Propper is a white label prop trading platform. You get your own branded
environment on your own domain, with your own rules, prices and payouts. Your
traders never see Propper.

This page lists what the platform does today. It is updated in the same commit
as the feature it describes, so it is never a roadmap and never a promise. What
is planned but not built lives on the [roadmap](/roadmap) instead.

:::note Reading this as a machine
Add `.md` to this URL for the plain markdown source, and see
[/docs/llms.txt](/docs/llms.txt) for an index of every page.
:::

## For your traders

### Trading

A full trading terminal in the browser. No download, no MetaTrader, no bridge.

The screen itself is the trader's to arrange. The terminal is a grid, and every
part of it is a module they drop where they want it: charts, the order ticket,
the depth ladder, open positions, pending orders, history, the news calendar,
market hours, the account summary, the feed indicator and a notepad. They choose
how fine the grid is, from six by three up to twenty four by twelve, and it
always fills the window rather than scrolling. A module moves by its title bar
and resizes from any side or corner, and holding it over another for a second
makes room by pushing that one aside or trading places with it. Modules carry a colour, and
everything in the same colour follows the same symbol, so two charts, a ticket
and a ladder in red move together while a second set in blue stays where it was.

Arrangements are saved as named layouts on the server, so a trader's screen
follows them between devices, and each can be duplicated, renamed or set as the
one that opens by default. You set the layout a new trader starts on, and they
can always go back to it. A ticker along the top shows the markets your traders
trade most this week with today's move, and a click puts one on the chart.
Every module and how the grid behaves is written up on
the [Trading terminal](/docs/platform/terminal) page.

On a phone or a narrow tablet the grid is replaced by a fixed four tab view,
chart, trade, positions and account, built from the same modules. It is there so
a trader away from their desk can see where they stand and close a position, not
to arrange anything.

- Market orders and four pending order types: buy limit, buy stop, sell limit,
  sell stop.
- Orders sized in lots, in the account's currency or as a percentage of the
  largest order the account can open right now, with a line saying what one lot
  of that market is and what the size comes to in lots and money, and a slider
  that fills in that share by dragging. The smallest size is the market's own,
  so 0.001 BTC is an order. A line under the size says what a 1% move is worth
  and how much of the balance that is.
- Stop loss and take profit behind one tick box, each set as a price or as a
  share of the balance, an amount or ticks, with the other filled in as the
  trader types. A price they typed never moves with the market. Lines can also
  be dragged on the chart, and draft order lines appear before you commit. See
  [The order ticket](/docs/platform/terminal#the-order-ticket).
- Partial closes, set in advance under the take profit or done at once from the
  position, hedging and one click close all.
- A right click context menu on the chart for placing and modifying orders at the
  price you clicked. On a phone a tap puts the crosshair down and a plus beside
  its price opens the same menu.
- Chart tabs, as many as a trader wants, per chart module. Each tab keeps its own
  market and timeframe and stays loaded, so flipping between six markets is
  instant.
- Fourteen chart timeframes, from one minute to one month. The ones the venue
  does not publish are built from the ones it does, so a 30m chart is thirty
  minutes of trading rather than whatever interval the exchange fell back to.
- Live prices over WebSockets. No polling, no refresh button.
- A market hours widget showing which sessions are open, aware of the trading
  hours of the actual provider behind each instrument. Markets that keep local
  hours are handled in their own timezone, so US shares open at 09:30 New York
  the whole year round rather than an hour out every winter, and the exchange
  holiday calendar closes them on the days the exchange is shut and sends them
  home at one o'clock on a half day.
- A depth of market ladder, showing the resting bids and offers and the size at
  each price. It fills for the markets whose feed carries a book, which today
  means crypto. The licensed share and futures feeds sell top of book only, so it
  says so for those rather than drawing an empty ladder.
- News events on the chart, with pre execution blocking when your rules say so.

Two of the modules answer the question a chart cannot, which is what to trade at
all:

- A watchlist of everything you offer, searchable by ticker or by company name,
  so "Apple" finds AAPL and the row says NASDAQ. Filter by shares, ETFs, crypto
  or futures, each with a count, star the ones a trader follows, and see six
  weeks of closes as a line beside the live price and the change since the
  previous session. It opens on the largest markets first, by market cap, and a
  trader can sort it by name or by the day's biggest gainers or losers instead.
  Clicking a row moves every module in the same colour to it.
- An instrument panel for whatever is in view: the day range and the year range
  drawn as bars with the current price marked on them, so a trader sees at a
  glance whether the price is high or low rather than working it out; the day's
  open, previous close and volume; and the leverage, lot sizes, tick size,
  spread, commission and swap your firm charges for it.

Two more modules put the rules on the same screen as the trading, as horizontal
bars rather than numbers to work out:

- Challenge progress: the profit target in money rather than percent, the
  trading days done against the minimum, and the calendar days used against the
  limit. The target shown is the one the account is really judged against, so a
  consistency rule that raised it says so.
- Rules: the daily loss and the drawdown, each filling toward its limit and
  turning amber at three quarters and red at nine tenths, with the exact equity
  the account fails at written under the bar. Both are measured against live
  equity rather than balance, so an open trade moves them, and the drawdown bar
  names which kind it is, since a trailing floor follows a trader's best moment
  up and never comes back down.

### Accounts

Every trader can hold several trading accounts at once, across phases and
challenge types. Balance, equity, drawdown headroom and open risk are computed
server side and pushed live.

In the standard design the dashboard lists every account beside one shown in
detail: live equity, the result since the start and today, a curve of that
result over 7, 30 or 90 days or the whole life of the account with the profit
target and the loss limit drawn across it, a meter per rule, statistics such as
win rate and profit factor, and its open and closed trades. The list searches,
filters by status and walks with J and K. Beside it the trader sees what is
coming up: payouts they can request, competitions they are in and high-impact
news. A trader without an account sees your challenges there instead. The other
designs show the whole portfolio combined, with a card per account.

The Accounts screen of the standard design lists every account across the whole
width with its status, how far it is from its target or loss limit, its balance
and its result, searched, filtered by status and sorted by status, start or
balance. Each account has its own page: live equity and today's result, four
figures as the tabs of one chart (the result with the target and the loss limit
drawn across it, every trading day with its high, low and daily loss, the
deepest drawdown, and every trade with its stop, risk, R and costs), the rules
with their meters, the house rules it is held to with what they recorded, and
when it can pay out.

When you switch it on, a trader can link their own accounts so a trade on one is
placed on the others, at a lot ratio inside the range you allow. Every copy goes
through the receiving account's own checks, and a copy that is refused is not
placed: the trader is told which one and why.

### Challenges

Traders buy a challenge, pass the phases you defined, and become funded. They see
their targets, their remaining drawdown, days traded and days left, and exactly
which rule they are closest to breaking.

