Lesson Context Market Feed
SPY $746.46 +0.50%
QQQ $719.29 +0.67%
AAPL $309.75 +1.56%
MSFT $418.04 -0.25%
NVDA $216.98 -1.15%
XLK $180.85 +1.26%
Practical Understanding

What to lock in before you call anything automated

These habits prevent the most common beginner mistakes in SFZ and in live trading generally.

Checklist Workflow: Idea -> Rule -> Test Environment: Challenge, paper, live Focus: Process over prediction
Key Takeaways What to take from this lesson
Keep the human role clear Start with process metrics
Risk Frame What this page should change
  • Do not automate vague pattern recognition you cannot define.
  • Do not confuse historical correlation with a durable edge.
  • Do not move forward until the rules are testable and reviewable.
Checklist

Keep the human role clear

  • You still choose the logic, capital budget, and shutdown conditions.
  • You still verify that the strategy matches the market it trades.
  • You still decide when a bot should be retired rather than patched.
Checklist

Start with process metrics

  • Ask whether the rules are explicit enough to test.
  • Ask whether the expected drawdown is tolerable before looking at return.
  • Ask whether you could explain the system to another operator without guessing.
Checklist

Treat SFZ like an operating desk

  • Use the creator to remove ambiguity.
  • Use the backtester to reject weak ideas early.
  • Use the terminal and analytics screens to supervise, not to hope.