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how Botfolio works

How Botfolio works: the product how-to hub

How Botfolio works as local desktop trading automation: historical replay, Topstep-compatible account path, risk controls, promotion, and supervised command-center execution.

Updated 2026-09-27 · 4 min read · Product education hub for the supervised workflow

Botfolio is local desktop software for futures traders who want to train strategies on historical data and automate Topstep-oriented execution under supervision. This hub is the product how-to pillar: what the workflow is, which pages teach each operator job, and what Botfolio is not.

Verified product framing from the live site: replay strategies → promote tested rules → supervise bots from a local command center with stop, flatten, reconnect, and diagnostics nearby. Supported OS listed in product schema: macOS and Windows. Launch license sold on-site. Not affiliated with Topstep.

If the Topstep education pillar answers “how should prop automation think?”, this pillar answers “how do I operate Botfolio responsibly?”

The problem Botfolio is built around

Most traders do not fail because they cannot find a chart pattern. They fail because execution drifts when the session gets loud. Size changes. Session rules get flexible. Protective exits become optional. The playbook that looked clean on Sunday night gets renegotiated by Wednesday afternoon.

Botfolio’s marketed answer is not “outsource your judgment to a signal.” It is: turn the repeatable part of your process into rules, prove those rules on historical sessions, then supervise live automation from a desktop command center where credentials, logs, limits, and emergency actions stay close.

The operating loop (shipped product story)

  1. Define the playbook in explicit rules — market, session, trigger, stop, target, stand-down.
  2. Replay on historical sessions before live-order privileges.
  3. Connect a Topstep-compatible account path for market data, account state, and supervised order execution.
  4. Promote only logic you are willing to supervise live.
  5. Supervise with visible limits, logs, connection state, and emergency actions.
  6. Iterate — refine, re-replay, re-promote.

That loop is deliberate. Replay without promotion criteria becomes endless tinkering. Promotion without supervision becomes hope. Supervision without stand-downs becomes a stressful dashboard.

What you will (and will not) find in these how-tos

You will find

  • Operator framing for replay, connection, risk controls, promotion, command-center use, emergency drills, credential hygiene, and first-session gates
  • Cross-links into the prop-futures education cluster where account discipline topics live
  • Honest hedges where UI click-paths or data packaging need in-app / engineering confirmation

You will not find

  • Guaranteed profits, payout claims, or “pass your Combine” promises
  • Invented screenshots of unreleased UI
  • Signed installers or an auto-updater (this guide does not claim either)
  • A substitute for reading current Topstep platform rules

How-to map (start here)

JobGuide
See the desktop command center jobsCommand center overview
Replay / train strategiesHow to replay strategies in Botfolio
Connect Topstep-compatible pathConnect Topstep account
Configure risk / stand-downsRisk controls setup
Promote replay → livePromote strategy
Practice stop / flatten / killEmergency controls
Store credentials safelyCredentials & local security
First live sessionFirst session checklist

Suggested first-week path

Day 1–2: read this hub + command center overview + credentials guide.

Day 3–4: replay how-to + risk controls (still no live orders).

Day 5: emergency controls drill while flat / controlled.

Day 6–7: promote checklist + first session checklist, only if gates pass.

Exact calendar is yours. The sequence matters more than the dates.

What Botfolio is not

  • Not a signal service selling someone else’s entries
  • Not a guarantee of profits, Combine passes, or funded payouts
  • Not affiliated with Topstep
  • Not a substitute for risk education or platform-rule literacy
  • Not therapy for trading psychology — though rule-based execution can reduce revenge-click opportunities (see also /stop-revenge-trading/)

Purchase and support (as live today)

  • On-site CTA: Buy now / Get Botfolio / Purchase → /#purchase
  • Launch license priced at $299 one-time on the live purchase card
  • Topstep, broker, market data, funded account, and exchange fees are not included
  • License delivery uses checkout email after Stripe confirms payment
  • Support: support@getbotfolio.com for checkout and activation issues

Homepage messaging also notes license activation and support diagnostics as part of the product stack. If activation needs attention, marketed posture is that new starts can be blocked while stop / disconnect / kill / flatten remain available — exit paths stay more important than new entries.

Cross-link to the Topstep education pillar

Product how-tos teach operating Botfolio. Market / account-discipline education lives in the prop-futures automation hub and older Topstep guides under /blog/. Read both if you are connecting a funded-account-style workflow.

A plain-English success definition

Success with Botfolio is not “the bot printed.” Success looks more like:

  • your rules are explicit enough to automate
  • replay forced you to confront weak assumptions
  • live sessions are supervised with limits armed
  • emergency actions are practiced, not theoretical
  • you can explain every promoted rule without mythology

That standard is stricter than hype marketing. It is also the only standard that matches a prop-account world.

How to use this hub

Read this hub once for orientation, then follow the child how-tos in order rather than bouncing randomly between the Topstep education posts and the product steps. Education without an operating checklist stays theory. An operating checklist without that education becomes brittle clicking.

Ready to put this into a supervised workflow?

Get Botfolio to replay your setup, promote tested rules, and supervise Topstep-compatible automation from a local desktop command center. The launch license is $299 one-time. Topstep, broker, market data, funded account, and exchange fees are not included. For checkout help, email support@getbotfolio.com.

Buy Botfolio

Quick takeaways

  • Most traders do not fail because they cannot find a chart pattern.
  • Define the playbook in explicit rules — market, session, trigger, stop, target, stand-down.
  • Replay on historical sessions before live-order privileges.
  • Connect a Topstep-compatible account path for market data, account state, and supervised order execution.

Read the current Topstep docs

Topstep rules and platform details can change. Review the official pages before automating anything that can place orders.

Botfolio is not affiliated with, endorsed by, or sponsored by Topstep. Trading involves risk, and automation does not guarantee profits or prevent losses.