One-Step Assessment

One Step Overview

March 2026 rules, trading guidelines, funded account details, and general FAQs.

Trading Rules

Rule Area Assessment Funded Notes
Profit Target 10% - Funded Account has no limit
Daily Loss Limit 5% 5% Calculated from the greater of the prior day’s end of day balance or equity. Hard Breach.
Max Drawdown 6% 6% Equity-based, does not trail. Hard Breach.
Inactivity Period 30 Days 30 Days Must place trade. Hard Breach.
Leverage 1:50 1:50 -
Max Time - - No Max Time requirements

Payout Protector

25% Cost — Optional point-of-sale add-on that protects a trader’s eligible profit share in a funded account in the event of a hard breach.

Remove Lock Upon Payout

25% Cost — Optional point-of-sale add-on that disables the post payout maximum drawdown lock at the account starting balance.

Trading Rules | Frequently Asked Questions

What is the difference between a Hard Breach and Soft Breach rule?

Soft breach means that we will close all trades that have violated the rule. However, you can continue trading in your Assessment or Funded Account.

Hard breach means that you violated either the Daily Loss Limit or Max Drawdown rule. Both rules constitute a hard breach. In the event you have a hard breach, you will fail the Assessment or have your Funded Account taken away.

How do you calculate the Daily Loss Limit?

The Daily Loss Limit is the maximum amount an account may lose in a single trading day. This limit resets each day at 5:00 PM EST. The Daily Loss Limit is calculated using the greater of the prior day’s end of day balance, which includes closed P&L only, or the prior day’s end of day equity, which includes both balance and any open P&L. This approach ensures that unrealized gains at the end of the trading day are properly reflected when determining the allowable loss for the following session.

If a trader finishes the day with open positions that are in profit, the account equity will be higher than the balance, and equity will be used to calculate the Daily Loss Limit. If a trader finishes the day with no open positions, balance and equity are the same, and the balance will be used. If a trader finishes the day with open positions that are in a loss, equity will be lower than balance, and the balance will be used.

Example: A trader has a $100,000 account with a 5 percent Daily Loss Limit. At the 5:00 PM EST reset, the account balance is $100,000 and there are open positions in profit, resulting in account equity of $102,000. Because the equity is higher than the balance, the Daily Loss Limit is calculated using the $102,000 equity value. Five percent of $102,000 is $5,100, meaning the account will violate the Daily Loss Limit if intraday equity reaches $96,900 at any point during the next trading day. If the trader had no open positions, or open positions that were in a loss, the Daily Loss Limit would instead be based on the $100,000 balance, resulting in a breach level of $95,000.

How do you calculate the Maximum Drawdown?

The Maximum Drawdown is initially set at 6% and is static using CLOSED BALANCE and will therefore remain at the same value for as long as the account will remain active.

Example: If your starting balance is $100,000, you can drawdown to $94,000 before you would violate the Maximum Drawdown rule. Then for example let's say you take your account to $102,000 in CLOSED BALANCE, your Maximum Drawdown would remain locked at $94,000. So, regardless of how high your account goes, your drawdown will remain the same. Note, you can still violate the daily drawdown.

All plans will have “Lock Upon Payout” enabled by default. However, traders can elect to purchase an add-on for 25% of the purchase price to disable this feature.

Example: using the “Lock Upon Payout” default. A trader has a $100,000 account and grows the balance to $110,000. When the trader submits a payout request, the maximum drawdown becomes permanently locked at the original starting balance of $100,000. From that point forward, the account balance may not fall below $100,000. If it does, the account will be considered breached.

Can I hold positions over the weekend?

Positions can be held over the weekend although only Crypto allows weekend trading.

What is 1 lot equal to on the Trading Platform?
  • Forex: 1 lot = $100k notional
  • Index: 1 lot = 1 Contract
  • SPX500: 1 lot = 10 contracts
  • JPN225: 1 lot = 500 contracts
  • Cryptos: 1 lot = 1 coin
  • Silver: 1 lot = 5000 ounces
  • Gold: 1 lot = 100 ounces
  • Oil: 1 lot = 100 barrels
Is there a breach for inactivity?

Yes. We will consider you inactive and your account will be breached if you do not have any trading activity on your account for 30 consecutive days.

