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HeliosAgentic Trader

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Getting started

What you need before starting, what happens on your first day, and the order to do things in — from creating an account to the first managed position.

Last reviewed: 25 August 2026

What you need before you start

Three things, and none of them are unusual if you already trade on MetaTrader 5:

Requirements before starting
RequirementWhyNotes
A MetaTrader 5 accountThe system trades your own account at your own brokerDemo or live. Demo is the recommended way to start, and the trial works on it.
A broker that permits Expert AdvisorsThe gateway that carries prices and orders is an EAMost MT5 brokers allow this. A few restrict it on certain account types — worth confirming before you subscribe.
A terminal that stays onlinePosition management runs on live ticks, and cannot manage a position it is not receiving prices forA dedicated always-on machine or VPS. A laptop that sleeps will interrupt management of open positions.

You do not need to know how to program, and you do not need to write or tune a strategy. You also do not need to hand us money to hold — see Billing and Security.

The order to do things in

  1. Create your account. A 7-day free trial starts immediately. No card is required to begin it.
  2. Connect your broker. In the console, supply the MT5 login details for the account you want traded. They are encrypted before storage — see Security for exactly how.
  3. Wait for provisioning. A dedicated MetaTrader 5 terminal is prepared for your account. One terminal serves exactly one customer; they are never shared.
  4. Set your risk limits. Review the defaults on the Risk Config page. The one worth deciding deliberately is the human-approval threshold — see Proposals and approval.
  5. Add symbols to the watchlist. The agent is only ever asked about instruments you have put there.
  6. Watch, before you commit capital. Proposals appear as they are made, each with the risk engine's decision and the rule behind it.

What the first day actually looks like

Quieter than most people expect. The agent is not trying to trade constantly: symbols are screened before the model is consulted at all, so on a slow session it may propose nothing for hours. An empty Proposals page is the system working as designed, not a fault.

When a proposal does appear, it carries a confidence score and the risk engine's verdict. Rejections are shown with the specific rule that produced them — you are meant to be able to see what stopped a trade, not just that something did.

Start on a demo account

The trial runs on demo, and the system supports backtest, simulation and paper modes that are kept strictly isolated from live trading. Watching what the agent proposes — and what the risk engine does with those proposals — for a week costs you nothing and tells you more than any track record we could publish.

When trading actually starts and stops

Access is tied to your subscription state. Proposals are processed while your trial is running, or while a paid month is current. When neither is true, new proposals stop being generated.

Stopping the agent does not close your positions

An expired subscription, a cancellation, or a paused agent stops new proposals. Positions already open on your broker account remain open and remain your responsibility. Close them yourself, or leave them to the stop-loss and take-profit levels resting at the broker.

After the trial, plans start at $19.99 per month, plus a 3.9%–9.9% performance fee charged only on net profit. Billing covers exactly how that is calculated.

Next

Connecting MetaTrader 5 explains what the gateway does and how to tell whether it is healthy. If you would rather understand the machinery before setting anything up, start with System architecture.