Question 1

What is RulesFirst?

Accepted Answer

RulesFirst is a live risk-management platform for active traders. It helps traders plan risk, use Beacon for live alerts, review synchronized trading activity, and understand where execution or behavior starts to drift.

Question 2

Is RulesFirst a trading journal?

Accepted Answer

RulesFirst includes journaling and analytics, but it is not just a static journal. Traditional journals usually show mistakes after the session. RulesFirst is designed to surface risk and behavior warnings while trades are still active, then help you review those patterns after the session.

Question 3

Does RulesFirst include extensive post-trade analytics?

Accepted Answer

Yes. RulesFirst analyzes completed trading activity across performance, trade economics, risk, R multiples, holding time, entry windows, weekdays, direction, assets, setups, tags, consistency, drawdowns, and available behavioral evidence. Exact coverage depends on the connected integration, imported fields, instrument, and account history.

Question 4

What is Beacon?

Accepted Answer

Beacon is RulesFirst's real-time monitoring system. It surfaces relevant position, risk, and behavioral context when a trade appears to be moving away from the trader's own plan or rules, so the trader can pause and review the decision.

Question 5

Is RulesFirst an AI trading assistant?

Accepted Answer

No. RulesFirst is not an AI trading assistant and does not use AI to generate trade recommendations, signals, or automated decisions. The product is built around a proprietary rules-based system that applies user-defined guardrails, broker or manually entered trade data, and deterministic behavior checks.

Question 6

Can RulesFirst stop me from taking a bad trade?

Accepted Answer

RulesFirst can provide alerts, prompts, blockers, and risk-control tools, but it cannot guarantee that you will avoid losses or rule breaks. You remain fully responsible for every trade, order, decision, and outcome.

Question 7

Does RulesFirst execute trades for me?

Accepted Answer

No. RulesFirst is not a broker and does not place, modify, or cancel trades on your behalf. Your trades remain with your broker. RulesFirst provides planning, alerts, analytics, journaling, and behavior-focused tools.

Question 8

Is RulesFirst financial advice?

Accepted Answer

No. RulesFirst does not provide financial, investment, tax, or legal advice. The platform is intended for trade planning, behavioral risk awareness, journaling, and analytics. You should make your own trading decisions and consult qualified professionals when needed.

Question 9

Does RulesFirst guarantee profits or reduce losses?

Accepted Answer

No. Trading involves substantial risk, and losses can exceed expectations. RulesFirst may help you become more aware of risk and behavior patterns, but it does not guarantee profits, prevent losses, or ensure better trading performance.

Question 10

What is Mobile Protection?

Accepted Answer

Mobile Protection is the backup layer for when you are away from the web terminal. It can show push alerts, voice warnings, Beacon monitoring sheets, Start Day gates, and Quick Guarded Trade flows. Mobile is built for protection, not impulsive trading.

Question 11

What are Behavioral Interventions?

Accepted Answer

Behavioral Interventions are alerts and workflows designed around common trading mistakes such as size drift, adding to losers, revenge behavior, unplanned trades, ignored stops, and repeated rule breaks. These tools are informational and decision-support features, not guarantees.

Question 12

What are Custom Rules?

Accepted Answer

Custom Rules let traders define personal guardrails around risk, timing, trade type, setup quality, position size, and other behaviors. If a rule is triggered, RulesFirst can surface an alert or protection prompt based on your settings.

Question 13

What is the Kill Switch?

Accepted Answer

The Kill Switch is a protection workflow designed to help traders pause when risk or rule-breaking behavior becomes excessive. It is a behavioral control tool inside RulesFirst and does not directly control your broker account or prevent you from trading outside the platform.

Question 14

What is Broker Sync + Trading Habits?

Accepted Answer

Broker sync helps import trade and execution history where supported. RulesFirst can then organize that history into behavior-level insights such as oversized trades, rule breaks, adding to losers, revenge patterns, and other habits. Availability depends on broker support, permissions, data quality, and technical limitations.

Question 15

Do I need broker sync to use RulesFirst?

