Platform Guide

Match-Trader Trading Platform

On the trading platform, you have access to all the essential information regarding your trading account.

(1) Trading Account Number– Trading Account Number By clicking on the account number, you will get an overview of all trading accounts associated with this email address. Additionally, you have the option to open a new trading account.

(2) Balance – balance of trading account
(3) Equity – equity of trading account
(4) Free Funds – free funds of the trading account
(5) Margin – margin of the trading account
(6) Margin level – margin level of the trading account
(7) Profit – Profit on open transactions

(12) Edit Profile – Tab allowing you to edit account information

(13) Trade Performance – Tab where you can check your trade performance

(17) User Settings – Tab where you can manage account settings;

Notifications – Manage notifications
Security – Tab enabling password change or account deletion
Investor Access – Tab allowing you to generate investor access, providing view-only permission

(18) Restart – Button allowing platform restart

(19) Install Desktop App – Tab where clicking will display a video on how to download the desktop application

(20 )About Us – Contains information about the company

(21) Contact – Tab containing information for contacting the broker

(22 )Language – Allows you to change the language

(23 )Dark Mode/Light Mode – Allows you to set the platform mode

(24 )Log Out Button – Button to log out

There is a chart in the central part of the platform. Above it, there are tabs that allow you to configure the chart to your preferences

On the left side of the platform, you’ll find a window that adjusts based on the selected tab

Calendar– Displays key market information.
Copy Trading– Allows clients to manage copy trading.
Top Movers– Shows instruments with the highest daily volatility.
News– Contains the latest news updates.
Social Feed- Displays recent activities in social trading

Symbol table- In this section, you have an overview of the instruments available on the platform

Favorites– Here, you can add your favorite instruments for quick access.
All Symbols– This tab displays all available symbols on the platform

When you click on the instrument, some information will be displayed

Buy/Sell Button– Buttons allow you to instantly enter a position at the current price.
Volume– Adjusts the position size.
New Order– Tab allowing you to open a new position

Info– Provides key information about the instrument

Information is displayed in the details tab

Asset Class
Nominal Value of 1 Lot
Point Size
Point Value of 1 Lot
Min Position Size
Leverage
Swap
Market Hours

Market – a tab providing important market information about the symbol

New Order– Tab allowing you to open a new position

Market– Tab for placing an order at the market price.
Required Margin– The amount required to open a position.
Free Funds– Available funds.
Stop Loss– Button for setting a Stop Loss.
Take Profit– Button for setting a Take Profit.
Commission– Commission value for opening a position.
Spread– The difference between BID/ASK prices.
Stop loss – stop loss price set to the position
Take profit – take profit price set to the position

Pending Orders- This tab allows you to place pending orders

Required Margin– The amount required to open a position.
Free Funds– Available funds.
Stop Loss- Button for setting a Stop Loss.
Take Profit– Button for setting a Take Profit.
Commission– Commission value for opening the position.
Spread– The difference between BID/ASK prices.
Stop Loss– Stop loss price set for the position.
Take Profit– Take profit price set for the position.

Once you have set your Stop Loss/Take Profit, you can edit the Stop Loss/Take Profit value directly on the chart with the drag-and-drop option

Open Positions- Displays information about open positions

Order ID– ID of the position.
Symbol– Instrument on which the position has been opened.
Open Time– open time of the position
Volume– – volume of the opened position. By default it’s showed in lots
Side– market side of the position
Open Price– – open price of the position
Current Price– – market price of the instrument
Stop Loss– Stop loss price set for the position.
Take Profit– Take profit price set for the position.
Swap– Swap value of holding the position.
Commission– The commission paid for opening the position
Profit– Profit after swaps and commissions.
Select– Button enabling selection and closure of multiple positions at once.
Close Position– Button enabling closure of a position

Pending Orders- This tab displays information about pending orders.

Finance- This tab displays information about all financial operations conducted on the account.

