This guide covers account management, risk settings, and contract rollovers in Tradovate, helping you monitor your accounts and configure risk controls.
Accounts Module
The Accounts Module in the Tradovate Web App is a customizable grid that provides real-time information for all your connected accounts in one location.
Display Overview
To access the Accounts Module, simply open the New (+) menu and select Accounts. New tabs can be added for additional account filtering as needed.
By default, the Accounts module will display the Account Number and Open (Unrealized) P&L for all your connected accounts.
Customizing Accounts Module Columns
To add, remove, or sort columns in the Accounts Module, click the View Settings (cog wheel) button at the top right of the module, then select Select Columns.
In the menu that appears, you can customize your columns as follows:
Drag columns from Available to Visible to add them to the Accounts Module
Drag columns from Visible back to Available to remove them
Rearrange the order of columns in the Visible list—top to bottom here reflects left to right in the Accounts Module
The following columns are available for use in the Accounts Module:
All Live and Demo account management can be completed from the Application Settings. If you are utilizing a prop trading account, please contact your account provider to make any risk or other account changes if needed.
Risk Settings
Risk parameters can be configured on your Tradovate account to automatically "lock" it once specific profit or loss thresholds are reached through the application Risk Settings. Daily and weekly profit targets and loss limits are available.
Daily profit and loss is calculated based on net profit and loss, starting at 5:00 PM Central Time and ending at 3:45 PM Central Time, Sunday through Friday, with real-time updates that include all fees and commissions.
If the set risk limit is reached, all open positions are closed, and any working orders are canceled. No new positions can be established until the start of the next trading session: 5:00 PM Central the same day for daily limits or 5:00 PM Central on the following Sunday for weekly limits.
How to Edit Risk Settings
Log into your Tradovate account
Navigate to the Application Settings by clicking the button in the upper right-hand corner
On the Application Settings page, click the "Risk Settings" button to access and configure your risk parameters
Available Risk Settings
Daily Loss Limit
Weekly Loss Limit
Daily Profit Trigger
Weekly Profit Trigger
Each setting can be toggled on or off individually. After enabling a setting, enter your desired value in the provided box, ensuring it is not left at zero. Then, scroll down and click "Save" to apply your risk settings.
Important Notes About Risk Settings
Risk Settings are not applicable to evaluation accounts and can only be used with live and demo Tradovate Brokerage accounts. For any questions regarding risk settings on your evaluation accounts, please contact your provider directly.
Saving a Risk Setting to $0 will result in position liquidation and the cancellation of open orders. If this occurs by mistake, you can either disable the setting or adjust it to a value greater than zero.
Customized Risk Settings do not override brokerage margin rules. If a Loss Limit exceeds the margin requirement to maintain a position, the Margin Policy will take precedence.
Manual Lockout
Manual Lockout is a trader-controlled lockout that lets you proactively pause trading across all your accounts for a defined period. Use it to step away before limits are breached, lock in green days, or prevent overtrading during emotional decision-making.
Where to Access Manual Lockout
Manual Lockout can be initiated from:
Tradovate Web Trader (trader.tradovate.com)
NinjaTrader Mobile (Android & iOS)
Once enabled, the lockout is enforced across ALL platforms — including TradingView and NinjaTrader 8 desktop.
Lock Duration Options
15 minutes
30 minutes
1 hour
End of session
Custom duration (up to 24 hours max)
What Happens When Activated
All open positions are flattened
All working orders are canceled
New trades are blocked across all platforms
The lockout automatically expires at the end of the chosen duration
Important Notes About Manual Lockout
Manual Lockout is user-level — it applies to ALL accounts tied to your user ID, not just one account
Once enabled, the lockout CANNOT be canceled by the trader. This is intentional to promote disciplined trading
Manual Lockout overrides existing risk settings while active, then hands control back once expired
Contact Tradeify support if you need an admin override in urgent situations
Contract Rollovers
Automatic Rollovers are enabled by default in the Tradovate Web App, ensuring the modules on your Workspace display data for the current contract automatically for a seamless experience. However, contracts can be rolled over automatically at any time, and you can disable auto-rollovers if needed.
Important Note: Neither automatic nor manual rollovers will roll over open positions on any of your accounts to a different contract.
Manual Contract Rollovers
While contracts are set to rollover automatically in the Tradovate Web App, you can roll forward or backward between contracts at any time by clicking the View Settings button (gear icon) located at the top-right of any Chart or SuperDOM module.
From there, select Roll Forward to view the next contract or Roll Backward to view the previous contract in your selected module.
Automatic Rollover Notification
When contracts saved in your workspace are due for rollover, an Automatic Rollover notification will appear after you load the Tradovate Web App.
To proceed with the automatic rollover:
Toggle the contracts you'd like to roll over in the Update column
Click Done at the bottom of the window to confirm
To skip rollover for now, click Cancel instead
Prohibit Autoroll Contracts
To prevent your Workspace from rolling over contracts automatically:
Step 1: Click the Application Settings button at the top-right of the screen, and then select the Preferences tab at the top of the page.
Step 2: On the Preferences page, scroll down to the Prohibit Autoroll Contracts section. By default, this setting is disabled, meaning all contracts in your Workspace will roll over automatically.
If you enable the Prohibit Autoroll Contracts setting, all contracts will need to be rolled over manually. Please log out and back in again for the changes to take effect.