Check the broker environment
Provide the broker name, account currency, intended symbols and relevant contract specifications. Confirm whether your broker permits the proposed automation and whether its regional entity offers the instruments you need. Never share your broker password in a general enquiry.
Specify the workflow
Explain how signals should be evaluated, how many positions may be open, and how orders should be managed. Include spread limits, session restrictions, symbol naming and any required alerts. Ask for confirmation of feasibility rather than assuming every feature is included.
Plan a controlled evaluation
Agree historical testing assumptions and a broker-demo evaluation. Review order logs, errors, open exposure and losing periods. Broker execution, connectivity and trading costs can differ from historical tests; a profitable backtest is not a promise.