Tradovate Platform Setup for Tradeify: Complete Configuration and Trading Guide
When I first bought my Tradeify evaluation, I spent 30 minutes staring at the Tradovate login screen thinking I needed to create a separate Tradovate account. Wrong. Tradeify provides your complete Tradovate credentials automaticallyâyou just log in with the username/password from your dashboard and you're trading within 2 minutes. Once I figured that out, the platform setup was simple. This is the complete guide I wish I'd had on day one.
This article walks you through Tradovate platform setup for Tradeify accounts: initial login and data agreement, workspace customization, SuperDOM and chart configuration, order entry setup, ATM bracket strategies, group trading for multiple accounts, mobile trading, and troubleshooting common platform issues.
Understanding Tradovate for Tradeify Accounts
Tradovate is a futures-specific trading platform that serves as Tradeify's primary trading environment. It's a web-based, desktop, and mobile platform designed specifically for futures and commodities trading.
Key point: When you purchase a Tradeify evaluation or funded account, you're given credentials to access Tradovate's Simulation environment. Even though you're trading on a "sim" Tradovate account, your profits are real and you get paid out through Rise once you meet Tradeify's payout requirements.
Tradovate environments:
- Live: Real capital, your own money, actual market execution (not used for Tradeify)
- Demo/Simulation: Simulated capital, same data feed, same platform features (THIS is what Tradeify uses)
Why Tradeify uses Tradovate:
- Modern web-first platform (no forced downloads)
- Built specifically for futures trading
- Included Level 1 market data at no extra cost
- Clean, professional interface
- Supports advanced order types and bracket strategies
- Reliable execution and platform stability
Getting Your Tradovate Credentials
After purchasing any Tradeify account:
- Check your email for confirmation from Tradeify
- Email contains "Go to Dashboard" button
- Click it to access your Tradeify dashboard
- Dashboard displays your unique Tradovate login credentials
What you'll see on your dashboard:
- Username: Unique alphanumeric identifier (e.g., "JohnSmith12345")
- Password: Auto-generated secure password
- Environment: Always "Simulation" or "Demo"
- "Start Trading" button: Direct link to Tradovate login
Important: These credentials are provided instantly upon purchase. You don't need to wait for approval or manual setup.
Step 1: First-Time Login and Data Agreement
Accessing Tradovate Web Platform
Method 1: Through Tradeify Dashboard
- Log into your Tradeify dashboard
- Click "Start Trading" button
- Auto-redirects to trader.tradovate.com with environment pre-selected
Method 2: Direct URL
- Go to https://trader.tradovate.com/welcome
- Enter your Tradovate username and password from Tradeify dashboard
- Select "Demo" environment
- Click "Login"
Signing the Non-Professional Data Agreement
Critical first step: Before you can receive live market data, you must sign Tradovate's Non-Professional Data Agreement.
The process:
- First login triggers automatic prompt: "Sign Data Agreement"
- Review agreement terms (standard market data subscriber agreement)
- Check box confirming non-professional status
- Click "Sign Agreement"
- Confirmation appears: "Agreement signed successfully"
What "Non-Professional" means:
- You're not registered with any financial regulatory body
- You're not using data in a professional capacity
- You're trading for your own account (even if it's Tradeify's capital)
Without signing this agreement:
- Your market data will be delayed by 10+ minutes
- Your charts will show stale pricing
- Order execution won't work properly
- Platform connections like NinjaTrader will fail
Once signed: Data agreement applies to all your Tradeify Tradovate accounts automatically. You only sign it once per Tradovate account.
Initial Platform Tour
After login, you'll see:
- Top navigation bar (New modules, workspaces, account balance, settings)
- Main workspace area (where charts, DOM, orders will appear)
- Left sidebar (instruments, watchlists)
- Bottom status bar (connection status, notifications)
Connection indicators:
- Green: Connected to live data feed
- Yellow: Connecting or intermittent connection
- Red: Disconnected (troubleshoot immediately)
Step 2: Workspace Customization
Tradovate uses a workspace system where you create custom layouts with different modules (charts, SuperDOM, orders, accounts, etc.) arranged however you want.
Creating Your First Workspace
Default workspace:
- Tradovate loads with a basic pre-configured workspace
- Usually contains one chart module and basic order entry
- Fine for quick testing, but not optimal for serious trading
Creating a custom workspace:
- Click "Workspaces" dropdown (top navigation)
- Select "Save Workspace As..."
