Welcome to 2MOON AI
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Let’s get your system up and running.
You’ve just unlocked access to institutional-grade automation — but before your first trade happens, there are 4 majors steps you need to complete:
Download, Setup, Connect, Go live
We’ll guide you through everything. Keep this page open throughout the process
⚠️ Don’t close this page — keep it open as we walk you through the setup, step-by-step.
Step by Step Guide
Download the 2MOON Mobile App
The 2MOON app is where you’ll monitor performance, access your dashboard, and manage your strategy.
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After downloading, open the 2MOON Alerts app on your mobile device.
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Log in and accept the disclaimer to activate your account.
Setup Your Automation
At 2MOON, we offer two categories of automated trading.
Choose your path based on your account size and objectives:
How to Set Up Futures with 2MOON
To activate futures automation, you need to connect your 2MOON account with Tradovate, our integrated brokerage.
Follow this step-by-step guide to complete the process:
STEP 1: Create Your Tradovate Account
If you don’t have a Tradovate account yet, create one now:
You will now be sent a confirmation email.
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Please check your spam folder if you do not receive it within 5 minutes. If you are still unable to locate the email, please double check that you entered your email address correctly in Tradovate.
Go to your email inbox, locate the email from no-reply-email@tradovate.com, with the subject line “Please confirm email,” and select “confirm email address.”
Upon clicking the “Confirm Email Address” button, you will be redirected to a new window of Tradovate.
STEP 2: Confirm your email
Create a username and password.
Review and agree to the Tradovate terms and conditions, and select “Create User.”
Remember this information, as you will need it later to connect your Tradovate account to your 2MOON account.
Step 3: Set a Username & Password
Step 4: Identity Verification
Click Open Account on the Tradovate dashboard.
Fill out your:
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Income, net worth, citizenship
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Social Security Number (SSN)
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Upload a photo of your ID or passport
When asked if any other entities will be accessing your account, select no.
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All of this information is standard protocol for signing up for any brokerage software, from TradingView, Robinhood, and so on.
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You do not need to upload a scan your identification; a photo taken with your phone will suffice.
Your Tradovate dashboard should refresh and look like this:
Step 5: Wait for approval
Once submitted, your account enters Demo Mode.
You’ll receive a second email:
“Tradovate Application Being Reviewed”
This may take 1–3 business days.
Step 6: Additional Information
Tradovate may request additional docs (e.g. utility bill, bank statement).
Please monitor your inbox for an email such as the one you see here with the subject line “Items Needed.”
This will likely be 1-3 business days from the date you originally submitted your application.
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It is important that you upload any required documents to prevent your approval process from being delayed
Connect your Tradovate account inside the 2MOON App
Step 1: Inside the app
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Open the 2MOON App.
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Select the profile icon in the top right.
Your screen should now look like the image, allowing you to switch from futures to options.
Very Important: This step only applies to Futures, as Tradovate only trades Futures.
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Select Futures.
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Tap “Connect Account”.
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Next, select Tradovate
Step 2: Connect Futures
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Inside the app, Log in using your Tradovate credentials.
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You will now be presented with your visible demo account, select your Demo Acc
Make sure to click on the account, rather than simply closing the drop down menu.
You will now be returned to the futures alerts screen, where you will start seeing alerts as trades are sent to your account
Click profile icon in the top right again, you will see your Tradovate account name as “Connected Broker, followed by the Tradovate Acct Number”
This means you have successfully connected Tradovate to 2MOON
NOTE: ALL USERS will start in “DEMO” aka (Live Mode Unselected); this is mandatory to ensure there are no Tradovate Account issues, and it will allow new customers to observe simulated PNL before going live
Once users have successfully traded for a week with no technical issues
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Please email support@2moon.ai and we can enable live mode
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Or find us on Discord and open a ticket
After setup we recommend that users reset their DEMO acct value to what they plan to fund their acct with. Instructions can be found here:
Step 3: Review it
How to Set Up Options with 2MOON
To activate options automation, you need to connect your 2MOON account with Interactive Brokers (IBKR) via SignalStack, our third-party execution layer.
Follow this step-by-step guide to complete the process:
Step 1: Create your account on Interactive Brokers
Enter your email address, and create a username and password. Lastly, select your country and click “Create Account.”
You will now be sent a confirmation email.
Go to your email inbox, locate the email from NAEverify@interactivebrokers.com, with the subject line “Let's Confirm Your Email,” and select “Confirm Email.”
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Please check your spam folder if you do not receive it within 5 minutes. If you are still unable to locate the email
Upon clicking the “Confirm Email Address” button, you will be redirected to a new window of IBKR.
Step 2: Select an Account Type & Service Plan
Now, you will be prompted to Select your account type.
Open the Individual Brokerage Account dropdown and select Individual.
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This is the only account type you need to enable for integration with 2MOON.
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Scroll down to “Chose your Service Plan.” Select “IBKR PRO.”
Next, you will be asked some basic questions such as name, address, phone number, SSN, employment status, and to create some security questions.
You will receive a pop-up asking for a code that was sent to your phone.
Step 3: Investment Objectives
When asked to select the level of Option trading, please select level 3.
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When asked for your Investment objectives, please select growth, Hedging, and Profits from Active Trading and Speculation.
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Review your submitted information, agree to the terms of IBRK and select continue
Once is done, will be redirected to a screen saying “We received your application.”
Step 3: Investment Objectives
Upon closing the “We received your application” screen, you will be prompted to fund your IBKR account.
Doing so will expedite the approval process.
Setting up SignalStack for use with 2MOON
SignalStack connects 2MOON to IBKR for live Options automation.
Step 1: Create your SignalStack account
Once you have successfully complete your registration, open your email inbox, and look for a email titled “SignalStack / Email Verification”
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Please check your spam folder if you do not receive it within 5 minutes. If you are still unable to locate the email, please double check that you entered your email address correctly in SignalStack
Once you have located the email, click the blue link. After clicking the link, you will receive a welcome message, and be walked through a short demo.
Finally, you will be prompted to connect to a Broker to enable automated trading. Select “continue.”
Step 2: Connecting to a Broker
In the Brokers & Webhooks Toolbar, search for and select InteractiveBrokers.
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Select "InterectiveBrokers" and start authorization to create the connection.
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InteractiveBrokers will pop up in a new window; log into your account.
For additional help, here is SignalStack’s official guide for integrating InteractiveBrokers: Link
Connect your SignalStack account inside the 2MOON App
Step 1: Copying Your Webhook
Return to the SignalStack Dashboard.
Upon returning to SignalStack, you will see “InteractiveBrokers” has been added to your account.
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Create a webhook.
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Copy the webhook.
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It’s important to get a DEMO webhook AND a LIVE webhook
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Step 2: Return to 2MOON Mobile app
With your InteractiveBrokers webhook, which was copied to your clipboard from SignalStack, return to the 2MOON mobile app.
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If you copied the webhook from your desktop, and you are struggling to have access to it on your phone, an easy solution is to email the webhook to yourself, and copy it from your mobile device.
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Click the profile icon in the app.
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Make sure you are in “Options,” not Futures
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Click “Connect account".
Step 3: Paste the Webhook
Paste your webhook (both Live and Demo) into the text field and select “save.”
Next tap on "update available equity"
Here is where you will choose your account size.
Note: your Available Equity will be used to calculate the number of contracts and potentially the number of positions that you can have at any moment
That's it. You are ready.
Your account is now fully configured. You’re clear to take your first trade — with confidence and control.
If you need help, our support team is one tap away inside the app.