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Overview

The Account Manager is a continuous account monitoring software for the CrossTrade platform, integrated into the CrossTrade NT8 add-on, that provides automated management of trading accounts based on intraday profit/loss (P/L) thresholds and time-based flattening.

You can access it from the Account Manager tab on the side panel of the web dashboard.

Each managed account is associated with a "Monitor", which tracks its P/L and triggers predefined actions when configurable thresholds are reached. Monitors are uniquely identified by their associated account and store user configuration parameters, including profit and loss targets, alert preferences, and end-of-day flattening times.

The Account Manager employs a polling mechanism that evaluates account positions every 2.5 seconds, and client-side logic which executes a set of pre-defined actions (based on configured settings) when a defined trigger is reached.

This means as soon as the profit or loss level is detected, the CrossTrade NT8 Add-On will detect it, flatten the account, and report back to the CrossTrade servers.

Risk controls shows inside Account Manager dashboard

Account Overview inside Account Manager

Important Notes​

  • The Account Manager is designed for intraday management; it is not compatible with accounts holding overnight positions. A flat account at session open is required for the Account Manager.
  • The "session" resets at 6 PM ET every day
  • NinjaTrader accounts need the CrossTrade NT8 Add-On installed and connected. Keep it current: Outlier Protection needs v1.12.0 or later. Tradovate accounts need no Add-On at all
  • The Account Manager is only available with a Pro plan or above
  • The system relies on a stable server connection for full functionality. Connection issues may affect automated actions.
  • The Account Manager is intended as a tool to help with risk and account management and should not be interpreted as any form of guarantees. It's important that a trader or risk manager takes responsibility for monitoring actions in each account, and configures parameters appropriately.

Tradovate accounts​

The Account Manager also covers linked Tradovate accounts. For Tradovate it runs entirely from CrossTrade's cloud: NinjaTrader and the Add-On aren't required, and nothing needs to stay running on your machine. You get the same daily thresholds, minimum profit floor, trailing drawdown, and scheduled flattening, evaluated server-side instead of inside NinjaTrader.

See Tradovate Account Manager for how it evaluates, what happens on a trigger, and a full feature-by-feature comparison against the NT8 Account Manager.