Workflow library

Start with the pattern.
Configure the policy.

Use complete operational flows as a starting point, then set the limits, timing, and actions for your firm.

01Max + daily drawdown

Drawdown protection

  1. 1

    Monitor equity and daily P&L

  2. 2

    Compare against configured limits

  3. 3

    Disable the account and notify operations

02Pass & fail

Evaluation completion

  1. 1

    Track target, drawdown, and active days

  2. 2

    Resolve all required conditions

  3. 3

    Mark the evaluation passed or failed

03Inactivity + expiry

Inactive account cleanup

  1. 1

    Check the last trading activity

  2. 2

    Apply the configured inactivity window

  3. 3

    Disable or archive the account

04Position size + count

Exposure enforcement

  1. 1

    Inspect new and open positions

  2. 2

    Detect excess lots or simultaneous trades

  3. 3

    Flag, close, or disable automatically

05News trading

News-window enforcement

  1. 1

    Load configured event restrictions

  2. 2

    Match trade times to blocked windows

  3. 3

    Apply the firm’s configured action

06Weekend holding

Weekend cutoff

  1. 1

    Monitor positions before the cutoff

  2. 2

    Detect positions still open at the deadline

  3. 3

    Close, flag, or notify operations