Monitor fields

An Account Manager monitor protects one account with daily targets, limits and trading rules. The same fields apply to NinjaTrader (/nt8/monitors) and Tradovate (/tradovate/monitors) unless the Broker column says otherwise.

Access: W writable, R read-only, C set on create only. Money values are positive amounts in account currency, even for limits. Times are HH:MM, New York time.

Field	Type	Access	Broker	Constraints	Description
account	string	C	Both	1 to 256 characters. Must be one of your accounts. Inner spaces are allowed; leading or trailing spaces, tabs and other whitespace are refused	The account this monitor protects. NinjaTrader names match exactly, including case; Tradovate names match in any case
environment	demo, live or null	R	Tradovate		The Tradovate environment of the account
nickname	string or null	W	Both	1 to 64 characters, not only spaces, no control characters. null removes it	Display name
active	boolean	W	Both	true on a stopped or inactive monitor is refused; use restart	Whether the monitor is running
state	active, paused, stopped or inactive	R	Both		See States
stoppedReason	string or null	R	Both		Why the monitor stopped, when state is stopped or inactive
pnlMode	standard, hybrid or unrealized	W	Both (hybrid: NinjaTrader)		How P&L is measured. See P&L modes
includeUnrealized	boolean	W	Both	Must be true in unrealized mode	Count open-position P&L toward the daily target and limit
dailyProfitTarget	number	W	Both	0 or more. 0 turns it off	Daily profit target
dailyLossLimit	number	W	Both	0 or more. 0 turns it off	Daily loss limit, as a positive amount (500 means stop at a $500 loss)
positionProfitTarget	number	W	NinjaTrader	0 or more. Must be 0 in standard mode	Profit target for a single position
positionLossLimit	number	W	NinjaTrader	0 or more. Must be 0 in standard mode	Loss limit for a single position, as a positive amount
includeCommissions	boolean	W	NinjaTrader		Subtract commissions from P&L
onProfitTarget	object	W	Both		What happens when the daily profit target is reached
onProfitTarget.flatten	boolean	W	Both	Must be true in unrealized mode	Flatten the account
onProfitTarget.signals	allow, closing_only or block	W	Both		Which signals are accepted afterwards
onLossLimit	object	W	Both		What happens when the daily loss limit is reached
onLossLimit.flatten	boolean	W	Both	Must be true in unrealized mode	Flatten the account
onLossLimit.signals	allow, closing_only or block	W	Both		Which signals are accepted afterwards
minimumProfit	object	W	Both		Lock in part of a profit: once P&L reaches trigger, stop if it falls back to threshold
minimumProfit.enabled	boolean	W	Both		Turn the rule on
minimumProfit.trigger	number	W	Both	0 or more; more than 0 when enabled	P&L that arms the rule
minimumProfit.threshold	number	W	Both	0 or more, and not above trigger when enabled	P&L floor after the rule is armed
minimumProfit.flatten	boolean	W	Both		Flatten when it fires
minimumProfit.signals	allow, closing_only or block	W	Both		Which signals are accepted afterwards
trailingDrawdown	object	W	Both		Stop when P&L or net liquidation falls a set amount below its high of the day
trailingDrawdown.enabled	boolean	W	Both		Turn the rule on
trailingDrawdown.basis	pnl or netliq	W	Both (netliq: NinjaTrader)	Must be pnl in unrealized mode	What the drawdown is measured on
trailingDrawdown.amount	number	W	Both	0 or more; more than 0 when enabled; at most 100 when unit is percent	Size of the drawdown
trailingDrawdown.unit	dollars or percent	W	Both		Unit of amount
trailingDrawdown.trigger	number	W	Both	0 or more. Only used with pnl basis	P&L high that must be reached before the trail starts. 0 means it trails from the start
trailingDrawdown.flatten	boolean	W	Both		Flatten when it fires
trailingDrawdown.signals	allow, closing_only or block	W	Both		Which signals are accepted afterwards
accountFloor	number or null	W	Both	Greater than 0. null turns it off	Stop and flatten when net liquidation falls below this value
autoFlattenTime	string HH:MM or null	W	Both	A 5-minute mark; null turns it off	Flatten the account every weekday at this time
tradingWindows	array of objects	W	Both	At most 5. Enabled windows may not overlap, but one may start when another ends	Hours when signals are accepted for this account. An empty array turns them off
tradingWindows[].enabled	boolean	W	Both		Turn this window on
tradingWindows[].start	string HH:MM or null	W	Both	A 5-minute mark. Required when enabled	Window start
tradingWindows[].end	string HH:MM or null	W	Both	A 5-minute mark. Required when enabled, and then different from start. Earlier than start means the window runs past midnight	Window end
tradingWindows[].flattenAtEnd	boolean	W	Both		Flatten the account when the window ends
newsLockout	object	W	Both		News rules for this account
newsLockout.blockSignals	boolean	W	Both		Block opening signals around economic events
newsLockout.flatten	boolean	W	Both		Flatten before economic events
blockSignals	boolean	W	Both		Block every signal to this account
closingOnly	boolean	W	Both		Accept closing signals only
switchesLocked	boolean	W	Both		Padlock blockSignals and closingOnly: they keep their values through a restart and the daily reset, and a change to either is refused with 409 switches_locked until you send switchesLocked: false (in the same request is fine)
cleanSessionProtection	boolean	W	NinjaTrader		Pause the monitor when positions are open at the session start
outlierProtection	object	W	NinjaTrader		Ignore P&L spikes that look like bad data
outlierProtection.enabled	boolean	W	NinjaTrader		Turn outlier protection on
outlierProtection.sensitivity	low, medium or high	W	NinjaTrader		How aggressively outliers are filtered
created	string (timestamp) or null	R	Both		When the monitor was created
updated	string (timestamp) or null	R	Both		When the monitor last changed

Sending a NinjaTrader-only field to a Tradovate monitor returns 422 field_not_applicable.

