TurtleSoupXHELP / DOCS
FIELD GUIDE
TSX / CUSTOMER DOCSREF 02

Getting started

Activate TurtleSoupX, connect TopstepX, choose an account, and make a first readiness check.

Use this short sequence to orient yourself before placing or authorising an order.

Before you begin

You need a TurtleSoupX licence key, an internet connection, and your TopstepX username and API key. You also need access to at least one account that TopstepX makes available to the connection.

TurtleSoupX does not provide a TopstepX account sign-up or API-key issuing flow. Keep both your licence key and API key private.

1. Activate TurtleSoupX

If the activation screen appears, enter the licence key assigned to your device and choose Activate device. Wait for the licence status to update before continuing. Diagnostics can check the visible activation prerequisites; Copy error details can help when contacting support.

Activation and TopstepX connection are separate steps. Activating TurtleSoupX does not connect a trading account.

2. Connect TopstepX

Enter your TopstepX username and API key in the connection form, then choose Connect Account. Wait while the connection is checked and the available account list loads. If connection fails, use the message shown in the app and see Accounts and connection.

3. Select one account

Choose the account you intend to use from the account selector. If only one account is available, it may already be selected. Check the displayed account name before using an order or position control.

The account selector may be locked when multi-account routing is active. Review Advanced settings if you did not expect this.

4. Check System Health

Review the System Health area before any time-sensitive action. Check the selected account, ProjectX/API connection, Market Data, and licence status. Wait for data to load and investigate any disconnected, stale, or blocked status before proceeding.

A chart displaying candles does not by itself confirm that the account and feed are ready for a new order.

5. Learn the workspace before acting

Find the Execution Chart, Account Risk, Manual Trade, Execution Models, Automation, Calendar, Trade Controls, and the header’s emergency controls. The Workspace overview explains where these areas fit.

In the app, open Settings > General > Getting Started to open Help or start/restart the guided tour.

First-session checklist

  • Licence status is accepted.
  • TopstepX is connected and an intended account is selected.
  • ProjectX/API and Market Data are in a usable, current state.
  • You have reviewed the selected account and the displayed calendar/block status.
  • You understand whether you are observing, preparing a manual order, or arming automation.
  • You know where to find current orders, positions, Close trade, Flatten All, and Kill Switch.

Continue with Manual trading or Models and automation when you understand the relevant order and risk settings.