's alert log — confirms the alert fired and sent the webhook
edgeful's notifications panel — confirms edgeful received it
your broker — confirms the order hit the account
if all 3 light up, your chain is working. only then swap in a strategy pointed at your live account.
next steps
once your test fire works, these deep-dives cover everything the quickstart skips:
→ using the algo dashboard — every field on the dashboard, managing multiple strategies, disabling vs. deleting
→ setting up TradingView alerts for algo automation — recreating alerts after script updates, multiple strategies, chart timeframe rules
→ how the algo automation chain works — the webhook chain, how TP/SL exits are delivered, where slippage comes from
→ which broker accounts work with edgeful algo automation? — broker support details and setup specifics
→ my algo didn't trade — start here — the troubleshooting guide when something stops firing