01 — Define the need
Identify the problem a tool is meant to address and the conditions in which it would be used.
A considered process for evaluating trading tools without exaggerated claims or pressure.
Identify the problem a tool is meant to address and the conditions in which it would be used.
Distinguish backtests, forward tests and live results. Check methodology, limitations and whether information is verifiable.
Confirm platform compatibility, account requirements, costs and operational risks before proceeding.
Follow documented installation and activation guidance. A tool supports judgement; it does not replace it.