Steadfast Capital Automation Trading

Customer Portal

Manage billing, onboarding, execution setup, and routing readiness from one operating surface.

Home
Operating posture

Built to feel like the desk, not the brochure.

Everything here stays arranged around one question: what must be true before an account is ready to move forward?

Billing, onboarding, execution posture, signals, and review stay in one place so the workflow stays legible.
What it governs

One operating surface

Account identity, plan state, and copy-group readiness.
Lucid intake, approval checkpoints, and execution profile setup.
Signals, journal review, and routed outcomes in one trail.
What sets it apart

Built for discipline

Paper-first posture before live submission is trusted.
Internal ORB tooling for traders who do not want webhook dependence.
Reviewability built into the workflow instead of bolted on later.
Session needs attention

Your portal access is not active right now. Sign in again to continue billing, onboarding, and routing setup.

Onboarding mode is active

The portal is keeping the first-run setup path in front of you. Deeper review and operator tools will open up once the core setup steps are in place.

Steadfast Capital mark
Steadfast Capital
Steadfast Capital mark
Steadfast Capital
Overview

Account

Profile

Your plan, access, and connected routing groups stay organized here as the rest of your setup moves forward.

Not loaded yet.

Your selected plan will appear here once your account loads.
Action

What to do next

Guidance

The portal keeps the next operational move visible so you do not have to guess which part of setup matters most right now.

Next-step guidance not loaded yet.
Accounts

Account map

Customer state

See your connected account footprint, copy groups, onboarding count, and billing state in one place.

Account summary not loaded yet.
Lucid

Onboarding

Review

Submit the exact Lucid account details you want reviewed before routing can move forward.

No onboarding data loaded yet.
Webhook

TradingView setup

Signal path

Use these details inside TradingView once your account setup is in place.

Load your account first to view webhook setup details.
Readiness

Routing readiness

By account

See which connected accounts are ready to route and which blocker is still in the way.

Account readiness not loaded yet.
Tracker

Setup tracker

Progress

Track what is already in place and what still needs attention before routing moves fully forward.

Setup progress not loaded yet.
Milestones

Setup timeline

Journey

See the whole customer setup journey in one place, including what is complete and what still needs to move.

Setup timeline not loaded yet.
Billing

Subscription

Plan

Choose how many account packages you want billed under your current monthly plan before starting checkout.

Checkout will use the plan currently saved on your account.
Billing summary will appear here once your account and subscription details load.
No billing data loaded yet.
Accounts

Account map

Customer state

See your connected account footprint, copy groups, onboarding count, and billing state in one place.

Account summary not loaded yet.
Execution

Tradovate profile

Venue link

Save the Tradovate account details your Lucid routing path should use so your connection stays organized before live execution is turned on.

No Tradovate demo execution test has been run yet.
No Tradovate profile loaded yet.
Lucid

Onboarding

Review

Submit the exact Lucid account details you want reviewed before routing can move forward.

No onboarding data loaded yet.
Execution

Execution lane

Routing state

Track recent signals, execution outcomes, and route safety from one summary card.

Execution summary not loaded yet.
Webhook

TradingView setup

Signal path

Use these details inside TradingView once your account setup is in place.

Load your account first to view webhook setup details.
Readiness

Platform status

Infrastructure

This shows what is configured on the live site and what still needs attention before your full connection is ready.

Setup status not loaded yet.
Readiness

Routing readiness

By account

See which connected accounts are ready to route and which blocker is still in the way.

Account readiness not loaded yet.
Accounts

Execution by account

Latest route

See the latest routed outcome attached to each connected Lucid account.

Account execution status not loaded yet.
Support

Help and policy

Resources

Keep support, disclosures, and platform policy links close while you complete setup.

Support desk

Reach support directly when you need help getting your setup or routing flow back on track.

Risk and terms

Keep the trading-risk language and operating terms close before enabling automation or live routing.

Privacy

Review how account details, onboarding data, and customer information are handled on the platform.

Market

MNQ and MGC snapshot

Internal feed

This free market panel reflects the latest MNQ and MGC bars already inside the internal engine. It is useful for portal awareness, but it is not a licensed exchange real-time display feed.

No market snapshots yet.
Upload MNQ or MGC bars into the internal engine and the latest stored market state will appear here.
Engine

Internal ORB engine

Signal path

This internal ORB layer can replace TradingView webhook delivery once market bars are flowing into the app.

Use a CSV with `timestamp`, `instrument`, `open`, `high`, `low`, `close`, and optional `volume` columns to feed the internal ORB engine directly.

Download CSV template Use the starter format so timestamps and OHLC columns land correctly.
Open
Engine note
Uploads feed the same internal ORB engine that can generate signals and hand them into the routing path.
Internal engine status not loaded yet.
No upload history loaded yet.
No generated internal signals loaded yet.

Upload review

No engine review loaded yet.

Signal review

No signal review loaded yet.

Execution review

No execution review loaded yet.
Activity

Latest routing and signals

Audit

Keep the most recent signals and routed attempts visible in one place.

No recent activity loaded yet.
History

Execution history

Submission trail

Review recent execution attempts with cleaner source, route mode, and account outcome detail.

Execution history summary not loaded yet.
No execution attempts loaded yet.
Diagnostics

Execution diagnostics

Issue view

Surface blocked, rejected, and failed outcomes without digging through every execution record.

Execution diagnostics summary not loaded yet.
No execution diagnostics loaded yet.
Journal

Trade journal

Review

Save notes, screenshots, and result data for any trade you take so your review process stays attached to the rest of the platform.

0 Entries
0.00R Average
0% Plan follow rate
No journal entries loaded yet.