# Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation This site has an agentic ask interface you may use to query the documentation dynamically by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.topstepx.com/index.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. --- # TopstepX Help Center TopstepX is a next-generation futures trading platform built for futures traders. Here, you’ll find detailed documentation on platform features, settings, and step-by-step guides. TopstepX is fully web-based, with no downloads required—making it easy to trade seamlessly on both desktop and mobile.

# Concurrent Sessions Limit Exchange regulations restrict the number of the maximum concurrent user sessions to one device (browser).\ \ A user can only be logged in on one device at a time, including PC, mobile, etc. Attempting to log in on a new device will disconnect you from other devices. Note: you are allowed to have multiple browsers windows open on a single device using 'tabs', so long as it is the same browser version across all, as explained [here](/getting-started/custom-layouts#multiple-windows). # Custom Layouts ### Create Custom Layouts You can rearrange the platform's components on your workspace by clicking and dragging the component's header to other areas of your layout or adding it as a tab. Upon clicking and dragging the component, a yellow arrow key tool will appear to guide the placement.

Once you’ve adjusted the layout to your preference, "draft" will appear next to your layout name. To save the changes made to your selected layout, click the ‘Save Layout’ button in the upper right-hand corner.

To save the changes made to your layout as a new layout option, click the "Save as New Layout" button in the upper right-hand corner and create a Layout Name.

### Multiple windows You can pop out multiple windows by clicking the double-square button in the top-right corner. Once a new window/tab opens in your browser, you can maximize individual components (e.g. Chart, DOM, Quotes, etc.) by clicking the square on the top-right corner of the section. There is no limit to the number of windows you can have open at a time.

Note: due to exchange regulations, you can only have ProjectX open on one device / browser instance at a time. This means if you have it open on a PC, you cannot have it open on your phone. You also cannot have it open on multiple PC's at the same time nor can you have it open on Google Chrome and Microsoft Edge at the same time. \ \ However, having multiple 'window tabs' open on a single device (browser) **is** permitted. ### Reset layout You can reset your layout to the default settings by clicking the "Reset Layout" button in the upper right-hand corner. Clicking "Reset Layout" will return the layout to the default settings.

### Delete saved layout You can delete a saved layout by first selecting the layout name in the drop-down that you want to delete. After selecting the layout, click the "Delete Layout" button in the upper right-hand corner.

# Favoriting Contracts For quick access to frequently traded contracts, you can favorite the symbol in the contract drop-down. To do this, just click on the star icon located next to the symbol.

Upon favoriting, the contract will automatically move to the top of the contract list in all components. # Linking Components TopstepX gives you the ability to link components together using a color coding system. You can assign colors to components, and all common links will update at once. Linking components provides the ability for you to have multiple components all 'linked' to a common symbol; so that when you change your selected symbol in one component (the order ticket for example), the Chart, DOM and Order Ticket all update automatically. ### Create color link (components) To create a color link with a component, simply click the color link symbol next to each component header. In this example, we are linking our Time and Sales component to the color blue:

This component is now sharing the blue link. ### Create color link (chart) To add a color link to a chart, the process is slightly different than adding a link to a component. Color links in TopstepX charts are done via a special 'indicator', called "Link". \ \ To add a color link to a chart simple highlight the chart in question (by clicking it), and then clicking 'Add chart Link' in the top tool bar. Once the you click this, it will add the Link indicator to the chart. Simply expand the indicator list, find the Link and edit the settings to give it the color of your liking: Note: If you do not see a Link indicator on your chart, make sure and expand the indicator list:

Now that you have component(s) sharing the common Blue color, any time a symbol change is made to one component with that color, all other components will update to show that symbol! # Contract Rollover TopstepX automatically updates to the current front month for all Futures products. This ensures that you are always trading with the correct front month, eliminating the need to monitor contract months or volume during rollovers. TopstepX 'rolls' contracts during the daily market close window (4pm CST - 5pm CST) using an internal algorithm that determines the best time to roll over active contracts prior to the opening of the trade day. This may be based off open interest, past contract volume, expirations, etc. # Data Feed ### Exchange License TopstepX, through its parent company Sim2Funded Solutions, LLC, is a licensed data redistributor from the CME. We maintain our own data feed directly and do not rely on third party connections or providers. This allows us to provide our traders data sourced directly from the exchange(s), unfiltered. ### Required Agreements Upon your first time logging into the platform, you will be required to complete various market data entitlement and platform usage agreements. These include our CME ILA agreement, Non-Pro / Pro self certification, and our market data terms of use. ### Data Centers The TopstepX primary market data servers are located in Northern Virginia. All traders, regardless of their geographic location, will connect to this region for market data.\ \ TopstepX uses advanced cloud computing technology, including the Amazon AWS global accelerator private backhaul, for connections to these data centers from cloud computing edge locations across the globe. Regardless of this technology, any disruption between the trader's PC and our market data servers are out of our control. Traders are encourage to have the most reliable, hard wired connection possible when using our services. ### Performance In order to provide the best experience for active professional level day traders, TopstepX is a compute and render intensive web application requiring a moderate to high end machine and fast, reliable data connection. Our data updates at a refresh interval of 50ms on the 'fast', compared to some web based charting / trading platforms who update at 750ms or greater. This can cause issues on slow or under performant machines or for traders located at far distances geographically from our data plants located in Northern Virginia, USA. If you are experiencing slowness, or chat lag, please take these basic troubleshooting steps:\ \ \- Ensure you are hardwired to a reliable internet connection. Use a website to check your connection quality (not speed test) to USA based servers.\ \- Lower your market data refresh rate to 'Slow'.\ \- Switch to a single chart, with no indicators; only adding indicators and charts if no issues. # Trading Lock-Out ## Lock-out The **Lock-Out** feature allows traders to take control of their trading behavior by temporarily locking themselves out from placing trades on their account. This tool is designed to promote disciplined trading and prevent overtrading during periods of high market volatility or emotional decision-making.
Locate the **Manual Lock-Out** button at the top of the trading platform (refer to the screenshot below). Click the button to open the Lock-Out settings modal.\

**Select a Lock-Out Duration**: * Choose from the following quick lock-out options: * 15 minutes * 30 minutes * 1 hour * All day (until next trading day) * Alternatively, you can set a custom Lock-Out time to fit your needs

Once activated, all open positions will be **liquidated**, and any working orders will be **canceled** immediately upon activation of the Lock-Out. The Lock-Out prevents any further trading on the account until the the specified time has ended. **Countdown Timer**: A timer will appear at the top of the platform, clearly indicating how much time remains until the lock-out ends (see screenshot below).

{% hint style="warning" %} Once a Lock-Out is enabled on an account, it cannot be reversed. This feature is intended to provide a break from the markets and promote disciplined trading. {% endhint %} # Creating Account Nicknames ## Account Nickname To create an account 'nickname', navigate to the platform's Trading page and click the pencil icon to the left of the account within the account drop-down.

Upon creating and saving the account 'nickname', the new nickname will automatically appear across the platform within the account drop-downs, Accounts tab, Trade Copier, and the Performance Stats page. # Components Components are individual building blocks within TopstepX that allow you to configure and customize the platform to your exact liking. Components allow for a 'modular' design, giving you total control over the look and feel of the platform.

### Available Components ProjectX provides the following components to customize your layout: * [DOM](/components/dom) * [Order Card](/components/order-card) * [Accounts](/components/accounts) * [Positions](/components/positions) * [Trades](/components/trades) * [Orders](/components/orders) * [Time and Sales](/components/time-and-sales) * [Quotes](/components/quotes) To learn how to add components to your layout, review the [Custom Layouts](/getting-started/custom-layouts) page. # TradingView™ Charts TopstepX has licensed the TradingView charting library to give traders access to the tools they know and love, without ever having to leave the platform. TopstepX charting by TradingView offers real-time data and advanced technical analysis tools that help traders make smart decisions. With an intuitive interface, customizable indicators, and seamless market integration, they’re perfect for everyone from beginners to seasoned traders alike. It is important to note that third-party TradingView indicators and scripts are not able to be imported into TopstepX at this time. This is due to limitations in their commercial licensing, and out of our control - however we are working closely with our partners to hopefully bring this in the future. **Warning:** TopstepX uses a proprietary data feed directly sourced from the exchange(s). We provide raw data updates at very fast refresh intervals directly into the charting library. This may cause issues with outdated or slow browsers, which can struggle to keep up. If you experience any kind of delay or lag, please reduce your data refresh speed.\ \ There are (3) data refresh speeds available to choose: Slow *(750ms)*, Medium *(default - 250ms)* & Fast *(50ms)*. # Chart types & timeframes ### Available Chart Types The following is a list of available chart types in TopstepX: * Bars * Candles * Hollow Candles * Line * Line with markers * Step line * Area * HLC area * Baseline * Columns * High-low * Heikin Ashi * Renko * Line break * Kagi * Point & Figure ### Available timeframes The following is a list of available timeframes within TopstepX: * 100 ticks * 500 ticks * 1000 ticks * 2000 ticks * 5000 ticks * 1 second * 5 seconds * 15 seconds * 30 seconds * 1 minute * 2 minutes * 3 minutes * 5 minutes * 15 minutes * 30 minutes * 1 hour * 4 hours * 1 day * 1 week * 1 month To change the chart type and timeframe, use the options located in the top-left corner of the chart.

