Technical Documentation

Token Workflow

This section explains how users create and connect Master Tokens, Strategy Tokens, Send-To Tokens and Signal Tokens, and how these are used for trading automations, strategy execution, and copy-trading.

Create New Algo:

Automation & Token Creation Process

The platform has been updated with a simplified and streamlined workflow for creating automations.

Users will now follow one unified process that automatically creates:

Master Token
Forex Token
TradingView Alerts

This ensures easier setup, fewer steps, and an intuitive flow even for non-technical users.

Create a New Automation (Algo)

Once your account setup is completed, navigate to the dashboard and follow these steps:

Step 1: Click on "Create New Algo"

This opens a new popup window where you will configure your automation.

Enter Automation Name (Strategy / Source Reference)

The first field asks you to enter a Name for your automation.

This name helps you identify the strategy or source later.

Examples:

RSI — if the strategy uses Relative Strength Index
MACD — for a MACD-based strategy
GOLD — if your alerts are for XAUUSD
EURUSD — for currency pair trading
Breakout Strategy — for custom logic
My TV Alerts Bot — if it's purely for TradingView alerts

This name is only a label for your reference.

Click Next after entering the name.

Select Your Source (Alert Input Method)

You will now select the Source for your automation.

Available Source Options:

Source Type Discord(Coming Soon), MetaTrader(Coming Soon), Signal ID(Active), Telegram(Coming Soon), TradingView(Active)

Choose TradingView and click Next.

Select Send-To Targets (Execution Output)

Next, choose where your strategy should send the executed trades.

Available Send-To Targets:

TargetStatusCryptoComing SoonDiscordComing SoonForexActiveTelegramComing Soon

Currently, only Forex is active.

Select Forex, then click Save.

Auto-Generation of Tokens

After clicking Save, a new popup opens:

Create EA Token (Forex Send-To Target)

The system now requests:

Friendly Name (optional)
And then click "Create EA Token"

You will also see:

A filter option for searching existing tokens
Token list categorized under MT5

Once you click OK:

System Automatically Creates Required Tokens

This is the updated part:

What happens automatically:

Master Token is created
EA Token (Forex token) is created
These tokens are automatically linked to your automation
You can now:

Use them in TradingView Alerts
Configure them in MT5 or EA
Use them for future Strategy configurations

No need to manually create Strategy Tokens → The system handles it.

Using the Tokens

After creation, your token becomes available in:

TradingView alert webhooks
MT5 Expert Advisor configuration
EA setups inside the platform
Automation overview page

You can always see:

Token name
Token type (Source / EA)
Associated strategy
Send-to target
Status

Process Summary

Step 1

Create New Algo(Opens configuration popup)

Step 2

Enter Automation Name(Labels your strategy)

Step 3

Select Source (TradingView, MT, Discord, Telegram) currennly Trading View Active

Step 4

Create Send-To Target (Required for Forex)

Step 5

Create EA Tokens

System auto-creates Master + EA token

Step 6

Use Token (TradingView / MT5 / EA configurations)

Step 7

Go to Extensions → Signals

Create Signal Token
Click Configure
Map selected Strategy Tokens

Share Signal Token with users

They subscribe
System auto executes trades (Copy-Trading)

Master Token

What is a Master Token?

A Master Token is the primary authorization token that allows your Charts Connect account to connect and receive signals from different Source Platforms , such as:

Discord
MetaTrader
Signal ID
Telegram
TradingView

This is the first step needed before doing anything else on the platform.

How to Create a Master Token

Go to Dashboard → Connections → Master Tokens .
Click Master Token.
Enter a Friendly Name , and click Add Token to create a new Master Token.
Once a new Master Token is created, select the Sources you want to receive signals from (e.g., TradingView or MetaTrader).
Click Send To to select where you want to send those signals to.
Once all the settings are correct, click Save .

Select “Send To” Targets

After creating a Master Token, you are asked to select Targets where the signals will be sent.

Available Targets include:

Crypto
Discord
Forex
Telegram
( More coming soon )

Current Status

Only Forex is currently enabled as a Send-To target.

Creating an EA Token(For Forex)

When you select Forex as the Send-To Target and click Enable , the system will ask you to Create an EA Token .

Why EA Token?

The EA Token is required for:

Connecting MetaTrader (MT4/MT5)
Executing Forex trades automatically
Processing signals into buy/sell orders

Process to Create EA Token

Click Enable Forex
System prompts: Create EA Token
Enter token name, select your MetaTrader account
Save

Now your account is ready to signals and executes trades on Forex.

Strategy Token

Once the Master Token and EA Token are set up, users can create Strategy Tokens .

These are required to build & manage trading strategies.

What is a Strategy Token?

A Strategy Token defines how the system should interpret your chart signals (e.g., TradingView alerts) and convert them into actionable trading strategies.

Each token represents one strategy logic , but you can create unlimited tokens.

Example: