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Based in Exeter - working across prop trading firms worldwide

Glossary · Platforms

Trader dashboard

  • Also called
  • client dashboard
  • trader portal
  • trader area

What it means

In a prop firm, the dashboard is the product traders use every day after checkout. A good one shows each account's balance and equity, the current daily and maximum loss levels in dollars, progress toward the profit target, trading days counted, and payout eligibility.

Dashboards usually come from the CRM or white-label provider. Firms can often brand them and sometimes customize which metrics appear, but not always how rules are calculated.

The dashboard is where rule disputes start or end. If it shows the trader exactly where their breach level is, before the breach, most disputes never happen.

Looking for a prop firm to trade with, not a website? Compare firms on PropFirmPal, the comparison site our founder owns.Go to PropFirmPal →

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