How do I manage hundreds of trader accounts efficiently?
Quick answer
Use bulk provisioning instead of creating accounts one by one, standard account types and rule sets instead of individual settings, automatic rule enforcement, trader records that hold all of a person's accounts, an API for repetitive tasks, and filters and search to find accounts quickly.
Detailed answer
Habits that scale:
- Pre-create inventory: accounts of each type ready to assign.
- Standardise: every account comes from an account type.
- Automate assignment from checkout through an API.
- Review by exception: focus on breaches, passes and flags.
- One record per trader: see their history across accounts.
PropExecutor is built for this: up to 100 accounts per request, account types pointing at shared rule sets, trader records holding several accounts, and an API for assigning traders, rotating credentials and pulling reports.
Weekly routine
- Top up account inventory.
- Review breaches by reason.
- Review flagged accounts.
- Check funded accounts' exposure.
- Clear the payout queue.
A fixed routine keeps a large account book manageable with a small team, because problems surface on schedule rather than through complaints.
Use search and filters
Find accounts by account number, trader email, status or account type rather than scrolling lists. Consistent naming of account types makes those filters far more useful.
PropExecutor team · Updated
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