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Customer portal

To connect to your broker, you need to Add an account in TradeStory.  You can do this by clicking on the Add Account button on the top right of the main Accounts list.

This will bring up the available account types and brokers you can select from.  (Note - some integrations are still in development and will be coming soon!).  Available types will be clearly displayed. 

To add a new account, click on the Add Account for the type of account you need.  In this example, MetaTrader accounts.

Each broker and type of connection may be slightly different, but TradeStory does its best at presenting you with a simple set of input information required from your so we can connect directly to your broker.  No EAs or VPS needed!

Connecting to your broker accounts

In the list of available account types, you will see MetaTrader as an option.  TradeStory supports all brokers that can connect via MT4 or MT5.  Simply click on the Add Account button on the right of the MetaTrader account type.

This brings up the MetaTrader specific account entry form.

Enter a name for your account so you can easily identify it later.

 Select the base currency of your account (this is for balance reporting purposes)

Once you have selected your platform.  TradeStory will present you with dropdown options where you can select your Broker and Server.

 Select the region that is closest to your broker connection. (To ensure fastest execution time possible!).  Currently TradeStory has connections in regions: New York, London, Singapore, and Tokyo.

 TradeStory has the ability to make your automated trades look like they were executed manually. (certain prop firms do not like automation, so this helps you to look like your trades are manual).  To turn this feature on, toggle the Manual Trades switch.

Finally, clicking Save to let TradeStory connect to your broker account.

You will see a screen where TradeStory is attempting to Provision your account.  This might take a few minutes to complete.  Feel free to leave the screen at any moment - all the magic is happening in the background.

Once connected, the Provisioning status will change to Connected.

  You have connected your account and it will be available to make trading and equity operations from within your Strategy Stories.

 When there is enough data, the account page will also display basic account information statistics.  This will be blank to start with on the first connection.

Connecting MetaTrader 4 and MetaTrader 5 accounts

We are working hard on bringing you direct broker integrations to a whole host of account types coming very soon!

Other Direct Broker Integrations

In the list of available account types, you will see DXTrade as an option.  TradeStory supports all brokers that can connect via DXTrade and has their API opened up.

Simply click on the Add Account button on the right of the DXTrade account type.

This then brings up the DXTrade specific account entry form.

 The DXTrade account number you have been given.

 This is the start of the url domain that you login to DXTrade at.  This will be different for each broker.  For example, FTMO has their DXTrade domain as 

You will see a screen where TradeStory is attempting to Provision your account.  This will take a few seconds to complete.  Feel free to leave the screen at any moment - all the magic is happening in the background.

Its also important to note the current limitations of DXTrade when using this type of account compared to MetaTrader type accounts.  There are a couple of small differences, but here is a summary of the current limitations

BreakEvenTradeStory - For this to work with DXTrade, you must already have a SL added to the position order when placing the original position.

When modifying positions - If you wish to modify Stoploss and Takeprofit for an open position, then these must have been set already at the point of original position opening.

Auto Trailing stop loss configurations not currently supported by DXTrade.

DXTrade offers full support for the following Stoploss and TakeProfit order settings units - 