ACCOUNT DASHBOARD #

Navigate directly to the Account Dashboard using the designated field.

ACCOUNT DETAILS #

Status – Displays the account’s status (e.g., Active, Failed, Awaiting Payment).
Initial Balance – The starting balance of the account.
Current Phase – The client’s current phase, determined by the “Phase Name” set in Challenge Configuration → Phase Configuration.
Next phase – Indicates the phase the client will progress to upon successfully completing the current phase. This is based on the “Phase Name” and total number of phases set in Challenge Configuration → Phase Configuration.
Start date – The date of the client’s first trade.
End date – The deadline by which the client must complete the current phase, based on the trading period in Phase Configuration.
Balance – A graphical representation of balance changes over time.
Daily loss limit – The maximum daily loss allowed without violating the challenge rules. Clients can monitor their remaining loss allowance, accounting for open positions. A countdown clock shows the time until the start of the next trading day, when the daily loss limit resets. Additional details include:
- Starting balance/equity for the day.
- Threshold: The value at which the maximum loss rule is breached.
Statistics – Key trading metrics, such as:
- Number of trades.
- Average profit/loss per trade.
- Win ratio (percentage).

Daily summary – A detailed summary of trades, lots, and results for each day during the phase.

Trading goals – If the client passes all Trading Goals and won’t have any open trade, he will be able to move on to the next phase by clicking “PROGRESS TO NEXT PHASE“.

Account Failure Snapshot
This tool provides in-depth insights into a failed challenge, displaying key statistics that explain why and when the challenge was failed.

ACCOUNT STATUSES #

View all accounts and their corresponding statuses at a glance:

Awaiting Payment: Yellow dot
Active Account: Blue dot
Active Funded Account: Green dot
Failed Account: Red dot

CHALLENGE SELECTION #

Use the specified field to directly access the Challenge Selection section.

This view displays all unhidden challenges, sortable by the number of phases, currency, or account size. After selecting a challenge, click “CONTINUE”.

SPECIAL OFFER #

In the Special Offer tab, entering a promo code reduces the purchase price of the challenge.

ORDER PREVIEW #

After clicking “Continue”, the Order Preview tab will appear, where you can:

View the total cost, including a breakdown of the challenge fee and add-ons.
Select additional options available in the Add-On’s section of the CRM.
- Note: Discount codes apply only to the challenge fee, not additional option fees.

PAYMENT #

To unlock trading, pay the challenge fee by clicking “Pay Challenge Fee”. Select your preferred payment gateway. The payment amount includes:

The challenge fee set in the Challenge Configuration.
Processing fees defined in the payment gateway settings.

Once the deposit is processed, trading will be activated.

WITHDRAWAL #

To request a withdrawal:

Go to your profile.
Select the withdrawal option and payment gateway. The profit received will correspond to the profit split configured in the challenge settings, minus processing fees.