1. What exactly is the rule?
Save the current firm rule, account type and date. Check whether it uses balance, equity, closed loss, floating P/L, a fixed daily reset time, or a trailing calculation. Do not rely on a generic summary.
Risk-planning guide
Daily-loss limits and
automated trading
Before attaching an EA or cBot to an evaluation account, map its possible exposure against the exact rule that applies to that account. Treat the result as a pre-test check, not a pass guarantee.
Five questions to answer before a test
2. What can be open at once?
Review the strategy’s maximum simultaneous positions, lot progression, stop losses, pending orders and whether separate engines can trade together. A per-trade setting is not necessarily total exposure.
3. Which costs can widen loss?
Run the test with the broker’s symbol, typical spread, commission, swaps and plausible execution conditions. A result based on different conditions may not be comparable.
4. What buffer remains?
Plan beneath—not at—the stated loss boundary. A buffer gives a margin for movement and calculation differences, but it does not ensure compliance with a third party’s rules.
5. How will you stop?
Know the bot’s own controls and the platform or account controls available to you. Verify how they work in a demo environment before relying on them during an evaluation.
Keep the evidence together
Save the rule source, version, preset, symbol, timeframe, dates, starting balance, test model, costs, report and log. This makes a decision reviewable instead of anecdotal.
Choose the platform first
MT5 EAs and cTrader cBots are separate packages. If you decide to explore an ExpertCodeFX product after your test plan, use the catalogue to get to the exact platform page and official marketplace route.
Important limitation
This is general educational information, not financial, legal or prop-firm advice. Prop-firm rules can change and may be interpreted differently. Neither this guide nor any ExpertCodeFX software can guarantee evaluation compliance or future trading outcomes.