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TopstepX™ Platform Guide

TopstepX™ is a trading platform for futures trading through your Topstep Brokerage account. It connects to real-time CME Group market data and supports direct order execution, customizable risk controls, and performance tracking tools.

Logging In

Visit trade.topstepbrokerage.com - enter your username and password. If you need to reset your password, use the reset option on the login page.

Good to Know:

  • Supported browsers: Google Chrome, Microsoft Edge, and Safari (latest versions).

  • All trades are executed through your live Topstep Brokerage account and are subject to firm and FCM risk controls.

Navigation

The left-side panel gives you access to the key areas of TopstepX™:

  • Trading: Charts, DOM, Quotes, and Account Info

  • Settings: Risk Settings, Charts & Data, Hotkeys, Sounds

  • Support: Platform Help Center

Features

Favorite Products

Pin your most-used futures products to the top of the product dropdown for quick access.

  1. Open the Order Ticket or DOM.

  2. Click the Contract dropdown.

  3. Click the star (⭐) next to the products you want to favorite.

All starred products move to the top of the dropdown.

ETH/RTH Toggle

Toggling between ETH and RTH helps you spot price gaps, identify key support and resistance levels, and tailor your strategy to current market conditions.

Extended Trading Hours (ETH) cover nearly 24 hours, including overnight sessions. With fewer active traders, liquidity is lower, and price movements tend to be more volatile and unpredictable.

Regular Trading Hours (RTH) see significantly higher participation, especially from institutional traders, resulting in better liquidity and more stable price action.

To toggle between ETH and RTH views, click the ETH label located in the bottom right corner of your chart.

Exporting Trades

Export your trade history to review performance, analyze execution, or import into a spreadsheet.

  1. Click the Orders or Trades tab at the bottom of the platform.

  2. Click Export.

  3. Select your date range and click Export.

  4. A confirmation appears at the bottom-left of your screen once complete.

Upload the file to Excel, Google Sheets, or your preferred analytics tool.

Hotkeys

Keyboard shortcuts for faster order execution and position management.

How to Set Up:

  1. Click Settings → Hotkeys.

  2. Click Set Hotkey next to the action you want to assign.

  3. Press your desired key(s) and click Confirm.

  4. Press the H button on the DOM or Order Book to enable hotkeys.

Good to Know:

  • Hotkeys are not configured by default — you must set them up.

  • Avoid system-reserved keys (e.g., Ctrl+R refreshes a browser tab). Windows and Command keys are not supported.

  • Hotkeys are not available on mobile.

  • If hotkeys stop responding, verify they are enabled in Settings or try refreshing the platform.

Trading Tones (Custom Audio Notifications)

Upload custom audio alerts for key platform events so you can stay informed without watching the screen.

Where to Find: Settings → Misc → Trading Tones

Supported Notifications:

Event

Description

Order Filled

Plays when an order is filled

Order Rejected

Plays when an order is rejected

Market Closed

Plays when the market closes

Market Open

Plays when the market opens

Order Placed

Plays when an order is placed

Order Cancelled

Plays when an order is cancelled

Position Closed: Positive PNL

Plays when a position closes with a gain

Position Closed: Negative PNL

Plays when a position closes with a loss

Daily Loss Limit

Plays when your daily loss limit is reached

Max Loss Limit

Plays when your maximum loss limit is reached

PDLL

Plays when your Personal Daily Loss Limit is reached

PDPT

Plays when your Personal Daily Profit Target is reached

Uploading a Custom Tone

  1. Find the notification you want to customize.

  2. Click the upload icon next to that event.

  3. Select an audio file from your computer. Supported formats: .mp3, .wav, .ogg, .m4a, .webm (maximum file size: 3 MB).

Once uploaded, you can preview, replace, or delete the sound at any time.

Removing a Custom Tone

Click the delete (trash) icon next to an event to remove the custom tone. The event will revert to the built-in sound.

Notes

  • Custom tones only override the built-in sound for the specific event they are assigned to.

  • Events with neither a custom tone nor a built-in sound configured will not play any audio when triggered.

Workspace Layout

The default workspace includes: Navigation, Account Overview, Chart, Order Ticket, DOM (Depth of Market), and Time & Sales.

To customize your workspace:

  1. Click and drag any widget to a new location.

  2. Click Save Layout in the top-right corner to preserve your changes.

Order Management

Order Types

Order Type

Description

Market

Seeks to fill immediately at the best available market price. Actual fill price may vary due to market conditions.

