Trading Bot Checklist
Free operational and pre‑live checklist for developers building trading bots (Betfair, crypto or exchange-connected). Use this guide to verify safety, risk controls, execution and monitoring before you go live.
Tip: copy this checklist into your runbook and use the kill-switch test before any live deployment.
Need a printable runbook?
Use the Download checklist button to get a TXT; I can also generate a printable PDF if you want.
Pre‑live checklist — quick run
Tip: test with both typical and adverse market moves.
Ensure retries never produce duplicate live orders.
Use environment variables and a secrets manager (HashiCorp Vault, AWS KMS, etc.).
Risk controls
Execution & data
Backtesting, validation & deployment
Monitoring, alerts & reconciliation
Operational safety & security
Post-deploy checks
Developer checklist summary
- Run full sandbox end‑to‑end tests
- Confirm idempotency & safe retries
- Set hard stop-loss and daily loss limits
- Backtest with realistic fills, fees and slippage
- Implement monitoring, alerts and reconciliation
- Test kill-switch & rollback