Autochartist is an integration used for market analysis to help traders and brokers identify patterns and opportunities relating to market events.
Impact CRM offers the integrations listed below with autochartist:
Single Sign-On Access (SSO)
Market Report Web Component (market)
Trading Opportunities Web Component (trading)
Calendar Web Component (calendar)
Prerequisites
Autochartist registration and keys (provided by Autochartist)
Metatrader plugin (depending on integration needed)
Step 1 - Enable Autochartist
Go to Settings>Portal Settings>Integrations
Tick “Autochartist Integration Enabled”
Fill in the following fields:
Autochartist Broker id
Autochartist Client id
Autochartist Key
Autochartist SSO DNS
Autochartist SSO Endpoint
3. Save changes
Step 2 - Create Autochartist in Members Area
To Enable Autochartist to Members Area go to Settings>Menus
Click “New”
Fill in the ‘Label’ that you wish to appear in the Members Area
In the ‘Type’ field select the ‘Provider’ option
In the ‘Provider’ field select ‘Autochartist’ option
In the ‘URL’ field select which integration you wish to perform in this menu
Note: If URL option is ‘Market Report’ then you must enter the desired report id in the ‘Widget Code’ section
6. Save changes
Important Information:
For communication between CRM and Autochartist, a security token is generated that lasts 3 days. The token is automatically refreshed by the CRM so that it does not expire. Using a static link that appears to work in the members area is not advisable as it may expire at any time.
Display options of each menu item depends on how the menu item is configured in Admin Area (Link target, icon, label)