A strategy can be mathematically sound and still expose the user to unnecessary technical risk. Trading API access is a security boundary: an automated client can potentially place many orders quickly or continue acting after its operator expected it to stop.
Use the smallest set of permissions
Determine whether the vendor needs read-only market data, account-read access, order-placement permissions or broader administration access. Prefer a narrow, revocable trading key if the broker supports it. Do not expose passwords or secrets in prompt histories, public repositories, screenshots or analytics logs.
Put a hard boundary around every order
A risk layer should verify instrument, allowed size, maximum notional exposure, margin availability and duplicate-order risk before sending to the broker. It should not rely solely on the AI model to remember a natural-language instruction such as “be careful.”
Plan for failures before live operation
Connection loss, stale prices, server restart, double submission and rejected orders are expected engineering cases. Record the intended request, broker response and final position. Have an independently reachable mechanism to disable new orders and inspect or close existing exposure.
- Revoke and rotate credentials when changing vendors.
- Use time-stamped order logs and alerts.
- Set order-count, instrument and exposure limits.
- Test outage recovery in a non-live environment.
- Verify how the broker handles market closures and margin liquidation.
How these checks enter product reviews
We will separate the software’s advertised security features from those we have actually tested. A vendor that does not explain credential management, permissions and kill-switch behavior should be shown as lacking verified information, not given a guessed reliability score.
Forex position size & risk calculator
Change assumptions yourself. This free calculator uses transparent arithmetic; it does not predict a strategy’s future results.
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