Limit

Fills at your specified price or better

Stop Market

Becomes a market order once the stop price is reached

Order Ticket

The Order Ticket is the primary interface for submitting and managing trades.

What you can do:

  • Select order type (Market, Limit, Stop Market)

  • Choose product and quantity

  • Manage Brackets: Set stop (Risk) and target (To Make) dollar values

  • Access Cancel All, Flatten All, and Reverse Position in one click

Important: OCO orders can only be configured via Auto-OCO Brackets, available in settings > Risk Settings.

Position Brackets (Auto Profit/Risk)

Automatically attach a stop-loss and take-profit to every position. Set at the account level, so different accounts can have different bracket configurations.

How to Set Up:

  1. Click Settings in the left sidebar.

  2. Under Risk Settings > Position Risk / Profit Brackets, enter your desired Risk and Profit totals.

  3. Select the option labeled "Automatically apply Risk / Profit bracket to new Positions."

  4. Click Save Changes.

Adjusting an Active Trade:

Drag and drop the P&L bar on an open position to adjust your stop or target in real time.

Auto-OCO Brackets

Automatically attach a take-profit and stop-loss to each entry order. Each entry gets its own bracket — when one side fills, the other is automatically canceled.

How to Enable:

  1. Go to Settings → Risk Settings.

  2. Select Switch to Auto-OCO Brackets.

  3. Configure your take-profit and stop-loss values.

  4. Click Save Changes.

Important:

  • If placing orders from the DOM, OCO must also be enabled in the DOM.

  • You must be flat (no open positions or working orders) to enable or switch bracket types.

  • Brackets are applied per entry — not across your entire position.

Charting

TopstepX™ supports up to 8 charts open simultaneously. Each chart loads with /ES by default but can be changed to any available product.

Symbol & Component Linking:

Use the Symbol Link feature to sync charts and other components. Click the link icon in any component header and assign a color. All components with the same color update together when you change a symbol.

Chart Executions:

Visually marks your trade entries and exits directly on the chart. Disabled by default.

To enable: Settings → Charts & Data → toggle "Show Chart Executions" → Save.

Chart Value Display:

Show position values in dollars, ticks, percent, or points. Change under Settings →

Charts & Data → Chart Value Display Type.

Available timeframes: 1 min, 2 min, 3 min, 5 min, 15 min, 30 min, 1 hour, 4 hours, 1 day, 1 week, 1 month. Note: the 10-minute timeframe is not currently available.

Note: TopstepX™ cannot be connected to external platforms such as TradingView. Custom indicators are not currently supported.

DOM (Depth of Market)

The DOM (also called the ladder) displays price levels, market depth, and volume profile for one-click order entry and management.

DOM Actions:

  • Left-click in the Bid or Ask column to place a Limit Order.

  • Right-click in the Bid or Ask column to place a Stop Order.

  • Drag and drop existing orders to move them to a new price level.

Once filled, your position is highlighted in blue on the ladder with real-time P&L displayed.

Notes:

  • Full price depth is available only with an active Level II Market Data subscription. For more information see this article: How do I change my Market Data Subscription?

  • TopstepX currently supports one DOM window at a time — the DOM cannot be moved to a secondary screen.

  • If OCO is disabled in the DOM, Auto-OCO Brackets will not apply to DOM orders even if enabled in Risk Settings.

Time & Sales

A live feed of all completed trades for your selected product. Use it to monitor real-time order flow while trading. The Time & Sales component is available by default to the right of your chart in your workspace.

Trading Activity

The bottom panel provides a consolidated view of your account and trading activity.

  • Accounts: All active accounts in one view.

  • Positions: View or close open positions; edit Risk (Stop) and To Make (Take Profit) amounts in USD.

  • Orders: All pending and filled orders for the current trading day; cancel any working order from here.

  • Trades: Completed round-trip trades with timestamps.

  • Quotes: Current bid/ask and market data for all available futures products.

Position Grid & Chart Sync: Click any open position in the Positions Grid to instantly update your focused chart to that instrument — no manual symbol search needed.

Risk Settings

Lockout

Manually block all trading on a selected account for a set period. Applies to the selected account only.

Options:

  • Lock out for a specific session (New York, London, etc.)

  • Set a custom duration (15 min, 1 hour, all day)

When applied:

  • All open positions and working orders are automatically closed.

