2-step
Phase 1 then verification. Industry default. Separate targets and DD per phase.
Evaluation
Challenge engine with rules you can actually change.
Profit targets, drawdown bases, consistency, min trading days, news locks, and phase graphs are data — the same objects the CRM, dashboard, and risk engine read. If you can articulate the program, we run it.
1-step
Single qualification. Higher completion, tighter risk knobs.
Instant
Skip evaluation. Immediate funded account with trailing or static DD.
Pay later / pay after pass
Trade first, charge on pass. Conversion play with refund discipline and a hard fail path.
Competitions
Leaderboards, prize pools, time-boxed rulesets. Same engine, different SKU.
Custom hybrids
Mix consistency, best-day caps, weekend locks, instrument bans, scaling ladders.
Program knobs
The SKUs traders shop. You toggle them.
Retail firms win on rule packaging — no consistency, no time limit, daily payouts, 80→95% splits, news/EA allowed, one free reset after first reward. Those are not marketing slogans. They are plan fields.
| Knob | What it does | Typical use |
|---|---|---|
| Consistency % | Cap on how much of the target can come from one day. Can be off. | Futures-style or “no consistency” FX SKUs |
| Time limit | N days or none. Overnight positions do not double-count a UTC close day. | Unlimited-day 1-steps |
| News / EA / weekend | Allow, lock, or flag. Calendar talks to the risk engine. | Trader-friendly vs tight books |
| Scaling ladder | Account size and split step up on funded performance. | $25k → $6M-class ladders |
| Split steps | First-payout boost, then 80 / 90 / 95 as you define. | Retention after first reward |
| Payout cadence | On-demand, 24h SLA, or cycle (weekly / biweekly). | Daily-payout marketing |
| Free reset | One complimentary retry after first payout or first fail — your policy. | Second-chance SKUs |
| Fee refund on pass | Challenge fee credited or paid back when they fund. | 100% refundable cards |
Rule objects, not hardcoded TOS.
From the CRM plan catalog you set profit target %, min trading days, consistency %, daily drawdown basis (hybrid intraday trail, static EOD equity, server-reset equity), and max drawdown basis (hybrid trailing lock-to-initial, trailing HWM, static initial balance).
Per-asset-class plans are first-class: a 10%/4%/6% FX 1-step is not the same object as a trailing-HWM futures eval. Crypto books get their own leverage and weekend physics.
When a trader closes a qualifying day, the engine counts UTC close days. Promotion writes the next plan slug. No spreadsheet.
profitTargetPct10.0
dailyDrawdownBasisstatic_eod_equity_reset
maxDrawdownBasistrailing_hwm
consistencyPctoff
timeLimitDaysnone
newsPolicyallow
payoutCadenceon_demand_24h
SKU inspector
Click a model. The spec is the product, not the banner.
Retail firms win on rule packaging — no consistency, no time limit, daily payouts, news/EA allowed. Those are plan fields.
Compiler
Preview a program. This does not trade.
Bring your current rulebook.
We will map it onto plan objects in the demo tenant — including the ‘no consistency / daily payout’ card if that is the SKU.