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.
Drawdown protection
- 1
Monitor equity and daily P&L
- 2
Compare against configured limits
- 3
Disable the account and notify operations
Evaluation completion
- 1
Track target, drawdown, and active days
- 2
Resolve all required conditions
- 3
Mark the evaluation passed or failed
Inactive account cleanup
- 1
Check the last trading activity
- 2
Apply the configured inactivity window
- 3
Disable or archive the account
Exposure enforcement
- 1
Inspect new and open positions
- 2
Detect excess lots or simultaneous trades
- 3
Flag, close, or disable automatically
News-window enforcement
- 1
Load configured event restrictions
- 2
Match trade times to blocked windows
- 3
Apply the firm’s configured action
Weekend cutoff
- 1
Monitor positions before the cutoff
- 2
Detect positions still open at the deadline
- 3
Close, flag, or notify operations
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