Funded Accounts | Frequently Asked Questions

How long does it take to receive my funded account?

Upon passing your Assessment, you will receive an email with instructions on how to access and complete both your “Know Your Customer” verification and your “Trader Agreement”. Once both are completed and supporting documentation is provided, your Funded Account will be created, funded and issued to you typically within 24-48 business hours. You will receive a confirmation email once this account is being enabled.

Once I pass the Assessment am I provided with a demo or funded account?

Once you pass the Assessment, we provide you with a funded account, backed by our capital. The capital in your funded Account is notional and may not match the amount of capital on deposit with the Liquidity Provider. A Funded Account is notionally funded when actual funds in the account, i.e., the equity in a Funded Account represented by the amount of capital, differs from the nominal account size, i.e., the size of the Funded Account that establishes the initial account value and level of trading. Notional funds are the difference between nominal account size and actual capital in a Funded Account.

Use of notional funding does not impact your trading conditions in any way.

Do we manipulate the pricing or executions you receive in your funded account?

No. We do not have any control over pricing from the liquidity provider or on the executions on your trades.

Who is the counterparty to my trades?

For purposes of managing risk and minimizing transaction costs, we may offset or negate market risk and act as the direct counterparty to certain trades initiated in the Account. Such trades are executed at prices provided by arm’s length third parties. This framework is intended to ensure you receive real market execution on your trades, while simultaneously allowing us to manage risk dynamically by routing existing positions or future orders to third parties for execution as we deem appropriate.

We believe that such real market execution and dynamic risk management would not be possible or as cost-effective if trades were executed in simulated accounts. Regardless of whether we act as counterparty to your trades, the gain or loss on your funded account is not calculated differently. However, when we act as the counterparty to your trades, there is an inherent potential conflict of interest because your trades do not result in net gain or loss to us, as your trades would if we were not the direct counterparty.

Am I subject to any position limits?

The maximum position that you may open is determined by your available margin. We reserve the right to increase the margin requirement, limit the number of open positions you may enter or maintain in the Funded Account at any time, and to revise in response to market conditions the drawdown levels at which trading in the funded account will be halted. We or the Liquidity Provider reserve the right to refuse to accept any order.

What are the rules for the funded account?

The rules for the funded account are exactly the same as your Assessment account. However, with a funded account, there is no profit target.

If I have a hard breach in my funded account and there are gains in the account, do I forfeit those gains?

Yes. If you have a hard breach in your funded account, any accumulated gains in the account will be forfeited unless you have purchased the Payout Protector add-on. Please review the FAQs for additional details.

How do I withdraw the gains in my funded account?

Traders can request a withdrawal of the gains in their funded account at any time in their trader dashboard, but no more frequently than once per thirty (30) days. So, if you make gain in your funded account, you can request a withdrawal.

When you are ready to withdraw the gains from your funded account, click the Withdraw Profits button in your trader dashboard and enter the amount to withdraw. All such gains are distributed via the available outbound payment solutions offered from time to time.

Once your withdrawal request is approved, we will pay the monies owed to you. We reserve the right to change the withdrawal methods and options at any time. Unless you have purchase an add-on to disable Lock Upon Payout, when the trader submits a payout request, the maximum drawdown becomes permanently locked at the original starting balance.

When can I withdraw the gains in my funded account and how does that affect my Maximum Drawdown?

Your first withdrawal can be requested at any time, subject to an 80/20 profit split. Thereafter, you can request a withdrawal of the gains in your account every 30 days. When a withdrawal is approved, we will also withdraw our share of the gains. The drawdown does not reset when you request a withdrawal.

Example: You have taken an account from $100,000 to $120,000. You then request a withdrawal of $16,000. In this scenario, you will receive $12,800 and we would retain $3,200. This would also take the balance of the account down to $104,000, and your Maximum Drawdown will lock at the starting balance of the account unless you have purchased the add-on to disable it. If you withdraw all of your profits you will violate the Maximum Drawdown rule and lose the account.

Other General Questions

Do I have to use one of your accounts for the Assessment or can I use my own?

We have risk management software that is synced with the accounts we create. This allows us to analyze your performance in real time for achievements or rule violations. As such, you must use an account that we provide to you.