- Name it (e.g., "NQ Scalping," "ES Day Trading," "Multi-Account Setup")
- Click Save
Why multiple workspaces?
- Different layouts for different instruments (MES vs ES needs different sizing)
- Separate setups for evaluation vs funded accounts
- Custom arrangements for scalping vs swing trading
- Device-specific layouts (desktop vs mobile)
Adding Modules to Your Workspace
Available modules:
- Chart: Price charts with indicators
- SuperDOM: Depth-of-market order entry ladder
- Accounts: Real-time account monitoring
- Orders: Working and filled order history
- Positions: Current open positions across all accounts
- Watchlist: Custom instrument lists
- Time & Sales: Print tape
- Option Chain: (Not relevant for most Tradeify futures trading)
Adding a module:
- Click + (New) button (top left)
- Select module type from dropdown
- Click and drag module to desired position
- Release to place module
Resizing modules:
- Hover over module edge until resize cursor appears
- Click and drag to adjust size
- Modules snap to grid for clean alignment
My standard workspace layout:
- Left side: SuperDOM for primary instrument (50% width)
- Right side top: Chart with indicators (50% width, 70% height)
- Right side bottom: Accounts module showing all 5 accounts (50% width, 30% height)
This layout lets me see order book, price action, and account status simultaneously.
Step 3: SuperDOM Configuration
The SuperDOM (Depth-of-Market) is Tradovate's primary order entry interface. It displays the order book ladder, your positions, and provides one-click order placement.
Opening SuperDOM
- Click + (New) â SuperDOM
- Type instrument symbol in search (e.g., "MES," "NQ," "ES")
- SuperDOM opens showing bid/ask ladder
SuperDOM Settings
Access settings:
- Click gear icon (top right of SuperDOM module)
- Select "Settings" from dropdown
Key settings to configure:
Placing Orders from SuperDOM
Market orders:
- Click Buy Mkt (green button, top) = instant long at market price
- Click Sell Mkt (red button, top) = instant short at market price
Limit orders:
- Click directly on a price level in the ladder
- Left click = place buy limit at that price
- Right click = place sell limit at that price
- Order appears on ladder (blue for buy, red for sell)
Stop orders:
- Shift + Click on price level
- Left click = place buy stop above market
- Right click = place sell stop below market
Modifying orders:
- Click and drag existing order to new price level
- Order updates in real-time
Canceling orders:
- Hover over order on ladder
- Click "X" that appears next to order
- Order canceled instantly
Quick Exit Buttons
Exit at Mkt & Cxl:
- Closes all positions for this instrument at market
- Cancels all working orders for this instrument
- One-click panic button
Rev & Cxl (Reverse and Cancel):
- Closes current position
- Opens opposite position of same size
- Example: Long 2 contracts â closes long, opens short 2 contracts
Cxl All (Cancel All):
- Cancels all working orders for this instrument
- Does not close positions
Critical note: Exit buttons only affect the specific instrument in that SuperDOM. If you're trading MES and NQ, clicking "Exit at Mkt & Cxl" in your MES DOM does NOT close your NQ position.
Step 4: Chart Configuration
Creating Charts
- Click + (New) â Chart
- Type instrument symbol (e.g., "MES=H25" for March 2025 Micro E-mini S&P)
- Chart opens with default candlestick view
Chart Intervals
Changing timeframe:
- Hover over chart
- Click interval dropdown (third button from left)
- Select from predefined intervals or create custom
Available interval types:
- Time: Minute-based charts (1m, 5m, 15m, 30m, 60m, daily, etc.)
- Tick: Charts based on number of trades (e.g., 500-tick, 1000-tick)
- Volume: Charts based on contract volume (e.g., 1000-vol, 5000-vol)
- Range: Range bars (e.g., 4-range shows bars with 4-tick range)
- Delta: Delta-based bars (volume difference between buys and sells)
My preference for day trading:
- Primary chart: 5-minute for overall structure
- Secondary chart: 1-minute or 233-tick for entries
- Background chart: 15-minute or 60-minute for trend context
Chart Styles
Changing bar type:
- Hover over chart
- Click "Chart Style" button (looks like candlestick icon)
- Select from 8 built-in styles
Available styles:
- Candlestick (default, most popular)
- OHLC bars
- Line
- Area
- Point & Figure
- Kagi
- Heikin Ashi
- Renko
Adding Indicators
How to add:
- Hover over chart
- Click "Indicators" button (left sidebar, looks like squiggly line)
- Search for indicator name
- Click to add
Popular indicators:
- Moving averages (SMA, EMA)
- Volume
- RSI (Relative Strength Index)
- MACD
- Bollinger Bands
- VWAP (Volume Weighted Average Price)
Customizing indicators:
- Right-click indicator name in chart legend
- Select "Settings"
- Adjust parameters (length, colors, etc.)