To adjust the timeframe, click on the chart and type the desired interval. Note: Only the timeframes mentioned above are valid.

# Place and Modify Orders Place an order directly from the chart by right-clicking at the desired price and selecting the order type.

To modify a working order, simply click and drag the order on the chart to your new price level.

# Take Profit and Stop Loss from chart When you have active position on the chart, simply click the position indicator and drag it up or down to create a TP (Take Profit bracket) or SL (Stop Loss bracket):

After entering your TP and SL orders, you can modify the price level by simply clicking and dragging the order to your desired price level, or canceling them individually from the chart. # Regular and Electronic Trading Hours There are two options for displaying trading sessions for CME Group futures contracts: * **Electronic Trading Hours (ETH)**: This is the full session for the instrument, based on its official specifications. * **Regular Trading Hours (RTH)**: This reduced session displays data from 08:30am to 3:15pm CT.

To display and edit the ETH/RTH session break lines on the chart, right-click on the chart, select 'Settings,' and then choose 'Canvas.' To enable session break lines, check the box and adjust your display preferences as needed.

**Restrictions:** * This feature only affects intraday timeframes; daily, weekly, and monthly timeframes remain the same for both ETH and RTH. # Cancel an order You can cancel an order by clicking the "X" beside the working order's display.

# Multi-chart mode You can enable the multi-chart mode by clicking on the "Select Layout" button at the top of your chart. You can select up to 8 charts.

You can maximize the chart you need by clicking the 'Maximize chart' button or by pressing **Alt+Enter** or **Alt+Click** on the chart.

To switch between charts in a multi-chart layout, just press **Tab**. # Change Symbol You can change the symbol / contract by clicking the current symbol and typing the contract symbol in the search box. For information on how to have your charts automatically update other components on change, see [here](/getting-started/linking-components#create-color-link-chart).

You can also click on the chart and type directly into your keyboard the name of the symbol.

# Show executions on Chart You can view your previous trade entry and exits on your chart by enabling "Show Chart Executions" from your chart's Preferences.

# Custom indicators Currently, creating custom indicators is not supported. The charts include all the standard indicators available in TradingView charts but do not include the functionality for custom indicators, yet. Unfortunately, this is due to limitations with their commercial licensing, and out of our control. # Historical data TopstepX charts provide data up to one year in the past.

# Chart Drawing Tools Using TradingView's drawing tools, you can annotate, comment, highlight trends and patterns, measure and forecast, and calculate price levels. These tools are found on the left panel of the chart.

Each tool offers style and visibility settings for various timeframes. These settings can be modified via the menu that appears on double-click or by using the "Settings" button on the floating panel. You can save the style to a template for future use with a single click.

To quickly access frequently used tools, you can add them to your favorites by clicking the star icon next to the desired tools in the dropdown menu. These tools will then appear on a separate floating panel.

The TradingView chart tools are categorized into 7 groups: 1. Trend lines let you mark movement direction and price levels. These are the most commonly used tools, many of which include a text addition feature.

2. Gann and Fibonacci tools: These tools help you automatically generate levels based on Fibonacci formulas and Gann theory. You can customize the number of levels and adjust the coefficients in the settings.

3. Patterns: Identify and mark common chart patterns such as Head and Shoulders, Triangles, and others. These tools help with recognizing potential market movements.

4. Prediction and measurement tools: Use these to forecast trends, measure distances between points, and time future events. Useful for planning and analysis.

5. Geometric shapes: A toolkit for drawing freehand lines (Brush, Marker, Polyline) and standard geometric figures.

6. Annotation tools: These allow you to add notes, labels, and other text-based elements to your charts. They are useful for commentary and highlighting important information.

7. Icons and objects: Enhance your charts with various icons and objects to signify specific points of interest or to follow a specific annotation style.

# Show or hide chart drawings You can hide all chart drawings, by clicking the "Hide All Drawing Tools" button in the left toolbar.

# Snap drawings to price bars You can snap drawings to the nearest OHLC price values on the bars by enabling "Magnet Mode". To temporarily enable the magnet feature: 1. Select your preferred drawing tool. 2. Click the Magnet tool or Hold CTRL (or Command on Mac) and begin drawing.

When magnet mode is enabled, you can temporarily disable it by holding CTRL (or Command on Mac). You can activate or deactivate magnet mode while editing drawings on the chart by holding CTRL (or Command on Mac). # Chart Settings TradingView's chart settings allow traders to personalize their chart layouts. To access these settings, click the gear icon in the chart's top-right corner or right-click in the chart and select "Settings" to open a pop-up window. Here, you can adjust: * Symbol: Change the candlestick and price line display (e.g. High and Low price) * Status Line: Adjust the ticker and indicator status lines * Scales: Change the chart scales and add price labels (e.g. Symbol name, Indicator name, etc.) * Canvas: Modify the chart's appearance (e.g. Background color, scale text size/color, margins, etc.)

# Countdown to bar to close timer You can navigate to the Scale Settings by either right clicking on chart scale or by accessing the Chart Settings and checking "Countdown to bar close". Note: this setting does not work on Tick charts.

# Copy style across charts You can apply the same settings to all charts of the same layout by clicking "Apply to all" in the Chart Settings. This will copy the look and feel, to include timeframe, indicators, etc across all charts in your layout.

# News Events TopstepX will automatically pull in **High Impact** news events and plot them on your charts. This allows for quick access to see when potential marketing making moves may occur. If you click on a marker, you will see the event:

To remove these marks from your charts, simple right click anywhere on the chart and click "**Hide Marks on Bars"** # DOM The DOM (or price ladder) in ProjectX allows traders to see the orders that are accumulating at each price level for a futures contract. The DOM allows traders to see who is in control of the market and at what price they are in control, and act accordingly. It offers 1-click trading, advanced order types, and more.

# Market Data ### Data Structure TopstepX uses Explicit Book for market data on the DOM versus displaying an Implied Book. In futures trading, the implied book and explicit book are two different components of market data that provide information about orders and prices. **Explicit Book**: The explicit book contains actual orders that traders have directly entered into the market. These are real, visible bids and offers that participants have explicitly placed. **Implied Book**: The implied book contains synthetic orders based on relationships between different contracts or trading strategies. These orders are not directly entered by traders but are derived from other existing orders, including options strategies. Key differences: 1. Explicit orders are user-generated; implied orders are system-generated. 2. Explicit orders are directly visible; implied orders are derived. ### Level 1 / TOB By default, most traders will have Level 1 or 'Top of Book' data only. This provides a single level of market data, showing the best bid and best ask price. While still fully able to trade and make informed decisions, it does lack in full context of the buyers and sellers in the market:

### Level 2 / DOM Level 2 data, also known as Depth of Market (DOM) or price ladder, provides more comprehensive market data by displaying multiple levels of bid and ask prices. This allows traders to view the full range of buy and sell orders in the market, offering deeper insights into market depth and liquidity. With Level 2 data, traders can make more informed decisions by understanding the supply and demand dynamics at various price levels. \ \ **Note:** Level 2 is typically an additional add-on ($), please check with your firm:

# Components There are various items that make of the DOM / ladder. Please see below for an overview of each area. ### Price The **Price** column displays the various price levels at which futures contracts can be traded. Each row represents a different price point, enabling traders to see where they can place buy or sell orders. The prices are arranged vertically, with the market's current price level typically highlighted for easy reference.

### Bid Size The **Bid Size** column indicates the quantity of contracts that buyers are willing to purchase at each price level. Each row corresponds to the amount of interest from buyers at the respective price point. This helps traders gauge the market demand and potentially identify strong support levels.

### Ask Size The **Ask Size** column indicates the quantity of contracts that buyers are willing to purchase at each price level. Each row corresponds to the amount of interest from buyers at the respective price point. This helps traders gauge the market demand and potentially identify strong support levels.

### Volume Profile The **Volume Profile** represents the distribution of traded volume at each price level. This profile helps traders identify significant price levels where high levels of trading activity occurred. It provides insights into market sentiment and potential areas of support and resistance based on the volume of contracts traded at various prices.

### My Ask / Bid The My Ask & Bid columns indicate where you may have working orders. The can be Limit Orders, Stop Orders, Trailing Stops or Take Profit orders.

