1. Permission Settings

You will need to set up the appropriate permissions before accessing the Risk Management Dashboard. Please refer to this section for more details: Role Management

Once the necessary permissions are granted, the Risk Management Dashboard will appear on the top navigation bar for eligible users.

2. Introduction

At the top of the module, you will find a brief explanation of A-book and B-book trading models, along with an introduction to the hybrid model that combines both approaches.

To learn more about how the hybrid model works and how it may apply to your brokerage setup, click on “Contact us to learn more.”

Upon clicking the button, you will be prompted to fill in the following information:

1. Your Name

2. Your Email Address

3. Comments (optional)

Click “Send Request” to submit your inquiry. An email will be sent to our team, and a member of our sales team will reach out shortly to assist you further.

The dashboard also displays the top five most profitable traders (on the left) and the top five least profitable traders (on the right).

All profit figures are standardized in USD. If a trader’s account uses a different base currency, their profits will be automatically converted into USD for consistency.

The Risk Management Dashboard includes a Broker P&L Chart, which provides a clear visual representation of your actual profits, projected profits, and growth trends over a selected date range. This helps you track financial performance and refine your A-book/B-book risk management strategy accordingly.