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Connections are the bridge between Edge Analyzer and your trading platforms. Each connection represents a set of credentials that can access one or more trading accounts.

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How Connections Work

A single connection (e.g., your Rithmic login) can have multiple accounts underneath it. This is common with prop firms where one login grants access to several evaluation or funded accounts.

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Connection Types

Rithmic

Username/password authentication for prop firm accounts

Tradovate

OAuth-based authentication for Tradovate accounts

ProjectX

API key authentication for ProjectX accounts

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Connection States

StateDescriptionAction Required
🟢 ConnectedActive WebSocket connectionNone
🟡 DisconnectedNo active connectionWill reconnect automatically
🔴 ErrorAuthentication or connection failedCheck credentials
⏳ ConnectingEstablishing connectionWait

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Account Discovery

When you create a connection, Edge Analyzer automatically discovers all accounts associated with those credentials.
1

Connect

You provide your credentials and create a connection.
2

Authenticate

We securely authenticate with your broker.
3

Discover

All accounts under those credentials are discovered.
4

Sync

Account balances and status are synchronized.

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Security

All passwords and API keys are encrypted at rest using AES-256 encryption. We never store plain-text credentials.
No. Edge Analyzer only has trading permissions. We cannot initiate withdrawals or access your banking information.
Connections are established when needed (e.g., for copy trading) and can be disconnected when not in use.

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Managing Connections

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Adding a Connection

  1. Navigate to Connections in the sidebar
  2. Click Add Connection
  3. Select your platform
  4. Enter your credentials
  5. Click Connect

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Editing a Connection

  1. Find the connection in the list
  2. Click the Edit button
  3. Update the connection name or credentials
  4. Click Save

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Deleting a Connection

Deleting a connection will remove all associated accounts from Edge Analyzer. Your trades and journal entries will remain, but account links will be broken.
  1. Find the connection in the list
  2. Click the Delete button
  3. Confirm the deletion

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Troubleshooting

  • Check your internet connection
  • Verify your credentials are still valid
  • Ensure you’re not logged in elsewhere (some brokers limit concurrent sessions)
  • Try refreshing the connection
  • Check if the accounts are active with your broker
  • Contact support if the issue persists
  • Double-check your username and password
  • Ensure you’re selecting the correct broker
  • Reset your password with your broker if needed