WEBVTT

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In managed hosting, select an available strategy and market in your account strategy slots.

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Wait for installation to finish before creating an agent.

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For source software, follow the plugin instructions shipped with your exact release.

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A standalone add-on requires a compatible dashboard edition.

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Open Agents and look for the installed strategy in the creation choices.

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If none appears, check that you saved the slot for this workspace and that installation completed.

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Refresh after completion.

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Buying or selecting a strategy does not by itself prove it was installed successfully.

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Create an agent using an installed strategy and a supported market.

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Use a descriptive name so you can identify it later.

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Read the confirmation and initial state.

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The hosted creation workflow starts the agent and its associated farm paused, with no allocation, so configuration can be reviewed first.

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Set the trading budget only after confirming the account balance and existing exposure.

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Increasing allocation does not deposit funds, and decreasing it does not withdraw them.

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Do not double count funds already committed to other agents or open positions.

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Keep the agent paused while changing its allocation.

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Review the risk controls exposed by your edition, including position size and drawdown settings.

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Read the units: a percentage is different from a dollar amount.

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Understand whether a limit blocks new entries, cancels orders or requests an exit.

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Do not assume every stop control does all three.

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Before starting, confirm the network, installed strategy, market data, approved key and available allocation.

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Use test funds to validate the workflow.

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After starting, inspect the latest decision.

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Capital is not an entry signal.

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If the strategy waits, read why instead of raising risk to force a trade.