ROBOXPERT — EXPERT ADVISOR EVALUATION WORKSHEET
Version: 20 September 2026
Guide: https://roboxpert.ai/en/guides/how-to-choose-an-expert-advisor/

Purpose: organise evidence for one EA. This is not a scoring model,
a product endorsement or a recommendation to trade.
Do not record account passwords, private keys or API secrets here.

PRODUCT AND SCOPE
Product / developer:
Product URL:
EA version / platform build:
Evaluation date:
Settings file name (keep a copy):
Instruments / trading hours / timeframe:
Intended broker entity / account type:
Account currency / position accounting model:

For each item use DOCUMENTED, MISSING or INCOMPATIBLE.
Record the source, date and any limitations beside the answer.

TRADING RULES AND EXPOSURE
Entry / exit explanation:
Position-sizing rule:
Grid entries / volume increases / recovery logic:
Maximum simultaneous positions and total volume:
Basket exit / stop behaviour:
Broker-side vs terminal-managed exits:
Behaviour during disconnection or service failure:
Manual intervention or parameter-update policy:
Status and evidence:

EVIDENCE
Historical backtest: source / dates / settings / costs:
Historical out-of-sample: selection process / untouched period:
Demo forward: account type / dates / observations:
Live record: source / dates / account type:
Account verification: what is verified, by whom and when:
EA-to-account attribution / other systems / manual trades:
Hidden fields / missing history / limitations:
Equity and balance drawdown definitions / sampling:
Open exposure / losing periods / trade count:
Status and evidence:

COMPATIBILITY AND COSTS
MT4 or MT5 version confirmed:
Hedging / netting requirement:
Symbol names / contract size / minimum volume / volume step:
Broker restrictions and entity authorisation checked:
DLL / WebRequest / external application / AI service requirements:
Hosting environment / restart and monitoring process:
Spread / commission / swap / execution assumptions:
Licence cost / recurring costs / activation limits:
Updates / support / applicable cancellation or refund terms:
Status and evidence:

VALIDATION LOG
Test date / environment / product version:
Expected behaviour:
Observed behaviour:
Differences and unresolved questions:
Historical reproduction and sensitivity observations:
Demo operating checks (if permitted by the licence):
Monitoring responsibility:
Pause rule / handling of existing positions:

DECISION
Unresolved essential questions:
Incompatibilities:
Next evidence to request:
Outcome: pause / reject for this setup / continue evaluating
Reason:
Review date or change that requires a new evaluation:

Completing the worksheet does not prove profitability or limit future losses.
Historical tests and demo fills do not establish future live results.