Data Box Feature
The Data Box shows:
- Open, High, Low, Close prices for the bar your cursor hovers over
- Date and time of that bar
- Volume
- Indicator values for that specific bar
Enabling Data Box:
- Hover over chart
- Click "Data Box" icon (left sidebar)
- Box appears showing real-time OHLC data
Using Data Box:
- Move cursor over any historical bar to see exact values
- Useful for analyzing specific price reactions
- Resize by dragging corner
- Reposition by dragging header
Step 5: ATM Strategies (Bracket Orders)
ATM (Advanced Trade Management) Strategies automatically place stop loss and profit target orders when your entry fills. This is Tradovate's term for bracket orders.
Why Use ATM Strategies
Benefits:
- Automatic risk management (stops placed instantly)
- Eliminates manual order placement errors
- Consistent position sizing
- One-click entry with predefined exits
- OCO (One Cancels Other) logic built-in
From my experience: ATM strategies saved me from at least 3 blown accounts during evaluations. Without automated stops, I'd get distracted, forget to place my stop, and lose 50% of the account on a single bad trade.
Setting Up Your First ATM Strategy
- Open SuperDOM or Chart
- Click ATM configuration icon (gear symbol next to ATM dropdown)
- Click + button to create new strategy
- Name it (e.g., "5-Point Stop 10-Point Target")
Configuration fields:
Example ATM strategy for MES scalping:
- Stop Loss: 20 ticks (5 points) = $25 risk per contract
- Profit Target: 40 ticks (10 points) = $50 profit per contract
- Auto Breakeven: Enabled at 10 ticks profit
- Trailing Stop: Disabled (for scalping, I want fixed targets)
Using ATM Strategies in Trading
Activating ATM:
- Select your ATM strategy from dropdown (SuperDOM or chart)
- Place entry order (market or limit)
- When entry fills, stop and target orders are placed automatically
What happens:
- Entry order fills at X price
- Stop loss order placed at X - 5 points (for long)
- Profit target order placed at X + 10 points (for long)
- If target fills, stop cancels automatically (OCO logic)
- If stop fills, target cancels automatically
Critical note: ATM strategies do NOT work when using Group Trading (copy trading across multiple accounts). This is a Tradovate limitationâyou must manage exits manually when group trading.
Step 6: Group Trading (Multiple Accounts)
Group Trading allows you to execute trades across multiple Tradeify accounts simultaneously from a single interface.
When to Use Group Trading
Ideal scenarios:
- You have multiple funded accounts and want synchronized execution
- Scaling strategy across 5 Tradeify accounts
- Testing same strategy on multiple account sizes
Not allowed:
- Copying other traders' strategies
- Collaborative trading with other people
- Any form of external trade copying services
From Tradeify's rules: "You may only group trade between accounts you own and manage. Copying other strategies or engaging in copy trading with others is not permitted."
Setting Up Group Trading
Prerequisites:
- Multiple active Tradeify accounts
- All accounts logged into Tradovate Web simultaneously
- All accounts connected in Control Center
Configuration:
- Click your balance at top of Tradovate platform
- Opens "Control Center" showing all connected accounts
- Select accounts you want to group
- Click "Group Accounts" button
- Choose Lead Account (the one you'll trade from)
- Follower Accounts will mirror Lead's trades
Trade execution:
- Place order in Lead account
- Order is copied to all Follower accounts instantly
- Each account trades with its own capital/balance
- P&L is tracked separately per account
Group Trading Limitations
What DOESN'T work with Group Trading:
- ATM strategies (bracket orders)
- "Exit All Positions Cancel All" button (only closes Lead account)
- Some third-party indicators or automated strategies
Workarounds:
- Manually place stops and targets after entry
- Use individual account exit buttons per account
- Exit positions one account at a time if needed
Step 7: Mobile Trading Setup
Tradovate offers full-featured mobile apps for iOS and Android, allowing you to monitor and trade your Tradeify accounts from your phone or tablet.
