Overview
Create a dedicated trading profile rather than placing financial access in the general assistant profile.
Connect Co-invest and explicitly enable paper trading. Ask Hermes to report the current paper portfolio and confirm the account mode.
Connect the selected strategy provider. Ask Hermes to retrieve a known strategy or set of disclosed trades and explain what data is available before any simulated execution occurs.
Define the experiment:
- The paper balance allocated to the strategy.
- The exact strategy or person being followed.
- The frequency of checks.
- The handling of disclosure delays.
- The information required in the weekly report.
Create the daily cron job and Friday dashboard job. Require the dashboard to show the initial balance, current holdings, changes made, and the strategy label. Create the matching Multica project so every action can be inspected.
Review several cycles before considering any change in account mode. Corrections to position sizing, timing, or reporting can be saved as updates to the trading skill.