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Automation basics

Core Fundamentals

Automation Basics

Defining the mechanical execution of predefined rules and the critical boundary between user judgment and software action.

01. What is Automation?

Trading automation refers to the mechanical execution of predefined rules. Software observes market data and performs actions strictly according to parameters defined in advance by the user.

User Role
Logic Design & Strategy
Software Role
Order Execution
The system does not decide what to trade — it only handles the when.

Automation does not involve judgment, prediction, or discretion. It is a bridge between a human’s intent and the market’s liquidity.

02. Strategy vs. Software

A common misconception is that the software “is” the strategy. In reality, automation is an empty vessel. A trading strategy must define the logic independently of the code:

  • When to enter or exit a position.
  • How much capital to allocate.
  • Which markets or instruments to trade.

03. Myth vs. Reality

MYTH
Automation guarantees profit or removes the need for market knowledge.
FACT
Automation improves discipline. Outcomes depend entirely on the user’s risk management and strategy.

04. Operational Responsibility

When using trading automation, responsibility remains with the user at all times. Software executes instructions—it does not provide advice, recommendations, or portfolio management.

“The software is a high-speed tool. Like any tool, its effectiveness is determined by the skill and restraint of the person holding it.”