  • The lockout cannot be canceled or adjusted once set.

All Day Lockout: Locks the account for the full session. If applied after session close, it remains active until 5:00 PM CT the following day.

Topstep Brokerage Support cannot reverse a lockout once applied.

How to Set:

  1. Go to Settings → Risk Settings → Set Lockout.

  2. Choose a session or a custom duration.

Personal Daily Loss Limit (PDLL) and Daily Profit Target (PDPT)

Optional daily thresholds that trigger an automated account action when your net P&L reaches a defined level. Both are based on real-time net P&L (realized and unrealized).

When a threshold is reached, choose one of the following actions:

  • Do Nothing — No automated action.

  • Liquidate — Open positions are closed using market orders when the threshold is hit.

  • Liquidate & Block — Positions are closed and new trading is blocked for the rest of the day.

PDLL:

The PDLL can be set as a trailing limit that automatically adjusts upward as your account balance increases. You can trail from unrealized gains (updates in real time with open trades) or realized gains (updates only after closing profitable trades).

Important: While the threshold triggers liquidation immediately, the final realized P&L may vary due to market conditions, slippage, and the number of contracts being closed at the time of execution.

How to Set:

  1. Go to Settings → Risk Settings.

  2. Enter your desired limit amounts.

  3. Choose your preferred action.

  4. Click Save.

Symbol Block

Restrict trading on specific products. Blocked symbols remain restricted until you manually remove them. You can select one or more symbols to block from trading. Once blocked, you will not be able to place trades on those symbols.

⚠️ Before You Block a Symbol

Applying a symbol block while in an open position will immediately cancel any working orders and close any open positions on that symbol. Review your open positions and orders before activating a block.

Important to Know

  • You must manually remove a symbol to trade it again.

  • You can combine Symbol Block with other risk settings (e.g., Trade Limits, Daily Risk Lock)

How to Set:

  1. Go to Settings → Risk Settings → Symbol Blocks.

  2. Select a symbol from the dropdown.

  3. Click Add Block, then Save.

To remove: click the X next to a blocked symbol and save.

Trade Clock

Pause new trade entries for a set period without closing open positions or canceling working orders. Unlike Lockout, you retain full control over active trades while the clock runs.

How to Use:

  1. Open Settings → Risk Settings.

  2. Choose a preset timer or set a custom duration. (Note: You need an active position to use this feature.)

  3. Click Enable Trade Clock.

A countdown timer appears near your P&L at the top of the screen. You can still adjust stops and targets, or use Flatten All & Cancel All to close everything if needed.

Trade Clock

Lockout

Closes open positions

No

Yes

Cancels working orders

No

Yes

Prevents new entries

Yes

Yes

Manage existing trades

Yes

No

Troubleshooting

Experiencing an issue? If you are experiencing latency or slow platform performance:

  • Lower your Data Update Speed (Slow or Medium recommended)

  • Remove and re-add indicators one at a time

  • Reduce the number of active indicators

  • Try a different browser or Incognito mode

  • Clear your cache and cookies

TopstepX™ uses real-time exchange data with no artificial delay. On slower machines or internet connections, this may impact performance.

Inverted Charts

If your chart appears upside down, the Invert Scale setting is likely enabled.

  1. Right-click on the price axis on the right side of the chart.

  2. Look for Invert Scale.

  3. If it is checked, uncheck it.

The chart should return to its normal orientation.

How to Flatten Your Trades

To quickly exit all open positions and cancel all working orders on the selected account, use Flatten All.

  1. Locate the Flatten All button on the Order Ticket or DOM.

  2. Click Flatten All.

  3. Click Confirm.

This affects the selected account only — other accounts are not impacted.

📝If you are unable to flatten directly on the platform, contact support with your account number and a brief description of the issue.

Phone Support Hours: M-F 7:00 AM – 5:00 PM CT
Trade Desk: +1 (872) 814-6137 | Platform Support: +1 (872) 219-1231

Mobile

TopstepX™ is accessible through your phone's web browser. There is currently no native mobile app, but most desktop features are available on mobile.

  • For the best experience, use a smartphone. Tablets may perform better in desktop mode.

  • If the mobile version does not load correctly, make sure Desktop Mode is disabled in your browser settings.

📝Because mobile performance depends on your device, Wi-Fi, and data provider, we’re unable to troubleshoot mobile-specific issues.

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