My Ask / Bid. Above shows a working limit buy order

# Trading ### DOM / Price Ladder Trading Traders use a DOM (Depth of Market) or price ladder to visualize the order book of a futures contract. It displays real-time bid and ask prices along with the volume at each price level. Here's a concise explanation: 1. **Bid and Ask Levels:** The price ladder shows different bid (buy) and ask (sell) levels, helping traders identify supply and demand. 2. **Order Execution:** Traders can quickly place, modify, or cancel orders directly from the DOM interface. 3. **Market Depth:** It provides insight into market depth, allowing traders to see the liquidity and potential price movement. 4. **Immediacy:** Enables fast decision-making and order placement, crucial for active trading strategies. Using a DOM effectively can help traders anticipate price movements and execute trades with precision. The DOM in TopstepX is configurable to your exact needs and allows customization of the visible buttons, layout, look and feel. For an overview of how to customize the look and feel of the DOM, please see [here](/components/dom/settings).

### Limit Order To place a Limit Order from the DOM, simply left click on either the Bid Size or Ask Size column depending on what side of the market you are trading. In the below example, we are placing a Limit Buy order below the current market price by left clicking on the Bid Size column next to the price we are interested in - indicating we want the price to trade down to that level for execution:

### Stop Market order A Stop Market order in futures trading is an order to buy or sell a contract once the market reaches a specified price — known as the stop price. When the stop price is hit, the stop order becomes a market order and is executed at the next available price. This type of order is generally used to limit losses or to enter a market on a breakout. To execute a Stop Market order in TopstepX, simply **right click** on the desired price level. In the below example, we are wanting to enter a long position at a price trading above the current price, indicating we are looking for a breakout above that price:

### Drag / Drop Orders You can easily drag and drop your resting orders from the DOM by simply hovering over the Qty, waiting for the crosshair icon to show, and dragging up or down to desired new location:

# Settings ### Access DOM Settings You can customize the look, layout and feel of your DOM to your liking. This gives you the ability to add or remove buttons, change colors, font / row size, and more. To access the settings, simply click the gear icon at the top of the DOM as so:

Once clicked, a popup window will show will all available options:

### Available Settings The below list indicates the settings available to modify in the DOM: **Use Fixed Width Bid / Ask Volumes** This setting controls the style of the Bid / Ask volumes:

**Hide Join Bid / Ask Buttons** Hides the Join Bid and Ask buttons from the DOM action area **Hide Reverse Position Button** Hides the Reverse Position button from the DOM action area **Hide Flatten All Button** Hides the Flatten All button from the DOM action area **Hide P\&L Column** Hides the P\&L column from the DOM ladder **Show My Ask Always** Determines if the My Ask column in the DOM ladder is always shown or not **Hide Vol. Profile Column** Hides the Volume Profile column in the DOM ladder **Hide Close Position Button** Hides the Close Position button from the DOM action area **Hide Cancel Order Button** Hides the Cancel Order button from the DOM action area **Hide Cancel All Button** Hides the Cancel All button from the DOM action area **Show My Bid Always** Determines if the My Bid column in the DOM ladder is always shown or not **DOM Bid / Ask BG Color** Controls the color(s) of the Bid and Ask column:

**Font Size** Controls the size of the font in the DOM rows **Dom Cell Padding** Controls the padding / thickness of the DOM rows # Order Card The Order Card component simplifies placing orders on TopstepX. Traders can select Buy or Sell, Market, Limit, Stop Market, Trailing Stop orders, and options such as Join Bid, Join Ask, Close Position, Reverse Position, Cancel Orders, Flatten All, and Cancel All.

# Trading ## Contract The contract drop-down selector allows traders to quickly choose and switch between different contracts to trade from the Order Card. To search for a contract, click the drop-down and search the list of available contracts, or click and type the symbol in the contract field.

For quick access to frequently traded symbols, you can add them to Favorites. To do this, just click on the star symbol located next to the name. When a symbol is added to Favorites, it will appear at the top of the search list in all the component's contract drop-downs.

## Order Type The order type field allows traders to choose from various order types to execute their trades. Traders can select Market Orders, Limit Orders, Stop Orders, and Trailing Stop Orders.

### Limit & Stop Market Orders When placing a Limit or Stop Market order, you must enter the order entry price before executing the order. * Limit Orders: * Buying: Ensure the limit price is at or below the current market price * Selling: Ensure the limit price is at or above the current market price * Stop Market Orders: * Buying: Ensure the stop price is above the current market price * Selling: Ensure the stop price is below the current market price

NOTE: Limit Orders let you set a specific price to buy or sell. If the market price hits your price, the order is executed, guaranteeing the price but not the execution. Stop Market Orders execute once the set stop price is reached, ensuring the trade goes through but not at a guaranteed price. ### Trailing Stop Orders When placing a Trailing Stop Order, you must enter a trailing distance in ticks. This is the amount by which the stop price will trail the current market price. For example, if you set a trailing distance of 10 ticks and have an open long position, if the market price rises (in your favor), the stop price will automatically adjust to stay 10 ticks below the current market price but does not move down.\ \ NOTE: In TopstepX, a Trailing Stop order can be opened *without* having to have a position opened. Once the stop price is triggered, the Trailing Stop order becomes a market order and executes at the best available price.

## Order Quantity Traders can adjust the number of contracts they wish to buy or sell using the up and down arrows in the "# of Contracts" field. Alternatively, traders can choose a predefined contract size and adjust the quantity using the plus (+) and minus (-) buttons.

## Bid / Ask When a market order type is selected in the Order Type field, the Order Card component will display the current Bid price on the left, the Ask price on the right, the Last Trade Price at the top center, and the Price Change at the bottom center of the contract.

## Account Selector The account drop-down selector allows traders to choose which account to execute the order from. Upon selecting the account, all components on the platform will switch to the account chosen.

## Order Execution Types * Buy Market - immediately executes a long position at the current market price * Sell Market - immediately executes a short position at the current market price * Join BID - executes a working buy order at the current highest bid price * Join Ask - executes a working sell order at the current lowest ask price * Close Position - executes a closing market order for the symbol selected in the component, whether long or short at the current market price * Reverse Position - closes the current position with a market order of equal quantity and opens a new position in the opposite direction with the same quantity * Cancel Orders - cancels one or more working orders for the symbol selected in the component * Flatten All - closes all open positions across all accounts * Cancel All - cancels all working orders across all accounts

# Settings ### Order Card Settings You can customize the look, layout and feel of your Order Card to your liking. This gives you the ability to add or remove buttons, change colors, font / row size, and more. To access the settings, simply click the gear icon at the top of the Order Card as so:

Once clicked, a popup window will show will all available options:

### Available Settings The below list indicates the settings available to modify in the Order Card: **Hide Join Bid / Ask Buttons** Hides the Join Bid and Ask buttons **Hide Reverse Position Button** Hides the Reverse Position button **Hide Flatten All Button** Hides the Flatten All button **Hide Close Position Button** Hides the Close Position button **Hide Cancel Order Button** Hides the Cancel Order button **Hide Cancel All Button** Hides the Cancel All button # Time and Sales The Time and Sales component provides a live overview of the chosen contract being purchased and sold in the market. ### Time and Sales Component The Time and Sales component, often referred to as the "tape," provides real-time data on executed trades for the contract selected. It includes the following information: * **Trade Time**: Showing when each trade occurred. * **Price**: The price at which the trade was executed. * **Size (Volume):** The number of contracts traded. To add Time and Sales to your layout, first add it as a [component](/components). #### Color Indicators on Price * **Red**: indicates the contract was traded at or below the bid price, which may be a bearish indicator * **Green**: indicates the contract was traded at or above the ask price, which may a be bullish indicator\

### Size Filter The size filter on the Time and Sales component allows traders to focus on trades that are greater than or equal to the specified size, making it easier to spot major market moves and filter out smaller, less impactful trades.

# Accounts The Accounts component provides an overview of all accounts associated with the user. ## Accounts Component The Accounts component provides a snapshot of all trading accounts associated with the user. It shows important details for each account, helping you keep track of your account's status throughout the trading day.

The Accounts component contains the following information: * **Status** - Indicates the current status of the account. Possible values are *Active*, *Temp. Liquidation*, *Goal Achieved*, and *Ineligible*. * **Created On** - Displays the date and time when the account was created. * **Account Name** - Lists the account name for each account. * **Win Rate** - Displays the percentage of winning trades out of total trades executed. * **Total Lots Traded** - Indicates the total number of lots traded from the account. * **Day P\&L** - Displays the realized profit and loss for the current trading day. * **Open P\&L** - Displays the unrealized profit and loss for open positions in real-time. * **Account Balance** - Displays the current balance of the account in real-time. To add Accounts to your layout, first add it as a [component](/components). # Positions The Positions component provides an overview of active positions associated with the Current Account. ### Positions Component The Positions component provides a snapshot of your open positions under the account selected. It shows important details for each open position and allows you to manage them throughout the trading day.

