Best practices: First week safety checklist

Quick answer

For your first week, prioritize reliability over performance:

1. Start on demo
2. Use small lots
3. Verify everything in Logs
4. Complete Symbol Mapping
5. Only then scale up

Checklist (do this in order)

Day 1 — Setup

• [ ] Complete: Quickstart: First copy in 5 minutes
• [ ] Create at least one connection (master → receiver)
• [ ] Set sizing to Lot Multiplier = 1.0 (or Fixed Lots small)

Day 2 — Verify reliability

• [ ] Place 3–5 tiny trades on different symbols
• [ ] Confirm each one appears as a green copied event in Logs
• [ ] Confirm no “Symbol not found” errors

Day 3 — Symbol mapping

• [ ] Open Symbol Mapping for each connection
• [ ] Map any mismatched symbols (especially GOLD, indices, crypto)
• [ ] Retest the mapped symbols

Day 4 — Risk and sizing

• [ ] Decide your sizing approach (Lot Multiplier vs Risk %)
• [ ] If using risk sizing, ensure SL is always available (or you understand fallbacks)
• [ ] Confirm no “Invalid volume” or “Insufficient margin” errors

Day 5+ — Go live gradually

• [ ] Start live with minimum lots
• [ ] Increase slowly over multiple trades/days
• [ ] Keep Logs open during the first live session

If anything looks wrong

1. Read: Troubleshooting: Trades not copying
2. Run Copy Not Working? quick scan
3. Open a support ticket if needed

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