# SmartifyTrade — TradingView Setup Guide

**Version:** 1.0 · June 2026  
**For:** Traders using SmartifyTrade (smartifytrade.in / smartifytrade.com)  
**Route:** https://smartifytrade.in/help/tradingview-setup

---

## Introduction

TradingView is the charting platform used by SmartifyTrade for scripts, indicators, and alert automation.  
This guide walks you through every step — from account creation to a live SmartifyTrade alert firing into MT5.

---

## Group 1 — TradingView Basics

### What is TradingView?
TradingView is a web-based charting platform used by traders worldwide. It supports live charts, indicators, Pine Script strategies, and webhook alerts. SmartifyTrade uses TradingView because it supports invite-only scripts and has a robust alert/webhook system that connects to the SmartifyTrade Bridge EA.

### Why SmartifyTrade uses TradingView
SmartifyTrade indicators are built as Pine Script scripts on TradingView. Invite-only script protection ensures only active SmartifyTrade subscribers can access them. The alert → webhook system sends chart signals to the Bridge EA, which executes trades in MT5.

### Create a TradingView account
1. Go to tradingview.com
2. Click "Sign Up" (top right)
3. Choose "Sign up with Email"
4. Enter email and create password
5. Click "Sign up"

### Verify your email
1. Check inbox for email from noreply@tradingview.com
2. Click the verification link
3. If not received, check spam/junk folder
4. If still not received, use "Resend verification email" in TradingView profile settings

### Log in to TradingView
1. Go to tradingview.com
2. Click "Sign In" (top right)
3. Enter email and password

### Free plan vs paid plans
- **Free:** 1 active alert, limited indicators, alerts expire in 1-2 months
- **Essential / Plus / Premium:** More alerts, webhook support, more indicators
- SmartifyTrade script access does NOT require a paid TradingView plan
- TradingView plan is separate from SmartifyTrade subscription

### TradingView web vs mobile app
- Use the **web app** (tradingview.com in Chrome) for all setup work
- Mobile app is for monitoring only — webhook and alert setup must be done on desktop

---

## Group 2 — Chart Setup

### Open a chart
- After logging in, click "Chart" in TradingView's top navigation bar

### Search and select a symbol
1. Click the symbol name in top-left of the chart (e.g., "SPX")
2. Type your symbol — e.g., "NIFTY", "USDINR", "XAUUSD", "EURUSD"
3. Select the correct exchange from results
4. **Important:** Symbol must exactly match what your MT5 broker uses

### Choose candlestick chart type
- Chart type button (toolbar) → Select "Candles"
- Always use standard candlestick charts for SmartifyTrade scripts

### Select timeframe
- Click timeframe selector in toolbar
- Select the timeframe required by your SmartifyTrade strategy

### Understand timeframes
- **1M:** 1-minute candles — scalping
- **5M:** 5-minute candles — short term
- **15M:** 15-minute candles — intraday
- **1H:** 1-hour candles — intraday swing
- **4H:** 4-hour candles — swing trading
- **Daily:** 1-day candles — positional

### Zoom and reset chart
- Zoom in: scroll up with mouse wheel
- Zoom out: scroll down
- Reset: press "R" or double-click price scale

### Save chart layout
1. Click the Save button (cloud/disk icon) in toolbar
2. Name the layout (e.g., "SmartifyTrade XAUUSD 1H")
3. Click Save

---

## Group 3 — Indicators and SmartifyTrade Scripts

### What is an indicator?
A calculation plotted on price data to show trends, momentum, signals. SmartifyTrade provides custom Pine Script indicators.

### Add a normal indicator
1. Click "Indicators" button in toolbar (or press "/")
2. Search for indicator name
3. Click to add it to the chart

### What is an invite-only script?
A private Pine Script that only authorised users can access. SmartifyTrade scripts are invite-only — only active subscribers with an approved TradingView username can access them.

### Find your TradingView username
1. Log in to TradingView
2. Click your profile icon (top right)
3. Your username is shown below your display name (e.g., john_trader)
4. Copy WITHOUT the @ symbol

### Add TradingView username in SmartifyTrade profile
1. Log in to smartifytrade.in dashboard
2. Go to Profile & Settings
3. Enter your TradingView username exactly (no @, case-sensitive)
4. Click Save

### Access SmartifyTrade scripts
1. After SmartifyTrade grants access, open TradingView
2. Click "Indicators"
3. Scroll to "Invite-Only Scripts" section
4. SmartifyTrade scripts will appear there

### Apply SmartifyTrade script on chart
1. Open chart with correct symbol and timeframe
2. Indicators → Invite-Only Scripts → click script name
3. Script loads on chart and shows signals
4. Wait for full load — do not refresh

### Update or reload script access
- If script shows error: remove it (X) and re-add from Invite-Only Scripts
- If script disappeared: check subscription status and contact support

---

## Group 4 — Alert Setup

### What is a TradingView alert?
A notification triggered when a chart condition is met. For SmartifyTrade, the alert sends a webhook (JSON POST request) to the Bridge server, which executes a trade in MT5.