The Positions component includes the following information: * **Time** - The time at which the position was entered. * **Symbol** - The symbol / contract name. * **Position** - The volume of the contract that was purchased by the account. Newly purchased contracts will increment this value. * **Entry Price** - The average price of contracts purchased. * **Risk** - Also known as the Stop Loss (SL) value. Once your position reaches the Risk value, your position will close. * **To Make** - Also known as the Take Profit (TP) value. Once your position reaches the To Make value, your position will close. * **P\&L** - Profit or loss accrued by the user if the position is closed at the current market price. A green value indicates a profit. A red value indicates a loss. * **Close** - This button allows the user to close the position at the current market price. To add Positions to your layout, first add it as a [component](/components).\
### Managing Positions Traders can close out open positions by clicking the "X" under the Close column.

Traders can also create or modify Take Profit and Stop Loss bracket orders associated to their open positions from the Accounts component. To create or modify a Take Profit and Stop Loss bracket order, click the pencil icon under the 'Risk' and 'To Make' columns and input your desired dollar value targets.

# Orders The Orders component provides a general overview of all orders associated with the Current Account over the last 7 days. ### Orders Component

The orders component contains the following information: * **Time** - The time at which the position was entered. * **Symbol** - The symbol associated with the contract * **Size** - The number of contracts purchased during the trade. * **Order Action** - Indicates whether the order is a Buy or a Sell. Possible values are *Buy* and *Sell*. * **Order Type** - The order type. Possible values are *Market*, *Limit*, *Stop Market*, *Trailing Stop*, and *Stop Limit*. * **Limit Price** - The limit price for the order. If the order is not a limit order, no value will be shown. * **Stop Price** - The stop price for the order. If the order is not a stop market order, no value will be shown. * **Execute Price -** The average entry price for the position when the order was filled. * **Status** - The status of the order. Possible values are *Cancelled*, *Filled*, *Open*, and *Rejected*. * **Cancel** - This button allows the user to cancel the open order at the current market price. To add Orders to your layout, first add it as a [component](/components). #### Export Orders To export the data in the Orders component, click the button at the bottom left of the component.

# Trades The Trades component provides information on all trades that have occurred over the lifetime of the account. This panel is currently only available for Sim accounts. ## Trades Component

The Trades component contains the following information: * **Symbol** - The symbol associated with the contract. * **Size** - The volume of the contract that was traded. * **Time** - Date and time when the initial trade filled. * **Entry** **Price** - The fill price of the contract during the initial trade (opened). * **Exit** **Price** - The fill price of the contract when the trade was paired (closed). * **P\&L** - Profit or loss associated with the trade. A Green value indicates a profit. A Red value indicates a loss. * **Fees** - Round turn exchange and regulatory fees associated with the trade. To add Trades to your layout, first add it as a [component](/components). #### Export Trades To export the data in the Trades component, click the button at the bottom left of the component.

# Quotes The Quotes component contains live information on all futures contracts available to purchase. ## Quotes Component

The Quotes component contains the following information: * **Symbol** - The symbol associated with the contract. * **Last** - Last price at which the contract was traded. * **Change** - The difference in price between yesterday's closing price and the current price. * **% Chg** - The percent difference between yesterday's closing price and the current price. * **Open** - The value of the contract when the session opens (trading day starts). * **Bid** - The highest value at which buyers are willing to purchase the contract. * **Ask** - The lowest price at which sellers are willing to sell the contract. * **High** - The highest price at which a contract traded during the current session. * **Low** - The lowest price at which a contract traded during the current session. * **Volume** - The total contract volume for the current session. To add Quotes to your layout, first add it as a [component](/components). #### Adding a Symbol By default, TopstepX provides Quotes for Nasdaq and the S\&P 500. To add additional symbols to your Quotes component, click the "Add Symbol" button at the bottom left of the component.

# Trader Hub The Trader Hub component provides real-time market news and upcoming economic events. ## Trader Hub Component The Trader Hub, powered by Financial Juice, delivers a real-time overview of major market news and economic events. It is designed to keep traders updated on significant market developments and economic indicators, aiding in more informed trading decisions.

### Market News Feed The Market News feed provides up-to-date, real-time information on market developments and breaking news. ### Economic Events Calendar The Economic Events Calendar provides a detailed, real-time schedule of global economic events and key data releases. The timezone of the calendar is linked to your PC timezone. The calendar is divided into 4 columns: 1. Time and Date: Indicates when the economic event or data release is scheduled to occur. 2. Actual: Shows the real, observed value or outcome of the economic event or data release. 3. Forecast: Displays the predicted or expected value for the event, often based on analysts' or economists' estimates 4. Previous: Lists the last reported value for the same event or data release, providing a point of comparison to assess changes and trends. The economic events are color-coded based on their importance and overall impact to the markets. Review the meaning of the color codes in the table below: | Color Code | Level of Impact | | :--------: | :-------------: | | Red | High | | Orange | Medium | | Yellow | Low | #### Trading High-Impact News Events {% hint style="danger" %} When trading during major economic new events, it's important to be aware of the increased risks involved. These events can cause significant market volatility, leading to rapid price movements and potential slippage. This volatility can result in wider spreads and unexpected market reactions, making it more challenging to execute trades at desired prices. While trading around these events can present opportunities, it also increases the risk of substantial losses. {% endhint %} # Performance Stats The Performance Stats page offers analytics and performance metrics based on your account's trading activity. It includes real-time analytics and detailed reports on your trades. ## Overview The Performance Center allows traders to track and analyze their trading activity. It records important metrics and allows traders to analyze performance through statistics and charts. The Performance Center aims to provide traders with insights into their trading behavior and performance to enhance their overall trading strategies and outcomes. ## Performance Stats

* **Total P\&L:** The total realized net profit and loss across the specified timeframe * **Trade Win %:** Reflects the percentage of your winning trades out of total trades taken over the specified timeframe * **Avg win/loss trade:** The average profit on all winning and losing trades over the specified timeframe * **Day Win %:** The percentage of winning trades today * **Profit Factor:** Total profits divided by total losses over the specified timeframe * **Best Day % of Total Profit:** The percentage of total profit contributed by the most profitable day * **Daily Account Balance Chart:** The daily (closed) account balance on the account

* **Trading Coach Tips:** The Coaching Tip is generated based on your account's performance * **Most Active Day:** The day of the week with the most frequent trading activity * **Most Profitable Day:** The day of the week with the highest total profit * **Least Profitable Day:** The day of the week with the lowest total profit (or highest loss) * **Total Number of Trades:** The total number of trades executed during the selected period * **Total Number of Lots Traded:** The total number of lots traded during the selected period * **Average Trade Duration:** The average duration of trades in seconds * **Best Trade:** Details of the most profitable trade * **Worst Trade:** Details of the least profitable trade

* **Daily Net Cumulative P\&L:** The total realized net profit and loss for all closed trades broken down by day over the specified timeframe * **Net Daily P\&L:** The total realized net profit and loss for all closed trades over the specified timeframe * **Trade Duration Analysis Chart:** The distribution of trades based on their trades * **Win Rate by Trade Duration Chart:** The winrate of trades based on their duration\

* **Calendar:** A calendar breakdown of each trading day and the ability to view analytics for that day and add journal entries.\

* Trades Log: The log of recent trades during the selected period # Sharing Performance Stats ## Link Sharing To share your performance stats page with friends, family, and social media followers, follow these steps: 1. Navigate to your performance stats page on the trading platform. 2. Look for the "Share" button. 3. Click the slider to enable link sharing and click "Copy Link" to generate a view-only access link. 4. Paste and share it via email, messaging apps, or post it on your social media profiles. Your contacts will be able to view your trading performance stats without being able to make any changes.

# Journalling Journalling allows traders to add notes to both trading days and individual trades. ## Adding Notes to Trade Days To add a note to your trade day, follow these steps: 1. Navigate to your Performance Stats page on the trading platform. 2. Scroll down to the Calendar 3. Click on a Calendar Day 4. Click the Add Journal button 5. Write a journal entry 6. Click Save Journal

> A Note icon will appear on the calendar day if a Trading Day note or an Individual Trade note exists on that day. ## Adding Notes to Individual Trades To add notes to individual trades, you may do so through the Calendar or the Trades Panel within your Performance Stats page. 1. Navigate to your Performance Stats page on the trading platform. 2. Access the Trades panel by either: 1. Clicking on a Calendar Day or 2. Scrolling down to the Trades panel 3. Click the Add Journal icon 4. Write a journal entry 5. Click Save Journal

# Settings # Copy Trading A trade copier allows for efficient management of multiple accounts by ensuring synchronized placement of orders without manual intervention. Trade Copier Component

## How to Set Up your Trade Copier To enable the Copy Trading functionality, select a Lead Account before checking which Follower Accounts you would like to include in your copier. After saving, you may confirm that the copy trading functionality is successfully enabled by checking your Accounts in the Header and the Account Selector. {% hint style="info" %} Note: Follower Accounts must have a greater than or equal margin / max position size as the Lead Account in order to follow. {% endhint %}

## Trading in Follower Accounts When Copy Trading is enabled, you will not be able to create, close or adjust orders in a Follower Account. This affects all components, including the DOM, the Order component, and the Chart.

