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Module 03 · Checklist

What to lock in before you call anything automated

These habits prevent the most common beginner mistakes in SFZ and in live trading generally.

Keep the human role clear
  • You still choose the logic, capital budget, and shutdown conditions.
  • You still verify that the strategy matches the market it trades.
  • You still decide when a bot should be retired rather than patched.
Start with process metrics
  • Ask whether the rules are explicit enough to test.
  • Ask whether the expected drawdown is tolerable before looking at return.
  • Ask whether you could explain the system to another operator without guessing.
Treat SFZ like an operating desk
  • Use the creator to remove ambiguity.
  • Use the backtester to reject weak ideas early.
  • Use the terminal and analytics screens to supervise, not to hope.
In this lesson
  • Keep the human role clear
  • Start with process metrics
Try it — position sizing

Sizing is risk ÷ stop distance. Adjust the inputs and watch how many shares the same risk budget buys.

Risk budget
€100
Position size
€2,000
% of account
20%
What this page should change

Do not automate vague pattern recognition you cannot define.

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