In the standard design they choose on a pricing page built from your programs: a
tab per program, a column per account size with the profit target per phase,
daily and maximum loss, trading days, profit split and payouts, and the price
with a Start button underneath. Your Most chosen size stands out, a running deal
shows the list price struck through with its badge and end date, and a welcome
or partner discount shows as what that trader pays. Rules read as percentages or
as amounts, a program sold in several currencies gets a currency switch, and on
a phone or above twelve sizes the table turns into tiles. While you cannot sell,
for example without a payment account, the page says why and the buttons wait.

Start opens the checkout, a page of its own. The trader can still change the
program, size and currency there, and reads every rule of each phase as a
percentage beside the amount it comes to, along with the strategies you do not
allow and what happens when one is caught. A summary next to it shows the price,
a running deal, a welcome or partner discount and a coupon code they type in,
and says so when a deal beats their code. They tick one box for your terms and
refund policy, then pay on the same page with a payment method Propper enables
for your firm. A coupon that covers the whole price skips the payment. The
confirmation page that follows shows the new account with its number and main
rules, or says that the bank is still confirming or that the payment did not go
through, with a way to try again.

A firm can also ask new traders to buy a challenge before the platform opens.
Choosing and paying then become the last stages of onboarding, in the same full
screen flow, and the platform opens once the payment is through. Anyone who ever
had an account is never asked, and while the firm cannot sell nobody is held.
See [Onboarding](/docs/platform/admin/onboarding).

### Events

Trading competitions with a live leaderboard, where traders appear under their
handle. Ranked by percentage return,
absolute profit or a risk adjusted metric, with prizes paid out as cash, a free
challenge or a coupon. Entry accounts are claimed or bought on the event page
itself and stay out of the challenge catalogue, so a competition account can
never be picked up outside the event it belongs to.

In the standard design the events list reads in groups by status, with where
the trader stands in each, and is searched and filtered by status or by the
events they are in. The event page shows the leaderboard as a searchable list
with the trader's own place marked, beside the entry options and the prize
tiers.

### News

A news screen of its own, beside the widget on the chart. Headlines from the
feeds you have switched on, newest first and grouped by day, each with its
source, the currencies it touches and a link out to the publisher. A headline
carries no impact level, because its source gives none and we do not rate news
for you, so your news rules never act on one either. Search them, or narrow by
currency or feed. Only what we classified as market news reaches this screen, so
a trader is not reading somebody's insider filing.

Beside it, the economic calendar: a week at a time with a day picker, reaching
four weeks ahead, showing what is scheduled, the currencies it hits and the
actual against the forecast and the previous once a figure prints. The current
week comes from ForexFactory and the weeks after it from TradingView. Clicking a
currency filters the headlines to it. A feed you disable disappears from both
halves.

That is the screen as Propper - OG and Tactical show it. In the standard design
the calendar takes the page: every release over the next 24 hours, 7 days or 4
weeks, or the past day or week, grouped by day in the trader's own clock,
searched by name or currency and filtered by impact, currency and source. Each
release says whether your news rules block or flag orders around it and from
when until when, and the line under the heading names the next one. The
headlines sit beside it with a search and filters of their own.

### Performance

A statement for any set of the trader's accounts, any date range and any
selection of instruments, picked once at the top of the screen.

- It opens on the equity curve against the starting balance, with the balance,
  net result and return beside it.
- Every figure behind that curve in one table: trades, win rate, profit factor,
  payoff, expectancy, average hold time, gross profit and loss, best and worst
  trade and day, longest winning and losing streak.
- A risk panel: maximum drawdown in money and percent, recovery factor,
  consistency, and the drawdown curve against the equity peak.
- The same trades cut four ways: per instrument, per weekday, per hour of the
  day and per hold time, each with its net result and win rate.
- Month by month over the whole period, one bar a month.
- An account by account table over the same period, including accounts outside
  the current selection, so they can be compared.
- A positions tab with every open position, pending order and closed position,
  sortable, with a link straight to the trade in the journal.

That is the statement as Propper - OG and Tactical show it. In the standard
design the period is a row of buttons beside the heading, and the result, the
trading days, the deepest drawdown and the trades are the tabs of one chart.
Under the result the trader picks how to cut it: per instrument, month, weekday,
hour or hold time. Under the days every trading day is listed with its result
and a link to that day in the journal, and under the drawdown the days of the
deepest stretch. The trades can be searched by symbol or ticket. A trader with
several accounts sees them in a column beside the chart, each with its result,
and a click shows one account alone.

### Journal

An optional trade journal, enabled per propfirm.

- A playbook: strategies with a colour, a description, timeframes and
  confluences, and a list of rules grouped as entry, exit and management.
  Every trade filed under a strategy gets the rules as a checklist, and the
  playbook reports per rule how often it was actually followed.
- Tags with their own colours.
- Auto capture: closed trades land in the journal by themselves, no copy paste.
- Trades from other platforms: in the standard design a trader adds an account
  for MetaTrader, a crypto exchange or another firm, and types a closed trade in
  or drops a screenshot of one trade or a whole history page. The AI reads it,
  the trader checks what was read, and those trades count in every journal
  screen. You set how many screenshots a trader may have read per day, or
  switch reading off. See [Features](/docs/platform/admin/features#screenshots-in-the-journal)
- Trade replay: step back through a trade bar by bar and see where you entered.
- Reports: the same trades sliced by day of week, hour of day, symbol, side,
  duration, strategy, tag, mood, confidence, lot size or month, each with win
  rate, net P&L, profit factor, expectancy and average win against loss.
- One scope for the whole journal: pick any set of accounts and a date range
  once, and every journal screen answers for that same slice.
- A dashboard: net P&L, trade and day win rates, profit factor and average win
  against loss, an edge score on six axes, cumulative and daily P&L, recent
  trades and open positions, a month calendar with weekly totals, and every
  trade plotted by the time of day it was opened.
- A trade list with entry, exit, duration, R multiple and result per trade,
  a search on symbol, ticket number and what was written about the trade,
  filters for result, side, strategy, tag, mood and symbol, sorting on any
  column, and bulk actions to file trades under a strategy, tag them or drop
  them.
- A page per trade: the replay chart with entry, exit, stop and target drawn
  in, the fills that closed it, R multiple, duration, maximum favourable and
  adverse excursion, and the journal panel with strategy, tags, mood,
  confidence and notes. Saves through a floating dock; pages to the trade
  before and after.
- A daily journal: one page per day with a plan written before the session
  and a review after it, a mood for the day, the day's numbers, its trades and
  its notes. The dashboard calendar opens it, and marks the days that were
  written up.
- A notebook for free notes: a searchable list with pinned notes on top, an
  editor beside it with a title, a date, tags and rich text.
- Progress: goals per week or month (net P&L, win rate, a cap on trades or
  losing days, rules followed, days reviewed) with a live progress bar, streaks
  of reviewed and green days, and the edge score week by week.

