Myth
Any strategy can be automated
Fact
Rules that rely on an unrecorded judgement call may need to be rewritten or kept manual. We assess whether the instructions are specific enough before scoping the build.
How the Setup Works
What happens before a bot goes live?
Start with written rules, inspect a test configuration and agree on the responsibilities at handover.
The first conversation defines the scope
Tell us which instruments, broker and rule set you have in mind, without sending account credentials. We check whether the rules can be expressed clearly and whether the proposed connection is supported. You then receive a written scope covering the configuration, available tests, limits, handover and price. Timing depends on the completeness of your rules, access to suitable historical data and the broker's interface. We do not begin configuration before you approve the scope.
Three stages from rules to handover
Define
You provide entry and exit conditions, intended instruments and the limits you want considered. We identify missing definitions and external dependencies before building anything. This stage may take longer when a strategy relies on discretionary judgement or data that is not available in a usable format.
Test
We configure the agreed rules and run tests using specified historical data. Together we review settings, logs and cases where the data cannot answer a live-execution question. A test is an inspection tool; you decide what, if anything, should proceed to a broker connection.
Connect
Where supported, we check the broker connection and demonstrate the monitoring view, pause conditions and operating notes. We record the final settings at handover. You remain responsible for authorising use, checking account activity and responding when conditions or broker behaviour change.
Questions to settle before configuration
Myth
Every broker works the same way
Fact
Interfaces differ in their supported instruments, order types and responses. Integration scope is confirmed for the proposed connection rather than assumed from another broker's setup.
Myth
Handover ends the review
Fact
A change in rules, broker behaviour or market conditions can make earlier settings unsuitable. The client must continue monitoring activity and request a review when the setup changes.
Start with the rules you already have
Send a brief outline and we will explain what can be assessed before a formal scope is prepared.