Quick Start Guide

Connect an account, create a copy group, place your first trade, and navigate the dashboard.

Connect an Account

  • Click the + button in the left sidebar.
  • Choose your broker — Tradovate (OAuth browser login) or TopstepX (username + API key).
  • Complete the authentication flow.
  • Your accounts appear in the sidebar once connected.

You can connect unlimited accounts across both brokers. Each connection shows all sub-accounts under it.

Create a Copy Group

A copy group links one leader account to one or more followers. When the leader trades, Wogul replicates it on every follower automatically.

  • Open the Copy Groups panel and click Create Group.
  • Assign one account as the Leader, then add Followers.
  • Choose a copy mode: Mirror (1:1), Micro (ES→MES), or Mini (MES→ES).
  • Enable Smart Sync and Auto Close on Exit (recommended defaults).
  • Click Create to save and activate.

Start with Mirror mode (1:1 exact copy) so you can see exactly what's happening before trying scaled modes.

Place a Trade

  • Select a symbol from the dropdown (ES, NQ, MES, MNQ, etc.).
  • Choose an order type: Market, Limit, or Stop.
  • Set the quantity and click Buy or Sell.
  • Confirm the order (or enable 1-Click Trading to skip confirmation).

The Dashboard

The dashboard is your central view. Account cards at the top show balance, P&L, and connection status (color-coded: green = connected, gray = disconnected, orange = warning). The positions table shows all open positions across every account, and the activity log records every trade, copy, and sync event.

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