Operator guide

Requirements

• Windows 10 or 11
• MetaTrader 5 installed and logged in
• OpenAI API key
• Broker account with algorithmic trading allowed

Install

1. Download the Windows installer
2. Run setup (current-user install). Windows may warn if the build is not Authenticode-signed yet.
3. In MetaTrader 5 open Tools → Options → Expert Advisors and enable Allow Algorithmic Trading.
4. Launch Traderoo — the trading engine starts with the app. Keep MT5 running while connected.

Onboarding

1. Paste your OpenAI API key (stored in Windows Credential Manager / OS keychain).
2. Enter MT5 login, password, server, and optional terminal path.
3. Connect and select allowed markets from your live MT5 symbol list.
4. Choose approval mode: Confirm each trade or Autonomous.
5. Set risk limits: max lot, max positions, daily loss %, news blackout, stop-loss requirement.
6. Acknowledge live-trading risk before enabling real-money accounts.

Trading sessions

Start a continuous session from the dashboard. The floor chief runs on your loop interval, consults specialists, then either evaluates/places trades or hibernates until a better window. In Confirm mode, pending approvals pause further ticks until you approve or reject.

• Close the window to hide to the system tray (session can keep running).
• Quit from the tray menu to stop the app and engine.
• Keep-awake engages while a session is active so Windows sleep does not interrupt ticks.
• Kill switch stops trading immediately and can be reset from session controls.
• Hibernate pauses ticks until wake (UI, agent tool, or elapsed time).

Approval modes

Risk controls

• Max lot size and max open positions
• Max daily loss percentage
• News blackout window around high-impact calendar events
• Optional required stop-loss on market orders
• Live MT5 accounts require acknowledgement and an explicit allow toggle
• Local API calls require the app auth token issued by the desktop shell

What the agent can do

• Chat — research markets, review positions, and ask for setups with tool-backed answers.
• Specialists — strategist, technical analyst, and research analyst consulted before session orders or hibernate.
• Technical analysis — multi-timeframe indicators (EMA, RSI, MACD, ATR, Bollinger, ADX, and more) computed in code.
• Economic calendar — news blackout checks with cached calendar data.
• Strategies — built-in playbooks plus custom strategies in Settings.
• Memory — durable notes and gameplans recalled across turns.
• Risk gate — lot, positions, daily loss, R:R, spread, stop-loss, and live-account blocks.

Settings

• Strategy — pick or author the playbook the agent follows.
• Approval — Confirm vs Autonomous.
• Markets — search and toggle MT5 symbols.
• Risk — limits, loop interval, model picker, live account allow.
• Credentials — OpenAI key and MT5 connection details.

Troubleshooting