Get trading rules for your organization
Retrieve all trading rules configured for your organization.
What are trading rules? Trading rules define the constraints and targets for your evaluation accounts. They determine when a trader passes, fails, or violates their account. Rules are attached to trading plans.
Rule parameters explained:
| Parameter | Description |
|---|---|
profitTarget | Amount trader must profit to pass (e.g., $10,000) |
dailyLoss | Max loss allowed in a single day (e.g., $2,500) |
maxLoss | Max total loss from starting balance (e.g., $5,000) |
dailyDrawdown | Max daily drawdown from day’s high (e.g., $2,500) |
maxDrawdown | Max drawdown from high water mark (e.g., $5,000) |
maxContracts | Max position size in mini-equivalent contracts (e.g., 10) |
microConversionRatio | How many micros count as 1 unit toward maxContracts (default 10) |
consistency | Consistency rule percentage (0 = disabled) |
dailyProfit | Max daily profit cap (0 = unlimited) |
maxProfit | Max total profit cap (0 = unlimited) |
personalRiskPolicy | Bounds on the risk controls traders set for themselves (see below) |
Personal risk policy (personalRiskPolicy):
Traders can impose their own risk controls on an account — a personal daily loss limit (optionally trailing their session peak), a daily profit target, max trades per day/week, per-symbol contract limits, symbol blocks and automatic brackets. These are enforced by the trade engine in real time and can only ever make an account stricter than your rule set.
personalRiskPolicy lets you bound what a trader may choose:
{
"personalRiskPolicy": {
"dailyLossLimitMax": 1000,
"dailyLossLimitDefault": 500,
"requireDailyLossLimit": true,
"maxTradesPerDayMax": 20,
"requireAutoBracket": false,
"lockedByFirm": false
}
}
- Every value is a ceiling: a trader may always pick something stricter.
- A ceiling is an effective bound, not just form validation. If the trader
leaves the field empty, your value applies (
dailyLossLimitDefaultwhen set, otherwisedailyLossLimitMax) — nobody escapes a bound by leaving a field blank. requireDailyLossLimitalso forces the limit to be armed: a trader cannot set the action to “do nothing”.lockedByFirm: truemakes the whole personal risk panel read-only; the trader’s own API calls are rejected withFIRM_LOCKED.- Omit the object entirely (or send
nullon update) to leave traders unconstrained. Nothing changes for existing rule sets.
Traders read and write their own settings through the trade API
(GET/POST /trade/account/risk-settings); this policy is the only knob
you need on your side.
Example rule sets:
Standard Challenge (beginner-friendly):
- Profit target: $10,000 (10%)
- Daily loss: $2,500 (2.5%)
- Max drawdown: $5,000 (5%)
Aggressive Challenge (experienced traders):
- Profit target: $8,000 (8%)
- Daily loss: $4,000 (4%)
- Max drawdown: $6,000 (6%)
Filtering by metadata:
# Find strict rule sets
GET /organization/trading-rules?metadata=strict:true
# Find rules by version
GET /organization/trading-rules?metadata=ruleVersion:2.1
# Find rules for specific markets
GET /organization/trading-rules?metadata=market:futures
Use cases:
- Display rule details on your website
- Validate rule IDs before creating accounts
- Compare different rule configurations
- Audit your risk parameters
Authorizations
JWT Bearer token for user session auth. Format: "Bearer {token}". Used by User and Organization endpoints.
Query Parameters
Filter by metadata key:value (e.g., "strict:true", "level:advanced")
Results per page (default: 50, max: 100)
1 <= x <= 100Pagination offset
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 a specific trading ruleGet trading plans for your organizationGet trading accounts for your organizationGet purchases for your organizationGet your organization profile