What actions can a rule take?

Matching the action to the rule makes enforcement feel fair.

The four actions

• Breach: ends the account, records the rule and reason.
• Reject order: refuses the order before it is placed; the account continues.
• Flag: records the event on the account for review, with a count and first and last occurrence.
• Block pass: the account cannot pass until the condition is met.

Typical mappings

• Daily loss, maximum loss: breach.
• Trailing drawdown, weekend holding: breach or flag.
• Lot size, positions, leverage, trading hours, orders per day: reject or flag.
• No hedging: reject, breach or flag.
• Minimum hold time: flag or breach.
• Profit target, minimum trading days, profitable days, consistency: block pass.
• Custom rules: breach, reject or flag.

Choosing in the builder

Where a rule supports more than one action, the builder lets you pick. The default is the most common choice for that rule.