What is a rule set version?

Quick answer

A rule set version is one immutable snapshot of a rule set: its numbers and rules at a moment in time, with a version number and date. Each save of a rule set creates a new version. Trading accounts are tied to exactly one version for life.

Detailed answer

Versions give your rules a history.

What a version contains

  • The core limits: daily drawdown, maximum drawdown and profit target percentages, minimum trading days and allowed instruments.
  • The full list of rules from the builder, each with its parameters and action.
  • A version number and effective date.

How versions relate to accounts

  • An account type points at a rule set.
  • When an account is created, it takes the rule set's current version.
  • That version stays attached to the account forever.

Why immutable

If a version could be edited, an account's rules could change without anyone noticing. Making versions append-only means the record of what a trader agreed to is permanent.

Using versions in practice

  • Rules pages: date each published version.
  • Support: answer "which rules apply to me?" from the account's version.
  • Analysis: compare pass rates between versions to see whether a rule change worked.

Absent rules

A version can leave out a rule entirely, for example no profit target for an instant funding account. An absent rule is recorded as absent, never as zero.

PropExecutor team · Updated

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