Automated Evaluation Engine Solution

The Automated Evaluation Engine is a high-performance backend module designed specifically for proprietary trading firms and investment incubators. It serves as the intelligent layer between your trading server and your client database. Its primary function is to track trader performance against specific KPIs—such as profit targets and drawdown limits—and execute account status changes instantly without human intervention.

For fintech founders and prop firm owners, this engine solves the "Friday night bottleneck" where hundreds of traders may hit their targets simultaneously. Instead of manual audits, the engine validates the trading history, checks for rule violations, and provisions the next phase account (or funded account) in seconds. This creates a superior user experience that builds trust and encourages trader retention.

• Frictionless Trader Journey: Moves users from Stage 1 to Stage 2 and eventually to "Funded" status automatically.
• Capital Protection: Real-time monitoring terminates access the millisecond a risk threshold is breached.
• Operational Efficiency: Reduces the need for a large back-office team to manually verify account equity and trade counts.
• Dynamic Objective Mapping: Easily adjust profit targets and days-traded requirements on the fly.

Platform Overview

The engine is built on a distributed architecture to ensure that trade data from multiple servers is aggregated and analyzed with zero perceptible lag.

• 99.9% — Uptime SLA for the automated transition logic.
• 30s — Average time to provision new credentials after target achievement.
• 100,000+ — Max concurrent accounts monitored per engine instance.
• 24/7 — Real-time synchronization with MT4/MT5/cTrader.

Why Automated Evaluation?

• Immediate Gratification: Successful traders are rewarded with their next account instantly, significantly increasing "hype" and brand loyalty.
• Elimination of Bias: Automated rules ensure that every trader is treated fairly based on hard data, reducing compliance disputes.
• Advanced Drawdown Tracking: Monitor complex trailing drawdowns that calculate based on high-water marks in real-time.
• Automated Credentialing: Integration with mail servers ensures the trader receives their new login details the moment they pass.
• Scalable Business Model: Manage tens of thousands of evaluation participants with the same overhead as managing ten.
• Risk Mitigation: Hard-coded logic prevents "accidental funding" of traders who have breached soft rules like news trading.
• Customizable Phases: Support for 1-step, 2-step, or infinity-step evaluation models with unique rules for each.

White Label Branding

While the engine works in the background, every touchpoint the trader sees is fully branded to your firm's identity.

• Trader Dashboard Sync: Real-time progress bars and "Objectives Met" badges update instantly on your branded client portal.
• Automated Communications: All "Phase Passed" and "Account Funded" emails are sent from your domain with your custom HTML templates.
• Certificate Issuance: Successfully passed evaluations automatically trigger the generation of a branded digital certificate for the trader.
• Custom Rule Labels: Define how rules are displayed to your users (e.g., "Daily Loss Limit" vs "Safety Buffer") within the UI.

Server Hosting & Infrastructure

The evaluation engine requires high-speed proximity to your trading servers to ensure data integrity and rapid response times.

Data Center Locations

• London, UK - Equinix LD4
• New York, USA - Equinix NY4
• Tokyo, Japan - Equinix TY3
• Frankfurt, Germany - Equinix FR2

Infrastructure Specifications

• Direct API connectivity to MetaTrader and cTrader backends.
• Multi-tenant architecture for secure data isolation.
• Redundant logic processors to prevent transition delays.
• End-to-end encryption for all trader credential handling.
• Proactive DDoS mitigation and firewall management.

Uptime Statement: We provide a 99.9% availability guarantee for the evaluation logic. Our infrastructure utilizes automated failover nodes to ensure that no trader's progress is lost during server maintenance.

Platform Features

The engine provides a comprehensive set of parameters to define exactly what constitutes a "successful" trader.

Evaluation & Transition Features

• Instant account "phase-up" logic.
• Auto-closure of open trades upon target achievement (optional).
• Automated password changes for breached accounts.
• Balance and Equity high-water mark tracking.
• Minimum and Maximum trading days validation.
• News trading and weekend holding detection.

Analytics Tools

• Real-time "Traders Near Target" leaderboard for admins.
• Breach ratio analytics to help optimize challenge pricing.
• Detailed transition logs for auditing and transparency.
• Performance heatmaps based on trading style.

Algorithmic Capability

• Automated consistency score calculation.
• Anti-cheat logic to detect "group trading" or "HFT" violations.
• Detection of prohibited strategies across multiple accounts.

API & Integration

The engine is designed to be the central "brain" of your prop firm, connecting to all your external services.

Manager / Admin API

• Manually trigger transitions for VIP clients or marketing events.
• Update rulesets globally or for specific account groups via API.
• Extract real-time performance data for external BI tools.

Gateway & Connectivity API

• MetaTrader 4/5: Full support via Manager API and custom plugins.
• cTrader: Integration via Web Services and Open API.
• Match-Trader: Native connectivity for modern prop firm setups.

Web API / SDK

We provide a robust REST API and Webhooks. These allow your website to receive an "Event" notification the moment a trader passes. You can use these webhooks to trigger congratulatory social media posts, update Discord roles, or initiate a payout process.

Pricing & Setup

Our pricing is based on a "Success-Driven" model or a flat monthly license, tailored to your firm's volume.

What's Included

• Full Evaluation Engine license.
• Integration with 2 trading servers.
• Standard ruleset templates (1-step, 2-step).
• Automated email notification system.
• Admin dashboard for manual overrides.
• Weekly security and performance optimization.

Optional Add-Ons

• Custom ruleset development (e.g., unique consistency metrics).
• Multi-platform support (e.g., MT5 and cTrader simultaneously).
• Advanced anti-fraud and copy-trading detection.
• White-labeled mobile app integration.

Setup Timeline

1. Rule Configuration (Days 1-2): Mapping your profit targets and drawdown logic.
2. Server Linking (Days 3-4): Establishing secure API tunnels to your trading servers.
3. Credential Mapping (Days 5-6): Configuring the auto-delivery of new logins.
4. UAT & Stress Testing (Days 7-9): Simulating 1,000+ transitions to ensure stability.
5. Go-Live (Day 10): Production launch for your first challenge participants.

Frequently Asked Questions