Have something to say?
Performance Dashboards
1. Performance & Trade Plan Analytics Tagline: In-depth execution metrics, strategy benchmarking, and historical P&L tracking across all connected trading accounts. Multi-Account Aggregation: Consolidate multiple broker and sim accounts into a single dashboard or drill down into individual accounts. Core Trading Metrics: Instant visibility into Net Realized P&L, Win Rate (W/L ratio), Profit Factor, Max Drawdown, and total trade volume. Interactive Equity & Drawdown Curves: Visualize performance over customizable timeframes (7D, 30D, 90D, YTD, custom) with toggles for Cumulative P&L, Daily returns, and Drawdown. Granular Session Breakdowns: Track daily, weekly, and monthly performance with institutional-grade metrics including High Watermark, Cumulative Drawdown, and Maximum Adverse Excursion (MAE). Data Portability: One-click CSV export and instant data synchronization for offline journaling and tax preparation. 2. Real-Time Positions & Execution Management Tagline: Live multi-account position monitoring, active order tracking, and centralized risk controls. Unified Live Monitor: Track live open positions, unrealized P&L, and working orders across all broker connections (e.g., Tradovate) in real time. Trade Plan Attribution: Monitor which open positions and orders belong to specific automated or manual trade plans. Emergency Risk Controls: Execute rapid multi-level risk mitigation with dedicated account-level flatten buttons and a global "Flatten Everything" kill-switch. Granular Contract Tracking: Clear visibility into symbol, asset class, direction/size (e.g., Long 2 ES), average fill price, and open P&L.
Enable/Disable switch on manual trade screen.
A switch on the manual trade screen will allow quick access and keep user informed of the trading plans on/off condition.
Groups
When I have multiple accounts/brokers connected, is there or will there be a system to move orders simultaneously? ex: I move a SL on prop1, and the system changes prop2 and prop3 automatically. Apparently, NT7 used to have a feature called ‘Groups’ that did something similar but it wasn’t included with NT8.
Hot Keys
Hot keys especially for flatten would be nice. Possibly always available to toggle on/off without a dropdown menu (so it’s quicker)
will it be possible to have BlackBird as a broker
Black Bird has it’s own trade management system. Will sharksignals evolve to using BB like a broker connection to manage trades on all accounts?
Intake Profit/Stop Levels from TradingView
Right now, SharkSignals only accepts Buy/Sell/Flatten signals. There are some TradingView strategies that also provide Limit/Profit/Stop levels. Using these as the actual trade levels should be an option.
Modular Risk Guardrails
Overview Automating a strategy is only half the battle—protecting your capital is the other. We are introducing a visual, modular approach to account protection and risk management. Instead of hardcoding constraints into individual strategies, you will be able to create independent Risk Guardrails (like daily drawdown limits, maximum win/loss thresholds, or specific time-based trading windows) and simply assign them exactly where they are needed. Key Capabilities Create Custom Protection Rules: Define precise operational boundaries, such as halting execution after a specific daily loss limit, pausing after a set number of consecutive wins, or restricting execution to specific market hours. Drag-and-Drop Deployment: Visually snap your risk rules directly onto specific Trade Plans or broader Broker Account nodes. Layered Defenses: Apply different rules at different levels. For example, place a strict trading window on a volatile Trade Plan, while applying a global maximum daily drawdown rule across your entire Live Broker Account.
Integration with AI signals
AI Agent Webhook Integration (via Pre-Built Prompts) Overview Implement native webhook support allowing users to connect Large Language Models (LLMs) and custom AI agents (e.g., Claude, custom GPTs) directly to the SharkSignals execution engine. The feature relies on providing users with a pre-built system prompt that dictates the required JSON schema, bypassing the need for users to write custom integration code. Core Functionality & Acceptance Criteria Optimized Webhook Endpoints: Ensure the webhook ingestion pipeline cleanly accepts and parses LLM-generated JSON payloads, with error handling for common LLM syntax hallucinations. Pre-Built Prompt Template: Create and maintain a standardized system prompt template that users can copy/paste into their preferred AI agent. The prompt must instruct the model on exactly how to structure, format, and transmit trade requests. Authentication: All AI-generated requests must be secured using the user's existing 64-character secret key. Execution Logic: Payloads received from AI agents must seamlessly integrate with existing architectural rules, including single-entry order generation and linked multi-bracket routing (TP/SL). Primary Use Case Allows users to execute trades based on natural language processing, sentiment analysis, or macroeconomic data parsed by an AI, using a simple "plug-and-play" prompt approach rather than custom API development.
Full TradingView Strategy Synchronization
The Full TradingView Strategy Synchronization feature allows traders to execute complex, multi-stage trading strategies directly from TradingView without losing any nuance in position sizing. Many standard signal connectors only support binary "buy" or "sell" alerts that completely enter or flatten a position. However, advanced traders often utilize progressive scaling techniques to manage risk and maximize profit potential. SharkSignals bridges this gap by interpreting the exact position size changes dictated by your TradingView strategy and mirroring them flawlessly in your connected brokerage account. This synchronization ensures that every partial fill, pyramid entry, or scaled exit is faithfully replicated in real-time, moving beyond the limitations of basic alert webhooks. By reading the precise order sizing logic from TradingView, SharkSignals maintains a true 1:1 state between your charted strategy and your live portfolio, ensuring your automated execution matches your backtested models perfectly. Core Capabilities Precision Scaling In (Pyramiding): Automatically add to winning positions or average into a trade at different price levels, exactly as defined by your TradingView strategy's pyramiding rules. Dynamic Scaling Out: Secure profits dynamically by executing partial exits at predefined targets while letting the remainder of the position run, fully managed by your strategy's script. Intelligent Flattening and Reversals: Seamlessly handle complete position closures or "stop and reverse" (SAR) scenarios without requiring multiple complex alerts to calculate the net contract difference. State-Aware Tracking: SharkSignals constantly monitors the true net position intended by TradingView, preventing the out-of-sync errors that frequently occur when manual interventions or missed alerts disrupt standard webhook systems.
Suggested changes
https://docs.google.com/document/d/1IzAz7wp0jar_KqOyTcqm_UbGrZcGT47eVhZatyjEYGA/edit?usp=sharing
Round robin execution of attached account to TradePlan
Instead of simultaneous execution for all the attached accounts on the tradeplan, allow the user to specify a round-robin algorithm to trade the accounts instead
Manual Trade node always resets to default
To take a manual trade, I click its node. I have to fill the 3 fields on the right. Each time I use it, I have to fill out those fields again. It would be nice if it auto-filled the most recently used settings.
Multiple Bracket support for Trade Plans
Currently we only have 1 bracket per Trade Plan (set of take profits and stop losses), allow multiple bracket sets per Trade Plan.
"Copy Trading" features
For the ability to trade a “lead account” and have “following accounts” trade different sized positions and symbols. For example: being able to use a single signal on the ES mini, and have trades go on both ES mini and ES micros (on different accounts) connected Broker accounts can scale Trade Plans quantity by a factor Broker accounts can override the instrument symbol/type