Approve the rules
You confirm that the configured conditions reflect the strategy you intend to use. We document ambiguities rather than deciding your trading approach for you.
How a Setup Works
What happens before an account is connected?
Follow the decisions, checks and handover steps in a typical Angelbreathwork project.
First, we check whether the work is defined
A first discussion covers your written strategy, the instruments involved, the broker you have chosen and who will supervise the account. You do not need to share passwords or deposit funds with us. We look for rules that can be stated clearly enough to test, along with any data or broker limitations that might affect delivery. If the starting instructions are incomplete, we identify the questions to resolve before offering a written scope and price.
From first discussion to handover
Step 1
You describe the existing strategy and intended broker. We identify unclear rules, available data and any connection questions.
Step 2
We agree the deliverables, timing and written price. Work begins only after you approve the stated scope.
Step 3
We configure controls and run historical tests, recording assumptions and reviewing unexpected behaviour with you.
Step 4
If supported and included, we arrange a supervised broker connection and check order and alert visibility.
Step 5
We hand over configuration notes, reports and an operating checklist, then explain the routine checks you will perform.
What to prepare for the first discussion
A short written outline is enough to establish whether a technical review makes sense.
- Your proposed entry and exit conditions
- The instruments and timeframes involved
- The broker you intend to use
- The position and pause limits you want
- The person who will review alerts
What can change the schedule?
A straightforward project commonly takes two to four weeks after scope approval. Timing depends on how quickly questions about the trading rules are answered, whether suitable historical data is available and what access the broker's interface supports. Additional rule sets, revised signals or a broker change can require more testing and a new written scope. We will explain a delay rather than connect a configuration whose behaviour has not been reviewed against the agreed checks.
Decisions that remain yours
Choose the connection
You decide whether and when a supported account is connected after reviewing the tests and the operating notes.
Maintain oversight
You monitor alerts, broker activity and changing circumstances. Market conditions and third-party systems can affect execution after handover.