Follower Accounts are blocked from trading

To open, close, and adjust orders in the Follower Account, you will need to do so through the Lead Account. {% hint style="danger" %} By enabling the trade copier, you acknowledge the following: * Personal Risk Settings are automatically disabled on Follower Account(s) and stay off until the account is removed from the trade copier and settings are manually re-enabled. * **Exceptions: Personal Daily Loss Limit / Personal Daily Profit Target are not disabled on Follower accounts** * You are responsible for managing all trades executed via the copier. * Latency or execution timing differences may result in minor discrepancies between copied account balances. * Clearing the Trade Copier while there are open positions or working orders will result in the immediate liquidation of all such positions and orders across all accounts on the Trade Copier. {% endhint %} # Risk Settings ProjectX provides advanced tools to help traders manage risk at both the account and trading level.

## Available settings The below list indicates the settings available to modify from the Risk Settings panel: 1. [Position Brackets](/settings/risk-settings/position-brackets) 2. [Auto OCO Brackets](/settings/risk-settings/auto-oco-brackets) 3. [Trading Lock-Out](/settings/risk-settings/lock-out-customizations) 4. [Personal Daily Loss Limit](/settings/risk-settings/personal-daily-loss-limit) 5. [Personal Daily Profit Target](/settings/risk-settings/personal-daily-profit-target) 6. [Symbol Block](/settings/risk-settings/symbol-block) 7. [Contract limits](/settings/risk-settings/contract-limits) 8. [Trade Limits](/settings/risk-settings/trade-limits) 9. [Lock Risk Settings](/settings/risk-settings/lock-risk-settings) 10. [Trade Clock](/settings/risk-settings/trade-clock) # Position Brackets Stop-Loss (i.e., Risk) and Take-Profit (i.e., Profit) bracket orders automatically close a trade at predetermined loss and profit levels, respectively, to manage risk and lock in gains. ## How to Position Brackets Apply Position Bracket settings to close out the position if the Risk or Profit trigger is hit. To apply the Risk and Profit brackets, enter your Risk and/or Profit dollar-based values. Check the “Automatically apply Risk / Profit bracket to new Positions” box to activate the feature. {% hint style="warning" %} NOTE: Position Brackets are now enabled on a per-account basis. When setting and saving your Position Bracket settings, they will only apply to the account selected. {% endhint %}

Stop Loss and Take Profit brackets can also be applied to open positions when the default brackets are not enabled. To do this, simply click the position indicator on the chart and drag it up or down to create a TP (Take Profit bracket) or SL (Stop Loss bracket).\

### Bracket Order Types Risk Bracket Orders are entered as Stop Market Orders; they will execute once the set stop price is reached, ensuring the trade goes through but not at a guaranteed price. Take Profit Orders are entered as Limit Orders; if the market price hits your limit price, the order is executed, guaranteeing the price but not the execution. # Auto OCO Brackets Auto-OCO Brackets help enforce your risk plan by letting you configure entry, TP/SL, and multi-target exits for each bracket order. ### What are the Auto-OCO Bracket Orders? Built for precision, flexibility, and control, these order-based brackets allow you to set take-profit (TP) and stop-loss (SL) orders tailored to each individual trade entry — giving you the power to scale in, scale out, and manage risk per strategy, per account. The Auto OCO brackets will allow your TP/SL orders to be applied per each individual order entry into the market.

### What is the difference between Position Brackets and Auto-OCO Bracket Orders?

Feature Overview	Position Brackets (Position-Bsed)	Auto OCO Brackets (Order-Based)
Ease of Use	Simple, easy to use by default	Designed for advanced control and flexibility
Scaling In Behavior	Auto-aggregates TP/SL orders to average entry price when scaling in	TP/SL are linked to the individual entry order price - no forced averaging
Scaling Out Behavior	Automatically cancels matching portion of TP/SL	Supports multiple TP/SL targets at different price levels
Stop Order Type	All Stop Loss orders will be Stop Market order types	Trailing Stop, Auto Break-even, and Stop Limit orders Coming Soon!
Saved Bracket Strategies	1 Setup per account	Save and name multiple bracket strategies
Brackets on Working Limits / Stop Orders	Cannot view the TP/SL orders on working Limit/Stop orders until executed	Visual overlay of suspended TP/SL before execution
Risk of Leftover Orders	None due to auto-cancel logic	Must manage bracket orders manually
Best for	Traders who are looking to set it and forget it - less hands on attention and management of working orders.	Scalpers and/or traders who want multiple TP/SL orders per individual entry orders and are actively monitoring their working orders.

### How to Enable Auto-OCO Brackets The Bracket type can be switched from the Settings and/or each order entry component (i.e., Chart, Order Card, DOM) 1. Go to: Settings -> Risk Settings 2. Switch to Auto OCO Brackets 3. Setup and Save Auto OCO Bracket Setup {% hint style="warning" %} You must be completely flat before switching bracket types (e.g., Position Brackets vs. Auto OCOs) {% endhint %}

### Customizing Your Auto OCO Brackets Once enabled, the Order Ticket will update with new bracket setup tools: * Set TP/SL in ticks or $ * Drag & drop TP/SL directly on working Limit and Stop orders * View TP/SL overlay on DOM before placing the order

# Lock-Out Customizations ## Lock-Out The **Lock-Out** feature is designed to help traders take control of their trading activity by locking themselves out of trading for a specified duration or trading session. This feature allows you to step away from the markets, maintain discipline, and manage risk effectively.

Go to the "Risk Settings" tab under "Platform Settings" and locate the **Set Lockout** button (refer to the screenshot above for guidance). **Select Your Lock-Out Duration**: * New York Session (7:00 AM - 4:00 PM CT) * London Session (2:00 AM - 11:00 AM CT) * Tokyo Session (6:00 PM - 3:00 AM CT) * Sydney Session (4:00 PM - 1:00 AM CT) Choose from one of the following pre-defined options: * **15 minutes** * **30 minutes** * **1 hour** * **All day** Alternatively, create a **Custom lock-out time** by selecting the end time that suits your needs.

### During the Lock-Out While the Lock-Out is active: * **Positions and Orders**: * All open positions are liquidated, and pending orders are canceled immediately upon activation. * No new trades or modifications can be made. * **Countdown Timer**: * A timer at the top of the platform provides a real-time countdown of the remaining lock-out period.

### Ending the Lock-Out * The lock-out will automatically end when the selected duration or trading session expires. * Once the lock-out ends, full trading functionality will be restored. {% hint style="danger" %} #### **Note**: Lock-Outs cannot be canceled or reversed once they are activated, so make sure to select your timeframe carefully. {% endhint %} # Personal Daily Loss Limit A Personal Daily Loss Limit is a risk management tool that allows traders to minimize losses incurred during a trading day. ## Overview A Personal Daily Loss Limit acts as a risk management tool for traders, defining the maximum allowable financial loss within a single trading day. This predetermined threshold serves to protect the trader's capital from significant downturns in market conditions, ensuring effective risk management and maintaining trading discipline. ## How to Enable a Personal Daily Loss Limit Apply a personal daily loss limit (PDLL) on net profit and loss calculated in real-time. To enable the PDLL, you must enter a *Personal Daily Loss Limit (PDLL)* value and then select a *PDLL Action*: 1. If **Do Nothing** is selected, then the PDLL functionality is disabled. 2. If **Liquidate** is selected, then upon reaching the PDLL, all positions in the account will be liquidated. The action will then be reset to **Do Nothing**. 3. If **Liquidate and Block** is selected, then upon reaching the PDLL, all positions in the account will be liquidated, and the account will be blocked from trading until the next trading day. When the PDLL is correctly enabled, the DLL gauge in your header will be replaced by a PDLL gauge. This gauge will move in relation to your net profit and loss to help you track your daily performance in relation to your personalized daily loss limit.

