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Getting Started

Welcome to ChartsConnect,

The Getting Started guide is divided into two main parts:


1. Account Setup

Before you can begin using the auto trading features, you’ll need to create your account on ChartsConnect.

The registration process is quick and secure.

You can sign up using your email and password, or simply use Google Login for instant access.

Once your account is created, verify your email and log in to access your dashboard.

If you ever forget your password, you can easily reset it through the Forgot Password option.

Key Highlights:

  • Register using email or Google
  • Email verification for account activation
  • Login using your credentials or Google
  • Reset your password anytime

Learn more in the Account Setup section.


2. Access Manager

After your account is ready, the next step is to connect your TradingView account with ChartsConnect through the Access Manager.

This page allows you to validate your TradingView username and manage access to your trading strategies and plugins:

  • Strategy Genesis Lite
  • Strategy Genesis Pro
  • Risk Management Plugin (RMP)

Once validated, your Lite access is granted automatically.

If you’re a Pro user, access to SGPro and RMP is automatically enabled with your active subscription.

If your plan expires or payment fails, your access is paused until renewal.

Key Highlights:

  • Validate your TradingView username easily
  • Get automatic access to Lite or Pro strategies
  • Manage your active subscriptions and plugin access
  • Renewal reminders and grace period support

Learn more in the Access Manager section.

Getting Started