Strategy rules
Document entry, exit and sizing instructions before they are automated. You remain responsible for the trading decisions behind those instructions.
Plitvice Outdoors
Will your strategy connect to your broker?
See how broker compatibility, order rules and monitoring fit together before you put an automated strategy to work.
Start with the connection, not the trade
A trading rule is only one part of an automated setup. The broker connection determines which orders can be sent, how account information is read and what happens when an instruction is rejected. We begin by checking the client's intended broker, account permissions and strategy requirements. Then we map the order flow and test it in an appropriate non-live environment where available. A working connection still cannot remove market risk, broker outages or changes to a broker's interface.
Compare the available setup plans
Review what each plan includes, then ask us which scope matches your broker and strategy requirements.
View pricingFive parts of an inspectable setup
Historical testing
Run defined rules against historical data and inspect assumptions, data gaps and transaction costs rather than treating a backtest as a forecast.
Risk controls
Set order limits and interruption rules that reflect your stated boundaries. Controls can constrain software behaviour but cannot eliminate trading losses.
Broker connection
Check supported account permissions, order types and error responses before considering live use. Compatibility depends on the broker's current interface.
Monitoring
Read order events, connection status and alerts in a dashboard so you can investigate behaviour instead of assuming the system is running.
What to check before connecting an account
These practical checks help establish whether a proposed broker connection is suitable for the strategy you want to test.
- Confirm the broker offers the required interface
- Check the account's order permissions
- List the order types your rules need
- Decide who can pause automated execution
- Agree how rejected orders will be reviewed
When automation makes sense, and when it does not
Automation may suit a trader who already has written, testable rules and time to review logs and exceptions. It is less suitable when decisions depend on unrecorded judgement or when nobody can monitor the account. A backtest can expose weaknesses in a rule set, but it cannot reproduce every live condition. You supply the strategy and decide whether to enable execution; we configure the tool and explain its operating limits. No software setup removes the possibility of financial loss.
A useful broker connection is one you can interrupt, inspect and explain. We document what the software sends, what the broker returns and where a person still needs to decide.
Plitvice Outdoors team
Have a broker and strategy in mind?
Tell us which connection you are considering, and we will discuss compatibility and the information needed for a scoped proposal.
Describe your setup