On this page
Start here
What is RezSync Algo?Quick startSetup hub checklistQuick Setup profileHow the system thinksScreens you will seeConfiguration
cTrader connectionSubscription and AI modeExecution modesAdvanced SettingsRisk and limitsTimezone and scheduleNotificationsBroker symbolsRezSync Algo documentation
A practical manual for setting up and operating the downloadable cTrader AI trading assistant. The goal is not to make trading look easy. The goal is to make every control, gate, log, and risk boundary understandable before money is involved.
Trading risk
What is RezSync Algo?
RezSync Algo is a downloadable AI-assisted trading application for cTrader. It connects broker account context, market sessions, symbol constraints, risk settings, economic events, and an AI decision layer. It can produce review-only signals, send demo broker orders, or, only after explicit setup, send live broker orders.
The product is not a hard-coded guaranteed-profit strategy. The useful edge it tries to protect is disciplined decision quality: trade only when context, risk/reward, confidence, market state, and account limits line up. A skipped trade is often the correct output.
Quick start
- 1Download RezSync Algo from the Algo product page.
- 2Launch the app and complete the setup hub.
- 3Connect a cTrader demo account before considering live mode.
- 4Choose Managed RezSyncIQ or bring your own model provider.
- 5Select symbols from the broker-backed symbol list and verify them.
- 6Keep execution in Review only or Demo broker orders until you understand the logs.
Setup hub checklist
The Setup hub is the onboarding source of truth. Do not skip items because each one removes a different class of failure: account authorization, broker authorization, symbol mismatch, missing subscription, missing AI provider, or unclear risk.
Connect RezSync account
Why it matters: Authorizes this machine and links the desktop app to your RezSync account.
What to do: Use the device-code flow, open the approval URL, then return to the app after approval.
Broker access
Why it matters: Confirms cTrader authorization through the RezSync API or direct OAuth path.
What to do: Choose demo or live environment, open the broker authorization URL, paste the code if requested, then select the trading account.
Choose trading profile
Why it matters: Creates the named profile that stores environment and symbol choices.
What to do: Give the profile a name, confirm the cTrader account, pick environment, and choose symbols from the broker list.
Subscription plan
Why it matters: Selects BYOM or a managed RezSyncIQ plan so the app knows how AI decisions are funded.
What to do: Pick the plan, continue checkout if needed, then refresh entitlement in the app.
Verify broker symbols
Why it matters: Prevents trading symbols this cTrader account cannot price or size safely.
What to do: Run verification after saving symbols, and re-run it after changing broker accounts or symbols.
Model provider and risk
Why it matters: BYOM users must configure provider details. Managed users still choose risk and execution behavior.
What to do: Open Advanced Settings, test provider where shown, review risk, schedule, notifications, and execution mode.
Quick Setup profile
Quick Setup creates or edits the trading profile. Keep it boring and explicit: the profile name should tell you whether it is demo or live, and symbols should come from the broker picker whenever possible.
| Field | How to use it |
|---|---|
| Profile name | A local label such as default, demo-test, or live-main. Use names that make the account/environment obvious. |
| cTrader account | The broker account identity tied to authorization. Some account fields are locked for safety after connection. |
| Environment | Demo or live. Demo is the recommended first path. Live does not automatically arm live execution. |
| Symbols | The tradable universe. Pick from broker whenever possible instead of typing from memory. |
| Live orders | A safety toggle in onboarding. If touched, the app still forces review-only execution until Advanced Settings explicitly arms the correct mode. |
Profile changes can invalidate verification
How the system thinks
Broker state
Account type, balance, symbols, open positions, spreads, and sizing constraints.
Market state
Session, symbol open/close, rollover windows, weekend rules, and economic-event timing.
AI decision
Buy, sell, hold, confidence, reasoning, invalidation, stop loss, take profit, and risk/reward.
Risk gate
Daily trade caps, per-account caps, open-position caps, daily loss limits, and execution mode.
Screens you will see
Shows account state, environment, broker status, decisions, positions, logs, and setup prompts.
The checklist for profile, subscription, AI, broker, symbols, and readiness.
Where execution mode, risk profile, timezone, schedule, sessions, and notifications are reviewed.
Live execution is deliberately gated. Demo is the intended first operating path.
cTrader connection
RezSync Algo is built around cTrader. The first setup path connects a cTrader account through the RezSync-managed OAuth flow or direct broker credentials where supported. The connected environment matters: demo accounts can place demo orders; live accounts are treated separately and require live confirmation.
Do not reuse assumptions after changing accounts
Subscription and AI mode
RezSync Algo separates the trading engine from the AI hosting path. BYOM users configure their own AI provider, API key, model, base URL, and JSON behavior. Managed RezSyncIQ users use a RezSync-hosted decision path with usage controlled by their subscription.
Bring your own model
You own provider setup and keys. Use Advanced Settings to set provider, API format, base URL, model, token budget, and temperature.
Managed RezSyncIQ
RezSync hosts the decision layer. You still control broker setup, execution mode, symbols, schedule, and risk limits.
Execution modes
Execution mode decides what happens after the AI produces a valid decision. It does not change market risk, symbol availability, or the need to verify broker setup.
| Mode | Saved value | What it does | Best for |
|---|---|---|---|
| Review only | signal_only | AI decisions become signals and alerts. No broker orders are placed. | First setup, model testing, broker verification, and learning how decisions are logged. |
| Demo account orders | demo_orders | Orders can be sent to the connected cTrader demo account. | Forward testing execution behavior without real-money exposure. |
| Live account orders | live_orders | Orders can be sent to the connected cTrader live account after live confirmation. | Experienced users who have reviewed demo performance, logs, risk settings, and broker behavior. |
Advanced Settings reference
Advanced Settings is where the serious controls live. BYOM users see AI provider fields. Managed RezSyncIQ users do not need provider keys, but still use this screen for execution, risk, schedule, sessions, and notifications.
