This guide covers everything you need to know about getting started with WealthCharts, a web-based futures trading platform available to Tradeify customers. WealthCharts offers advanced charting, a full-featured trading DOM, Trade Copier functionality, and comprehensive performance analytics through WealthTracker.
⚠️ Important: WealthCharts uses separate login credentials
WealthCharts is one of three broker/platform options Tradeify offers (alongside Tradovate and Rithmic), all at the same price with no surcharge. WealthCharts is operated by a third party and uses its own login credentials — separate from your Tradeify/Tradovate credentials. Your WealthCharts username and password are provided in your Tradeify dashboard once you select WealthCharts at checkout. WealthCharts is not required to trade with Tradeify — you can select Tradovate or Rithmic at checkout instead.
Platform Overview
WealthCharts is a web-based trading and charting platform designed for active futures traders. Key advantages include:
No Downloads Required - Fully web-based platform accessible from any modern browser
200+ Technical Indicators - Exclusive, Premier, and Standard indicator categories
Advanced Trading DOM - Full-featured depth of market with one-click order entry
Trade Copier - Mirror trades across multiple accounts simultaneously
WealthTracker Analytics - Built-in performance tracking, trade journal, and P&L analysis
Mobile App - Trade on iOS and Android with the same credentials
Getting Started
Accessing WealthCharts
Your WealthCharts credentials are provided by Tradeify. To find them:
Log in to your Tradeify dashboard
Locate your WealthCharts username and password at the top of the dashboard
Go to the WealthCharts login page and enter your credentials
Copy and paste your credentials directly to avoid typing errors
Connecting Your Trading Account
After logging in, you need to connect your trading account to receive market data and place trades:
Open the Main Menu (top-left)
Navigate to Broker and Data Sources
Select your broker connection and enter your credentials
Choose the Demo/Simulation environment (never select Live for Tradeify accounts)
Verify the connection status shows as connected
Verifying Market Data
Once connected, confirm your data feed is active:
Open a chart for a supported instrument (e.g., ES or NQ)
Verify price data is updating in real time
Check that the DOM shows live bid/ask prices
If data appears delayed or missing, disconnect and reconnect your broker connection
Workspace & Layout
Dashboard Overview
The WealthCharts interface is organized into several main areas:
Main Menu - Access all platform features, settings, and tools from the top-left menu
Toolbar - Quick access to charts, DOM, indicators, drawing tools, and other frequently used features
Chart Area - The central workspace displaying your charts and trading panels
Sidebar - Watchlists, alerts, and quick-access panels
Customizing Your Layout
WealthCharts allows you to fully customize your workspace:
Add or remove panels by using the toolbar or Main Menu
Drag and resize panels to arrange your ideal layout
Save your layout through Main Menu so it persists across sessions
Use layout templates to quickly switch between different trading setups
Symbol Linking
Symbol linking connects multiple panels (charts, DOM, watchlists) to the same instrument. When you change the symbol in one linked panel, all other panels with the same link color update automatically. Use the colored link icon in each panel's toolbar to assign a link group.
Symbol Selection
WealthCharts uses standard CME futures symbol conventions:
Front-month contracts - Use the standard format: symbol + month code + year digit (e.g., ESH6 for March 2026 E-mini S&P 500)
Continuous contracts - Use the symbol followed by "1" (e.g., ES1 for continuous E-mini S&P 500). Continuous contracts automatically roll to the next front-month contract.
Common symbols - ES (S&P 500), NQ (NASDAQ), YM (Dow), CL (Crude Oil), GC (Gold), NKD (Nikkei)
Use the symbol search bar at the top of any chart to find instruments. Type the symbol name or description and select from the results.
Multi-Device Access
Web Platform
WealthCharts runs entirely in your web browser with no downloads or installations required. Supported browsers include Chrome, Firefox, Safari, and Edge. For the best experience, use an up-to-date browser with a stable internet connection.
Mobile App
WealthCharts offers a mobile app for iOS and Android:
Download from the Apple App Store or Google Play Store
Log in with the same credentials you use on the web platform
Access charting, order entry via DOM, and account monitoring on the go
View positions, orders, and account balances from your mobile device
Platform Resources
WealthCharts Knowledge Base - https://www.wealthcharts.com/kb for detailed platform documentation and tutorials
Tradeify Support - Contact Tradeify support through your dashboard for account or credential issues