What should a trader see on their account dashboard?

Quick answer

A trader should see balance and equity, progress to the profit target, daily loss and maximum loss headroom in money and percentage, trading days completed, open positions and history, and basic statistics. The figures should match exactly how the rule engine judges the account.

Detailed answer

The essentials:

  • Balance and equity, live.
  • Profit target: amount and percentage remaining.
  • Daily loss headroom: how much can still be lost today.
  • Maximum loss headroom: distance to the overall floor.
  • Trading days: done versus required.
  • Statistics: win rate, average trade, best and worst trade.

The most important property is consistency with the engine. PropExecutor's dashboard is inside every account in the terminal and computes headroom on the same basis as the rule engine, including the static maximum loss floor and the daily opening value.

Avoid two sources of truth

If your website also shows account numbers, make sure they come from the same calculation as the trading platform. Two dashboards that disagree, even by a small amount, generate questions and undermine trust in the rules.

Show the rules too

Alongside numbers, show the rules that apply to the account, with the same definitions as the rules page. Traders then know not only how close they are to a limit, but how it is calculated.

Read the full guideYour traders should not need a second dashboard

PropExecutor team · Updated

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