Switch it on
1
Open the Armed tab and find the strategy
Only intraday armed strategies offer the control, and only once you have
a verified broker connection. Press
Turn on on the Trade live row.
2
Pick the connection and the account
If you have more than one verified connection, choose it here, then choose
which of its accounts to trade.
3
Set contracts per signal
The number of contracts every entry from this strategy will be for. It is a
fixed size — Live trading does no position sizing, and never pyramids. Whatever you
set here is the most this strategy can ever hold.
4
Set what happens when things go sideways
Open the What to do when things go sideways section and read through it
once. Every setting has a sensible default, and every one of them can be
changed later while the strategy is running — but the defaults are the
behaviour you’ll get on the very first signal, so it’s worth a minute now.
See the full reference.
5
Start trading (demo)
The button says so on purpose. Every new Live trading strategy starts in demo.
Demo first
Once it unlocks, switch Mode tolive on the same row. The change takes
effect immediately, on the next signal.
The mode chooses which broker environment this strategy connects to, and the
account you picked must exist there. If it doesn’t — a demo connection whose
account list doesn’t include it, say — the strategy will not start and Live trading
turns itself off rather than trading into the wrong place.
What happens on the first signal
- If the strategy wants a resting entry, Live trading places it at the broker as a bracket order: the entry plus its stop and target, attached, so the protection goes live at the moment the entry fills. A level that moves bar to bar is modified in place, not cancelled and re-sent.
- If the strategy wants a market entry, Live trading sends it and expects a fill within about ten seconds.
- Stops and targets rest at the broker. A trailing stop is moved by Live trading to the level the strategy computes at each bar close — deliberately not a broker-side trailing order, which would ratchet on ticks and trade a different strategy from the one you backtested.
- Time exits and rule-based exits are sent by Live trading as market orders, with the bracket cancelled first.
- Partial fills are real: the bracket is resized to what actually filled.
Changing settings later
Press Settings on the Trade live row, change contracts per signal or any of the sideways settings, and Save. Changes apply to the running strategy from the next signal onward. They do not retroactively change a position you are already in — a bracket already resting keeps the size it was placed with.Pausing
Pause stops new entries going out. What happens to orders and positions you already have is your When you pause setting — by default, everything stays exactly where it is and keeps being managed. Pausing the armed strategy itself (in the Armed tab) does the same thing to Live trading: the same setting applies.Turning it off
Turn off ends Live trading for that strategy. What happens to an open position is your When you turn Trade live off setting — by default, the position is flattened and working orders are cancelled. The confirmation dialog tells you which of the two you’re about to get.Next steps
When things go sideways
Every setting, what it governs, and when to change the default.
Positions and controls
Where you watch it, and the buttons that stop it.