Clear scope before implementation.
The listed service includes automated buy-sell tagging. Exact labels, event sources, supported instruments and where tags appear depend on the agreed implementation scope.
Ask a scope question ↗- 01Identify the events and data source to tag.
- 02Agree label format and display location.
- 03Confirm supported instruments and edge cases.
- 04Review sample output before activation.
Questions to settle in writing
What is supported?
Confirm the broker, account, instruments, APIs, permissions and dependencies for your specific setup.
What will be delivered?
Agree the included functionality, testing, revisions, handover and acceptance criteria before purchase.
What continues after setup?
Confirm maintenance, support hours, renewals, taxes and any third-party charges in writing.