Accepted Answer

No. You can use RulesFirst with manual planning, live trade tools, journaling, and manual trade import where available. Broker sync adds convenience and deeper analytics, but it is not required to use the core protection workflows.

Question 16

Will broker sync always be accurate?

Accepted Answer

We aim to make broker sync reliable, but broker data can be delayed, incomplete, rate-limited, changed by the broker, or affected by connection issues. You should always verify important trade, position, account, and tax-related information directly with your broker.

Question 17

Will alerts always arrive on time?

Accepted Answer

No system can guarantee perfect alert delivery. Internet issues, broker delays, device settings, notification permissions, background app restrictions, outages, or data delays may affect alerts. RulesFirst alerts are guardrails only and should not be your sole risk-control method.

Question 18

Does RulesFirst handle my money?

Accepted Answer

No. RulesFirst does not custody funds, hold deposits, or move money. Your capital stays with your broker or financial institution. RulesFirst provides software tools for planning, alerts, journaling, and analytics.

Question 19

Is my trading data private?

Accepted Answer

We design RulesFirst with privacy and security in mind. Your data is used to provide the product features you choose, such as trade analytics, alerts, and habit review. You should review our Privacy Policy and Terms for the full details on data handling, retention, and third-party services.

Question 20

Do you sell my trading data?

Accepted Answer

RulesFirst is not built around selling user trading data. Our business model is subscription-based. Any data usage, service providers, or analytics practices should be reviewed in our Privacy Policy and Terms.

Question 21

Who is RulesFirst for?

Accepted Answer

RulesFirst is built for active traders who already understand trading risk and want stronger discipline systems around planning, sizing, rule-following, live risk awareness, and post-trade behavior review.

Question 22

Who should not use RulesFirst?

Accepted Answer

RulesFirst is not intended for people looking for trade signals, guaranteed profits, financial advice, or automated trading execution. It is also not a substitute for a broker platform, professional advisor, risk manager, accountant, or attorney.

Question 23

How much does RulesFirst cost?

Accepted Answer

RulesFirst has two public tiers: Starter at $29.99/month or $299/year, and Pro at $44.99/month or $449/year. The current free trial grants Pro entitlements for 5 days. Pricing, trials, and included features may change over time, so please check the Pricing page for the latest plan details.

Question 24

Can I cancel anytime?

Accepted Answer

Yes. Subscription cancellation terms will be available in your billing dashboard and Terms. After cancellation, access may continue until the end of the current billing period depending on your plan and payment provider.

Question 25

Is RulesFirst available on mobile?

Accepted Answer

RulesFirst is designed around a web terminal plus mobile protection layer. Mobile features may include alerts, intervention sheets, Quick Guarded Trade, and habit review. Specific iOS and Android availability may depend on the current release stage.

Question 26

What is coming next?

Accepted Answer

Planned improvements may include deeper broker support, richer habit analytics, improved mobile interventions, mentor or coach workflows, rules-based review workflows, and advanced reporting. Roadmap items may change based on testing, compliance, technical limits, and user feedback.

Question 27

What is a trading risk management app?

Accepted Answer

A trading risk management app helps a trader define, monitor, and review personal risk boundaries. RulesFirst connects pre-trade planning, supported live monitoring, behavioral alerts, journaling, and post-trade review without placing or modifying trades.

Question 28

How does RulesFirst help manage risk in trading?

Accepted Answer

RulesFirst helps traders define daily limits and planned 1R before entry, keep the original plan visible during the trade, surface supported risk or behavior changes, and review the completed decision afterward.

Question 29

Is RulesFirst a futures trading risk manager?

Accepted Answer

RulesFirst supports futures-oriented planning, review, and funded-account workflows. Live and historical connectivity depends on the selected trading platform, provider, account type, and available integration fields.

Question 30

Does RulesFirst execute, block, or close trades?

Accepted Answer

No. RulesFirst is read-only decision-support and workflow software. It does not place, route, modify, cancel, block, or close orders. Trading decisions and execution remain with the trader and broker.

Question 31

How is RulesFirst different from a traditional trading journal?

Accepted Answer

A traditional journal primarily reviews completed activity. RulesFirst also connects the plan and supported live context to behavioral and risk prompts while the trading decision is still unfolding, then carries that evidence into post-trade analysis.

