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Quick Start

Get started with UTM in minutes.

1. Create an Account​

Visit app.universaltrademanager.com and create your account.

2. Connect Your Broker​

UTM supports multiple brokers:

BrokerConnection TypeStatus
TradeStationCloud APISupported
AlpacaCloud APISupported
Interactive BrokersDesktop AppSupported

See Connecting Your Broker for detailed instructions.

3. Create a Strategy​

Strategies define how signals are processed:

  1. Go to Strategies in the sidebar
  2. Click Create Strategy
  3. Configure your strategy settings
  4. Save and activate

4. Set Up Signal Ingestion​

Connect your signal source to UTM:

TradingView Alerts​

  1. Create an API key in UTM (Settings > API Keys)
  2. Configure your TradingView alert webhook URL
  3. Format your alert message as JSON

See TradingView Integration for full details.

Custom Webhooks​

Send signals directly to the API:

curl -X POST https://api.universaltrademanager.com/api/v1/signals/ingest \
  -H "Content-Type: application/json" \
  -H "X-API-Key: your-api-key" \
  -d '{
    "symbol": "AAPL",
    "action": "openLong",
    "accountId": "your-account-id",
    "quantity": 100
  }'

See API Documentation for all available endpoints.

5. Monitor Your Trades​

The Dashboard shows:

  • Portfolio summary and equity chart
  • Open positions
  • Recent orders
  • Signal history

Next Steps​