### Create a new alert
1. Apply SmartifyTrade script to chart first
2. Right-click chart → "Add alert on [Script Name]" — OR —
3. Click alarm clock icon (right toolbar) → "+"

### Select alert condition
1. In Create Alert dialog → Condition dropdown
2. Select the SmartifyTrade script
3. Select the specific condition (Buy, Sell, or as documented)

### Alert frequency settings
- **Once:** Fires once only — NOT for ongoing automation
- **Once per bar:** Fires each bar the condition is met — standard
- **Once per bar close:** Fires when candle closes meeting condition — recommended

### Set alert expiry
- Free plan: ~2 months maximum
- Set as far as possible or use Open-ended (paid plans)
- Set a reminder to renew before expiry

### Add alert message (JSON)
1. Copy exact JSON from SmartifyTrade dashboard (Strategy → Alert Message)
2. Paste into Message field in Create Alert dialog
3. Do NOT modify any values

### Save alert
1. Review all settings (condition, symbol, timeframe, frequency, message, webhook URL)
2. Click "Create" or "Save"
3. Alert appears in Alerts panel with green active indicator

### Edit, pause, resume, or delete alert
- Open Alerts panel (alarm clock icon)
- Edit: pencil icon; Pause: toggle off; Resume: toggle on; Delete: X/trash icon

### Check alert log/history
- Open Alerts panel → "Alert Log" or "History" tab
- Shows recently fired alerts with timestamps

---

## Group 5 — Webhook and MT5 Bridge

### Execution flow
TradingView script signal → Alert condition met → Webhook (JSON) sent → SmartifyTrade Bridge server → Bridge EA → MT5 trade executed

### What is a webhook URL?
A web address (HTTP endpoint) that receives data. When TradingView alert fires, it sends the JSON message to this URL. SmartifyTrade Bridge server listens at this URL and processes signals.

### Where to find SmartifyTrade webhook URL
1. Log in to smartifytrade.in dashboard
2. Navigate to: Bridge EA → Webhook Settings
3. Copy the full webhook URL
4. Keep this URL private — it contains your account key

### Add webhook URL in TradingView alert
1. In Create Alert dialog, find "Webhook URL" field
2. Paste the SmartifyTrade webhook URL
3. Do not add extra spaces or characters

### Paste correct alert message
1. Copy exact JSON from SmartifyTrade dashboard
2. Paste into the Message field
3. TradingView placeholders like {{ticker}} are intentional — do not remove them

### Fire a test alert
- Use SmartifyTrade dashboard "Test Signal" button — OR —
- Wait for a natural signal to fire
- After firing, check SmartifyTrade signal log and MT5 Journal

### Check signal received status
1. SmartifyTrade dashboard → Bridge EA → Signal Log
2. Confirm most recent signal shows correct symbol, action, strategy
3. "Received" status = Bridge got the signal

### Check MT5 trade execution
1. Open MetaTrader 5
2. Check "Trade" tab for open position
3. Check "Journal" tab for EA activity log
4. Successful execution: trade opened at correct symbol with correct lot size

### Understand execution delays
- TradingView → webhook send: ~1-3 seconds
- Bridge server processing: ~1-2 seconds
- Bridge EA → MT5 order: ~1-3 seconds
- Broker execution: ~1-5 seconds
- **Total expected: 3-15 seconds**

---

## Group 6 — Full Setup Checklist

Before going live, confirm ALL of the following:

- [ ] 01. TradingView account created, email verified, logged in
- [ ] 02. Correct symbol selected (matches MT5 broker exactly)
- [ ] 03. Correct timeframe selected (matches strategy requirement)
- [ ] 04. SmartifyTrade script added (visible in chart, signals showing)
- [ ] 05. TradingView username submitted to SmartifyTrade profile
- [ ] 06. Alert condition set to correct SmartifyTrade script and signal
- [ ] 07. Alert frequency set to "Once per bar close" (or per strategy docs)
- [ ] 08. SmartifyTrade webhook URL pasted into Webhook URL field
- [ ] 09. Correct JSON alert message pasted into Message field
- [ ] 10. Alert saved and active (green indicator in Alerts panel)
- [ ] 11. Test alert fired — signal appeared in SmartifyTrade dashboard log
- [ ] 12. MT5 Bridge EA running, connected, AutoTrading enabled
- [ ] 13. Demo testing completed — at least 10 test trades with expected results