{% hint style="warning" %} **Note:** When an account is *liquidated and blocked*, it cannot be reversed. The account will be blocked from trading until the next trading day. This feature is intended to provide a break from the markets and promote disciplined trading. {% endhint %} # Trailing Personal Daily Loss Limit ## Overview The **Trailing Personal Daily Loss Limit (TPDLL)** is an advanced risk management tool that allows traders to set a loss limit that dynamically adjusts based on their highest reached account balance. When enabled, the TPDLL will move up as the account balance increases but will never move back down, ensuring a trader's risk is managed in real-time as their trading session progresses. ## How It Works 1. **Setting the Limit** * Traders enter a specific dollar amount as their **Personal Daily Loss Limit (PDLL)**. * Traders select an action upon reaching the threshold (e.g. Liquidate). 2. **Enabling Trailing** * Check the **"Enable Trailing"** option for the PDLL to dynamically adjust to trail the highest balance (after activation) the account reaches during the session. 3. **Select Trailing Logic** * Unrealized Gains = Personal Trailing Loss Limit will trail the highest unrealized profit since enablement. * Realized Gains = Personal Trailing Loss Limit will trail the highest realized (closed) profits since enablement. 4. **Dynamic Drawdown Protection** * If the account balance increases, the loss limit automatically shifts up to maintain the same trailing threshold. * If the account balance declines, the loss limit remains fixed at the last peak, ensuring a controlled drawdown from that high point. * If the trader's balance falls to or below the set trailing threshold balance, the **pre-selected PDLL action** (e.g., Liquidate & Block) will occur. ### **Example Scenario** * A trader sets their **PDLL to Trailing $500 based on Unrealized Gains,** action to **Liquidate,** and enables **Trailing**. * Their account balance at the time the TPDLL was enabled was **$50,500** and later increases to **$51,500**. * At this point, the TPDLL is now set at **$51,000** (i.e., $51,500 - $500). * If the account balance drops to **$51,100**, the trailing loss limit remains at **$51,000**. * If the balance falls to **$51,000 or below**, the selected PDLL action (e.g., Liquidate) will be triggered. ### **How to Enable the Trailing Personal Daily Loss Limit** 1. Navigate to the **Risk Settings** section. 2. Enter a value for the **Personal Daily Loss Limit (PDLL)**. 3. Select a **PDLL Action** (e.g., Liquidate). 4. Check the **Enable Trailing** box 5. Select Trailing PDLL Type 6. Save Risk Settings 7. The system will now trail the highest account balance reached after activation.

Highest Unrealized Balance updates as balance reaches new highs

Trailing Balance updates as new realized profits are reached

{% hint style="warning" %} Note: If the Trailing Personal Daily Loss Limit is enabled and the trading day concludes, the start-of-day balance for the next trade day will become the new highest releaized/unrealized balance. {% endhint %} # Personal Daily Profit Target The Personal Daily Profit Target allows traders to set a maximum daily profit threshold, helping traders lock in profits and avoid potential losses from overtrading. ## Overview A daily profit target is a predetermined goal that a trader strives to reach within a trading day. Setting such a target helps traders stay disciplined, focused, and consistent in their trading practices. By setting a Personal Daily Profit Target, traders can better manage their strategies, prevent overtrading, and secure their profits. ## How to Enable a Personal Daily Loss Limit Profit targets are calculated on net profit and loss and calculated in real-time. To enable the Personal Daily Profit Target (PDPT), you must enter a *Personal Daily Profit Target (PDPT)* value and then select a *PDPT Action:* 1. If **Do Nothing** is selected, then the PDPT functionality is disabled. 2. If **Liquidate i**s selected, then upon reaching the PDPT threshold, all positions in the account will be liquidated. The action will then be reset to **Do Nothing**. 3. If **Liquidate and Block** is selected, then upon reaching the PDPT threshold, all positions in the account will be liquidated, and the account will be blocked from trading until the next trading day. When the PDPT is successfully enabled, a PDPT gauge will show in the header. This gauge will move in relation to your net profit and loss to help you track your daily performance in relation to your personalized daily profit target.

# Contract Limits Contract Limits let you control exactly how many contracts your account can trade at once. Set personalized limits on a symbol to manage risk and avoid overexposure. ## What Are Contract Limits? Contract Limits let you decide how many contracts your account is allowed to trade at one time per symbol. You can: * Set Per-Symbol limits for more customized control

## How do Contract Limits work? * The system checks your **open positions + working orders on each side of the market (buy/sell).** * The Contract Limits applies independently per side (buy/sell) * If placing a new order would exceed your set limit on either side, the system will reject the order. * ProjectX bracket orders (Take Profit / Stop Loss) do not count toward your contract limit. * The account’s maximum position size can never be exceeded ## How to Set Contract Limits 1. Go to Settings → Risk Settings page 2. Find Contract Limits section: 1. Symbol contract Limit 3. Enter your desired limit(s) per symbol 4. Save your settings - you're all set!

### Examples: **Contract Limit:** 3 NQ contracts\ **Account size:** 50K (max position 5 minis / 50 micros) * Trader places 2 NQ Buy Stops working (Accepted) * THEN trader places 1 NQ Buy Market with TP/SL orders (Accepted) * THEN trader attempts to place another NQ Buy Limit for 1 contract (Rejected = over 3 NQ buy side limit) **Result:** * Buy-side total = 2 Buy Stops + 1 Market Buy = 3 contracts * Sell-side total = 0 contracts *** **Contract Limit:** 3 NQ contracts and 3 ES Contracts\ **Account size:** 50K (max position 5 minis / 50 micros) * Trader places 3 NQ Buy Stops working (Accepted) * THEN trader places 1 NQ Buy Market with TP/SL orders (Rejected = max contract size NQ exceeded) * THEN trader buys 3 ES Buy Stops (Accepted) * THEN the 3 working ES Buy Stops are filled (Accepted) * AND when the NQ market reaches the NQ Buy Stops prices, the order will be rejected and removed from working due to exceeding the maximum margin (i.e. max position size) **Result:** * NQ Buy-side total = 3 contracts * ES Buy-side total = 3 contracts **Note:** Since the trader had both 3 ES and 3 NQ working on the Buy side but the account’s max position size is 5, the first will be filled and accepted while the other would be rejected due to exceeding the account’s max position size. *** **Symbol Contract Limit:** 3 NQ contracts and 3 ES contracts\ **Account Size:** 50K (max position 5 minis / 50 micros) * Trader places 2 NQ Sell Limits working (Accepted) * THEN trader places 2 ES Buy Stops working (Accepted) * THEN trader places 2 ES Sell Limits working (Accepted) * THEN trader places 1 ES Buy Market (Accepted) * THEN trader places 1 NQ Market Sell with TP/SL orders (Accepted) **Result:** * ES Buy-side total = 3 contracts * ES Sell-side total = 2 contracts * NQ Sell-side total = 3 contracts Total Open positions = 2 contracts *** **Contract Limit:** 5 ES contracts and 6 NQ contracts\ **Account Size:** 100K (10 minis / 100 micros) * Trader places 4 working ES Buy Stops (Accepted) * THEN trader places 1 ES Buy Market with TP/SL orders (Accepted) * THEN trader places 5 working ES Sell Limits (Accepted) * THEN trader places 6 NQ Sell Market (Accepted) * THEN trader attempts to Buy 1 ES Market (Rejected = over buy side 5 total limit) * THEN Trader Sells 1 ES Market (Accepted, reducing buy side ES total to 4) **Result:** * Buy-side ES exposure = 5 contracts then reduced to 4 after the final sell market order:\ When trader enters 5 Sell Limits, they would get accepted (5 total sell side) When trader enters Buy 1 Market - they would get rejected (exceeds * When traders Sells 1 ES Market accepted since it reduces the open buy side total to 4 total ES since they were long 1 and had 4 working * NQ Buy-side total = 6 NQ * NQ Sell-side total = 0 NQ contracts \ **Note:** If the market reached the trader’s working 5 ES sell limit (all at same price), the order would be rejected due to the account’s max position size of 10 contracts since they already have an open 6 NQ position. # Trade Limits The Trade Limits feature allows traders to set limits on the maximum number of trades they can execute per day or per week. ## Trade Limits Follow these simple steps to configure your Trade Limits on ProjectX: 1. **Navigate to the Risk Settings from the Settings menu** 2. **Locate Trade Limits:** * You’ll find two fields under the **Trade Limits** section: * **Maximum Trades per Day:** Enter the maximum number of trades you want to execute in a single day. * **Maximum Trades per Week:** Enter the total number of trades allowed for the week. 3. **Input Your Limits:** * Type the desired trade limits into the respective fields. * For example: * Maximum Trades per Day: 10 * Maximum Trades per Week: 50 4. **Click 'Save' to save your settings**

When a Trade Limit is enabled, a countdown will display on the Risk Settings page, allowing you to track the number of trades remaining.

#### Important Notes: * If you reach the set trade limit for the day or week, the platform will block opening new positions and new orders **- this cannot be reversed.** * If you reach the set trade limit for the day or week and you have an open position, then you will only be allowed to create Take Profit / Stop Loss orders, Breakeven orders or Flatten All / Cancel All. * A notification will alert you that your trade limit has been reached and the Lock Out Timer will appear on the header of the platform.

