Before you begin: Start with the Smart Trader onboarding checklist and the V2 automation overview. Never use a live account until you have confirmed symbol, order quantity, all intended entry/exit types and risk settings with a demo or minimum-size test.
8. Custom Manual Templates
Use Custom Manual Templates when you have a private webhook server or a provider whose schema is documented but not built into the V2 adapter. The V2 framework can generate different messages for entries, DCA, add-ons, partial TP, final TP, stop exits and other exit reasons.
Premium Universal vs Classic Simple
| Mode | Use when | Behavior |
|---|---|---|
| Premium Universal | Recommended | Separate event templates let your receiver distinguish entry, DCA, add-on, partial, stop, target and other exit types. |
| Classic Simple | Legacy/simple endpoints | Uses a simpler enter/exit style when your receiver does not care about detailed event reasons. |
Useful TradeSmart tokens
| Token | Meaning |
|---|---|
| {ticker} / {symbol} | Chart/provider symbol |
| {action} | Trade action such as buy/sell |
| {side} | Logical position side (long/short) |
| {reason} | TradeSmart event reason |
| {price} | Relevant event price |
| {sl} / {tp} | Strategy stop/target reference when available |
| {qty} | Raw strategy event quantity |
| {provider_qty} | Quantity after adapter/custom multiplier |
| {provider_entry_qty} | Entry quantity after relevant provider conversion |
| {close_percent} | Partial-close percentage when applicable |
| {event_id} | Event identifier useful for logging/deduplication |
| {timestamp} | Event timestamp |
| {provider_id} | Custom routing ID field |
| {provider_extra} | Extra custom text/parameters |
Generic JSON starter
| {“source”:“TradeSmart”,“event_id”:“{event_id}”,“timestamp”:“{timestamp}”,“symbol”:“{symbol}”,“action”:“{action}”,“side”:“{side}”,“reason”:“{reason}”,“qty”:{provider_qty},“price”:{price},“sl”:{sl},“tp”:{tp}} |
|---|
This is a starter structure only. Your receiving system must be coded to understand the exact fields you send. Do not assume a random provider will accept it.
Based on the TradeSmart V2 Premium Universal Automation Guide, September 2026 edition. Provider interfaces can change; compare provider instructions before real-money deployment. This guide describes V2 framework strategies, not every legacy V1 integration.
Download the complete TradeSmart V2 Automation Guide
Download the complete September 2026 universal guide (DOCX). This is the complete source handbook covering all providers and safety checks.