Proteryx workflow

See how Proteryx works for futures trading automation.

To begin, start free and create your account. From there, connect your broker, create a portfolio, add accounts, and set risk. After that, manage futures execution from one web-based trade desk. As a result, Proteryx helps you move from setup to execution without repeating the same order across every account.

Platform screens

Preview how Proteryx works inside the trade desk.

To start, review the platform screens. Then, use them to see how broker setup, bracket orders, account routing, and position monitoring fit into the Proteryx workflow.

Proteryx trade desk showing futures order entry, account routing, open positions, and P&L monitoring

Trade desk overview

In one view, Proteryx keeps futures execution, connected accounts, active positions, and portfolio monitoring inside a web-based workspace. As a result, you can follow the full workflow without jumping between disconnected tools.

Proteryx bracket order setup with take profit, stop loss, trailing stop, and futures account routing

Bracket order workflow

For bracket orders, review how take profit, stop loss, trailing stop, and account routing fit into the Proteryx futures trading workflow. Then, use the same logic when you build your own setup.

Proteryx setup flow

How Proteryx works from signup to full portfolio trading.

To begin, Proteryx turns setup into a clear 12-step workflow. Then, start with code FREE and connect your broker. After that, build portfolios, configure risk, and add automation. Finally, trade from one workspace.

proteryx/how-it-works · setup-flow
12 setup stepsBroker connectionPortfolio routing
Step 1of 12Meanwhile, autoplay changes steps without moving the page.

Start with code FREE

First, subscribe weekly and get 7 days free.
Trial setup
Start free

Use code FREE

To begin, test Proteryx before you decide how it fits your futures trading workflow.

Trading deskCopy tradingBrackets
Trial7 dayswhen available
CodeFREEat checkout
Start free

Connect your broker

Next, link Tradovate or supported providers.
Connection
TradovateSupportedUse supported API workflows.
NinjaTraderWorkflowUse compatible account paths.
Other providersWhere availableDepends on permissions.
ConnectionStatusDataReady
Broker APILinkedAllowedYes
Account permissionsCheckedActiveYes

Create a portfolio

Then, group accounts by trading setup.
Portfolio
Morning NQ group
MNQ / NQ
Prop firm routing
Trade selected accounts from one desk

Add accounts

Afterward, select accounts for each portfolio.
Accounts
AccountBrokerStatusUse
Funded 01TradovateLive
Funded 02TradovateLive
PersonalNinjaTraderLive

Set leader account

From there, choose what drives execution.
Leader
Leader accountPersonalThe trade starts here.
FollowersSelectedOrders route here.
AccountRoleScaleStatus
PersonalLeader1.00xReady
Funded 01Follower0.50xReady

Control sizing

After that, set quantity limits and routing rules.
Sizing
AccountQtyScaleStatus
Leader1 MNQ1.00xReady
Follower 011 MNQ1.00xReady
Follower 022 MNQ2.00xReady

Set risk rules

Also, add controls for account behavior.
Risk rules
Daily loss guardConfiguredRespect account rules.
Max contractsConfiguredKeep size controlled.
$500
10 micros
Block or warn before risky routing

Customize cards

Meanwhile, hide or show P&L, equity, names.
Layout
P&LVisibleShow live results.
EquityHiddenReduce noise.
Account namesVisibleIdentify routes fast.

Save preferences

Then, pick portfolio, data broker, and symbol.
Preferences
Morning NQ group
Tradovate
MNQ
45t / 45t

Create automations

Next, use strategies or indicator alerts.
Automation
TradingView alert
Breakout
Confirmed signal
Morning NQ group
Route configured order

Configure execution

Afterward, set quantity, brackets, slippage.
Execution
Sell27182.75
Buy27183.00
1 MNQ
Market
45 ticks
45 ticks
Configured before send
Bracket order ready

Trade from the desk

Finally, chart, execute, and monitor orders.
Trade desk
Open P&L$2,620.50Across selected accounts.
Accounts30 routedPortfolio view.
ToolUseStateReady
ChartMonitorLiveYes
FlattenExitAvailableYes
Move stopsRiskAvailableYes
Setup
12 steps
From code FREE to trade desk.
Workflow
Web desk
Browser-based access.
Routing
Multi account
Portfolio-based execution.
Risk
TP / SL
Bracket-style protection.

After setup, the trade desk becomes your control center.

The first module shows how Proteryx works during setup: create your account, connect your broker, build portfolios, and set risk. Next, the trade desk preview shows how you trade, monitor, flatten, and manage accounts from one place.

Live trade desk

Trade, monitor, flatten, and manage accounts from one desk.

To start, route a lead MNQ trade across 30 connected accounts. Then, track live P&L and watch the account summary update. If risk changes, flatten every selected account with one click.

proteryx · trade-desk · MNQM6 · tick size 0.25 · point multiplier 2 · tick value $0.50
Live P&L loop 30 accounts Summary focus
Live trade simulation Price loops continuously. P&L, contracts, equity, and working orders update across all accounts.
Micro E-mini NASDAQ-100 · 1 · CME O27,575.50 H27,577.25 L27,572.50 C27,575.50 +10.00
27,575.50
Flatten executed across all selected accounts. After flattening, positions close, working orders cancel, and the account summary remains visible.
Open P&L $2,620.50
Total P&L $9,705.50
Contracts 131 MNQ
Working Orders 262
Chart Chart view

First, track price and execute from one desk.

Positions Live P&L

Then, watch positions across accounts.

Orders Working

Next, see active and canceled orders.

Flatten One click

If needed, exit positions and cancel orders.

Bulk Move stops

Finally, adjust risk across routed accounts.

Start now and prepare your next futures session.

First, start with one connected broker workflow. Then, create a portfolio, test account routing, add protection, and manage execution from the Proteryx trade desk. Finally, scale only when the workflow fits your trading process.