Getting started
What to have ready before your setup call, and what happens in it.
This page covers what to prepare before we set anything up. Having these ready turns a multi-day back-and-forth into a single session.
What to have ready
1. Your broker account with API access enabled. Most Indian brokers require a separate API subscription, activated from your broker's developer console. Some charge a monthly fee for it. Do this first — it is the most common cause of a delayed start.
2. Your signal platform account. If you are using TradingView, check your plan's alert limit. Free plans allow very few alerts, which becomes a constraint the moment you run more than one strategy.
3. Your strategy rules, written down. Entry condition, exit condition, position size, stop loss, and what should happen when something goes wrong — a missed signal, a partial fill, a restart mid-session. The last one is the part most people have not thought about, and it is the part that costs money.
4. Your risk limits. Maximum position size, maximum loss per day, maximum number of open positions. Decide these before going live, not after a bad day.
What we will never ask you for
We will never ask for your broker password, your two-factor code, an OTP, or your payment card details. API credentials are configured by you into your own environment.
If anyone contacts you claiming to be from Simplifyed and asks for any of these, it is not us. Report it to [email protected].
Going live
Run in a paper or small-size mode first. Watch a full session end to end before you scale up. The purpose of the first live week is not profit — it is confirming that the plumbing behaves the way you expect under real conditions.
More documentation is being written. If something you need is missing, tell us — that is how this section gets prioritised.