Frequently asked questions
This page is meant to answer the operational, brokerage, risk, and onboarding questions serious clients usually want to review before they connect their broker login and consider live automation.
What is Forward Edge Futures?
Forward Edge Futures is a broker-connected automated futures execution platform for self-directed supported accounts connected through a secure Tradovate connection. The software connects to a client-owned brokerage account and executes a rules-based Nasdaq futures strategy when automation is enabled. Clients keep control of their own account, funding, withdrawals, and platform access.
Is this capital management or a managed account?
No. Forward Edge Futures provides software-based automation infrastructure, dashboard reporting, and broker-connected execution tools. We do not accept deposits, pool funds, custody assets, or take discretionary control of client capital.
What markets does the system trade?
The current strategy is focused on Nasdaq futures, primarily NQ and MNQ, during the New York session. It is designed as an intraday strategy and is not intended to hold positions overnight.
How does the Tradovate connection work?
Clients connect through a secure Tradovate login. That connection can support eligible Tradovate and NinjaTrader-linked accounts. Forward Edge Futures does not ask for or store your Tradovate password. Once connected, the dashboard can display account-specific data and, when automation is enabled, route strategy orders to the selected account.
What permissions are used after I connect Tradovate?
The connection is used to read account-specific brokerage data needed for the dashboard and, when automation is enabled, to route strategy orders to the selected account. Your broker platform remains the authoritative place to verify positions, balances, fills, and account status.
Does connecting Tradovate automatically turn on live trading?
No. Connecting a brokerage account is only the setup step. Live automation still requires the account to be selected, sized correctly, and intentionally enabled from the account controls before it can trade.
Can I use a demo account first?
Yes. Demo mode can be used to test the connection, dashboard flow, and operational setup. Demo results may differ from live trading because live markets involve real liquidity, slippage, rejected orders, fees, and broker-side execution behavior.
Who controls contract size?
Contract size is controlled at the account level, but always within the limits attached to that client setup. Forward Edge plans are based on how many accounts are supported and the maximum size the system can allow, and the account should only trade within those plan limits.
What is Auto-Scaling?
Auto-Scaling is an optional sizing feature that can adjust contract size as the account balance changes. Instead of keeping the same contract size at all times, the system can increase size as the account grows and reduce size again if the account pulls back. The goal is to keep position size more aligned with the account while letting growth compound more efficiently over time.
Are there contract limits based on account balance?
Yes. Contract sizing is meant to stay within balance-based guardrails. As a simple guideline, MNQ sizing is generally structured around roughly 1 contract per $2,000 of account balance, while NQ sizing is generally structured around roughly 1 contract per $20,000 of account balance. Those guardrails help keep requested size from getting too far ahead of the account, even if the plan allows a higher maximum.
How is access structured?
Forward Edge access is structured through annual pricing tiers based on connected account capacity and the maximum total NQ exposure your setup can support. Standard tiers are listed on the pricing page, and larger or more specialized setups can be supported through custom packages when additional account capacity, higher limits, or more involved operational support is needed.
Can risk management decrease contract size automatically?
Yes. Risk management is designed to work in both directions. If the account balance drops enough that the current size no longer fits the balance-based sizing rules, the system can step contract size down automatically. That is intended to reduce pressure on the account during weaker periods instead of leaving the strategy trading the same size through a smaller equity base.
What happens if the broker connection fails?
Broker APIs, internet connections, cloud infrastructure, and authorization tokens can fail or expire. If the connection is interrupted, orders may be delayed, rejected, missed, or require manual review. Your broker's platform remains the authoritative place to verify positions, orders, and account status.
Can I turn the system off?
Yes. Clients can disable automation from the dashboard. You should also know how to manage or flatten positions directly from your broker platform if needed.
What happens after I purchase a standard plan or get approved for a custom package?
Standard plans can move straight from payment into account setup. Custom packages still go through a review path before setup access is sent. From there, you can connect the correct supported account through Tradovate, confirm account-level settings, review dashboard status, and prepare the account before enabling automation. Onboarding also confirms how many accounts your setup supports, the maximum size your plan allows, and the risk controls that apply to your account.
Are returns guaranteed?
No. No trading system can guarantee profits or prevent losses. Futures are leveraged products, and losses can occur quickly due to market movement, slippage, liquidity, rejected orders, outages, or configuration issues.
How is performance tracked?
Client dashboard performance is account-specific. It should display broker-connected balance, realized P&L, open P&L, trade logs, daily P&L, monthly summaries, and equity curves for that specific connected account. It should not mix other clients' results, backtests, or platform-wide results into your personal dashboard.
How should I think about backtested versus live performance?
Backtested results and disclosed historical strategy reporting can help explain the rules and behavior of the strategy, but live trading conditions are different. Real execution can be affected by slippage, commissions, order rejections, outages, connection issues, liquidity, and account-level configuration, so live results can differ materially from any backtested or model-based presentation.
How do risk controls and stops work?
The strategy is designed around approved rules, account-level sizing controls, and intraday execution discipline. Clients should still review the daily stop structure, verify sizing, and understand that market gaps, slippage, rejected orders, broker issues, and infrastructure interruptions can affect how real-world risk behaves.
Do I need to apply before joining?
Not always. Standard pricing tiers can now be purchased directly, so many clients can join right away and continue straight into account setup after payment. The custom application path is still used for larger or more specialized setups that need more connected accounts, larger NQ caps, or a more tailored onboarding process.
How is pricing handled?
Forward Edge uses public annual pricing tiers for standard access levels, with each tier tied to a connected-account limit and a total NQ exposure cap. That structure keeps pricing transparent while still matching access to the size and operational demands of the setup. Clients who need more connected accounts, larger total exposure, or specialized deployment support can request a custom package.
What should I review before going live?
Before enabling live automation, review the risk disclosures, confirm the correct Tradovate account, verify contract size, understand the daily stop structure, confirm dashboard status, and make sure you know how to disable automation or manage orders directly through Tradovate.