TWO PHASES. STRUCTURED PROGRESSION.

Two Step Assessment

A structured two phase evaluation designed for traders who want a balanced approach with clearly defined trading conditions and progression requirements.

Introduction to the Two Step Assessment

The Two Step Assessment is designed for traders who prefer a phased evaluation process with clear objectives and fixed trading rules. Progress through both stages by reaching the required targets while remaining within the defined drawdown limits and trading conditions. There is no time limit, allowing you to trade according to your own strategy and pace. Once both phases are successfully completed, you become eligible for payouts based on the applicable program rules and profit split structure.

FAQ

Frequently Asked Questions

2-Step Challenge

The Maximum Trailing Drawdown starts at 8% and trails your account using your Closed Trade (Balance) High Water Mark — not equity. It does not adjust downward from trading losses, only from withdrawals. Once you achieve an 8% return on your starting balance, the drawdown locks permanently at your starting balance. Example: A $100,000 account starts with a max loss level of $92,000.
 
The daily loss limit is 5% and resets at 5:00 PM EST. It is calculated using the greater of your previous day’s closing balance or equity. If you finished the day with open positions in profit, equity is used. Example: A $100,000 account with a 5% daily limit means you cannot lose more than $5,000 in a single trading day.
 
The rules are identical to the challenge, except there is no profit target. Upon passing, you will receive your monetized demo account typically within 24–48 business hours after completing KYC verification and submitting your agreement.

General

Purchase a simulated challenge account and receive your credentials via email within 15–30 minutes after payment is processed. You will also receive a link to download the trading software and access your dashboard. Your billing statement will show the charge as “dashboardanalytix.com”.
 

You can request a withdrawal of your gains at any time, and then once every 30 days. Withdrawals are made via crypto wallet (e.g., Rise) and can be transferred to your bank account. You retain up to 90% of all simulated gains.

A soft breach results in affected trades being closed, but trading may continue. A hard breach (violating the daily loss limit or maximum drawdown) results in challenge failure or the monetized account being removed.
 
If you do not place any simulated trades for 30 consecutive calendar days, your account will be considered breached.

You are prohibited from using any trading strategy that is expressly prohibited by the Company or the Liquidity Providers it uses. Prohibited Trading includes, but is not limited to: • Exploiting errors or latency in the pricing and/or platform(s) provided by the Liquidity Provider • Utilizing non-public and/or insider information • Front-running of trades placed elsewhere • Trading in any way that jeopardizes the relationship that the Company has with a Liquidity Provider or may result in the canceling of trades • Trading in any way that creates regulatory issues for the Liquidity Provider • Utilizing any third-party strategy, off-the-shelf strategy or one marketed to pass challenge accounts • Utilizing one strategy to pass an assessment and then utilizing a different strategy in a funded account, as determined by the Company at their discretion • Attempting to arbitrage an assessment account with another account with the Company or any third-party company, as determined by the Company in its sole and absolute discretion If the Company detects that your trading constitutes Prohibited Trading, your participation in the program will be terminated and may include forfeiture of any fees paid to the Company. Additionally, before any Trader shall receive a funded account, the trading activity of the Trader shall be reviewed by both the Company and the Liquidity Provider to determine whether such trading activity constitutes Prohibited Trading. In the case of Prohibited Trading, the Trader shall not receive a funded account. The Company reserves the right to disallow or block any Trader from participating in the program for any reason, in the Company’s sole and absolute discretion. To view all Prohibited Uses, please review our

Forex: 30:1 | Metals: 10:1 | Indices: 10:1 | Oil: 5:1 | Crypto: 2:1. Commissions are the same as traditional simulated platform fees.
 

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No. All trading occurs in a fully simulated environment using real-time market prices from liquidity providers. No real money is traded and no orders are executed in live markets.
You cannot hold multiple challenge accounts of the same size at the same time. After monetization, you may have multiple monetized accounts of the same size. The maximum total across all accounts is $1,000,000.
Opening positions within 3 minutes before or after scheduled news events is prohibited. Violations risk position closure, P&L removal, leverage reduction, or account termination. Weekend trading is allowed on markets that operate on weekends.
 
