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How to Access the Trading Overview on the Dashboard?

To access the trading overview section, log in to your client portal, click on the Account overview tabĀ  in the left panel of your dashboard, and select the dashboard of the specific trading account.

Under the overview section, you can analyse your details stats, which include,

  • Maximum OverallĀ  Loss: The Maximum Overall Loss limit is the amount your account’s equity or balance can’t go below.Ā 
  • Profit Target: A benchmark for successfully passing a challenge.
  • Daily loss limit (in case of Direct Accounts): The Daily Loss limit is the amount your account’s equity or balance can’t go below. It resets daily after market closes.

By analyzing these metrics, you can gain a deeper understanding of your account’s status and the efficacy of your trading strategy.