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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.

Step 1

Create Master Token

Select Source (TradingView, MT, Discord, Telegram)

Step 2

Select "Send To" Target (Forex currently available)

Step 3

Create Forex Token (Required for Forex)

Step 4

Create Strategy Tokens

  •  Select Source Type (TradingView/MetaTrader)
  •  Create strategies (MACD, EMA, RSI, etc.)

Step 5

Go to Extensions → Signals

  •  Create Signal Token
  • Click Configure
  •  Map selected Strategy Tokens

Step 6

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:

  • Strategy Token 1 → MACD Strategy
  • Strategy Token 2 → EMA Crossover Strategy
  • Strategy Token 3 → RSI Breakout Strategy

All these tokens can be mapped independently.

How to Create a Strategy Token

  • Go to Strategy → Create Strategy Token
  • Select Source Type :
  • MetaTrader
  • TradingView
  • Fill in strategy details
  • Click Create Token

Token created successfully

This token can now be used inside Extensions - Signals

Signal

Extensions → Signals

This module is used to create Signal Tokens , which are essential for copy-trading & signal broadcasting.

Create Signal Tokens

  • Go to Extensions → Signals
  • Click Create Signal Token
  • Provide a token name
  • Save

This creates a Signal Token which will be used for broadcasting strategies or allowing users to copy-trade.

Configure Signals

Once a Signal Token is created:

  • Click on Configure
  • You will see a list of All Strategy Tokens you created earlier
  • Select the strategies that will feed this Signal Token
  • Save configuration

What Happens Now?

  • All trades generated from the selected Strategy Tokens
  • Will now be broadcasted using the Signal Token

Users can subscribe to this token to copy-trade your strategies

Copy Trader

Using Signal Tokens for Copy Trading

A Signal Token can be shared with followers or community members.

When they subscribe to your token:

  • All your configured strategies are copied
  • Their accounts will mirror your trades
  • Execution is handled automatically by Charts Connect’s trading engine

Use Cases:

  • Traders running private communities
  • Paid subscription models
  • Free public strategies
  • Multi-user automated trading groups

Token Workflow