### Payouts

Traders request a payout from a funded account and follow its status, and are
told when it is approved, declined with the reason, or paid. The rules
around it are yours: profit split, how long between payouts and how long before
the first one (in hours, days, weeks or months, or on demand), minimum and
maximum amounts as a figure or as a percentage. With a bank transfer or PayPal
the trader can add a payment reference for the description of the payment.
On a firm that takes crypto, payouts are in USDT or USDC on Ethereum, Base,
Arbitrum or Tron only, every address is checked down to its checksum, and a
paid payout shows its transaction hash with a link to the explorer.

In the standard design the trader sees every funded account with what can be
requested now, or why not yet, beside every request so far, searched, filtered
by status and sorted by date or amount.

### Certificates

Automatically issued certificates for a payout and for getting funded.
Traders download them as an image or PDF and share them.
Every certificate carries a serial and a QR code that lead to a public
verification page, so anyone can check it is genuine. The design comes from your
own template, see below. In the standard design the trader's certificates stand
as a gallery of the certificates themselves, each opening large with its
downloads and its verification link.

### Affiliate

Traders can become affiliates and earn on the people they bring in. Enabled per
propfirm. Affiliates get their own section in the navigation:

- **Overview**: commission, purchases, sign-ups, clicks and conversion for any
  period against the period before, charts over time, and the dates on which
  money on hold becomes available.
- **Links**: several links per affiliate, each with a random or custom code
  (live straight away or after your review), a landing page (sign-up, the
  challenge list or one challenge) and an optional discount the affiliate pays
  out of their own commission. Links can be paused and archived, up to a limit you
  set, and any active link can become the default that the overview and
  materials hand out.
- **Referrals**: every referred trader with the link they came through, what
  they bought, the commission it earned and when that becomes available.
- **Commissions**: the ledger, line by line, with how each amount was worked
  out, when it was earned, when it becomes available and which payout took it.
- **Payouts**: requests by bank transfer, crypto or PayPal, with the details
  remembered for next time.
- **Materials**: your banners and posters, downloaded with the QR code of the
  affiliate's chosen link already drawn in, and the QR code of any link on its
  own. Shown once you have uploaded something.
- **Leaderboard**: when you switch it on, affiliates see where they rank on
  commission earned or challenges sold, this week, this month or all time,
  each affiliate shown under their handle. Off by default.

A trader who signed up through a referral gets your welcome discount and the
affiliate's shared discount on the checkout without typing a code.

Links, referrals, commissions, payouts and materials are lists the affiliate can
search and filter, and each record opens beside its list with an address of its
own to come back to.

### Support

Traders reach you through a contact form and a ticket system with images and
message history. If you have the AI assistant switched on, they get an AI Chat
that answers from your own FAQs and settings first, and hands over to a human
when it cannot help. Typing `/` in the message box gives them two commands:
`/ai` to switch the assistant back on after a human took over, and `/close` to
end the conversation.

Traders can also talk to the assistant on a screen of its own, AI Chat, about
your challenges, rules and payouts. In the standard design it keeps their
conversations in a list beside the open one, each with its own address. When
you cap the questions a trader may ask in a day, it shows how many are left
before they type, and once they are used, from when they can ask again.
When a trader asks, it prepares opening a support ticket or a note in the
journal of one of their trades as a card they confirm.
The assistant remembers what a trader tells it about themselves and fits its
answers to it. Each trader reads, corrects, erases or switches off that memory
in their own settings, under AI memory.

### Handle

Every trader picks a handle, the name other traders see, unique within your firm.
Their real name stays between them and you. The handle is how traders appear on
event and affiliate leaderboards, it signs the sounds they share with each
other, and it is the name in their own account menu. Your own screens keep
showing real names. New traders pick it on the sign up form, which says as
they type whether it is free and offers a free one when it is not. Anyone
without one is asked for it the next time they open the platform. It can be changed from their profile settings once every 30 days.

### Profile

Every trader has a profile at `/@handle` on your domain, which the other traders
of your firm can open from any leaderboard or their own account menu. It shows their avatar, when they joined, their stats
(days traded, longest run of winning days, phases passed, payouts) and a hall of
fame of their certificates. With items on, a showcase of up to six items they
picked sits above it. Amounts (paid out, largest payout, net P&L) and the
certificate images, which carry the trader's real name, only appear when the
trader turns them on. Each trader chooses what is on it in their settings, or in
the standard design with a switch beside each section of the profile itself, and
can switch on a public link to share it on X or Discord. In the standard design
the hall of fame is a list traders can search, and a certificate with a picture
opens it full size. Visitors on the public link see it
under your logo, with a button to sign up, and the link preview shows their
handle and avatar. Search engines are kept out.

### Collection

When you switch items on, traders get a Collection page with every item they may
put on: the ones you made free for everyone and the ones you gave them. A frame,
an overlay, a banner, a title and a name font show wherever the trader appears:
the sidebar, the leaderboards and their profile. A background goes behind their
whole app, switches it to light or dark, and can turn the buttons its colour.
Up to six of them can go in the showcase on their profile. In the standard design
traders search their collection, narrow it by kind, by what they wear and by
rarity, and set the order of their showcase.
See [Items](/docs/platform/admin/items).

### Account security

- Every new account confirms its email address with a code of six digits mailed
  to it before anything opens.
- Two factor authentication with either a passkey or a TOTP app.
- KYC verification during onboarding, at the moment in the funnel you choose.
- Device and login history on the trader's own account.
- A sessions tab listing every browser and phone app the account is signed in
  on, with the browser and system, the address and country, a warning when that
  address is a VPN, Tor or a data centre, when it was last used and when it
  expires. Any one can be signed out on its own, or all the others at once, and a
  signed out device cannot let itself back in on a stay signed in cookie.
  Changing the password signs out everything else. Ninety days of earlier
  sign-ins with the reason each one ended.
- Traders delete their own account from their settings. The dialog names what
  still holds it (an account that runs, a payout on its way) and lets them end a
  running account there, naming the profit they give up. A six digit code from
  their mail confirms it, a mail tells them it is done, and your activity log
  records it. Affiliate balance they had lapses, with the amount shown first.
  The older designs keep asking for the password instead.

### Language

The whole trader experience is available in English, Dutch, Spanish and
Portuguese, including the emails. Traders pick their own language and everything
follows, including messages sent from the backend.

The language is detected from the browser on the first visit and can be changed
from the login and registration screens, so a trader who has not signed up yet
already reads the pages in their own language.

## For your team

Everything below is a screen in your admin dashboard. Each one sits behind its
own permission, so you decide per role who sees what.

Every screen is also one keystroke away. Ctrl+K, or Cmd+K on a Mac, opens a
search bar over whatever you are doing and takes you anywhere by name. It only
ever offers what your own role can open, so a support agent searching for
"payouts" finds nothing there, and it remembers where you went last. Traders get
the same bar for their own side of the platform.

