Documentation & FAQ

When you are FLAT (no open position), hovering your mouse over the big BUY or SELL buttons (or POP buttons) triggers a visual preview on the chart. You will see "Phantom" lines for your Entry, Stop Loss, and Take Profit based on your current settings. This lets you visually verify your Risk/Reward before you click.

Yes! To save time, you can scroll your mouse wheel while hovering over these buttons:

• BUY / SELL / 🖱️BUY / 🖱️SELL / POP / Trigger Buttons: Adjusts Order Quantity.
• TP Button: Cycles through your Take Profit values.
• SL Button: Cycles through your Stop Loss values.
• RISK Button (in Prev. Candle Mode): Adjusts your Dollar Risk amount.
• BE+X / SL-X Buttons: Adjusts the tick offset for that specific button.
• Account Selector: Cycles through your available accounts.

Simply click on any account name in the Daily P&L list. The panel will instantly switch that account to be the "Master Trading Account." The active account is always highlighted.

In the collapsible "Tools Panel" (toggled with ▼/▲), you will find PnL controls:

• [+] / [-] Button: Toggles between a compact view (Name/PnL) and an expanded view that also shows Balance.
• + / − Buttons: Increase or decrease the maximum height of the scrollable account list.
• 👁️ Button: Toggles Streamer Mode, which redacts account numbers for privacy.

This single button replaces the old "Close" and "Cancel All" buttons. Its function changes based on your current trading status:

• If you have a position on the active chart: it shows CLOSE POSITION and flattens only that trade.
• If you are flat but have working orders on the active chart: it shows CANCEL LOCAL and cancels only those orders.
• If the active chart is clean but you have orders on other charts/accounts: it shows CANCEL ALL and cancels all working orders globally.
• If all orders are gone but you have positions on other charts/accounts: it shows CLOSE GLOBAL and flattens all open positions everywhere.
• If everything is flat: it shows FLAT and is disabled.

• PARK ACCOUNT 🚫: Immediately adds the current master account to a temporary "skip list" and rotates to the next available account. Useful for protecting a funded account that has hit its daily goal.
• BE+X: An incremental breakeven button. Each click moves your stop loss from entry by +X ticks (e.g., E+8, E+16, E+24). If your trade is in a loss, the first click will place a Limit order at your entry to scratch the trade if price returns.
• SL-X: Moves your active stop loss X ticks closer to the current price, allowing you to manually trail your stop.

There are a few ways to bring an account back into the trading rotation, depending on how it was excluded.

• For Temporarily Parked Accounts (using the 🚫 button): Accounts parked during a session are on a temporary list. To unpark all of them, the simplest method is to restart your NinjaTrader 8 platform. This clears the temporary list for a new session.
• For Accounts Filtered by Type (PRO/EVAL/SIM buttons): Simply click the corresponding filter button again in the Tools Panel to toggle it back on and include that account type in the rotation.
• Reset All Settings (Advanced): As a last resort to restore everything to default, you can close NinjaTrader and delete the settings file located at: Documents\NinjaTrader 8\NexusChartTrader_Settings.xml. Warning: This action will erase all your custom settings for the indicator.

Clicking the center of the SL Stepper cycles through three modes:

1. Dollar SL ($): Risk is defined by a fixed dollar amount (e.g., $150). This is the default mode.
2. ATR SL (ATR): Risk is defined by a multiplier of the current ATR value.
3. Previous Candle SL (PREV): Risk is automatically calculated based on the high/low of the previous candle.

Clicking the stepper when a value is already set (e.g., $150) will reset it to 0 (No Stop) while staying in the same mode.

When you select PREV candle stop loss mode, a second stepper labeled RISK appears. This allows you to set your desired Dollar Risk (e.g., $200). The indicator then automatically calculates the correct number of contracts to trade to match that dollar risk, based on the width of the previous candle. This is a powerful position sizing tool.

1. Click "🖱️BUY" or "🖱️SELL". The button turns red and says CANCEL.
2. Click anywhere on the chart to drop your Entry, Stop, and Target lines.
3. Drag the lines to adjust your R/R visually. The panel automatically calculates the position size needed to match your risk setting.
4. Click the green checkmark (✓) that appears on the chart to place the entry order. Click the red X (✕) or the CANCEL button to exit the tool.

These are Quantity Presets. Clicking one of these buttons instantly sets your ORDER QTY to that number, saving you from having to type or scroll.

This is the Tools Toggle. Clicking it expands or collapses the advanced utility grid, giving you access to less-frequently used settings without cluttering the main interface.

• REC (●/■): Arms, starts, or stops the automated Trade Recorder.
• 🤖/👤 Button: Toggles Smart Account Rotation on or off.
• 🎯 Button: Toggles the on-chart Execution Markers and cycles through display modes.
• OCO: Toggles "One Cancels Other" for click-based entry orders.
• PRO / EVAL / SIM: Filter buttons to show/hide specific account types in the PnL Dashboard and exclude them from rotation.
• [+], [-], +, −: Controls for the PnL Dashboard view and height.

This feature works with OBS Studio and a provided PowerShell script to automatically record your screen whenever you are in a trade.

1. Click the ● REC button in the Tools Panel. It will turn dark red, indicating it is "Armed".
2. When you enter a trade on any account, the button will turn bright green (■ REC) and OBS will automatically start recording.
3. When all your positions are flat across all accounts, OBS will automatically stop recording.
4. Clicking the green ■ REC button will manually stop the recording.

For setup instructions, see the Trade Recording Guide.

A guide to the most important parameters found in the NinjaTrader Indicator Properties window.

• Reset Order Qty to 1 on Trade Close: A safety feature that forces your quantity back to 1 after every trade.
• Enable Trade Recording / Record Sim Accounts: Master switches for the automated recording feature.
• Prev Candle Mode: Max Qty: Sets the maximum number of contracts the panel is allowed to auto-calculate when using the Previous Candle stop loss mode.
• Breakeven Trigger/Plus (Ticks): Set to -1 to automatically load the recommended values for the current instrument. Otherwise, you can set your own custom values.
• Trailing Trigger/Offset (Ticks): Also uses -1 to auto-load recommended values per instrument.
• Enable Trading Schedule: Restricts trading to specific hours. Warning: Once enabled, this setting becomes locked ON for that workspace to enforce discipline.