---

## Group 7 — Troubleshooting

### Alert did not fire
- Check if alert is active and not expired in Alerts panel
- Verify alert condition was actually met on chart
- Check free plan alert limit
- Check TradingView status page for server issues

### Alert fired but no MT5 trade
- Is MT5 running? If closed, no trades can execute
- Is Bridge EA attached to a chart with AutoTrading enabled?
- Check SmartifyTrade signal log — was signal received?
- Check MT5 Journal tab for error messages

### Wrong symbol or timeframe
- Symbol must exactly match MT5 broker format (some brokers add "." suffix)
- Delete alert, fix symbol/timeframe, re-apply script, recreate alert

### Script not visible
- Was TradingView username submitted to SmartifyTrade dashboard?
- Is SmartifyTrade subscription active?
- Allow up to 24 hours for initial access activation
- Try logging out of TradingView and back in

### Invite-only access not available
- Active subscription required
- TradingView username must be submitted correctly
- Allow 24 hours for activation
- After renewal, allow up to 24 hours for refresh

### Webhook URL invalid / message incorrect
- Copy URL fresh from SmartifyTrade dashboard — no partial URLs
- Validate JSON message format at jsonlint.com
- Check SmartifyTrade signal log for error details

### TradingView username incorrect
- Username is case-sensitive
- Do not include @ symbol
- Update in SmartifyTrade profile settings

### Free plan limitations
- Free plan: 1 active alert, webhook may not be available
- Upgrade to Essential or Plus for webhook and more alerts

### Internet or browser issue
- Clear browser cache, try Chrome
- Test on different network if possible

### MT5 terminal not running / EA not attached
- MT5 must be running with Bridge EA attached to a chart
- AutoTrading must be enabled (green play button)
- Check MT5 Journal for error messages

### License issue
- Check license key in SmartifyTrade dashboard — Bridge EA section
- Contact support for expired or invalid license

### Demo vs live account confusion
- Complete ALL testing on demo MT5 account first
- Do not switch to live without completing demo testing

---

## Group 8 — Safety and Disclaimer

⚠️ **Educational and Technical Setup Only — No Financial Advice**  
This guide is for technical setup purposes. SmartifyTrade does not provide financial advice or profit guarantees.

⚠️ **No Profit Guarantee**  
Past performance of any SmartifyTrade strategy does not guarantee future results. Trading carries significant risk of capital loss. Only trade with money you can afford to lose completely.

🔒 **Wrong Settings Can Execute Wrong Trades**  
Automation executes in seconds. A wrong symbol, lot size, direction, or message format can cause immediate incorrect trades. Always verify every setting. Use demo first.

✅ **Always Test on Demo First**  
Complete the full checklist on a demo MT5 account. Run at least 10-20 test trades before switching to live.

**User Responsibility**  
The user is fully responsible for all settings in TradingView, SmartifyTrade Bridge EA, MetaTrader 5, and broker accounts. No automated system removes the need for active oversight.

---

## Pending Content

The following items are pending and will be added by the founder:

### Screenshot placeholders (to be replaced with actual screenshots):
1. TradingView homepage — sign up button location
2. TradingView profile — username location
3. Chart symbol search box
4. Chart timeframe selector
5. Indicators button and Invite-Only Scripts section
6. SmartifyTrade script on chart with signals visible
7. Create Alert dialog — full view
8. Create Alert dialog — Condition dropdown
9. Create Alert dialog — Webhook URL and Message fields
10. Alerts panel — active alert with green indicator
11. Alert log/history tab
12. SmartifyTrade dashboard — webhook URL location
13. SmartifyTrade dashboard — signal log
14. MT5 Trade tab with Bridge EA execution
15. MT5 Journal tab with EA log

### Tutorial video placeholders (to be replaced with YouTube links):
1. TradingView account creation walkthrough
2. Chart setup — symbol, timeframe, candlesticks
3. SmartifyTrade scripts — access, apply, reload
4. Alert setup — create, configure, save
5. Webhook setup — end-to-end walkthrough
6. Test alert and verify
7. Full setup checklist walkthrough
8. Common troubleshooting fixes

### PDF version:
- PDF version pending — no PDF generation library in current project setup
- Will be created when PDF skill/library is available

---

*SmartifyTrade™ · smartifytrade.in / smartifytrade.com · Global trading education platform*  
*Download date: See page footer*