01
Define the scope
→02
Inspect the source
→03
Record the limits
CHECKPOINT 01

Write the question before the test

Define one question and the observations that would answer it. Keep the entry rules, exit rules, instruments and evaluation window fixed for that experiment. Changing rules after seeing results makes the record harder to interpret.

CHECKPOINT 02

Separate development and evaluation

Data used to develop an idea should be distinguished from data used to evaluate it. Record every assumption and any later change. A favourable historical result does not establish a future outcome.

CHECKPOINT 03

Understand the demo environment

Demo execution and balances can differ from a funded account. Note the platform, account type and price source. Do not mix demo observations with the measured funded-account tests in our audit register.

CHECKPOINT 04

Include operational costs and failures

If you model an experiment, document its assumptions about costs, data gaps and failed orders. Treat these as stated assumptions unless you have corresponding observations. Avoid presenting a clean chart as proof of a robust process.

CHECKPOINT 05

Do not turn a broker test into a strategy claim

A measured spread or support response says nothing about whether an approach will make money. The comparison tool helps inspect account evidence; it does not recommend a strategy or automate trading.