What Countries are accepted?

Subject to compliance with applicable laws and regulations, traders from all countries, excluding OFAC listed countries, can take part in our program, unless otherwise limited at the Company’s discretion.

What is the minimum age I must be to be part of your program?

You must be at least 18 years of age, or the applicable minimum legal age in your country, to purchase an assessment.

Where do I track the progress of my account?

Upon purchasing an Assessment, you will receive access to a trader dashboard where you can monitor your Assessment and Funded Accounts. The dashboard is updated every time we calculate metrics, which occurs roughly every 60 seconds. It is your responsibility to monitor your breach levels.

What Platform can I trade on?

Our technology is currently integrated with DXtrade, MatchTrader & cTrader and GooeyPro platforms via GooeyTrade.

What products can I trade?

You can trade any products streamed by the Liquidity Provider into the available platforms, as such products may change from time to time. This includes FX pairs and CFD Indices, Commodities, Metals, and Cryptocurrencies.

What is the leverage?

We offer up to 50:1 leverage on Forex and Metals, up to 10:1 leverage on Indices, up to 5:1 leverage on Oil and up to 2:1 leverage on Cryptocurrencies.

What are the trading hours?

Trading hours are generally set by the Liquidity Provider, unless set by our rules. We do not have any control over the trading hours. You can see the trading hours for each product by using the following methods:

  • DXtrade – Right click symbol, select “Instrument Info”
  • MatchTrader – Click symbol to expand, select “Info”
  • cTrader – Navigate to Symbol Window, scroll down to see “Market Hours” for selected symbol

Please note that holidays can have an impact on available trading hours.

Do your accounts charge commissions?

Funded accounts receive the same pricing and commissions as charged by our Liquidity Provider to other, self-funded, retail trading accounts.

Can I use an Automated Strategies?

Subject to our policy on Prohibited Trading as described below, you can trade using an automated strategy.

What is the policy on Prohibited Trading Activity?

You are also prohibited from using any trading strategy that is expressly prohibited by the Company or the Liquidity Providers it uses. Such prohibited trading “Prohibited Trading” shall include, but not be limited to:

  • Exploiting errors or latency in the pricing and/or platform(s) provided by the Liquidity Provider
  • Utilizing non-public and/or insider information
  • Front-running of trades placed elsewhere
  • Trading in any way that jeopardizes the relationship that the Company has with a Liquidity Provider or may result in the canceling of trades
  • Trading in any way that creates regulatory issues for the Liquidity Provider
  • Utilizing any third-party strategy, off-the-shelf strategy or one marketed to pass challenge accounts
  • Utilizing one strategy to pass an assessment and then utilizing a different strategy in a funded account, as determined by the Company at their discretion.
  • Attempting to arbitrage an assessment account with another account with the Company or any third-party company, as determined by the Company in its sole and absolute discretion.
  • If the Company detects that your trading constitutes Prohibited Trading, your participation in the program will be terminated and may include forfeiture of any fees paid to the Company. Additionally, and before any Trader shall receive a funded account, the trading activity of the Trader under these Terms and Conditions shall be reviewed by both the Company and the Liquidity Provider to determine whether such trading activity constitutes Prohibited Trading. In the case of Prohibited Trading, the Trader shall not receive a funded account.
  • Additionally, the Company reserves the right to disallow or block any Trader from participating in the program for any reason, in the Company’s sole and absolute discretion.

To view all Prohibited Uses, please review our Terms and Conditions here, https://dashboardanalytix.com/client-terms-and-policies/?v=3acf83834396

Can I trade during News Events?

Trading within 3 minutes before or after a News Event is prohibited. If the Company determines that trading has, in fact, occurred during the News Event. Any traders identified as having trading during a News Event during the challenge phase are subject to having those trades removed, having the leverage on their account reduced or having their account breached altogether. The Company has sole and absolute discretion in determining what constitutes a News Event.

How will I see the charge on my Statement?

Charges come across in the name of dashboardanalytix.com.

How are taxes handled?

When trading a Funded Account for our firm, you are treated as an independent contractor. As a result, you are responsible for any and all taxes on your gains.

How are affiliates credited?

Affiliates are credited for referrals when a user creates an account using a link or discount code provided by the Affiliate.