Dashboard & Prop Firm Management Guide
Your trading command center with real-time widgets, prop firm tracking, and challenge compliance monitoring. Get instant insights and manage your prop firm evaluations all in one place.
Dashboard Overview
Your personal trading command center with widgets showing current performance data. Get instant insights into your trading with visual charts and key metrics at a glance.
Dashboard Widgets Include:
- Current Equity - Account balance with equity curve chart showing profit target and max drawdown levels
- P&L Trend - Visual bar chart of daily/weekly performance
- Trading Stats - Key metrics (win rate, profit factor, best/worst trade, etc.)
- Trading Performance - Comprehensive performance metrics with period filtering
- Trading Calendar - Month, week, and day views of your trading activity
- Recent Trades - Latest completed positions
- Daily Inspiration - Quote of the day and affirmations
Widget Features:
- Interactive charts with hover details
- Responsive grid layout
- Info tooltips for each widget
Challenge & Evaluation Tracking
Track your progress through prop firm evaluations with comprehensive monitoring tools. Link your trading accounts to prop firm plans and monitor your compliance with all rules.
Tracking Features:
- Phase Information - View Phase 1, Phase 2, and funded account details
- Profit Target Display - See profit target line on equity curve
- Daily P&L Tracking - Monitor daily performance in calendar and charts
- Drawdown Monitoring - View max drawdown level on equity curve
Performance Calculations:
- EOD (End of Day) drawdown calculations
- Intraday drawdown calculations
- Profit factor, Sharpe ratio, and 50+ metrics
Multi-Account Management:
Manage multiple prop firm challenges simultaneously. Perfect for traders working with different firms or running multiple evaluations at the same time.
Tips for Success:
- Associate accounts with prop firms to track compliance
- Understand EOD vs intraday drawdown rules
- Monitor daily loss limits closely during active trading
- Review phase rules before each trading session
Prop Firm Account Integration
Associate your trading accounts with specific prop firms and evaluation plans to track compliance and analyze performance.
Integration Benefits:
- Rule enforcement tracking
- Profit target calculations
- Risk limit monitoring
- Phase-specific analytics
- Account type classification (demo, evaluation, live)
Setup Process:
- Select your prop firm from our prop firm guides
- Choose your specific evaluation plan
- Set initial account parameters
- Import your trades normally
- View compliance status on dashboard