Trader Dashboard
Client-facing view for status, objectives and account data.
Technology stack for evaluation-based trading businesses with rules, dashboards, provisioning and operational integrations.
[TRADER] │ [EVALUATION] ├─ TARGET ├─ DRAWDOWN └─ RULES │ [ACCOUNT PROVISION] │ [TRADING PLATFORM]
Client-facing view for status, objectives and account data.
Configurable challenge or evaluation logic.
Daily and maximum drawdown rule concepts.
Workflow for creating or assigning trading accounts.
Connect evaluation users to operational CRM workflows.
Integration point for supported checkout or fee workflows.
Client and operations layer.
> open moduleRules and exposure controls.
> open moduleTrading-platform layer.
> open moduleUnderstand the component, its dependencies and the checks to agree before production.
A prop technology project should distinguish evaluation, simulated and live-account environments. Define the actual programme rules, account lifecycle and responsibility for each decision. Technology configuration does not create a regulated trading permission, guarantee funding or promise a participant payout.
Specify how limits, equity, trading days and other programme conditions are calculated, including time zones and reset behaviour. Link account provisioning with the CRM and client dashboard where included. Record how a disputed rule result is reviewed and which data source is authoritative.
Acceptance should cover a new evaluation, a rule breach, a completed stage, an account reset and an interrupted integration. Verify that the dashboard and operational reports describe the same account state. Pricing and scope depend on the rules, platforms, integrations and support responsibilities actually agreed.
Programme complexity, platform access, dashboards, provisioning automation and support coverage influence cost. Commercial programme terms and funding decisions belong to the programme operator.
Request a written scope with deliverables, exclusions, acceptance checks, one-time costs and recurring charges. Deployment dates and service levels are confirmed for the agreed project.
> DISCUSS_THIS_PROJECTCombine platform, connectivity, liquidity, risk, CRM and infrastructure modules for the target operating model.