Once you've created your Proteryx account, getting comfortable with the platform's layout is your next step. We've designed the Proteryx interface to be straightforward and user-friendly, ensuring you can quickly access the tools you need to manage your trading. Let's take a tour:
- The Main Navigation Menu: Located on the left side of your screen, this menu is your gateway to Proteryx's core functions. You'll find sections like:
- Trade Desk: Your central hub for placing orders, monitoring positions, and managing your trades.
- Broker Sync: Connect and manage your broker accounts for seamless trade execution.
- Platform Connect: Integrate external platforms like TradingView and QuantConnect.
- Integrations: Manage all your platform connections and API integrations.
- Automation Strategies: Create, edit, and manage your automated trading rules.
- Settings: Customize your Proteryx experience and manage account preferences.
- The Trade Desk: Think of this as your trading command center. Here, you can:
- Place market, limit, and stop orders.
- Utilize advanced order types like OSO/OCO orders for precise trade management.
- Monitor your open positions and review your order history.
- Keep track of your account balances and trading performance.
- Broker Sync & Platform Connect: These sections are where you link your existing broker accounts and external trading platforms to Proteryx. This enables automated trade execution and data synchronization.
- Integrations & Automation Strategies: Dive into the world of algorithmic trading by managing your integrations and creating custom automation rules. This is where you can connect Proteryx to TradingView or QuantConnect, for example.
- Settings: Tailor your Proteryx experience to your preferences, manage your account security, and access support resources.
We've strived to make the Proteryx interface as intuitive as possible, so you can focus on your trading strategies rather than wrestling with the platform. If you encounter any difficulties, our support team is always ready to help.
Join our community Connect with fellow traders on Discord and social media for updates, tips, and insights.
To help you get started quickly and answer any questions you may have, we'd love for you to join our next onboarding call.
This brief 5-10 minute session is your chance to connect with me directly and get personalized guidance on setting up your account.
Onboarding Call:
- Link: https://tidycal.com/proteryx/introductory-call
- Duration: 5-10 minutes
Can't make the call? No problem!
If you have a specific question that you can't wait for, you're also welcome to reach out to us via email at [email protected]. We pride ourselves on our responsiveness and aim to reply to all inquiries within an hour during business hours.
We're here to help you succeed, so don't hesitate to reach out!
Best regards,
The Proteryx Team