States

State	Meaning	How to leave it
active	Running	Set active: false
paused	Turned off	Set active: true
stopped	A risk rule fired today. stoppedReason says which	Restart, or wait for the daily reset
inactive	NinjaTrader only: Clean Session Protection paused it because positions were open at the session start	Restart

state is worked out, not stored: on NinjaTrader stopped and inactive come from today's trading session, and on Tradovate stopped comes from the monitor's saved status, which the daily reset clears. Otherwise state follows active.

state and stoppedReason are runtime status. They do not change the monitor's ETag.

P&L modes

Mode	Include unrealized	Meaning
standard	false	Realized P&L only. The monitor stops for the day when a target or limit is reached
standard	true	Realized plus open-position P&L. The monitor stops for the day when a target or limit is reached
hybrid (NinjaTrader)	false or true	Daily targets and limits as in standard, plus position-level targets and limits that flatten only that position and keep the monitor running
unrealized	true	NinjaTrader: open-position P&L is watched continuously and the monitor never stops; each target or limit flattens as soon as it is reached. Tradovate: open-position P&L is only the basis the daily targets and limits read, and the monitor still stops for the day when one is reached

A monitor saved with an older combination reads as the nearest mode with a legacy_value_normalized warning. The next change to the mode saves it in the current form.

Defaults on create

Everything except account is optional. Left out, a field takes the web app's new-monitor default: active: false, pnlMode: standard, includeUnrealized: true, targets and limits 0, onProfitTarget and onLossLimit set to flatten and block signals, no minimum profit, no trailing drawdown, no account floor, no auto-flatten, no trading windows, no news rules, and blockSignals, closingOnly and switchesLocked off. On NinjaTrader also includeCommissions: true, cleanSessionProtection: true and outlier protection on at low. An empty trailing drawdown reads with unit: percent on NinjaTrader and dollars on Tradovate, as in each editor.

Rules

• Ownership. On NinjaTrader the account must be listed by your connected add-on, exactly including case (409 addon_disconnected when the add-on is offline, 404 account_not_found when it does not list the account). Backtest and Playback101 are never accepted. On Tradovate the account is matched, in any case, against your linked Tradovate login (404 account_not_found when it is not there, 409 account_identity_unresolved when the name cannot be matched to a single account).
• One monitor per account. Creating a monitor for an account that already has one returns 409 already_exists. On Tradovate this includes a monitor saved for the same account under a different spelling. Re-creating a deleted monitor is fine.
• Read-only fields. A create that includes one is refused (422 field_read_only). A PATCH may include them, so you can send back a whole object from a GET: each is ignored when it equals the saved value and refused when it differs (field_read_only, immutable_field for account, field_not_applicable for a NinjaTrader-only field on Tradovate). updated is always ignored.
• Trading windows. An enabled window whose start equals its end is refused (empty_window at tradingWindows.N.end), and enabled windows may not overlap (windows_overlap at tradingWindows.N). A window that ends earlier than it starts runs past midnight.
• Unrealized mode. Both flatten settings must be true, and a trailing drawdown must use pnl basis.
• Rule codes. A broken rule returns 422 validation_failed, with the field and one of these codes in fields: required_when_enabled (a trailing drawdown on with amount: 0, or a minimum profit on with trigger: 0), percent_above_100, threshold_above_trigger, unrealized_requires_flatten, unrealized_requires_pnl_basis, must_be_true_in_unrealized_mode, not_applicable_in_standard_mode, tradovate_requires_pnl_basis, empty_window or windows_overlap.
• Stopped monitors can only be resumed with restart. active: true does not resume one: when active is already true it is accepted as unchanged and the response carries a monitor_stopped_use_restart warning, and when it is false it is refused with 409 monitor_stopped_use_restart. Restart is refused with 409 would_retrip when the current P&L would stop the monitor again right away (NinjaTrader), and it lifts blockSignals and closingOnly unless switchesLocked is on.
• Monitor Lock. While Monitor Lock is on, a monitor that reached a limit today cannot be changed, restarted or deleted until the 5:00 to 6:00 PM ET window (409 monitor_locked).
• Tandem copiers. A monitor on an account that is a follower in a Tandem copier cannot be deleted (409 tandem_dependency).
• Settings managed elsewhere. On some accounts the limits are managed by another feature. Changing them returns 409 field_locked (sending their saved values back is fine); other fields stay editable.
• Legacy values. A value saved before today's rules reads in its current form with a legacy_value_normalized warning and does not block other changes.

Deleting a monitor also changes copiers

Deleting a monitor removes every trade copier that uses the account as its leader or as its single follower, and removes the account from group copiers (a group left with no followers is removed). This is how the web app behaves on both brokers. The response lists the affected copier ids in a copiers_removed warning.

When changes take effect

• NinjaTrader: sent to the add-on right after the save, or when it next connects.
• Tradovate: within about 10 seconds.
• Auto-flatten and flatten at the end of a trading window run on weekdays, for monitors that are active. A monitor's news rules also need it active. Signal-blocking trading windows apply even while a monitor is paused.