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Your first day, step by step

Your first day with the Bot in five steps, from a new account to watching your own strategy run, and what's normal to see at each step.

Updated 12 October 2026 · 2 minute read

None of this has to happen in one sitting, and nothing trades until you say so.

1. Connect something

Open Connections and connect your broker. Indicator, Backtest and the Bot then use its prices. The demo account is coming, in Bot > My accounts.

Every account you connect arrives switched off, with nothing to run. There is no example to load: you give it something to run by building your own strategy in step 2.

2. Make a strategy

Open Strategies, stay on the Library tab, and give a strategy a name. Then describe it in your own words and let Wildflower write it down as blocks, or build it from blocks yourself.

It shows as draft at first. That is not an error. Required fields start empty until you fill them, so a half-finished strategy is a draft.

3. Test it

From the strategy, run a backtest over dates you choose. This needs the Backtest or Bot plan. With no plan, you can try Backtest on the practice chart, which uses made-up prices.

Every result shows the fill assumptions it used: how it assumed your orders would fill. They are on the result, not hidden.

4. Put it on an account

Open the account and put the strategy on it. Wildflower shows you exactly what will change before it saves anything. Your account's own settings stay as they are.

5. Switch the account on and watch

In the Bot, open My accounts, open the account, and tap the Bot switch at the top so it says On. Then open Activity and choose the Everything else tab. Wildflower's decisions arrive there in plain English, including setups it looked at and passed on. Days with no trade are normal.

What can go wrong

A first day where nothing happens is normal. The Activity page's Everything else tab says why, and the article below walks through the reasons.

What's next

Why didn't it trade?

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