Volume This Week
Recent Activity
Tasks
Pending Actions
| Name | Account ID | Type | Status | Equity (USD) | Volume (M USD) | Last Trade | Source |
|---|
Volume Growth
Client Breakdown
| Client | Account ID | Volume (M USD) | Lots Traded | vs Last Period | Trades | Last Trade | Status |
|---|
Client Onboarding Steps
HFM IB Details
Account Types
Bonus POPULAR
Best entry for new clients
Premium FEATURED
Better spreads, recommended
Pro
Raw spreads, experienced traders
Visual Guides
Paste Canva export URLs below🖼
HFM Setup Guide
🖼
MT4/MT5 Setup
🖼
Risk Management
Commission Trend
Master OnlyTop Clients by Commission
Per-Client Breakdown
| Client | Account ID | Commission (USD) | Volume (M USD) | Period |
|---|
Monthly P&L
Master Only
Add Expense
Category
Amount
Currency
Description
Expense Log
| Date | Category | Description | Amount |
|---|
Upload HFM Report
Master Only
Drop client-performance-report.xlsx here
or click to browse · .xlsx files only
Import Rules
✅ New accounts — inserted with blank name, flagged for Mary/Moncy to complete
✅ Existing accounts — volume, equity, status, last_trade updated only
🔒 Name, email, notes — never overwritten by import
📸 Snapshot saved — every import creates a dated snapshot for period tracking
⚠️ Same-day duplicate — updates existing snapshot, no duplicates
Last Import
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Team Accounts & Permissions
Master Only
System Info
Supabase Project
tkjablqpmvwxnsyhdznb
IB Number
30504720