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This guide walks you through everything you need to go from a blank account to live risk monitoring. By the end, you’ll have at least one broker account connected, your core risk rules configured, and your Dashboard showing real-time P&L and position data.
1

Create Your Account

Navigate to app.tradespacepro.com and sign up with your email address. A free trial is available.Once you verify your email, you’ll land on the Tradespace Dashboard, ready to start your free trial and add your first connection.
Free trials are limited to one per user, payment method, and lifetime. If you’ve previously used a trial on another account, a paid plan is required to continue.
2

Connect Your Broker

In the left sidebar, click Connections, then click Add Connection. Select your broker from the list:
  • NinjaTrader
  • Tradovate
  • Rithmic
  • ProjectX / Topstep
Follow the broker-specific authentication flow to link your account. Your connected accounts will appear in the Connections list once the link is established.For detailed, broker-by-broker instructions, see Connecting Your Broker Accounts.
3

Configure Risk Management

Navigate to **Risk & Account Management **in the sidebar. Enable the master toggle (risk monitoring button) to activate monitoring for the connected account or click on the configure button, then set your limits:
  • Daily Loss Limit — the maximum amount you’re willing to lose in a single trading day
  • Per-Trade Loss Limit — the maximum loss allowed on any individual trade
  • Additional limits such as Max Contract Size, Trailing Daily Loss, and Daily Profit Target
When a limit is breached, Tradespace immediately flattens your open positions, cancels working orders, and locks the account for a duration you specify.For a full breakdown of every available rule, see Risk Management Overview.
Start with conservative limits while you’re getting familiar with how Tradespace works. You can always loosen them once you’ve confirmed the integration and behavior is behaving exactly as you expect.
4

Monitor Your Accounts

Stay on the Risk & Account Management page. You’ll see a live view of every connected account, including:
  • Real-time P&L (daily and per-position)
  • Open positions and working orders
  • Current lockout status and risk utilization
  • Quick-access manual controls (Flatten, Trade Lock, Controls Lock)
The Dashboard and Risk & Account Management page updates continuously — no refresh needed.