DEMO TO LIVE MIGRATION CHECKLIST bestmt4ea.com - free to use and share, provided without warranty Complete one copy per account and per EA version. Pair the demo and live periods: same instruments, same settings, same lot size. Date every entry. EA: ______________________ VERSION: ______________ BROKER: ______________________ DEMO PERIOD: __________ to __________ LIVE PERIOD: __________ to __________ Record the demo value, the live value, the control you chose, and the date you checked each item. "Probably" is not an answer; check it. 1. FILLS AND SLIPPAGE Demo average adverse slippage (pips): ______ Live: ______ Worst time of day for live slippage: ______ Control chosen: ______________________ Checked on: ______ 2. SPREAD BY HOUR AND EVENT Demo average spread (pips): ______ Live average: ______ Hours the EA trades in, with measured spread: ______________________ Control chosen (session filter, news window, or none): ______________________ 3. COMMISSION Demo commission per lot per side: ______ Live: ______ Control chosen: ______________________ Checked on: ______ 4. SWAP AND ROLLOVER Live swap rate, long / short (per lot, per night): ______ / ______ Tripled rollover day confirmed: ______ Trades held overnight per week: ______ Control chosen: ______________________ Checked on: ______ 5. SERVER TIME Live server time offset from reference: ______ Session filter written in server time? [ ] yes [ ] no Daylight saving change dates recorded: ______________________ 6. SYMBOL NAMES AND SPECIFICATION Exact live symbol name (with any suffix): ______________________ EA input matches exactly? [ ] yes [ ] no Contract size confirmed on live: ______ Correct contract selected (gold, indices, multiple versions)? [ ] yes [ ] no 7. LEVERAGE AND MARGIN Live leverage for each instrument: ______________________ Margin needed at largest intended size: ______ Broker margin call level: ______ EA stop-trading level: ______ 8. LOT STEP, MINIMUM AND MAXIMUM Live lot step: ______ Minimum: ______ Maximum: ______ EA rounds to broker's step? [ ] yes [ ] no Below-minimum case: [ ] skip [ ] reduce stop [ ] accept larger risk (recorded) 9. EXECUTION, REQUOTES AND REJECTIONS Execution mode on live account: ______________________ EA retry or give-up rule for a rejection: ______________________ Live rejection rate over test period: ______ Worst window: ______ 10. STOP AND FREEZE LEVELS Live stop level (points): ______ Freeze level (points): ______ Any EA order inside either level? [ ] yes [ ] no Trailing or modification confirmed in broker's order record? [ ] yes [ ] no 11. HEDGING AND NETTING Live account type: [ ] hedging [ ] netting Exit path tested in both directions with small size? [ ] yes [ ] no Limit on positions per instrument: ______ 12. CONNECTION AND RESTARTS Terminal starts automatically after server reboot? [ ] yes [ ] no EA reloads settings and reads open positions on restart? [ ] yes [ ] no Forced restart tested with small size, date: ______ Result: ______ 13. ACCOUNT CURRENCY AND PIP VALUE Live account currency: ______ Pip value per 1.00 lot, in that currency: ______ EA sizing reads the correct unit? [ ] yes [ ] no 14. MARKET HOURS, HOLIDAYS AND HISTORY Live trading hours per instrument saved: [ ] yes EA behaviour when market is closed tested? [ ] yes [ ] no History depth enough for indicator warm-up? [ ] yes [ ] no STAGED PASS CRITERIA (set before the first live trade) Stage 1 size (fixed): ______ Stage 1 duration: ______ Expected trade count range (from paired demo): ______ Expected average spread and slippage range: ______ Expected drawdown range: ______ Expected result range: ______ Stage 2 size, only after stage 1 passes: ______ Full size, only after stage 2 passes and results stay inside ranges: ______ DECISION All 14 items answered, none left as "probably"? [ ] yes Pass criteria written before first trade? [ ] yes Live results inside predicted ranges at each stage? [ ] yes [ ] no (if no, stop and find the cause) Keep this checklist with your settings file, demo and live logs, and the broker terms that applied on the date you checked them. Save a new copy when the broker changes its conditions, or when you change the EA.