Building your trading plan: a roadmap that survives automation

A trading plan for a managed algo account is shorter than a discretionary plan, and more important. You are deciding capital, time horizon, and when you will not interfere.

Write down the account size, the plan tier, the broker, and the rule for adding or withdrawing funds. Decide in advance what a 10% or 20% drawdown means for you: review, reduce, or stay.

AlgoX can execute. It cannot decide whether this money is rent. That decision stays with you, before the first trade.

Review monthly reports the way you would a statement, not a slot machine. If you find yourself logging in to override the model, the plan is already broken.