The same bar finds records, not just screens: a trader by name or email address,
a trading account by its number, a payout or a support ticket by the id someone
quoted at you, and any page of this documentation. Each of those follows your
permissions too, so what comes back is only what you could have opened by
clicking. Traders searching find their own accounts and their own tickets, and
nothing else.

It also does sums. Type "12500 \* 0.8" or "80% of 12500" and the answer sits at
the top, ready to copy. Type "1000 eur in usd" and it converts, using the
European Central Bank's daily reference rates with the date they were published
next to them, so you can see they are a reference and not a live quote.

It runs commands as well as finding things: switch theme, switch between the
admin and trader view, open a settings tab, change language, sign out. Typing
one of `>` for commands, `/` for screens, `@` for people or `#` for tickets
narrows the bar to that one kind.

When the bar cannot answer something, the last option is always to hand the
question to your AI assistant, which opens the chat with it already asked. That
one only appears when you have the assistant switched on.

In the standard design the navigation is a narrow rail of icons down the left
edge, one for each heading of the menu, with the one you are in marked in your
brand colour. Resting on an icon shows its name and all of its screens beside
the rail, so any screen is one click away and the page keeps the full width.
Pressing the icon itself opens its first screen. Whoever prefers names can
widen the rail into a sidebar with the button at the start of the top bar or
Cmd+B: every heading with its name, folding open in place to show its screens.
That choice is per person and per browser. The bar
above the page names the heading and the screen you are on. What is happening right now sits behind one button on the right of that
bar: traders and admins online, tickets waiting on you, today's revenue and how
much of the AI allowance is used. A trader sees the account they are on there
instead. The older designs keep a sidebar of headings with one of them open.

Everyone on your team can also arrange it themselves. Customize sidebar in the
account menu turns the menu into something you drag: move a screen to another
heading, reorder the headings, rename ours or hide the ones you never use, make
your own, and pin the handful you open every morning to an icon of their own at the top of the rail. It is saved to your account rather than to
the browser, so it follows you to a different machine, and it is per person: the
payouts team can put payouts first without moving anybody else's menu. Screens
you may not open never appear either way, screens we add later show up by
themselves in the group we meant them for, and one button puts everything back
the way we ship it.

### Overview

**Dashboard** gives you the state of the business over a period you pick, from
today to twelve months, each figure against the period before: sales, payouts,
net, what you owe funded traders right now, new traders and how many of them buy,
the pass rate per phase, funded accounts, and why accounts fail. Beside it sits
everything waiting on you, oldest first: payout requests, fraud flags, tickets,
affiliate payouts and applications and code requests, searchable, filtered from a
menu, and one click or J and K away from the item itself. It follows the same
permissions as the rest: a role without access to revenue does not see the
revenue figures here either, and someone whose role opens no screen at all lands
on the first screen it does open.

**Revenue** goes deeper on the money over a period you pick, from today to
everything since your first sale or dates of your own, in one currency at a time:
sales, payouts, net and discounts against the period before, with what each is
made of under the chart (every challenge, every payout, every coupon, deal and
affiliate). Then sign-ups, buyers and conversion, the way from purchase to payout,
what traders traded, and what you owe right now. Every cut downloads as a CSV.
See [Revenue](/docs/platform/admin/revenue).

**Traffic** covers the behaviour behind those numbers over a period you pick:
visitors, page views, sign-ups and conversion, broken down by source, campaign,
page, country, device, browser and system, where one click narrows the whole
screen. Then what visitors did, how fast your pages answered and how often they
failed, and who is on them right now. Your own team is left out unless you add
it, and every cut downloads as a CSV. See [Traffic](/docs/platform/admin/traffic).

This is measured on our own servers, not with a script in the browser. Nothing
is blocked by an ad blocker, no cookie is set, and no visitor is tracked from one
day to the next, so the figures are complete and there is no consent banner
standing between you and your own numbers. Our own visits to your environment
are excluded from what you see.

### Managing people and accounts

| Screen           | What it does                                                                                                                                                                                                                                                                                               |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Users            | Every trader in a full-width list, and the one you pick beside it: accounts, payments, payouts, KYC, fraud flags, tickets, mail and history. Systems shows their machines down to the graphics card, the IP addresses they came from and who else used them. Your team keeps notes, changes a handle or photo, resets two-factor, approves identity by hand, opens a ticket or mail, views the app as the trader sees it, and flags them or holds payouts by hand. See [Users](/docs/platform/admin/users) |
| Trading Accounts | Every account in a full-width list, and the one you pick beside it: where it stands against its target and loss limits, its result over time, every trade and day, the rules that watch it and what they caught. Correct its status, payment or balance by hand without undoing what the risk engine did, close one or all of its positions, keep notes on it, and give a trader a free account. See [Trading accounts](/docs/platform/admin/trading-accounts) |
| Live Monitoring  | Every open position across every trader, priced live, by account, by position or by symbol, with the room each account has left to its daily and maximum loss limit. Open an account beside the floor for its positions, pending orders and today's trades. Close a position whole or in part, close an account, or cancel pending orders, with confirmation and a notice to the trader. See [Live Monitoring](/docs/platform/admin/monitoring) |
| Team             | Your own staff and their open invitations in one list, and the person you pick beside it. Invite by email or add somebody who already trades with you, change a role and see what it allows before saving, switch off sign-in, check two-factor, sign people out per device or everywhere, and take somebody off the team. Invitations can change role, be sent again or revoked. See [Team](/docs/platform/admin/team) |
| Roles            | Build your own roles out of granular permissions instead of picking from fixed ones, in a list you can search and filter by who may do what. Require two-factor per role, or give one every permission including what the platform adds later. See what a role opens and who it reaches before saving, give it to teammates or traders, start from a template or a copy, and move its people to another role when deleting it. See [Roles](/docs/platform/admin/roles) |
| Activity Log     | Everything your team, your traders and the platform did, down to which admin opened which page, in a full-width list you search by person, record, ID or IP address. The entry you pick shows each field that changed with its old and new value, who did it from where, the record's history and what happened around it. It cannot be switched off. Export any view as a CSV, or have the log emailed to up to five addresses on a schedule. See [Activity log](/docs/platform/admin/activity-log) |

### Product and pricing

**Challenges** is where you define what you sell. Per challenge template you set
the account size, the account currency (US dollars, euros or pounds), the price,
a purchase limit per trader and a consistency rule. A trader on a euro account
can still trade a market priced in dollars, pounds, Swiss francs, Canadian or
Australian dollars: profit, margin and risk are converted into the account
currency at a live exchange rate, on screen and on the balance alike. Per phase
inside it you set:

- Profit target, maximum daily loss, maximum total loss.
- Drawdown as static, trailing or balance based.
- Minimum trading days and maximum calendar days.
- Whether weekend holding, news trading and hedging are allowed.
- Maximum lots per position, maximum open positions, maximum risk per trade.
- For funded phases: profit split, the payout frequency and the first payout
  delay, each as up to 24 hours, 365 days, 52 weeks or 12 months (frequency can
  also be on demand), and the minimum and maximum payout as an amount or a
  percentage.