{% hint style="warning" %} Important: Any pending orders placed prior to hitting the limit must be manually cancelled. TopstepX will not automatically remove pre-existing pending orders upon a trade limit lockout. {% endhint %} {% hint style="danger" %} Warning: Trade Limits are ignored on Follower Accounts when included in the Trade Copier. {% endhint %} # Lock Risk Settings The Lock Risk Settings feature allows traders to secure their risk parameters for the remainder of the trading day, preventing any modifications until the next trading session begins at 5 PM CT. ## Locked Risk Tools When the **Risk Settings Lock** is enabled, the following risk management features will be locked and cannot be adjusted: * **Personal Daily Loss Limit (PDLL):** Prevents changes to your Personal Daily Loss Limit. * **Personal Daily Profit Target (PDPT):** Ensures your Personal Daily Profit Target remains fixed. * **Daily/Weekly Trade Limits:** Locks your Daily/Weekly Trade Limit. Once these settings are locked, traders will not be able to modify their risk parameters for the current day. However, traders will still have access to: * **Default Brackets:** Traders can modify their default brackets. * **Personal Lockout Feature:** The ability to manually lock themselves out of trading if needed. ### How to Enable the Risk Settings Lock To activate the **Risk Settings Lock**, follow these steps: 1. Navigate to the **Risk Settings** section in the platform. 2. Locate the "**Lock Out Risk Settings For Day**" button at the bottom of the page. 3. Click the button to initiate the lock. 4. A confirmation window will appear, outlining the settings that will be locked. 5. Select "**YES, LOCK FOR TODAY**" to confirm and apply the lock.

Once confirmed, any attempts to modify the locked settings will be restricted until the next trading day at 5 **PM CT**.

#### Important Notes * **Irreversible Until Reset:** Once enabled, the risk settings will not be unlocked until the next session. * **Plan Ahead:** Ensure your risk parameters are appropriately set before activating the lock. * **Compliance & Discipline:** Using this feature helps enforce personal risk management discipline and prevents emotional decision-making. # Trade Clock The Trade Clock feature helps traders maintain discipline by preventing from adding new orders to their existing trades for a set period, while still allowing to manage and exit the open trade. ## **How the Trade Clock Works** When enabled, the **Trade Clock** prevents traders from entering new orders related to their existing trade. However, traders will still have the ability to manage their open positions by adjusting or closing them. This feature is ideal for those who want to follow a structured trading plan and avoid impulsive decisions. #### **Key Features:** * **Prevents new order entries:** Traders cannot add new positions or orders * **Manage open positions:** Traders can still modify and exit existing trades * **Configurable time intervals:** Select from predefined or custom time durations ### **How to Enable the Trade Clock** The Trade Clock can **only** be enabled when there is at least one **open position and/or working order** in the market. Follow these steps to activate it: 1. **Navigate to Risk Settings:** * Open the platform settings. * Go to the **"Risk Settings"** tab. 2. **Set a Trade Clock Timer:** * Select from available time options (e.g., **1 min, 2 min, 5 min, 10 min, or custom.**) 3. **Enable Trade Clock:** * Click on **“Enable Trade Clock.”** * A confirmation modal will appear, summarizing the lock period and restrictions. 4. **Confirm Activation:** * Click **“Enable Trade Clock”** to proceed.

### Managing Trades While the Trade Clock is Active Once the Trade Clock is enabled: * Traders **cannot** add new positions or orders until the timer ends * Traders **can:** * Add or modify stop-loss and take-profit orders * Flatten or exit their current positions * Cancel existing working orders #### **Important Notes** * The Trade Clock is **irreversible** once enabled, meaning it will remain active for the selected duration or until the active position and/or orders are closed/cancelled. * A warning message will be displayed before activation, ensuring traders are aware of the restrictions. * If there are no active trades or working orders, the Trade Clock cannot be enabled. # Charts & Data TopstepX allows traders the ability to customize chart settings.

## Historical Tick Data TopstepX charting provides access to historical second and tick-level market data to support short-term analysis, replay, and trade review. #### How Much Historical Data Is Available? * **Tick data:** Up to **1 month** of historical tick data * **Second-based data:** Up to **1 month** of historical second data This limit applies across all supported symbols and chart timeframes that rely on second or tick granularity. ## Available Settings The below list indicates the settings available to modify from the Charts & Data settings panel: 1. [Data Update Speed](/settings/charts-and-data/data-update-speed) 2. [Hide Chart Plots](/settings/charts-and-data/hide-chart-plots) 3. [Chart Plot Alignment](/settings/charts-and-data/chart-plot-alignment) 4. [Order Settings](/settings/charts-and-data/order-settings) 5. [Chart Value Display Type](/settings/charts-and-data/chart-value-display-type) 6. [Chart Executions](/settings/charts-and-data/chart-executions) 7. [Account Settings](/settings/charts-and-data/account-settings) 8. [Hide Economic Events](/settings/charts-and-data/hide-economic-events) # Data Update Speed TopstepX provides 3 data refresh speeds for you to choose from: * Slow (750ms) * Medium (default - 250ms) * Fast (50ms). We pipe exchange data updates at very fast refresh intervals directly into the TradingView charting library, via your web browser. This may cause issues with outdated or slow browsers, which can struggle to keep up with these updates. If you experience any kind of delay or data lag on your charts, please reduce your data refresh speed & consider reducing the amount of indicators / drawings shown. Please note: chart refresh lag does *not* effect trading and orders, as all trading and order execution occurs in our server side order engine. Traders are advised to monitor their [Positions tab](/components/positions) at all times.

# Hide Chart Plots TopstepX allows the ability for traders to hide their position and order lines from their charts.

# Chart Plot Alignment TopstepX allows the ability for traders to determine the alignment of their chart items.

# Order Settings Allows for review of orders before placing and execution. **Available Settings** * “Show Confirmations” will enable confirmations for the Order and DOM components: * Buy Orders * Sell Orders * Join Bid * Join Ask * Close Position * Reverse Position * Cancel Orders * Flatten All * Cancel All # Chart Value Display Type TopstepX allows the ability for traders to select their chart's order and positions display values. This setting will affect position, stop loss, and take profit values on the chart display. Traders can choose to display their chart's orders and positions using the following options: * Dollar value * Ticks * Percent * Points

# Chart Executions TopstepX allows traders the ability to review previous trades' exit and entry points in relation to market action.

To enable 'Chart Executions' from the Risk Settings, navigate to the 'Charts & Data' settings and simply click 'Show Chart Executions'. # Account Settings TopstepX allows traders the ability to enable confirmations when switching trading accounts.

When the Account Settings is enabled, a confirmation modal will appear each time a trader switches accounts from the account drop-down.\

# Hide Economic Events TopstepX allows traders the ability to hide the Economic news events on their charts.

When the Hide Economic Events setting is enabled, the economic news plots on the charts will be hidden. # Privacy Privacy Settings allows traders to show or hide balances in the header.

## Available settings The below list indicates the settings available to modify from the Privacy Settings panel: 1. **Streamer Mode - Balance** 2. **Streamer Mode - MLL** 3. **Streamer Mode - RP\&L** 4. **Streamer Mode - UP\&L** 5. **Streamer Mode - DLL** # Trading Hotkeys The Hotkeys feature allows traders to execute orders and adjust settings quickly and efficiently using preset keyboard shortcuts. ## Hotkey Settings To create hotkeys, navigate to the platform settings and locate the Hotkeys section. From there, you can define specific keyboard combinations for various actions, such as executing trades or adjusting platform settings. After setting up and saving your hotkeys, enable them for specific components by clicking the "H" icon located near the top left of each component's window. This allows you to use the hotkeys efficiently within the platform.

### Available hotkeys * Buy Market * Sell Market * Join Bid * Join Ask * Reverse Position * Close Position * Cancel All * Flatten All * Hide Vol. Profile Column * Center on Last Price * Contract Size +1 * Contract Size -1 * Break Even {% hint style="info" %} More hotkeys will be available soon. Stay tuned for updates! {% endhint %} Please note: the browser must be 'focused' for hot keys to work. # Misc Miscellaneous platform settings to improve trader experience.

## Available Settings 1. [Alerts](/settings/misc/alerts) 2. [Balances Font Size](/settings/misc/balances-font-size) # Alerts TopstepX provides traders the ability to enable or disable visual and audio alerts.

## Available Settings * Enable Sound Alerts * Enable Visual Alerts # Balances Font Size TopstepX provides traders the ability to change the font size for balances in the header.

