A workflow for your ambition.
A reason for every tool.

Start a forward challenge on a connected account. Only fully closed trades opened after start count. Check realized progress and compare opt-in workspace standings with matching rules and currency. UTC loss limits exclude floating equity and cash flows; target reached is practice evidence, not official funding approval.

1. Choose your account and lock your rules
2. Trade on your practice account and check received progress
3. Compare matching rules or keep your attempt private

Choose a recent UTC date preset, review the displayed assumptions, and supply a starting balance and rule template. Results distinguish a historical breach, no breach detected, and insufficient data. This is UTC-day closed-trade analysis, not live equity enforcement or challenge approval.

1. Choose a supported drawdown template
2. Enter the starting balance and review period
3. Inspect the historical result and evidence

The dashboard uses actual single-account history and labels observed and reconstructed data. Combined charts are withheld when the source cannot support a trustworthy portfolio total.

1. Connect an account
2. Open the dashboard
3. Review the history source and currency

Search symbols or source IDs, filter status and side, select inclusive UTC opening dates, and sort by time, net profit or R multiple. Navigate beyond the first page and export the displayed page as CSV. Profit values retain their account currency; sort order does not convert currencies. Availability depends on received account activity.

1. Open Trades
2. Find the trade you want to review
3. Inspect its details and add a journal entry

Missing, zero and invalid stops are identified as unprotected. Monetary estimates are withheld until verified instrument and conversion inputs are available. A stop does not guarantee a fill price.

1. Open Risk
2. Review positions without valid stops
3. Check the source before acting

Start a trade review or weekly reflection with a checklist, capture emotion and mistake tags, and find entries by text, author, symbol or tag. Filter trade-linked and standalone reflections across the latest 100 loaded entries. Add follow-up notes and reviews. This is a review tool, not a diagnosis of trading psychology.

1. Create a journal entry
2. Add context and observations
3. Review and record follow-up work

XLSX exports preserve Unicode text and decimal strings rather than converting them to floating-point numbers. Cells are written as text, not executable formulas. Report generation requires the relevant plan and configured storage.

1. Create a trade-history report
2. Choose XLSX and generate
3. Download the completed workbook

Find reports by name or latest status, apply UTC date windows, and regenerate failed or expired runs with their previous filters. Oversized exports fail explicitly instead of silently dropping records. CSV exports escape spreadsheet formulas. Paginated text PDF exports include every selected field up to 2,000 trades; non-ASCII characters use code-point notation, so choose XLSX/CSV/JSON for original multilingual text. JSON preserves financial values as strings. Generated downloads use time-limited links; report and account permissions still apply.

1. Choose the report filters
2. Generate CSV or JSON
3. Download using the issued link

Workspace membership, invitations and capability-based access keep everyday collaboration scoped. Operational changes such as prop, copy and EA management require explicit management permissions.

1. Choose your workspace
2. Invite the right colleagues
3. Assign the access their role needs

Download checksum-pinned source ZIPs, check the downloaded file privately in your browser, compile in MetaEditor and activate with a one-time code. These downloads are not precompiled binaries and are not a trade-execution service.

1. Choose your MT4 or MT5 package
2. Follow the compilation guide
3. Activate and verify on a demo account

Open alerts load first, with an open high-priority count and filters across up to 200 loaded records. Authorized managers can acknowledge an alert without reopening resolved conditions or duplicating acknowledgement history. Acknowledgement records review; it does not fix or resolve the underlying condition.

1. Open Alerts and review open priority items
2. Filter by severity or search a condition
3. Acknowledge reviewed items if your role permits

Choose trade or account read scopes you hold and a 7, 30 or 90-day lifetime. Inspect expiry and last use, copy a new secret once, and revoke a key when no longer needed. Secrets clear from view when switching workspace. Keys are organization-scoped and require a workspace header. API access requires the relevant plan and management permission.

1. Choose read permissions and an expiry
2. Store the one-time secret securely
3. Replace and revoke keys during rotation

See device labels, last use, expiry and the current session. Refresh the list and confirm before revoking another device. Revocation prevents session refresh; an already issued access token may remain valid until expiry. Errors remain visible so a failed load cannot appear to mean there are no sessions.

1. Open Security
2. Review active sessions and their expiry
3. Revoke an unrecognized device