How they trade, as opposed to what they make, is its own screen: see Trading
rules below. The challenge editor lists the trading rules that reach each phase
and lets you leave a phase out of a wider rule.

Each phase gets its own tab in the editor, and the panel beside it converts the
percentages into money for the account size you picked, so a five percent daily
loss reads as an amount before you publish it. It also flags the combinations
that cannot work: no funded phase, a daily loss at or above the total loss, a
phase with no profit target.

Challenges are grouped in **programs**, such as 1-Step, 2-Step or Instant
funding, each with a name and a one line description of your own. Every
challenge sits in one list, grouped by program in the order your shop shows
them, and you move a program, or a challenge inside its program, to change that
order. Mark a size as Most chosen to highlight it in the shop. One per program
reads best. Event entries are listed apart. On the standard design the challenge
you pick opens beside the list with its setup, its accounts phase by phase with
the pass rate and what it sold, and its history, and a challenge can be
duplicated to start the next size from it. The pricing page opens in the same
place as a trader sees it, on a phone or a desktop. It warns about a program
with nothing for sale, two Most chosen sizes in one program, a challenge priced
at zero, currencies that never share a size, and challenges without a program.
The editor asks for the program and says which place the challenge takes in it.
Challenges move as a JSON file with every setting of every phase: export the
whole shop, one program or one challenge, import up to 50 at once live or
offline, or copy a prompt into ChatGPT, Claude or Gemini that drafts a lineup in
exactly that format. A right click sets one challenge or a whole program live.
See [Challenges](/docs/platform/admin/challenges)

**Trading rules** is how you police the way people trade. Pick from seven
patterns, each a real calculation over the trade log: minimum hold time, trade
burst rate, oversized risk, grid and martingale, lot consistency, one sided bets
and single trade target. Set the threshold, choose whether it covers every
account, chosen challenges or chosen phases, with exceptions such as every
challenge but one, and choose what happens: monitor, flag for review, block the
order, void the profit or breach the account. Rules can act from the third violation rather than
the first, and the earlier ones are recorded either way. While you write a rule
it says in plain words what it will do, on how many live accounts, and where
another rule takes over. Each rule shows what it caught and who changed it, can
be switched off in one click, and copied into a new one. Every firing is logged with the
measurement that caused it, searchable and frozen, and shown on the trader's
profile and their account. See
[Trading rules](/docs/platform/admin/trading-rules)

**Coupons** are discount codes, a percentage or a fixed amount, with a minimum
price, a start and expiry, a total limit, once per trader if you like, and the
challenges they apply to. A code works for anyone or for one trader. Each coupon
shows what it sold and every change, and the editor warns before a code gives a
challenge away or clashes with a deal. You can also hand a trader a free
challenge from their profile. See [Coupons](/docs/platform/admin/coupons)

**Deals** sit beside Coupons and put challenges on sale for a set window, no
code needed. Traders see the list price struck through with a badge such as
-18%. Give each challenge a fixed price or take a selection down by a
percentage, choose whether coupons stack, and switch, end or rerun a deal from
the list. The editor warns about overlapping deals, discounts over 50% and EU
price rules, and each deal shows what it sold. The challenges list shows which
challenges are in a deal. See [Deals](/docs/platform/admin/challenge-deals)

**Events** is the admin side of the competitions, in one list searched by event
or by a trader who entered. Set the ranking, the window, the prize tiers and the
entry tickets with their price, then publish, end early, reopen with a new end,
cancel or run an event again with a button. The leaderboard lets you take a trader out of the ranking
with a reason, and the prizes show what each award became. The editor warns
about gaps between tiers and tickets nobody can use. See
[Events](/docs/platform/admin/events)

**Payouts** is the queue of payout requests, opened on what waits for a
decision and searched by trader, email, number or payment reference. A request
opens beside the list with what would block it, the money, where it goes, the
account and its trades, the trader's earlier payouts, fraud flags, the linked
ticket and the team's notes. Approve, reject or mark paid from there or from a
row's menu, with your own tags to mark why one waits. See
[Payouts](/docs/platform/admin/payouts)

### Marketing and growth

| Screen            | What it does                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Popups            | Popups on a visual canvas or in HTML and CSS from ready made designs, and announcement bars above the trader app's header, still or scrolling, with a link or a code to copy. A live preview in light, dark and on a phone. Rules target by page, audience and frequency. Warnings for a popup nothing shows or a trader cannot close. Analytics against the previous period, submissions with search and CSV export. See [Popups](/docs/platform/admin/popups) |
| Popup rules       | Decide when a popup shows: a simple rule picks the popup, the pages and the audience, a flow draws the same on a canvas with branches. Set how often, the priority and a period in your own timezone. Search, filter by state, and see which rules are running. Warnings for a rule that shows nothing. See [Popups](/docs/platform/admin/popups#rules) |
| Waitlist          | Collect email addresses before you open and reward early signups with a code. Search, filter and export the list, open a signup to see its code, what it bought and where it came from, add somebody by hand, correct a typo, mark everyone waiting as notified after your launch mail, or erase a signup for good. See [Waitlist](/docs/platform/admin/waitlist)                                                                                                                                     |
| Waitlist settings | Open or close the list, switch the confirmation mail on or off, and choose the reward: none, one shared coupon or a personal code per signup. Shows what a signup gets in money on your own challenges and warns before you save a setup that cannot work. See [Waitlist](/docs/platform/admin/waitlist)                                                                                                                                                                                              |
| Email             | Verify your own sending domain, keep the addresses on it with who reads each one, send campaigns from any of them, save reusable campaign templates, write signatures for the propfirm, one mailbox or one person and set which one each colleague starts with where, edit every transactional email and pick its sender, and read every mail in the [Sent log](/docs/platform/admin/sent-log), held back ones included. Design what the mail looks like: see [Mail design](/docs/platform/admin/mail-design) |
| Inbox             | A mail client on your own domain, so support@ does not need a mailbox somewhere else. Point one MX record at us and mail to your addresses arrives here: folders including an archive that never counts as unread, labels, search with operators, filing rules, blocked senders, importing old mail, a warning on forged senders, attachments, internal notes, assignment, a read log per message, and AI writing help that reads the whole conversation. See [Inbox](/docs/platform/admin/inbox)                                                                                                                                                             |
| Calendar          | A calendar for your team beside the mail, in day, week, month and schedule views. Personal calendars and calendars the whole team shares, labels, repeats, sharing at four levels, invitations in and out with a notice when a guest answers, reminders, a free slot finder, Google or Outlook calendars followed from a URL, and every person in their own timezone with colleagues' available hours on their clock, plus extra available time for a single day. See [Calendar](/docs/platform/admin/calendar)                                                                                                                                                                            |
| FAQs              | Write an answer once and it lands in four places: the FAQ list on your contact page, the trader assistant, the first AI reply on a new ticket, and the assistant your own team asks. Choose who it is for and the screen shows where it goes, and why not. Order questions and category headings in the list, rename or merge categories, publish or hide from the list, with warnings for duplicate and thin answers. See [FAQs](/docs/platform/admin/faqs) |