Downloading the App
iOS:
- App Store â Search "Tradovate"
- Download "Tradovate: Futures Trading"
- App is free
Android:
- Google Play â Search "Tradovate"
- Download official Tradovate app
- App is free
Mobile App Login
- Open Tradovate app
- Enter your Tradovate credentials from Tradeify dashboard
- Select "Demo" environment (critical!)
- Enable biometric login (fingerprint/Face ID) for quick access
Mobile Trading Features
What you can do on mobile:
- View real-time charts
- Place market, limit, and stop orders
- Close positions
- Monitor account balance and P&L
- View order history
- Receive push notifications for fills
What's limited on mobile:
- ATM strategies (less intuitive to configure)
- Group trading (not supported)
- Multiple charts (only 1-2 visible at once)
- Custom indicators (limited selection)
My mobile trading use case:
- Monitoring positions when away from desk
- Emergency exits if I need to close quickly
- Checking account status throughout the day
- NOT for executing full trading strategies (mobile is for management, not primary trading)
Step 8: Tradovate Desktop App (Optional)
In addition to the web platform, Tradovate offers a downloadable desktop application with enhanced performance and offline access to cached data.
Downloading Desktop App
- Go to https://trader.tradovate.com/desktop-download
- Download for Windows or Mac
- Install application
- Launch app and log in with your Tradeify credentials
Desktop vs Web: Which to Use?
My recommendation: Start with web platform for convenience. If you experience lag or performance issues, try the desktop app.
Step 9: Contract Rollovers
Futures contracts expire quarterly (March, June, September, December). Tradovate handles rollovers automatically, but you need to understand how it works to avoid confusion.
Automatic Rollover
Tradovate's auto-rollover:
- Charts and SuperDOM modules automatically switch to new front-month contract as expiration approaches
- Typically happens 2-4 weeks before contract expiration
- Notification appears: "Contract rolled to [new contract symbol]"
What auto-rollover does:
- Updates your charts to show new contract
- Updates SuperDOM to new contract
What auto-rollover does NOT do:
- Roll your open positions to new contract (you must close old contract manually)
- Transfer orders from old to new contract
Manual Rollover
If you want to view a specific contract:
- Hover over chart or SuperDOM
- Click View Settings (gear icon)
- Select "Roll Forward" or "Roll Backward"
- Choose specific contract month
Example use case:
- Current front month is March (H contract)
- You want to trade June (M contract) instead
- Use Roll Forward to manually select June contract
Common Tradovate Setup Issues and Fixes
Issue #1: "Delayed Market Data" or "Demo Data Only"
Symptoms: Charts show delayed prices, orders don't execute properly, data is 10+ minutes behind.
Cause: You haven't signed the Non-Professional Data Agreement.
Fix:
- Log out of Tradovate
- Go to https://trader.tradovate.com/welcome
- Log in with credentials
- Agreement prompt should appear
- Sign agreement
- Wait 5-10 minutes for data feed activation
If prompt doesn't appear:
- Contact Tradovate support (not Tradeify) via their help center
- Explain you need to sign Non-Professional Data Agreement for Tradeify account
Issue #2: Can't Find Instrument Symbol
Symptoms: You search for "NQ" or "ES" but chart doesn't load.
Cause: Need to use full contract symbol including expiration month/year.
Fix:
- Use continuous contract symbols ending in "1!" (e.g., "ES1!" "NQ1!" "MES1!")
- Or specify exact contract (e.g., "ESH25" for March 2025 E-mini S&P)
Quick reference:
- Continuous front month: Add "1!" (e.g., ES1!)
- Specific contract: Use symbol + month code + year (e.g., ESH25 = March 2025)
Issue #3: Orders Rejected with "Insufficient Buying Power"
Symptoms: Market or limit orders are instantly rejected.
Cause: You're trying to place orders larger than your account margin allows.
Fix:
- Check account balance in dashboard
- Reduce order quantity to fit within margin limits
- For MES (Micro E-mini S&P): each contract requires ~$1,000 margin
- For ES (E-mini S&P): each contract requires ~$10,000+ margin
Issue #4: Platform Disconnected or "Connection Lost"
Symptoms: Red connection indicator, trades not executing, data frozen.
