Quick Reference: Critical Settings Checklist

Before Going Live – MANDATORY Checks

• [ ] Daily Loss Limit set (2-3% of account MAX)
• [ ] Position size appropriate (1-2% risk per trade)
• [ ] Breakeven stop enabled
• [ ] At least one filter enabled (HTF recommended)
• [ ] Session times configured (don’t trade 24/7)
• [ ] Profit targets make sense (R:R ratio checked)
• [ ] Backtested for minimum 3 months
• [ ] Paper traded for minimum 2 weeks
• [ ] Strategy info bar enabled (monitor performance)
• [ ] Stop trading reason display ON (know why it stops)

Weekly Review Checklist

• [ ] Review all trades
• [ ] Check win rate vs expected
• [ ] Verify average win/loss ratio
• [ ] Analyze any rule violations
• [ ] Review daily limit hits
• [ ] Check for pattern in losses
• [ ] Verify slippage amounts
• [ ] Update high-water mark if needed

Next Section: Quick Start Guide and Complete Setup Examples →