One compliance table for your whole desk, built from the equity series rather than a retyped balance. Each account is judged by its own firm's rule set - and traders choose exactly what they share.
Workspaces are set up by our team - seat count and billing period are agreed with you. The single-account tracker stays free.
A monitoring tool your traders refuse to join is worth nothing to the firm, so the boundary is enforced in the database rather than promised in a policy.
Only the account's owner can attach it to a workspace - there is no manager-facing action that does. Removing a member detaches every account they shared, in the same database transaction as the removal.
Everything a manager can do, plus changing roles, removing members and handing over the workspace. A desk always keeps at least one owner - the last one cannot be removed or demoted.
Reads the compliance state of shared accounts and manages invitations. Cannot change roles, cannot edit the workspace, and cannot write anything to a trader's account - there is no capability in the model that would allow it.
Chooses which of their own accounts to share with the desk, and withdraws a share or leaves whenever they want. They see their own accounts, never a colleague's.
A static-drawdown FTMO account and an intraday-trailing Topstep account sit side by side, each judged by its own rule set, sortable by who is closest to a limit.
Alerts fire when an account changes severity tier, not on every tick - so a trader sitting at 82% of their daily limit is messaged once, not every five minutes until they mute the channel.
The daily loss window resets at midnight in the firm's timezone, not in yours or the server's - a UTC assumption shifts every window by hours and can both hide a real breach and invent a false one.
Seat grants, role changes, removals and workspace suspensions are written to an audit trail with the operator and their IP. "Who could see this account, and since when" has an answer rather than a guess.
Exactly two things, and only for accounts the trader has chosen to share: the rule state of that prop firm account (daily loss used, drawdown floor, consistency ratio, trading days, and whether a hard rule has been breached) and the equity series those figures are computed from. Nothing else crosses the line. The desk never sees the trader's exchange API keys, their trade journal, their AI chart analyses, their other prop accounts, or any account they have not shared. Sharing is an action the trader takes on their own page and withdraws at any time, and removing a member detaches their shared accounts in the same database transaction - so access ends the moment membership does, not at the next sync.
Most desks run a spreadsheet plus a chat channel: each trader posts a balance, somebody retypes it, and a formula flags anyone near a limit. That fails in three specific ways. First, a spreadsheet stores balances, but trailing drawdown is a function of the PEAK equity ever touched - an account that ran to +4,000 unrealised and came back to flat has moved its floor at every firm that trails intraday, while the closed-balance column shows nothing happened. Second, the daily loss window resets in the firm's timezone, not the reader's, so a UTC spreadsheet shifts every window by hours and can both hide a real breach and invent a false one. Third, it is retrospective: the entry arrives after the trader has already closed. TraderAI reads the equity series itself, applies the firm's own rule variant, and alerts on a change of severity tier rather than on every tick - so the warning arrives while there is still room to close.
No, and that is enforced in the database rather than by policy. The column that links a prop account to a workspace can only be written by the account's owner, through their own page; there is no manager-facing endpoint that sets it, and no role in the permission model carries a capability that would express one. A desk can invite somebody, and that invitation is bound to an email address and verified against the authenticated account on acceptance - so a forwarded link cannot put a stranger inside the workspace. Everything after that is the trader's decision: which accounts to share, when to withdraw a share, and whether to leave the desk entirely. Leaving detaches every account they shared, in the same transaction as the departure.
Workspaces are sold per desk rather than per trader, and they are set up by our team rather than bought self-service - a prop firm's seat count, contract term and billing cycle are negotiated, and a checkout button cannot capture any of that. Contact support with your firm name, how many traders you want seated and your preferred billing period, and the workspace is provisioned with its owner seated and an invite link ready to send. Individual traders do not need a workspace: the prop firm rule tracker is free for one account on every TraderAI plan, with every drawdown variant and every alert included. The workspace layer adds the desk-wide view, roles and the shared compliance table on top of accounts traders already keep.
Yes to both, and the two are kept independent on purpose. A trader can belong to several workspaces at once, and each shared account is attached to exactly one of them - so an account shared with desk A is invisible to desk B, and a trader working for two firms does not accidentally expose one firm's account to the other. The account's own rules are configured per account rather than per workspace, which matters because prop firm rules are not stable facts: they differ by firm, by account size and by program, and they change without notice. Two traders in the same desk can therefore run a static-drawdown FTMO account and an intraday-trailing Topstep account side by side, each judged by its own rule set, in one compliance table.
Yes. Equity readings can come from three sources and each is labelled per reading, not per account, so a report can always say which number was measured and which was typed. A connected exchange gives a live snapshot including unrealised P/L - the figure that actually breaches an intraday rule. Manual entry is a first-class option and the only one available for most MT4/MT5 prop firms; a trader enters the balance and every rule is computed from it exactly as it would be from a live feed. A third fallback reconstructs equity from closed journal trades, and the interface marks it as realised-only, because it cannot see an open losing position - precisely what breaches an intraday rule. Mixing sources on one account is normal and supported: a wrong manual entry can be deleted without discarding the measured history around it.