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Getting Started

Your first week — a checklist

The order to do things in so a configuration mistake costs you nothing.

Work down this list. Each step is cheap to undo; skipping ahead is not.

Day 1

  • Connect a demo broker account.
  • Connect one signal source. One. Attribution is impossible with three.
  • Enable manual approval.
  • Watch the first few signals arrive and check what the parser extracted.

Day 2–3

  • Turn manual approval off if the parses look right.
  • Check the symbol names your broker uses against what the provider writes. Map anything that does not match.
  • Set a daily drawdown limit.

Day 4–7

  • Compare the trades PipSync opened against what the provider posted. They should match one for one.
  • Look at Source Analytics — is the parse rate high? Any rejections?

Only then

  • Connect the live account, at a quarter of your intended risk per trade.
  • Raise it once you have seen a losing streak and know how it feels.
Thirty trades is not a sample. Providers regularly look excellent for a month and give it all back in the next.
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