Create an automation
Build an automation, pick the accounts it trades, and choose how it sizes each order.
An automation is the rule that turns an incoming signal into orders. You choose which accounts it trades, how it sizes each order, and the safety settings it must respect. One automation can fan out to many accounts at once.
Before you start#
Connect at least one broker and activate the accounts you want to trade. See How connections work.
Build the automation#
Open Auto Trader and create a new automation. Give it a name that matches your strategy, so it is easy to find later.
Select the accounts this automation trades. One automation can target many accounts, so a single alert can hit all of them at once. Each account can carry its own size multiplier.
Decide how each order is sized: a fixed number of contracts, the size from the alert, or the alert size scaled by your baseline. See Position sizing.
Choose your retry behavior and whether the automation must pass your account risk limits. These are covered below.
Copy the automation's private webhook URL and paste it into a TradingView alert. See Connect TradingView.
One automation, many accounts#
When you target several accounts, Lune sends the order to all of them from the same signal. Each account keeps its own size multiplier, so a 50k account and a 150k account can trade the same strategy at different sizes. This is the simplest way to run one strategy across your funded accounts.
To mirror a leader account's manual trades onto followers instead, use the Trade Copier. Auto Trader is for signals from TradingView. The Trade Copier is for copying one account onto others.
Retries and backoff#
Brokers sometimes reject or drop an order during a busy moment. You can set how many times Lune retries, with a delay between attempts and exponential backoff so retries ease off instead of piling on. Entry and exit retries are set separately, and exits stay prioritized.
Enforce account risk#
Turn on respect account risk so every order this automation sends must pass your per-account risk limits first.
respectAccountRisktoggleOptionalWhen on, each order must pass the account's daily loss, drawdown, position-size, and window limits before it runs. See Risk Management.
To cap daily loss or the number of trades, set those limits on the account in Risk Management. The automation then enforces them on every order when respect account risk is on.
Account risk limits and maxPositionSize are hard caps in both directions. An automation cannot trade past them, even when a signal asks it to.