Yes. If you have a hard breach on your monetized demo account, any accumulated gains in the account will be forfeited. If you purchased the Payout Protector add-on, your gains are protected.

 

 

All countries are eligible except OFAC-listed nations (subject to company discretion). Minimum age is 18 years or your local legal minimum. Monetized demo traders are considered independent contractors responsible for reporting income per local tax laws.

 

 

Trading Rules

The following rules apply to all trading accounts and are designed to ensure disciplined risk management and fair participation in the program. Traders must comply with all rules in order to maintain their accounts and qualify for funded trading.

One-Step Assessment — Trading Rules

The One-Step Assessment requires traders to reach the profit target while respecting defined risk management rules designed to promote disciplined trading behavior.

Profit Target  

A 10% profit must be achieved to successfully complete the assessment.

Daily Loss Limit  

The account cannot lose more than 5% in a single trading day. This limit is calculated from the previous day’s balance and resets daily.

Maximum Drawdown  

The account operates with a 6% trailing drawdown based on the highest closed balance. The drawdown level follows the account as it grows until it locks permanently at the starting balance.

Leverage  

Maximum leverage available is 1:20.

Inactivity Rule  

Accounts must place at least one trade every 30 days to remain active. Accounts with no trading activity for 30 consecutive days may be considered inactive and closed.

Maximum Time  

There is no maximum time limit to complete the assessment. Traders may progress at their own pace while the account remains active.

Two-Step Assessment — Trading Rules

The Two-Step Assessment consists of two evaluation phases designed to verify consistent trading performance before providing access to a funded account.

Step 1 Requirements

Profit Target  

A 10% profit must be achieved to pass Step 1.

Daily Loss Limit  

The account cannot lose more than 4% in a single trading day. This limit is calculated from the previous day’s balance and resets daily.

Maximum Drawdown  

The account operates with a maximum drawdown of 8% which remains static and does not trail.

Step 2 Requirements

Profit Target  

A 5% profit must be achieved to successfully complete Step 2.

All other trading rules remain the same as in Step 1.

Leverage  

Maximum leverage available is 1:30.

Inactivity Rule  

Accounts must place at least one trade every 30 days to remain active.

Maximum Time  

There is no maximum time limit for completing either phase.

Instant Lite — Trading Rules

The Instant Lite program allows traders to begin trading a funded account immediately without completing an evaluation phase.

To maintain the account, traders must follow the program’s risk management rules.

Profit Target  

There is no profit target for Instant Lite accounts.

Daily Loss Limit  

The account cannot lose more than 3% in a single trading day. This limit is calculated from the previous day’s balance and resets daily.

Maximum Drawdown  

The account operates with a 5% trailing drawdown based on the highest closed balance. The drawdown level follows the account as it grows until it locks permanently at the starting balance.

Profit Buffer  

A 3% profit buffer must be maintained in the account. This buffer represents the minimum equity level that must remain in the account and is not withdrawable.

Leverage  

Maximum leverage available is up to 1:50.

Inactivity Rule  

Accounts must place at least one trade every 30 days to remain active.

Maximum Time  

There is no maximum time limit. Traders may continue trading the account as long as all rules are respected.

Additional Rules

Prohibited Trading Practices

Traders may not engage in trading strategies that exploit platform errors, pricing delays, data latency, or any activity that may compromise the integrity of the trading environment.

Accounts identified as using prohibited trading practices may be suspended or terminated in accordance with the Terms and Conditions.

Weekend Positions

Unless otherwise specified, all open positions must be closed before the market closes on Friday. Positions left open after the designated closing time may be automatically closed by the system.

Funded Account Rules

Once a trader receives a funded account, the same risk parameters continue to apply. The only difference is that there is no profit target.

Traders must continue to respect all drawdown limits, daily loss limits, and activity requirements in order to maintain their funded account.

Verification and Compliance

Before receiving payouts, traders may be required to complete identity verification (KYC) and sign the Trader Agreement. Failure to complete verification may result in withdrawal requests being rejected or the account being closed in accordance with the Terms and Conditions.

Exclusive Discount

May 9 – May 24

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