Get trading accounts for your organization
Retrieve all trading accounts for your organization with powerful filtering and search.
What is a trading account? A trading account represents a trader’s evaluation or sim-funded account. Each account tracks their progress, balance, and performance against your trading rules.
Account types:
| Type | Description |
|---|---|
evaluation | Challenge account where trader must hit profit target |
sim_funded | Simulated funded account after passing evaluation |
Account statuses:
| Status | Description |
|---|---|
not_started | Account created but trader hasn’t begun trading |
in_progress | Trader is actively trading |
passed | Trader hit profit target and passed the evaluation |
failed | Trader violated a rule (max loss, drawdown, etc.) |
expired | Evaluation period ended without passing |
What you get for each account:
- Account details (number, type, status, balances)
- Performance data and high water mark
- Trading plan and rules applied
- Trader info (your customer’s email and name)
- Linked Hyperprop user (or the one-time
importKeywhile still unlinked) - Purchase details (what they paid)
- Custom metadata (any JSON data you need)
Search:
The search parameter is flexible and matches:
- Account number (partial match):
?search=APEX-100K - Trader email (partial match):
?search=john@ - Trader name (partial match):
?search=John - Account ID (exact match):
?search=7c9e6679-7425-40de-944b-e07fc1f90ae7 - User ID (exact match):
?search=f994bc02-343c-4026-8a57-afc085eca8d5
Lookup by your own customer ID:
?customerId=mffu-cust-4471 returns all accounts of the customer whose customerId you set at creation (or via PATCH) — an indexed, exact-match, deterministic lookup for reconciliation. (?externalRef= still works as a deprecated alias.)
Example queries:
# Find all active evaluations
GET /organization/trading-accounts?type=evaluation&status=in_progress
# Search for a specific trader
GET /organization/trading-accounts?search=john@example.com
# Get all passed accounts this month
GET /organization/trading-accounts?status=passed&startDate=2025-01-01&endDate=2025-01-31
# Find high-priority accounts that are in progress
GET /organization/trading-accounts?metadata=priority:high&status=in_progress
# Page through results (page 2, 25 per page)
GET /organization/trading-accounts?limit=25&offset=25
Use cases:
- Monitor active evaluations in real-time
- Find accounts for a specific trader
- Generate pass/fail reports
- Track VIP or promotional accounts
- Audit account history for compliance
Authorizations
JWT Bearer token for user session auth. Format: "Bearer {token}". Used by User and Organization endpoints.
Query Parameters
Search by account number, trader email/name, account ID, or user ID
Filter by account type
evaluation, sim_funded, competition Filter by account status
not_started, in_progress, passed, failed, expired Filter by metadata key:value (e.g., "vip:true", "source:affiliate")
Exact match on the customerId you set at account creation (or via PATCH). Deterministic lookup of all accounts belonging to one of your customers.
255DEPRECATED alias for customerId — use customerId instead.
255true = only accounts with no trader attached yet (their one-time importKey is included in each row); false = only linked accounts. Omit for both.
Only include accounts created from this date onwards
Only include accounts created up to this date
Results per page (default: 50, max: 100)
1 <= x <= 100Skip this many results (for pagination)
x >= 0Cursor for pagination. Pass the nextCursor value from the previous response to get the next page. When using cursor, do not send offset — it will be ignored.
How it works: The cursor is an opaque string that points to the last item you received. The server uses it to efficiently fetch the next set of results without scanning previous pages.
Backwards compatible: If you don't send a cursor, offset/limit pagination works as before.
Related topics
Get trading plans for your organizationGet trading rules for your organizationGet a specific trading accountGet purchases for your organizationGet your organization profile