Trade in real-time

Real-time trading in the Terminal routes orders to your connected broker — MetaTrader (MT4/MT5 today; more platforms coming soon) or Chartnaut Demo.

Chart, draft, confirm, and manage positions in one workspace. Every fill lands in Research → Trades.

Chartnaut is an agent-powered trading environment — you and agents use the same Terminal, accounts, and journal.

Before you start

1. Connect an account under Trading → Accounts — see Connecting your broker

2. Open Trading → Terminal → Real-time

3. Select that account in the top toolbar

4. Add instruments and wait for market data to load

You can chart without an account. Trading requires a connection.

Place a trade

Typical flow from the chart:

1. Add to chart or use the position manager to start a draft

2. Set size, stop, and target on chart or in the draft panel

3. Confirm the order — Chartnaut sends it to the broker

4. Manage the open position — move stops, partial, or flatten

MetaTrader may require Symbol Linking the first time you trade a chart market on that account.

Position manager and DOM

The position manager lists open positions, pending orders, and P&L for the active account.

Where your plan and broker support it, a DOM or depth ladder shows bid/ask size for quick entries.

Use whichever surface matches your style — chart-first clicks or ladder clicks. Both respect the same account and Symbol Linking rules.

Chart-first vs broker-first

Chart-first — pick the chart market, then link it to the broker symbol if needed.

Broker-first (MT5) — pick the broker symbol in the position manager, then attach to a chart tile when prompted.

Both paths end at the same confirmed live order. MetaTrader users often start broker-first when broker names differ from chart names.

Demo vs live MetaTrader

Chartnaut Demo — live market ticks, virtual balance. Good for learning Real-time without capital risk.

MetaTrader — real broker account. Same Terminal UI; real money at risk.

Treat Demo fills as journal practice. Treat MetaTrader fills as production trades.

After the trade

Closed and open positions sync to Research → Trades with snapshots where the product captures them.

Add notes and tags in the journal. Assign a Playbook later if you organize by strategy. See From live trade to journal.

You do not need a Playbook before your first live trade.

Agents

Agents can monitor, suggest, or execute within your permissions. Supervise live capital closely.

Every agent action should still appear in Trades — same memory as manual trading.

Risk framing

Chartnaut integrates execution — it does not remove market risk.

Size down when learning Symbol Linking and confirm steps. Reconnect accounts after broker maintenance before assuming quotes are current.

Important distinctions

Real-time is live broker routing. Replay is historical practice — no live orders.

Demo is not a Backtest. Demo uses live ticks; Backtest uses a session on history.

Connecting MetaTrader does not start a backtest.

Next

1. From live trade to journal — what lands after a fill

2. Symbol Linking — match charts to broker symbols

3. Library overview — review and tag in Trades