Filters- Allows filtering of financial operations and date range.

Close Position Tab- This tab displays all information about closed positions.

Reason– Reason for closing the position.
Share Trade– Allows the sharing of trades.

Account Dashboard

Navigate directly to the Account Dashboard using the designated field.

Profit Target

The profit target is the amount you must reach within an account to be authorized to move onto the next phase

1 Step Account
The profit target is 8% without violating any rules.

2 Step Account

The profit target for phase 1 is 8% without violating any rules.
The profit target for phase 2 is 5% without violating any rules.

Instant Funded Account
There is no profit target.

Max Daily Loss

Max daily loss is based on 4% of the Initial account balance. We calculate daily drawdown as follows: Upon the 4PM EST day change, we will take the higher figure of either the account balance or account equity and subtract a fixed 4% of the initial balance from the higher value as the daily loss limit for the new day.

Example 1:
On a 100K Account, if at 4pm EST you have an open trade with a floating profit of $2,000, your account equity will be 102K. With a 4% daily drawdown, the equity cannot drop below $98,000 ($102,000 – $4,000 = $98,000) on the next trading day.

Example 2:
If on a 100K Account at 4pm EST you have an open trade with a floating loss of -$2,000, your account equity will be $98,000. Because your $100K balance is higher than your $98,000 equity, your daily drawdown limit of $4,000 will be calculated on a $100K balance. This means for the next trading day, the equity cannot drop below $96,000 ($100,000 – $4000 = $96,000).

Example 3:
If there are no open trades at 4pm EST, the daily drawdown will be 4% of whatever the closed balance is.

Instant Funded Accounts Max daily loss is 2% of the Initial account balance.

Max Loss

Instant Funded Account:
The maximum total loss allowed 5%

For the 1 Step:
The maximum total loss allowed for all accounts and phases is 6%.

For the 2 Step:
The maximum total loss allowed for all accounts and phases is 8%.

Example: $100,000 Account Example: Max total loss is 8% of your initial balance = $8,000. Your account equity including unrealized/floating positions must not hit/exceed below $92,000.

Account Details

Status – Displays the account’s status (e.g., Active, Failed, Awaiting Payment).
Initial Balance – The starting balance of the account.
Current Phase – The client’s current phase, determined by the “Phase Name” set in Challenge Configuration → Phase Configuration.
Next phase – Indicates the phase the client will progress to upon successfully completing the current phase. This is based on the “Phase Name” and total number of phases set in Challenge Configuration → Phase Configuration.
Start date – The date of the client’s first trade.
End date – The deadline by which the client must complete the current phase, based on the trading period in Phase Configuration.
Balance – A graphical representation of balance changes over time.
Daily loss limit – The maximum daily loss allowed without violating the challenge rules. Clients can monitor their remaining loss allowance, accounting for open positions. A countdown clock shows the time until the start of the next trading day, when the daily loss limit resets. Additional details include:
- Starting balance/equity for the day.
- Threshold: The value at which the maximum loss rule is breached.
Statistics – Key trading metrics, such as:
- Number of trades.
- Average profit/loss per trade.
- Win ratio (percentage).

Daily summary – A detailed summary of trades, lots, and results for each day during the phase.

Trading goals – If the client passes all Trading Goals and won’t have any open trade, he will be able to move on to the next phase by clicking “PROGRESS TO NEXT PHASE“.

Account Failure Snapshot
This tool provides in-depth insights into a failed challenge, displaying key statistics that explain why and when the challenge was failed.

Account Statuses

View all accounts and their corresponding statuses at a glance:

Awaiting Payment: Yellow dot
Active Account: Blue dot
Active Funded Account: Green dot
Failed Account: Red dot

Withdrawal

To request a withdrawal:

Go to your profile.
Select the withdrawal option and payment gateway. The profit received will correspond to the profit split configured in the challenge settings, minus processing fees.