Steps 1 & 2
Set Goals -- Profit target, risk level, and daily trading time. Choose Style -- Scalping, Day, Swing, or Position trading.
Set Rules -- Use a stop-loss, risk (infrequently) ≤2% of equity or account size, trade market you know. Risk Management -- Use stop-losses, take-profits, established proper position size.
Steps 3 & 4
Strategy -- Indicators, chart setups, entry/exit points. Template -- The structure of goals, rules, and trades.
Steps 5-7
Start small, use strong risk control, and monitor your forex robot regularly.
Steps 8-10 and Summary