### News

The **News** section decides what a scheduled release or a headline does to
your traders' orders. Events come from the sources you switch on and from your
own hand, and your rules turn each one into a window in which orders are
refused before they execute or let through and logged for review. See
[News](/docs/platform/admin/news).

| Screen | What it does |
| --- | --- |
| News overview | Every headline from your sources and your own, one line each, grouped by day for the next 24 hours to 4 weeks or the past week, searched by name, currency or ID and filtered by impact, source, what your rules do and what it caught. Open one for the window each rule holds, every rule held against it and the orders it caught. Skip a single headline for your rules, with a note. Breaking headlines show no impact and no rule acts on them. See [News](/docs/platform/admin/news) |
| News rules | A rule picks impact levels, currencies, sources, a window around the headline and which of opening, closing or moving stops it stops, then refuses the order or lets it through and logs it. Start from a preset or a copy. Each rule shows the headlines it acts on this week, what it caught and who, and warns about overlaps. Choose per challenge phase whether the rules apply. See [News](/docs/platform/admin/news) |
| News sources | Switch each source on or off for your firm: ForexFactory and TradingView for the scheduled calendar, Yahoo Finance for breaking headlines, which state no impact so no rule acts on them, Webhook for what your own systems post. Pick per source which of your rules act on it. Each source shows its headlines this week and last, what they caught and who switched it. Missing one? Request it from the same screen. See [News](/docs/platform/admin/news) |
| Custom news | Publish your own headline now or schedule it up to 90 days ahead, and your rules act on it like on any other event. Change it while live or scheduled, end it early, withdraw it or let your rules skip it. Your own systems can post headlines through a webhook on your domain, each with its own key, allowlist and rollable secret, and a 30 day log of every post. See [News](/docs/platform/admin/news) |
| News flags | Every order a rule refused or wrote down and every position held through a breaking headline, searched by trader, account, headline, symbol or ticket and filtered by outcome, order, impact, rule and dates. Open one for what the trader was told, the trade and its result, the headline, the rule as it is now and the trader's other flags. Export the list as a CSV. See [News](/docs/platform/admin/news) |

### Affiliate program

How links, commission, discounts and payouts fit together is on its own page, see
[Affiliates](/docs/platform/admin/affiliates)

| Screen | What it does |
| --- | --- |
| Affiliate overview | The program over any period against the one before: referred revenue, commission, challenges sold and what is owed today, then clicks, sign-ups, buyers and conversion with the funnel. Every affiliate and link behind the figures, searchable, with applications, code requests and payouts waiting on the right. Switch the program on or off and export to CSV. See [Affiliates](/docs/platform/admin/affiliates) |
| Affiliates | Every affiliate with clicks, sign-ups, sales and commission over the period and what you owe them today, searched by name, email, code or ID and filtered by status, deal and balance. Approve, reject, suspend or reactivate, add a trader yourself, and agree a deal of their own: commission, repeat purchases, link limit, link discount and hold. Tabs for an overview with team notes, links, referrals, commissions, payouts, fraud and activity. See [Affiliates](/docs/platform/admin/affiliates) |
| Code requests | Every custom code such as /r/mickfx as a queue, opening on what waits, oldest first, searched by code, link, affiliate or ID. Approve, turn down with a reason the affiliate reads, or approve after all. Each code shows what stands in its way (blocked words, a full link limit, a discount above the cap) and codes that look like it. Whether codes wait for review and your blocked words are set here too. See [Affiliates](/docs/platform/admin/affiliates) |
| Pre-registrations | Every referral code your website reserved through the API before launch, searched by email, code, name or ID and filtered by status, when it runs out and whether the mail went out. Send the reservation mail again, change or take away the date it can be claimed until, or withdraw it. Each shows who claimed it, the API key that made it and what your site sent along. Whether reservations are taken and for how long is set here too. See [Affiliates](/docs/platform/admin/affiliates#pre-registrations) |
| Affiliate payouts | Payout requests by bank transfer, crypto or PayPal as a queue, opening on what waits, oldest first. Approve, reject with a reason the affiliate reads, pay outside the platform and mark it paid with a reference, or withdraw an approval. Each request shows what to check first (voided commission, a new destination, open fraud flags), the lines it bundles, the affiliate's balance and history, and team notes. See [Affiliates](/docs/platform/admin/affiliates) |
| Affiliate materials | Banners and posters (PNG, JPG or WebP) that each affiliate downloads with the QR code of their own link drawn in. Place the code by clicking, dragging or with the keyboard, with a warning when it gets too small to scan. Per banner a language, a code or none, its place in the affiliates' order, offered or hidden, and a sample with your own code. See who downloaded each one and how often. See [Affiliates](/docs/platform/admin/affiliates) |
| Affiliate program | Every setting of the program on one screen: who can join and the terms, the attribution window and reservations before launch, commission as a percentage, a fixed amount or per signup, a rate per challenge, up to 50 volume tiers, the hold and minimum payout, custom codes and blocked words, both discounts and the leaderboard. Beside each part what it reaches before you save, and one sale worked through as you type. See [Affiliates](/docs/platform/admin/affiliates#affiliate-program) |

### Fraud and abuse

The **Fraud** section answers who is behind an account, which is a different
question from what they did with it. What they made lives with your challenges
and how they made it lives on Trading rules. Every detector gets its own level:
Off, Monitor, Flag, Restrict or Block, with thresholds you set. Every trader
has a risk score from the detectors they were flagged by, each adding the
points you set, shown line by line wherever their flags show. See
[Fraud](/docs/platform/admin/fraud)