BYOM AI provider
Risk and limits
Trading schedule
Notifications
Risk and limits
Risk settings are not cosmetic. They define how much room the engine has to act after the AI decision is produced.
| Profile | Max risk/trade | Max drawdown | Min confidence | Min R:R | Max positions | Personality |
|---|---|---|---|---|---|---|
| Conservative | 1.0% | 8% | 70% | 2.5:1 | 5 | Capital-preserving and picky. |
| Balanced | 1.5% | 15% | 60% | 2.0:1 | 8 | Default profile for normal testing. |
| Aggressive | 2.5% | 25% | 55% | 1.8:1 | 12 | More trades and larger swings. |
| Scalper | 0.5% | 12% | 50% | 1.5:1 | 20 | Many small, fast trades; still risk capped. |
Profile numbers are guardrails, not promises
Timezone and trading schedule
The selected timezone controls the local days you allow the bot to open new trades. Internally, the app converts current UTC time into your selected timezone, then checks your selected local day. The saved hour window is 0 to 23, meaning the full selected local day.
Market sessions, broker rollovers, symbol market open/close, and economic-event timing stay automatic and UTC/DST-aware. This avoids shifting real market clocks just because the user lives in a different timezone.
Why market hours are not manually edited
Notifications
Notifications are for awareness, not proof that a trade was safe. Use them to notice signals, fills, closes, and guardrail errors, then check logs or the dashboard for the full context.
Email alerts
Set the recipient and leave it blank if you want email off.
Sound cues
Useful on a desktop or SSH session. A terminal bell can be used when audio is unavailable.
Sound pack
Use the default pack or drop custom files into a local pack folder.
Event toggles
Signal, fill, close, and error sounds can be enabled independently.
Broker symbol verification
Broker symbol verification checks that configured symbols exist on the connected cTrader account and can be sized safely. This matters because the same common symbol, such as XAUUSD or EURUSD, can be exposed differently by different brokers or account types.
- Open Quick Setup.
- Pick symbols from the broker-backed symbol list, not memory.
- Save the setup.
- Run Verify broker symbols.
- If any symbol is blocked, remove it or pick the broker-supported version.
Dashboard
The dashboard is the operating surface. It shows environment, account state, setup readiness, recent decisions, positions, broker connectivity, and logs. Treat warning states as real blockers, especially around broker connection, subscription, symbol verification, and execution mode.
Decisions, expectancy, and the edge
Win rate is not the edge by itself. RezSync Algo is designed around expectancy-aware decision quality: risk only matters when the potential reward, confidence, invalidation, symbol conditions, and account limits make sense together.
Backtesting is limited when AI uses current available information, broker state, live spread, current news, and runtime context. The most honest evaluation path is structured forward testing: run in Review only, then demo orders, then inspect decision logs before considering live execution.
News and market context
News and economic calendar data are normalized to UTC for timing. The AI may receive compact context about upcoming events, high-impact windows, and recent market sentiment, but the engine should not invent news or trade if the data needed for a decision is missing.
Logs and evidence
Logs are how you audit the system. They are also what support needs when something feels wrong. Do not rely only on what you remember seeing in the terminal.
Structured decisions
One JSON record per decision, useful for review and analysis.
Human terminal log
Readable runtime log for setup, connectivity, errors, and state transitions.
AI category log
AI-specific events and decision-layer output where enabled.
{
"symbol": "EURUSD",
"action": "hold",
"confidence": 0.61,
"execution_blocked": true,
"reasoning": "Risk/reward and session context did not meet threshold"
}Runtime Settings
Runtime Settings are smaller operational preferences, not the trading model itself. Use them to control dashboard refresh cadence and what the terminal log view emphasizes while the engine runs.
Status refresh
How often the top-level status view updates.
Dashboard refresh
How often dashboard panels refresh account, decision, and position information.
Terminal log filter
Narrows the visible log stream so you can focus on all logs, AI, broker, errors, or other categories supported by the app.
Demo to live
Live mode is intentionally slower to enable. A user should first confirm that setup is complete, symbols verify, demo execution behaves as expected, logs are understood, and risk settings match the account size and tolerance.
Live execution checklist
Common issues
The bot says session closed.
Check selected trading days, enabled sessions, weekend trading, and whether the symbol market is actually open.
Broker symbols are blocked.
Open Quick Setup, pick symbols from the broker-backed list for the current account, save, then run Verify broker symbols again.
Changing timezone did not move London or New York sessions.
That is expected. The user timezone controls your local day selection. Market sessions stay UTC/DST-aware.
AI returns hold or skips many trades.
That is not automatically a bug. RezSync is meant to reject weak setups, missing context, stale data, or invalid risk/reward.
Live orders are not available.
Confirm the connected cTrader environment is live, subscription is active, live confirmation passed, and execution mode is set to live orders.
News looks different from my local time.
Economic events are normalized to UTC internally so event ordering and market checks stay consistent.
Advanced Settings says full local day, but saved hours are 0 and 23.
That is expected. The engine converts UTC into your selected timezone first, then applies 0-23 as the full selected local day.
The provider test fails in BYOM mode.
Check provider, API key, base URL, API format, model name, and whether that provider supports the selected JSON behavior.
Sound or email alerts do not fire.
Check notification enablement, recipient email, event-specific sound toggles, volume, and minimum interval between sounds.
Glossary
Support checklist
When contacting support, include the product, operating system, account environment, execution mode, symbol, timezone, recent log excerpt, and what you expected to happen. For broker issues, mention whether you changed accounts or symbols recently.
Contact RezSync