Your account stays yours
CodeToCash is designed around execution in your own brokerage account. Funds are not pooled or transferred to CodeToCash.
Start here
Your call is about fit, not pressure.
We will use the meeting to understand your goals, platform, capital, and risk preferences, then decide whether the current setup makes sense for you.
Rules come before emotion
Entries, exits, and risk boundaries are defined in code so execution can follow a repeatable process.
Risk is part of the discussion
We will talk through the amount you plan to deploy, acceptable drawdown, and whether the operating model fits your expectations.
No promised outcome
Backtests are hypothetical and do not guarantee future performance. The call should make the risks and limitations clear before any decision.
Security note: do not send brokerage passwords, API secrets, one-time codes, or account login credentials before or during the call.
Operating model
One system. Clear responsibilities.
The goal is disciplined execution with transparent controls, not a black-box promise or a pooled investment product.
01
Fit review
We confirm the market, brokerage or platform, account structure, available connection, capital range, and risk expectations.
02
Guided setup
If the fit makes sense, the installation path and operating controls are reviewed before deployment.
03
Rule-based execution
The strategy follows coded entry, exit, and stand-down conditions through the supported connection.
04
Ongoing control
You retain account custody and can pause or disconnect execution. Risk settings and responsibilities are discussed during onboarding.
Meeting flow
What we will cover on the call.
The conversation is designed to answer the practical questions first so both sides can make a clear decision about next steps.
Your current situation
What you trade now, your level of experience, and what prompted you to explore systematic execution.
Platform and compatibility
Your broker or platform, region, account type, and the connection path available for execution.
Capital and risk
The amount you are considering, your loss tolerance, and what kind of drawdown would make you pause.
Product, evidence, and fit
How the algorithm operates, what the historical report does and does not show, access terms, pricing, and next steps.
Preparation checklist
Bring these answers with you.
You do not need perfect answers. A rough range is enough to make the conversation useful.
1
Broker or platform
For example: MetaTrader 5, Interactive Brokers, NinjaTrader, Tradovate, or another provider.
2
Markets you want to trade
Futures, forex, equities, or the market you are currently focused on.
3
Approximate capital range
The amount you would realistically consider deploying if the fit is right.
4
Risk comfort
The daily or overall loss level that would make you want execution paused.
5
Your desired outcome
What a useful result would look like and what you do not want from the experience.
6
Decision questions
Write down anything you need answered before you would be comfortable moving forward.
Appointment changes: if you need to reschedule, reply directly to the confirmation or reminder message you received.
Call profile
Tell us about you first.
Your answers help us understand your goals, experience, and current setup so the conversation can start in the right place.
No. The operating model is built around your own brokerage account and your custody of funds. The specific connection and responsibilities are reviewed before setup.
No. Backtests are hypothetical historical simulations. They can help explain how rules behaved during the tested period, but live results can differ and losses are possible.
MetaTrader 5 and MQL5 are part of the compatibility review. Final availability depends on your broker, region, account type, and the connection supported for your setup.
No coding background is required for the fit call. Guided setup and the controls you need to understand are covered before deployment.
The operating model includes manual control. The exact pause and disconnect process for your connection is reviewed during setup.
Pricing, access terms, and the next step are discussed on the call after the product and fit have been reviewed. You are not required to make a decision before your questions are answered.
Before the call
Complete your call profile.
Use the same email address you used to book. Your answers will be attached to your contact record for the CodeToCash team to review before the meeting.
Question 1 of 10
OK
Your call profile is saved.
Your answers are ready for review. You do not need to complete anything else before the meeting.
Do not include passwords, account credentials, brokerage login details, or other sensitive financial information.