Connection Form Guide

When you connect an AI agent to Axiory.ai, you’ll see a connection form. This guide explains what each field does and what values to enter.

Required Fields

These fields are required. The connection form won’t work without them.

Broker / Server

A dropdown list of your broker’s FIX API servers. Select the server that matches your trading account.

Example: “Axiory Live (uat-live2.p.c-trader.com)”

When you select a server, the FIX Host and port fields below auto-fill automatically. You don’t need to type them.

FIX Host

The hostname of the FIX API gateway. This comes from your broker’s FIX API settings.

Example: uat-live2.p.c-trader.com

If a broker dropdown is available, this field is read-only and fills automatically. If not, paste the host exactly as shown in cTrader.

SenderCompID

Your unique FIX trading account identifier. This is NOT the same as your cTrader account number, though it includes it.

Example: demo.axioryuat.3008144

Find this in cTrader Settings > FIX API > SenderCompID. Copy it exactly, including all dots and numbers.

FIX Password

Your FIX API password. This is separate from your cTrader login password.

Example: (hidden)

CRITICAL: This is NOT the password you use to log into cTrader. Set it in cTrader Settings > FIX API. If you see an error “Invalid credentials,” you’re probably using the wrong password.

Trade Port

The SSL port for order submission and position management.

Example: 5212

Usually this is 5212. If the broker dropdown is available, it auto-fills. If you’re entering it manually, check cTrader Settings > FIX API > Trade Connection.

Trading Mode

Choose how the AI should trade. This is required.

Mode	Behavior
readonly	AI can only view positions and orders. No trades executed.
paper	Orders are validated and logged, but NOT sent to the broker.
live	Orders are sent to the broker and executed with real money.

Recommendation: Start with paper mode to test. Switch to live once you’re confident.

Advanced Settings

Click “Advanced Settings” to expand optional fields for quote connections and other settings.

Quote Host

The hostname for the price (quote) connection. This is usually the same as FIX Host.

Leave this field blank to default to the same host as Trade Port. Only fill it if your broker has distinct prices and trade gateways, which is uncommon.

Quote Port

The SSL port for live market prices.

Default: 5211 (if left blank, uses Trade Port)

Axiory.ai automatically subscribes to live quotes for all symbols you trade. This connection fetches real-time prices needed for position valuation and PnL conversion.

Quote Password

The password for the quote connection.

Leave this field empty to sync with your Trade Port password. These credentials rarely differ.

TargetCompID

The FIX server identifier. Almost always CSERVER.

Default: CSERVER

Do not change this value unless specifically advised by your broker.

Use TLS

Whether to use encrypted (TLS) connections.

Default: Checked (enabled)

Always keep this checked for security. Axiory.ai requires TLS.

Risk Limits

Click “Risk Limits” to expand safety controls. These prevent the AI from trading too large or too often.

Position Limits by Asset Class

Define maximum position sizes for specific symbol types. Fields left blank will remain unlimited.

FIX (Forex)

Max volume per FX symbol in units.

Example: 500,000 (= 5 standard lots, since 1 lot = 100,000 units)

Typical values: 100,000 (1 lot) to 1,000,000 (10 lots).

Indices

Max volume per index symbol (e.g., US500, DE40).

Example: 100

Index lot sizes vary by broker. Check your cTrader account to see typical sizes.

Commodities

Max volume for metals and energies (e.g., XAUUSD, XAGUSD, Oil).

Example: 100

Other

Max volume for symbols not covered above (stocks, crypto CFDs, etc.).

Example: 10

General Limits

Broader safety knobs that apply across all trading.

Max Open Positions

Maximum number of positions open at once.

Example: 20

Once this limit is hit, the AI cannot open new positions until some close.

Max Orders per Minute

Maximum number of orders the AI can submit per minute.

Example: 10

This prevents the AI from spamming orders. The FIX API itself enforces a server-side limit (usually 20-30 orders/minute), so this is a safety backstop.

Daily Loss Limit

Maximum realized loss in a single trading day (USD).

Example: 2000

Once the AI loses $2,000 in a day, all new trades are blocked. The limit resets at the start of the next trading day (UTC).

If the AI hits this limit, it will refuse to trade. You’ll see a message like “Kill switch activated: daily loss limit reached.”

Submitting the Form

Once you’ve filled out the required fields and set your risk limits:

1. Click Connect
2. The form validates your FIX credentials (takes 1-2 seconds)
3. If valid, the page shows “Connected Successfully” and redirects
4. Your AI agent is now connected and ready to trade

If you see an error:

• “Invalid credentials” — Check your SenderCompID and FIX Password. Make sure you’re not using your cTrader login password.
• “Connection refused” — The FIX host or port might be wrong. Double-check cTrader Settings > FIX API.
• “Too many failed attempts” — You’ve tried 5+ wrong passwords. Wait 15 minutes before trying again.

Changing Settings Later

To change your risk limits or switch trading modes, you’ll need to re-authenticate via OAuth or the Token Portal. This disconnects your current session and creates a new one with updated settings.

Your previous trading history is preserved. Only the settings change.