Cause: Internet connection issue or Tradovate server maintenance.
Fix:
- Check your internet connection
- Refresh browser or restart desktop app
- Check Tradovate status page: status.tradovate.com
- If server issues, wait for resolution (usually resolved within minutes)
Issue #5: NinjaTrader Connection Failing
Symptoms: NinjaTrader won't connect to Tradovate credentials.
Cause: Non-Professional Data Agreement not signed.
Fix:
- Log into trader.tradovate.com FIRST
- Sign data agreement in web platform
- Wait 15 minutes
- Then attempt NinjaTrader connection
- Make sure you select "Demo" environment in NinjaTrader
FAQ
Does Tradeify require a separate Tradovate account?
No, Tradeify provides your complete Tradovate login credentials automatically. You don't create or pay for a separate Tradovate accountâyour credentials are included with your Tradeify purchase and appear in your dashboard immediately after buying an evaluation or funded account.
Can I use my personal Tradovate account with Tradeify?
No, you must use the Tradovate credentials provided by Tradeify. Personal Tradovate accounts are "Live" environment, while Tradeify accounts operate in Tradovate's "Demo/Simulation" environment with separate login credentials.
What happens if I change my Tradovate password?
Changing your password directly in Tradovate will break your Tradeify dashboard connection. If you need to change your password, contact Tradeify support to update it properly so your dashboard credentials stay synchronized.
Can I access Tradovate from multiple devices simultaneously?
Yes, you can log into Tradovate Web, Desktop App, and Mobile App simultaneously using the same credentials. Your accounts, positions, and orders sync across all platforms in real-time.
Does Tradovate cost extra for Tradeify users?
No, Tradovate platform access is included with your Tradeify subscription or activation fee. You don't pay Tradovate directly for platform access, data fees, or execution costsâeverything is bundled into your Tradeify account pricing.
How do I switch between multiple Tradeify accounts in Tradovate?
Log into Tradovate once with any set of your Tradeify credentials. All your Tradeify accounts connected to that email address will appear in the Control Center dropdown (click your balance at top). You can view all accounts simultaneously and trade across them using Group Trading.
What's the difference between Tradovate Web and Desktop?
Both platforms offer identical features and trading functionality. Web platform runs in your browser with no installation required, while Desktop App is a standalone application that typically offers slightly better performance for intense scalping or multi-account setups.
Can I install custom indicators in Tradovate?
Tradovate supports a library of built-in indicators but does not currently support custom-coded indicators like NinjaTrader does. You're limited to the indicators available in Tradovate's indicator library, which includes most common technical indicators traders use.
Do I need real-time data subscriptions for Tradeify accounts?
No, Level 1 market data is included automatically with your Tradeify account once you sign the Non-Professional Data Agreement. You don't need to purchase additional data subscriptions unless you want Level 2 DOM data or EUREX market data.
What happens to my Tradovate charts and workspaces if I fail an evaluation?
Your Tradovate account associated with that evaluation becomes inactive, and you lose access to it. Workspaces, indicators, and settings saved in that account are not transferred to new accountsâyou'll need to recreate your setup if you purchase a new evaluation.
Conclusion
Tradovate platform setup for Tradeify is straightforward once you understand the workflow: get credentials from dashboard, sign data agreement, configure workspace with SuperDOM and charts, set up ATM strategies for automatic risk management, and optionally enable Group Trading if you're running multiple accounts.
The platform itself is modern, reliable, and futures-focusedâperfect for day trading NQ, ES, or MES. The web-first design means you're trading within 2 minutes of login, no complicated installations or software licensing.
Most traders overthink the setup. My advice: spend 15 minutes getting your first workspace configured with one chart and one SuperDOM, place a sim trade to confirm everything works, then refine your layout as you trade. Don't waste hours tweaking colors and indicators before you've even placed your first trade.
The key is signing that data agreement first thing. Without it, nothing works properly. Once that's done, Tradovate is one of the smoothest futures platforms I've usedâand I've traded on Rithmic, CQG, and Sierra Chart. For Tradeify's purposes, Tradovate hits the sweet spot of power and simplicity.
Your Next Steps
âđ Start Trading at Tradeify Today
âđ Read My Full Tradeify Review
âđ Check out Tradeify´s Select Plans
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