Setup
The first step of the new-instance wizard — pick the account, algorithm, instrument, timeframe and how the bot runs. These choices frame everything the later steps configure. The same descriptions show as the `?` hints next to each field.
| Account Venue | The connected broker account this instance trades on. Locked once the instance is created. |
| Algorithm | The strategy bot this instance runs. Investion is the built-in multi-filter bot. |
| Symbol | The instrument this bot trades — e.g. EURUSD or XAUUSD. Its price, pip size and digits drive every calculation. |
| Timeframe | The base timeframe the bot's main logic runs on (M5, H1, …). Each filter can still run on its own timeframe on top of this. |
| Running Mode | Trade places real orders. Signal runs the exact same logic but only emits signals, without opening positions. |
| Trade Direction | Restrict the bot to Buy (long) only or Sell (short) only. |
| Instance Name | A label to recognise this instance in your dashboard. It has no effect on how the bot trades. |