| Screen           | What it does |
| ---------------- | ------------ |
| Review queue     | One case per trader, riskiest first, in views for to review, mine, waiting, restricted, monitor and decided. Each flag gets an outcome per trader that says what it does: Confirmed fraud keeps the restriction and offers to suspend, close accounts or reject payouts, False alarm gives it back, Allowed makes an exception. Raise a flag by hand, hold payouts, contact, wait, assign, tag and note, one case or many. See [Fraud](/docs/platform/admin/fraud) |
| Fraud overview   | The review queue as Propper - OG and Tactical show it: highest risk first, filtered by screen, level and status, who is restricted right now with a button to lift it, and how each detector screen is set |
| IP & Network     | VPN, Tor, residential proxies, datacenter IPs, shared IPs and subnets, and one account on several addresses at once. Each with a level and its thresholds, plus how many of your traders it would have caught in the last 30 days |
| Location         | A country policy as a blocklist or allowlist, impossible travel with your own top speed, a first login from a new country, a mismatch with the registration country, and a limit on countries per month |
| Devices          | One device behind several accounts, emulators, headless browsers, and sessions that never send a device fingerprint |
| Account linking  | Group hedging, copy trading with your own similarity threshold, and accounts sharing a payment method or an identity. Each account in a group is judged on its own settings |
| Affiliates       | Affiliates referring themselves under another name: a referral on the affiliate's own device or IP, a burst of signups from one address, and referrals who buy with a discount and get refunded. Open signals also show on the affiliate's own page |
| Trader overrides | Hold one trader to another level, score or threshold on one detector, with a reason and an end date. For the trader who travels for work and needs eight countries a month instead of three |
| Blocklist        | Refuse an email address, a whole domain, an IP address or range, a device, a card or a phone number outright, with a reason and an end date. Sign up, sign in, a changed address and a purchase are checked, your team is never held to it, and an existing account that gets caught lands in the review queue. Each entry shows how often it refused something and which traders it reaches today. See [Blocklist](/docs/platform/admin/fraud-blocklist) |
| Enforcement      | What Restrict takes away (new orders, payouts, challenge purchases, affiliate payouts), what Block does, and an escalation score that suspends a trader once a new flag takes their risk score that high |

In the standard design Fraud has four entries: Review queue, **Detectors**,
Trader overrides and Blocklist. Detectors holds what the detector screens and Enforcement hold
above: every detector in a list with its level and score, and the one you pick
beside it with what each level does there, its score, its thresholds, what it
would have caught in
the last 30 days, its open flags and the traders with an exception. General sits
at the top of the list for the settings that hold for every detector, and one
save covers whatever you changed.

### Configuration

| Screen           | What it does                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Designs          | The look of the whole platform, every trader and admin screen, picked by you: the standard design in light and dark, Propper - OG, the design the platform launched with, or Tactical, a dark command centre with its own sidebar and header. Your name, logo and colours carry over, and the screen says which of them each design uses. See [Branding](/docs/platform/admin/branding) |
| Appearance       | A picture or looping video behind the whole trader app, one for light and one for dark mode, each with a focal point for phones, a still for traders who want less motion, and a glass tint. Glass or solid panels at a strength you set, corners from sharp to round, and a text and a figures font from 54, grouped from neutral to serif and retro, or your own. Drawn before you save on a desktop, a phone and the admin panel. See [Appearance](/docs/platform/admin/appearance) |
| Global           | Your platform name, logos, favicon and colours, light and dark, live the moment you save. Start from a colour preset or a palette an AI made from our prompt, then set the background, panels, sidebar, lines, text, gains and losses yourself. Palettes import and export as JSON. Previewed on a live copy of your trader app, with a warning for every pair of colours that gets hard to read. See [Branding](/docs/platform/admin/branding) |
| Login screen     | The label, heading and introduction a trader reads beside the sign-in and register forms, for every language at once or per language, up to five bullets with icons or none, and a picture with a focal point and a darkness you set. Adds the logo the page is missing. Drawn before you save on a desktop and a phone, light or dark, in any language. See [Login screen](/docs/platform/admin/login-screen) |
| Status page      | Your public status page at /status on your domain and on a status subdomain of its own, set up here with the one DNS record to add. Its own logos, favicon, heading, description and support link for every language or per language, an accent and a colour for each level. Drawn before you save on a quiet day or during an incident, on a desktop or a phone, light or dark. See [Status page](/docs/platform/admin/status-page) |
| Trader menu      | The sidebar every trader starts from, arranged by you: drag screens between headings, rename or add headings, and hide a screen or a whole heading for traders. A switch decides whether traders may arrange their own on top, and Apply to all traders wipes theirs. Drawn beside the editor narrow and wide before you save. Standard design only. See [Trader menu](/docs/platform/admin/trader-menu) |
| Domain           | Your own domain, with the DNS record to add and automatic HTTPS. Move to another address without going offline: the old one keeps working until the new one is in place, and older addresses stay until you remove them. A status page address of its own. Bot protection on sign-in, registration and password reset with your own Cloudflare Turnstile keys, required on a domain of your own. See [Domain](/docs/platform/admin/domain)                                      |
| Legal            | Your terms, privacy policy, risk disclosure and refund policy, each from a standard text you rewrite per language, with a drawing of the public page beside the editor. At checkout one tick accepts your terms and refund policy and asks for the challenge to start at once, which under EU consumer law lets you charge for what was provided if the trader withdraws. Every accepted text is kept exactly as read, with its fingerprint, as evidence in a dispute. See [Legal](/docs/platform/admin/legal) |
| Instruments      | What your traders can trade. We grant your data providers. You switch their packages on (crypto majors, micro futures, index ETFs, or a live list of every share) and price each with a spread in ticks, a flat or percentage commission and a swap. Then add, remove or price single instruments from all your providers list, set their price source and leverage, or change a filtered list at once. The spread is a real markup traders are filled at. See [Instruments](/docs/platform/admin/instruments)                                                                                                                                                                                                                                                                                                                         |
| Copy trading     | The switch for copy trading between a trader's own accounts and the rules every pair keeps to: evaluation, funded, the two mixed, across challenges, a lot ratio range and a limit per account, with what a change reaches before you save. Every pair in a searchable list with its copies, the copies not placed and its history, to pause, resize or remove with the trader told. See [Copy trading](/docs/platform/admin/copy-trading) |
| Terminal presets | The screens your traders open the terminal on, arranged on the grid they use. Every preset stands locked in every trader's layout menu, one of them the one the terminal opens on, and a trader who wants it different makes a copy. Their markets and settings inside a preset are kept per trader. A searchable list with how many traders open on each and warnings for a missing chart or order ticket. See [Terminal presets](/docs/platform/admin/terminal-presets) |
| Payments         | Every payment a trader started for a challenge, paid, open, failed, refunded or free with a coupon, searched by trader, number or reference and exported as CSV. Each shows its price from list to what reached you, the terms the trader accepted, the trader's other payments and its activity. Traders pay through the methods Propper enables for your firm. A crypto payment shows every transfer, and one that came late or short waits for your decision. See [Payments](/docs/platform/admin/payments) |
| Wallets          | For a firm Propper turned crypto payments on for: traders pay in USDT or USDC on Tron, Ethereum, Base or Arbitrum, each payment to a fresh address of your own wallet, and the account opens once the chain confirms it. The wallet is made and encrypted in your browser, unlocked with a passkey or MetaMask, and nobody else can open it, Propper included. Every address with what it was asked for and holds, and a private key or the recovery phrase to export. See [Wallets](/docs/platform/admin/wallets) |
| Certificates     | A designer for the certificates your traders receive, one default per kind with Propper's design where you set none. Start from fourteen ready made designs per kind, light and dark, on a visual canvas or in HTML and CSS, set in bundled typefaces, with your logo, a signature, images and a verification QR code, and convert a visual design to HTML. Each template shows who receives it, a test render and every certificate issued from it. See [Certificates](/docs/platform/admin/certificates) |
| Items            | Cosmetics for your traders: backgrounds, banners, frames, overlays, titles and name fonts, each with a rarity. Upload pictures, animated GIF or WebP, or looping video, or pick a font, with a live preview on a trader. Make an item free for everyone or give it to many traders at once, set the order, hide or duplicate it, and see who owns and wears it. Traders put them on from their Collection. See [Items](/docs/platform/admin/items) |
| Onboarding       | The flow a new trader walks before the platform opens: the platform's steps, your own steps with questions in eight types, an identity check in the flow or at the first payout, and if you want buying a challenge last. Age limit 18 or 13, and the flow can be switched off. Edit it beside a live drawing of what the trader sees, see which step your traders are on and download their answers. See [Onboarding](/docs/platform/admin/onboarding) |
| Defaults         | The clock a day of your firm runs on, the currency it prices and reports in, and the profit split of a funded phase that sets none. Pick any timezone by city or UTC offset and a currency from 22, and see beside each setting what a change reaches before you save: the time there, what is sold in which currency, which challenges pay the split. See [Defaults](/docs/platform/admin/defaults)                                                                                                   |
| Features         | Which optional parts of the platform your traders get, each one switch: the trade journal, trading competitions, copy trading, items, the affiliate program and the AI assistant. Each shows who uses it today and what switching it off takes away before you save, beside a drawing of the trader menu as the switches stand. Nothing is deleted when one goes off. See [Features](/docs/platform/admin/features)                                                                    |
| Tracking         | Your own Google Analytics, Tag Manager, Microsoft Clarity, Google Ads, Meta, TikTok, X and Reddit accounts on every page of your domain, loaded only after a visitor accepts the cookie banner. Sign-ups and purchases are reported to each under its own event names, with amount and currency, and to Google Ads and X against your own conversions. Your team left out by default. Paste a whole snippet and only the id is kept. See [Tracking](/docs/platform/admin/tracking) |
| Storage          | One storage bucket for your whole firm: how it filled over 30 days to a year, the biggest items, people and mailboxes, a CSV export, and what could go now. Nightly cleanup rules for old attachments, unused pictures and AI files, all off until you switch them on. Pick which warnings mail your team and add outside addresses. Nothing is blocked when it fills up. Free 50 GB, Plus 500 GB, Pro 2 TB. See [Storage](/docs/platform/admin/storage) |
| Billing          | What you pay Propper: the next invoice with its lines, the billable traders against the ones included and who they are, and every invoice with its PDF. Replace the payment method, set the name, address, reference and tax ids on the invoices, download the signed contracts, and export to CSV. Viewing and changing are separate permissions. See [Billing](/docs/platform/admin/billing)                                                                                    |
| API keys         | Keys for the public API, one per system, each holding only the scopes it needs and, if you want, held to your servers' addresses and an end date. Open a key for its usage over time, its calls of the last 30 days with search and a CSV export, and its history. Rotate a secret with the old one still working an hour, a day or a week, so your systems switch over without downtime. See [API keys](/docs/platform/admin/api-keys)                                         |
| AI Settings      | The assistant your traders and your team chat with, which can also answer every new ticket first. Switch it on for traders, your team or both, cap the questions a trader may ask in a day, and set its name, picture, tone, separate instructions for traders and for your team, and the model. A drawing beside the form shows the chat as you type, and the screen shows what is left of the allowance in messages. See [AI Settings](/docs/platform/admin/ai-settings)                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| Knowledge        | What your AI assistant knows about your firm, as markdown notes in folders. Public notes the assistant may tell your traders, private ones stay with your team. Search on words and meaning, versions, your FAQs copied in, a private note per mail conversation and ticket, and a weekly anonymous list of what traders asked to turn into a FAQ or note. Reached from AI Settings. See [Knowledge](/docs/platform/admin/knowledge) |
| Support settings | How traders reach you: the assistant first, your team only, or off. The assistant's name, tone and instructions, what /contact shows (your own page with your contact details, or an address of your own), after how many days a quiet ticket is warned and closed, or never, and the two ticket mails on or off. A drawing of the trader's side follows as you type, with what will not work. See [Support](/docs/platform/admin/support)                                      |
| Tickets          | The support queue for everything your traders send you. It opens on what needs a reply, most urgent first, and the ticket you pick opens beside it with the trader, their accounts and payouts, live as messages arrive and the assistant writes. Teams, tags, internal notes, an /ai command that writes the answer, and tickets your team opens itself. Traders can reply from their own mail client, and a ticket nobody answers closes itself. See [Tickets](/docs/platform/admin/tickets) |

