Quick Start Guide

Sign up and start your free trial | RelayDesk Onboarding 1/5

This guide takes you from a new account to a bot trading your TradingView alerts in your broker's paper account.

Step 1: Create your account

1. Go to relaydesk.io and select Sign In, or open the signup page directly.
2. Choose Continue with Google or Continue with Apple, or sign up with your email and a password.
3. If you see Check your email, follow the verification link, then select Go to sign in.
4. Accept the Terms of Service.
5. Choose a plan. Every plan starts with a 30-day free trial, and you won't be charged until it ends.

If you joined through a partner trading community, choose Purchased through a partner? at the plan prompt instead. The Activate Your Member Access lesson walks through it.

Step 2: Connect your broker

Connect a paper broker account | RelayDesk Onboarding 2/5

RelayDesk supports Alpaca, Tradier, Public and more, and we add brokers regularly. See the integrations page for every supported broker and the roadmap for what's coming. Start with an Alpaca paper account, which trades with simulated money. Tradier and Public support live trading only.

1. Open Settings > Brokers.
2. Under Available brokers, choose the Alpaca card marked Paper trading.
3. Log in on your broker's page and authorize RelayDesk. You don't need to copy or manage API keys.
4. Your broker appears under Connected accounts. Select Test to check the connection.

Step 3: Create a signal

A signal is what triggers your bot. Each signal has its own webhook URL.

1. Open Signal Library and click Create Signal.
2. Give it a descriptive name, such as SPY Breakout.
3. Copy the webhook URL and save the signal.

Step 4: Build your bot

Create your first trading bot from a starter signal | RelayDesk Onboarding 3/5

1. Open Bots and create a new bot.
2. Under Mode, choose Paper Trading.
3. Select your broker connection and the signal from Step 3.
4. Set the symbol, such as SPY, and a small position size.
5. Set your exits: a take-profit target and a stop loss.
6. Set a daily loss cap under Risk management.
7. Select Save & Activate.

The How to Create a Bot guide covers every setting in detail.

Step 5: Connect TradingView

1. In TradingView, create an alert on your chart with your entry conditions.
2. In the Notifications tab, turn on Webhook URL and paste your signal's webhook URL.
3. In the message field, enter: {"action": "entry", "side": "long"}
4. Create the alert.