Question 32

Which post-trade metrics can I analyze?

Accepted Answer

RulesFirst can analyze performance by holding time, entry window, weekday, direction, asset, setup, R multiple, expectancy, drawdown, trade economics, consistency, and available behavioral context. Exact coverage depends on the connected integration, imported fields, instrument, and account history.

Question 33

Does RulesFirst work with every MT4 and MT5 broker?

Accepted Answer

RulesFirst is compatible with eligible accounts across the MetaTrader broker and prop-firm ecosystem. Exact connectivity depends on the broker, trade server, account permissions, region, and account configuration. Providers identified as tested on the MetaTrader integration page have been tested directly with RulesFirst.

Question 34

Can RulesFirst place or close MetaTrader trades?

Accepted Answer

No. RulesFirst uses Investor/read-only access and does not place, modify, cancel, or close orders. Trading and execution remain in your broker's MetaTrader terminal.

Question 35

Which MetaTrader instruments are supported?

Accepted Answer

Eligible accounts may expose Forex and supported CFD instruments. The exact symbols and market coverage available to RulesFirst are determined by the connected broker, server, and account.

Question 36

How many MetaTrader accounts can I connect?

Accepted Answer

RulesFirst Pro supports one connected MT4 or MT5 account with Daily AutoSync and Live Monitoring on that account.

Question 37

Is MetaTrader connectivity included in the free trial?

Accepted Answer

No. MetaTrader connectivity requires an active paid RulesFirst Pro subscription and is not included in the five-day trial. Metered connections activate after a successful paid invoice.

Question 38

Which plan should I start with?

Accepted Answer

Start with Starter if you want the complete RulesFirst protection system for one supported broker account, including web and mobile workflows, Beacon interventions, Ghost vs You, Decision Replay, journaling, and regular trade analytics. Choose Pro if you need up to 25 supported broker accounts, unlimited Ghost Tracking, the dedicated Live Trade Review workspace, the Behavior Analytics dashboard, comprehensive discipline streaks, Trusted Safety Contacts, and advanced trade tables. A single targeted streak challenge is included in both plans.

Question 39

What happens after checkout?

Accepted Answer

Checkout routes you into the RulesFirst app signup flow. From there, you can create your account and connect the subscription to your app access.

Question 40

Does the five-day trial require a payment card?

Accepted Answer

Yes. The five-day trial requires a payment card. The signup or checkout screen shows the selected plan, billing cycle, trial timing, and when billing begins. MetaTrader connectivity is not included in the trial.

Question 41

How do cancellations and refunds work?

Accepted Answer

You may cancel a subscription to stop future renewal. Cancellation does not automatically refund a payment already processed, and subscription charges are generally non-refundable unless the checkout terms or applicable law state otherwise. Billing errors and exceptional circumstances may be reviewed individually. Apple App Store and Google Play purchases are handled under the applicable store's billing and refund rules.

Question 42

What happens when I cancel an annual subscription?

Accepted Answer

Cancelling an annual subscription prevents the next annual renewal. It does not ordinarily create a refund for unused months in the current annual term. Unless your checkout terms state otherwise, paid access generally continues until the end of the current billing period.

Question 43

Who handles refunds for App Store or Google Play purchases?

Accepted Answer

Subscriptions purchased through the Apple App Store or Google Play are billed and managed by the applicable store. Cancellation and refund requests for those purchases must be submitted through the relevant Apple or Google account and are subject to that store's rules.

Question 44

How do I get help with a live account issue?

Accepted Answer

Email support@rulesfirst.com from the email address associated with your account. Include the page or workflow where the issue happened and any screenshots that are safe to share.

Question 45

How can I permanently delete my RulesFirst account?

Accepted Answer

In the mobile app, open Account & Security, then Account Deletion, and follow the instructions. If you no longer have app access, email support@rulesfirst.com from the email address associated with your account with the subject Account Deletion Request.

Frequently Asked Questions

Product & Beacon

Live Risk Controls

Analytics & Journaling

Integrations & MetaTrader

Pricing & Billing

Privacy & Support