Your team also gets its own AI Chat, which answers questions about your own
figures rather than about the product. The same assistant opens in a panel
beside every admin screen (the AI Assistant button, or Cmd+J), knows which
screen and which trader, payout or ticket you have open, and offers questions
that fit it, such as whether a payout should be approved or a draft reply to a
ticket. Ask without the page when the question is about something else.
When asked, the team's assistant prepares an action as a card (a note on a
trader, assigning, tagging, resolving or closing a ticket, an appointment in
your own calendar, approving, rejecting or marking a payout paid, confirming a
fraud flag or calling it a false alarm), and nothing happens until somebody
presses Confirm. A card that reaches the trader or moves money says so and asks
again, as the screen does. It checks the same permission as the button on the
screen, and the activity log says it went through the assistant.

## Under the hood

These are not screens, but they are the reason the screens can be trusted.

**We are the broker.** Order execution, fills and PnL all run on our own engine.
There is no third party in the middle deciding what a trader's fill was.

**Risk runs before execution.** A trade that breaks a rule is refused, not
reversed afterwards. That is a deliberate architectural choice and it is why the
rules above are enforceable rather than advisory.

**Real market data.** Futures and CFDs through Rithmic and dxFeed, US shares and
ETFs through Databento, crypto through Binance, Bybit, OKX and Kraken. We switch
providers on for your firm as part of your plan, and you pick the price source
per instrument, so you can move one to another feed without your traders
noticing.

**Isolation between propfirms** is enforced in the database itself with row level
security, not only in application code. One propfirm cannot read another's rows
even if the application asks it to.

**Real time throughout.** Prices, positions, risk alerts, news and ticket
messages all arrive over WebSockets.

**A public API.** Everything above has an HTTP API behind it, documented at
[API reference](/docs/api), with keys per environment, scopes per key and
idempotency on writes.

**Status and transparency.** A public status page per propfirm, and a public
roadmap so your traders can see what is coming.

## What is missing here

If you are reading this looking for something you cannot find, it is either on
the [roadmap](/roadmap) or it is not built. Ask us and we will tell you which.