Serious trading is an operation: broker connections that stay healthy, outside capital handled transparently, alerts that reach you at the right severity, and a plan that grows with you. Manage isn’t part of the daily loop — it’s the foundation every other mode stands on.
Connect MetaTrader 4 & 5, cTrader, TradeLocker, or a FIX line; tag each account live, demo, prop challenge, or prop funded; and manage the lifecycle — sync balances, reconnect a dropped link, disconnect but keep the history, or delete outright. For prop accounts, enter the challenge’s profit target, drawdown limits, and time limit so tracking is automatic. Record deposits and withdrawals so your return numbers never lie. Plans include account slots; add more whenever you need them.
Invite an investor by name and email — a link valid for seven days. Then control the whole relationship from one screen:
The investor gets a separate, read-only portal with their own login: equity and their share of performance, the agreement summary, digests, a growth-projection tool, and the payment ledger. They can never place a trade.
Every alert has a severity — critical, warning, info — and a type: overtrading, loss limit, rule violation, trade suggestion, session reminder, performance, system. Route each type to in-app, email, or push; silence the night with quiet hours; and get an optional daily summary email instead of a stream.
Profile, timezone, and display preferences; security with biometric lock (Face ID / fingerprint — the data never leaves your device) and sign-out-everywhere; lockout behaviour — cool-off duration, auto-lock hour, revenge-trade cooldown; workflow toggles like auto-opening the journal after each trade; trading defaults; and data management with a clearly-fenced danger zone.
Four plan tiers — Free, Starter, Trader, Pro — govern what you can switch on: more account slots, automation and AI tools, copy trading, the investor portal. Billing handles upgrades, discount codes, slot add-ons, invoices, and cancellation with access to the period’s end.
Alongside the plan runs maturity — five stages, S1 Onboarding to S5 Elite, unlocked by proven engagement: trades placed, journals written, checklists completed, streaks held. Advanced tools appear when both your plan and your track record are ready for them. New traders aren’t drowned in machinery; safety features can’t be switched off on day one.
The accounts the trades run on, the investors who see the results, the alerts that reach you, and the plan that unlocks the tools — every mode in the loop stands on Manage.
Sign in with Google only — no passwords for PointFive to lose. Short-lived self-renewing sessions, brute-force protection, biometric lock, and sign-out-everywhere.
Accounts connected, investors informed, alerts routed, safety armed — in one afternoon.