How to Set Up a Trade Plan
The Trade Plan connects Signals to your broker accounts and/or prop firm/simulated accounts. The Plan also establishes trade management and risk/reward exit orders.
Written By Zac White
Last updated 1 day ago
Create a New Trade Plan
Click the ‘+ New Trade Plan’ button, at top right. The ‘Create trade plan’ side panel will pop out.

Fill in a Trade Plan Name, and provide an optional description.

Select the Order unit you want to use for specifying the exit order offset distance.
Currency specifies the offset distance in dollars, euros, British pounds, etc. The currency is determined by the symbol being traded.
Pips specifies the offset distance in forex pips.
Ticks specifies the offset distance in the symbol’s tick value.
Percent calculates the offset distance from the entry price.
e.g. If a buy order for AAPL is entered at $200.00, and the ‘Take profit’ is set to 10, the take profit order will be placed at $220.00.
Bracket 1 order settings. (Entry, Take profit, & Stop-loss)
Add Bracket button. You may add as many brackets as you want. Multiple Brackets are used for different scenarios. Some examples are to set different Take Profit levels, or to place cost averaging limit entry orders at different entry prices.

Select the Entry order type.
Limit.

Select the Time in force (TIF) for the entry order. Available options are exchange supported types.
Select the Take Profit order type. Then specify the offset distance (from entry).
Limit.
Market If Touched (MIT). MIT orders are only supported on the NinjaTrader Desktop app. See NinjaTrader » Futures Order Types for more detailed information.
Select the Stop-loss order type. Then specify the offset distance (from entry).
Stop. (Stop market)
Stop Limit.
This option will be implemented in the future.
Trailing. This option sets up a standard tick-by-tick trailing stop-loss.Value in … » Stop-loss value: The Stop-loss value specifies the offset distance and the trailing distance, per the Order unit type selected.
e.g. If the Order unit is Points, and the Stop-loss value is set to 5, the stop-loss will be placed 5 point below the entry price (for a long trade), and it will trail behind the market by 5 points.Trailing trigger in … » Trigger value: The Trigger value determines when the stop-loss will begin trailing. The market must move this amount before the stop-loss will start trailing.
e.g. If the Order unit is Points, and the Trigger value is set to 2.5, the stop-loss will start trailing after the market has moved 2.5 points in profit.
Note: Trades executed on the NinjaTrader platform are placed using an ATM (Advanced Trade Management). NinjaTrader requires each bracket to have a stop-loss. If a Trade Plan » bracket is lacking a stop-loss, the ATM will omit that bracket, and the associated contracts will not execute.
BlackBird and other non NinjaTrader accounts operate independently of the NinjaTrader ATM. Therefore, a stop-loss is not required.
Click the Create button when finished.
Connect Signals and Accounts
To complete a Trade Plan, a Signal and Account must be connected via the visual trade plan node screen. A Signal node and Account node must be connected to the Trade Plan.
Click on a Trade Plan card to open the visual trade plan screen.

Add a Signal
Click the left side ⊕︀ button.

Select a Signal from the Add Signal menu.

Set Up the Signal.
TradingView Signals. SharkSignals refers to TradingView Alert messages as Signals. Alert message placeholders can be overridden by clicking on the Signal node. A panel will pop out.

Signal Fields:Action. Possible actions are, Buy, Sell, or Flatten.
Quantity. The number of contracts or shares to trade.
Symbol. Which symbol/instrument to trade.
Tip: SharkSignals will convert the tradable TradingView futures symbol to the NinjaTrader instrument. e.g. ES1! ⇒ ESH##, “ES ##-##”, ##-## being replaced with the front month contract. MGC1! ⇒ “MGC Mar ##”, “MGC ##-##”, the front month contract. Using the TradingView symbol ( ??1! ) is quick and simple.
TradingView Indicator Signals. The Action and Quantity must be specified in the Trade Plan side panel for TradingView indicator based signals, because indicator Alerts do not have placeholders for these two fields.
TradingView Strategy Signals. The Action and Quantity are typically left unchanged for TradingView strategy based signals, because the placeholders will transmit the information.

Add an Account
NinjaTrader Accounts: All accounts, except the BlackBird account, execute trades using a custom NinjaTrader » ATM that matches the Trade Plan » Take Profit and Stop loss settings.
The BlackBird account can execute either an ATM or BlackBird » Order Sets. See below for more detailed information.
Click the right side ⊕︀ button.

Select an Account from the Add Account menu.

NinjaTrader ‘Stop Strategy’ option. When the account is connected to NinjaTrader, an option to use an ATM » Stop Strategy will appear. The stop loss trailing will be managed by the selected Stop Strategy.

Finished. ✔
Your system is now complete. Alerts from TradingView, TrendSpider, etc. are ready to be traded on the NinjaTrader platform, and executed by your NinjaTrader broker.
Tip: Clicking on a node allows the settings to be edited at any time via the side panel.
BlackBird vs. Other Account Nodes
BlackBird Account Node:
This account node has the option to place either the Trade Plan order settings, or the Order Set setting within BlackBird. This option is changed in the right side panel.
BlackBird is specific to NinjaTrader. You must own a license for BlackBird in order to use the BlackBird account node. The BlackBird account node forward signals to all BlackBirds running on the instrument that matches the signal.
Non-BlackBird Account Node:
These account nodes utilize the NinjaTrader ATM to manage trades. For other brokers the orders will be managed via the broker’s API.
Manual Trade Node
A Manual Trade node exists for every Trade Plan. It facilitates issuing a trade signal to the Trade Plan and the connected account node(s).

Setting up the Manual Trade node:
Click on the Manual Trade node to open the side panel.
Type a tradable instrument in to the Symbol field, and select the Asset class.
Specify a quantity.
Now the Buy, Sell, and Flatten buttons are ready for manual trading. The trade will be executed in accordance with the Trade Plan settings, and Account node overrides.
