Preparing a Trader Introduction

Summarise the Approach

Explain what you trade, how you make decisions and the typical holding period. Identify whether the approach is discretionary, systematic or a differentiated strategy that crosses categories.

Organise the Evidence

Prepare a high-level overview of live and research results, costs, drawdowns and practical capacity. Make the limitations explicit and identify who is responsible for trading, research and operations.

Keep the First Step Focused

An initial conversation establishes whether a fuller review is useful. Do not send credentials or proprietary code through this draft site. Current forms are previews and do not transmit information; commercial terms require a separate agreement.