# Distance To MLL The Distance to MLL displays the exact amount you can lose before breaching your Maximum Loss Limit. When enabled, the Distance to your Maximum Loss Limit from your current balance will appear on the header of your platform rather than the Maximum Loss Limit balance view.\

# API The ProjectX API is a powerful tool that allows traders and developers to automate, integrate, and customize their trading experience on the ProjectX platform. Whether you're building custom trading strategies, managing risk, or connecting third-party tools, the API provides the flexibility and capability you need. #### Key Benefits and Features * **Automate Your Trading:** Set up automated trade execution, reducing manual tasks and improving efficiency. * **Build Custom Solutions:** Create your own trading tools, dashboards, and workflows tailored to your needs. * **Test and Validate Strategies:** Use real-time and historical data to test and refine your strategies. * **Developer Friendly:** Supports multiple programming languages including Python, Java, .NET, and more. * **Risk Management Tools:** Build custom alerts, lockouts, and limits to align with your trading risk profile. * **Real-Time Market Data:** Stream market data directly into your applications for faster decision-making. * **Third-Party Integration:** Connect seamlessly with external tools, analytics platforms, and other software. #### How to Access the ProjectX API To access the API, you’ll need an active API subscription. This subscription provides access across all ProjectX environments. You only need one subscription across all ProjectX environments, no matter where you trade. You can manage your API subscription and linked accounts through the ProjectX Dashboard. #### Who is it for? The ProjectX API is ideal for: * Individual traders with Websocket and REST API experience looking to automate or enhance their trading process. * Developers building trading tools or risk management solutions. ## How to Get Started with the ProjectX Dashboard & API Access **1.** You can access the ProjectX Dashboard in two ways: * From inside the trading platform: * Go to **Settings → API** * Click **“Link”** under **ProjectX Linking** * Or directly visit: [dashboard.projectx.com](http://dashboard.projectx.com) 2. On the ProjectX Dashboard homepage, click **“Register”** in the top right corner to create your ProjectX Dashboard user. * You can use a different email and username than your trading platform login OR the same. * This is a separate, centralized user for managing API access and subscriptions via ProjectX. 3. After registering, log in with your new ProjectX Dashboard credentials. When you log in, you’ll be taken to the **Dashboard Home page**. 4. To activate API access: * Navigate to **“Subscriptions”** in the left-hand menu. * Select your plan and complete the subscription purchase. This subscription is required to enable API access across all ProjectX environments. 5. Once subscribed: * Go back to the Platform Settings **→ API** * **Click “Link”** under **ProjectX Linking** * From the ProjectX Link Account Dashboard page, you can now link your active account
You’re now set up! API access is enabled across all linked accounts. You can not retrieve your API key from the Platform Settings **→ API → API Key** and follow the [documentation](https://gateway.docs.projectx.com/) to authenticate.\

# TopstepX Mobile TopstepX is mobile-friendly allowing traders to access their accounts and manage trades effortlessly from their phones. TopstepX is supported on all popular web browsers including Chrome, Safari, Firefox, and Edge, and is compatible with all modern smartphones. Mobile-friendly works best on smartphones. If you're using a tablet, including iPads, you'll want to use the desktop version on your web browser for the best experience.\ \ Access TopstepX on your mobile device by using your preferred mobile web browser and log in with your TopstepX credentials, and the platform will automatically adjust to fit your screen size. # Account Info ## Info Component The Info component provides a snapshot of the account's balance, status, and trading parameters. Traders can choose between their active accounts from the account drop-down to review the account's balance, RP\&L, UP\&L, and trading parameters.\ \ Traders can also enable the Manual Lockout feature from the info component by clicking "Lockout". Please refer to the [Trading Lock-Out ](/getting-started/trading-lock-out)page for more information. {% hint style="warning" %} Please note that once a Lock-Out is enabled on an account, it cannot be reversed. This feature is designed to help you step away from trading when you're ready to call it a day. {% endhint %}

# All Accounts The All Accounts component provides an overview of all accounts associated with the user. ## All Accounts Component The Accounts component provides a snapshot of all trading accounts associated with the user. It shows important details for each account, helping you keep track of your account's status throughout the trading day. The Accounts component contains the following information: * **Status** - Indicates the current status of the account. Possible values are *Active*, *Temp. Liquidation*, *Goal Achieved*, and *Ineligible*. * **Created On** - Displays the date and time when the account was created. * **Account Name** - Lists the account name for each account. * **Win Rate** - Displays the percentage of winning trades out of total trades executed. * **Total Lots Traded** - Indicates the total number of lots traded from the account. * **Day P\&L** - Displays the realized profit and loss for the current trading day. * **Open P\&L** - Displays the unrealized profit and loss for open positions in real-time. * **Account Balance** - Displays the current balance of the account in real-time. # Positions The Positions component provides an overview of active positions associated with the Current Account. ### Positions Component The Positions component provides a snapshot of your open positions under the account selected. It shows important details for each open position and allows you to manage them throughout the trading day. The Positions component includes the following information: * **Time** - The time at which the position was entered. * **Symbol** - The symbol / contract name. * **Position** - The volume of the contract that was purchased by the account. Newly purchased contracts will increment this value. * **Entry Price** - The average price of contracts purchased. * **Risk** - Also known as the Stop Loss (SL) value. Once your position reaches the Risk value, your position will close. * **To Make** - Also known as the Take Profit (TP) value. Once your position reaches the To Make value, your position will close. * **P\&L** - Profit or loss accrued by the user if the position is closed at the current market price. A green value indicates a profit. A red value indicates a loss. * **Close** - This button allows the user to close the position at the current market price. # Orders The Orders component provides a general overview of all orders associated with the Current Account over the last 7 days. ### Orders Component The orders component contains the following information: * **Time** - The time at which the position was entered. * **Symbol** - The symbol associated with the contract * **Size** - The number of contracts purchased during the trade. * **Order Action** - Indicates whether the order is a Buy or a Sell. Possible values are *Buy* and *Sell*. * **Order Type** - The order type. Possible values are *Market*, *Limit*, *Stop Market*, *Trailing Stop*, and *Stop Limit*. * **Limit Price** - The limit price for the order. If the order is not a limit order, no value will be shown. * **Stop Price** - The stop price for the order. If the order is not a stop market order, no value will be shown. * **Execute Price -** The average entry price for the position when the order was filled. * **Status** - The status of the order. Possible values are *Cancelled*, *Filled*, *Open*, and *Rejected*. * **Cancel** - This button allows the user to cancel the open order at the current market price. # Trades The Trades component provides information on all trades that have occurred over the lifetime of the account. This panel is currently only available for Sim accounts. ## Trades Component The Trades component contains the following information: * **Symbol** - The symbol associated with the contract. * **Size** - The volume of the contract that was traded. * **Time** - Date and time when the initial trade filled. * **Entry** **Price** - The fill price of the contract during the initial trade (opened). * **Exit** **Price** - The fill price of the contract when the trade was paired (closed). * **P\&L** - Profit or loss associated with the trade. A Green value indicates a profit. A Red value indicates a loss. * **Fees** - Round turn exchange and regulatory fees associated with the trade. # Mobile DOM ## Limit Orders To execute a Limit Order on the DOM from your mobile device, simply click on either the Bid Size or Ask Size column depending on what side of the market you are trading. \ \ Buy Limit: Click on the Bid Size column at a price below the current market price\ \ Sell Limit: Click on the Ask Size column at a price above the current market price

NOTE: Limit Orders let you set a specific price to buy or sell. If the market price hits your price, the order is executed, guaranteeing the price but not the execution. ## Stop Market Orders To execute a Stop Market Order on the DOM from your mobile device, simply click on either the Bid Size or Ask Size column depending on what side of the market you are trading. \ \ Buy Stop Market: Click on the Bid Size column at a price above the current market price\ \ Sell Stop Market: Click on the Ask Size column at a price below the current market price

NOTE: Stop Market Orders execute once the set stop price is reached, ensuring the trade goes through but not at a guaranteed price. ## Breakeven Order The Breakeven button "B/E" will only appear on the DOM after a position has been executed and has a positive unrealized P\&L. To execute a breakeven order, click the "B/E" button when it appears near the bottom of the DOM. Upon clicking the "B/E" button, a Stop Market order will be placed at the average entry price of the position(s).

For more information on ProjectX's DOM, please visit the DOM trading article [here](https://help.projectx.com/components/dom). # Mobile TradingView™ Charts ## Changing Symbols To change the symbol on your Chart from your mobile device, simply click the "+" button near the right side of the chart and select the symbol from the drop-down.

## Take Profit / Stop Loss Orders When you have an active position on the chart, simply click the position indicator, and then click and drag it up or down to create a TP (Take Profit bracket) or SL (Stop Loss bracket). Upon clicking the position on the mobile chart, a "blue outlined dot" will appear on the position line near the price to indicate it has been activated to move.

After entering your TP and SL orders, you can modify the price level by simply clicking the order, and then clicking and dragging the order to your desired price level.

## Order Types Available on Mobile Charts The mobile charts support Buy/Sell Market, Limit, Stops, and Trailing Stop orders. To execute the various order types from your mobile chart, simply click the "+" button near the right side of the chart and select the order type from the drop-down.\

For more information on the TradingView™ charts and the available settings, please visit the TradingView Charts article [here](https://help.projectx.com/components/tradingview-tm-charts).