Execution environment

Application Environment: Loading verified status
Selected Account Mode: Loading verified status
Running Engine Mode: Loading verified status

Not verified

Active Trading Engines

Process activity, market-data readiness, and trading eligibility are independent states.

Engine	Process	Market Data	Trading Eligibility	Last Heartbeat	Signals Today	Pending Orders	Open Positions	Closed Today	Today's Net P/L	Controls
Engine registry loads after sign-in.

Start, pause, and stop affect only the selected engine. Stop does not close positions.

Client App

Trading Dashboard

A simplified ExoTrade AI workspace for account health, signal review, and protected execution.

Client Admin Login

Checking session Loading secure workspace state...

Client Workspace

Client account

Authenticated email loading

Application EnvironmentLoading Trading ModeLoading

Trading environment loading Execution readiness is being verified.

Environment loading

Loading account status

ExoTrade is checking your account and trading services.

Account EquityLoading

Account Available BalanceLoading

Account Allocated CapitalLoading

Account Today P/LLoading

Account Open P/LLoading

Account Overall P/LLoading

Account Open PositionsLoading

Account Pending OrdersLoading

Account SyncChecking

Current Trading Activity Loading authoritative activity Current client, account, environment, mode, and selected period

Real-Time Signal Report

Waiting

Daily net profit % Daily max loss %

Daily signal volumes: Strict Rule routes only signals that meet the normal quality threshold. Target Based keeps routing the next best eligible signals until the daily target is met, even when quality is below the usual expectation.

Market preference: Spot only routes spot signals, Futures only routes futures signals, and Both lets the router use either market when risk rules allow it.

Generated signals—

Not routed0

Awaiting action0

Open positions0

Closed trades0

Closed Wins (count)0

Closed Losers (count)0

Executed notional$0.00

Clients

Realized wins$0.00

Realized losses$0.00

Realized net$0.00

Universe requested—

Filtered symbols0

Spot opportunities0

Spot trade-ready0

Futures opportunities0

Futures trade-ready0

Why Trading Has Not Started

Checking

SessionChecking

Client ScopeChecking

SignalChecking

Market DataChecking

ExchangeChecking

SL / TPChecking

RiskChecking

Next ActionChecking

Live Trading Readiness

Checking

ClientChecking

ExchangeChecking

ConnectionChecking

Market DataChecking

StrategyChecking

SignalChecking

ApprovalChecking

Next ActionChecking

Trading Process Health

Checking

SignalsChecking

OrdersChecking

PositionsChecking

Closed Trades (all time)Checking

Balance / EquityChecking

Market DataChecking

First IssueChecking

Next ActionChecking

Stage	Status	Last Successful Activity	Issue / Action
Checking trading workflow stages.

Market Overview

Standalone

Performance & Protection

Waiting

Account Available Cash-

Account Equity-

Account Allocated Capital-

Account Overall Closed P/L-

Account Today's Closed P/L-

Account Floating P/L-

Quick Protection Settings Defaults

Close at portfolio Profit % Close at portfolio Loss % End trading at Daily Profit % End trading at Daily Loss % Max risk per trade % Signal expiry days Scanner batch size Close at target progress % Target progress exit Use maximum Stop Loss Max signal Stop Loss % of intended entry Use maximum Take Profit Max signal Take Profit % of intended entry

Universe metrics load after sign-in | Batch size: 48

Last saved: Not saved in this session

Markets

Certification required

Chart typesCandlestick, OHLC, Line

IndicatorsEMA, RSI, MACD, VWAP

ToolsDrawing, Replay, Markers

Open Positions

Simulation Demo: 0 Live Demo / Testnet: 0 Live: 0

Account Owner	Mode	Market	Symbol	Side	Generated	Opened	Entry	Mark	P/L	Volume	Traded $	Risk amount	Account risk %	Planned exit / stop price	Expected ROI on Account Equity	Action
No authenticated account loaded.

Open Orders

Waiting

Account Owner	Order	Market	Symbol	Side	Status	Mode	Generated	Submitted	Volume	Traded $	Risk amount	Account risk %	Planned exit / stop price	Expected ROI on Account Equity	Action
Sign in to load open orders.

Closed Orders

Waiting

Closed orders and position history load after sign-in.

Protected manual execution

Trade Review & Edit

Build a manual trade, inspect the exact market, and verify authoritative sizing and risk before final confirmation.

BTCUSDT SPOT · BUY SIMULATION

Protected

Live market context

BTCUSDT SPOT chart

BINANCE:BTCUSDT · 15-minute candles · BUY plan

Open Actual Market Chart

TradingView provides visual market context only. ExoTrade AI's authenticated price, account, risk, and execution checks remain authoritative.

Market and account Trading pairType the first letters to search all available pairs, or enter a supported pair manually. Direction Application environmentThe selected environment must match the active verified portal. This does not enable Live execution. Trading mode Market type Order type

Simulation Demo does not require an exchange account or API keys. Live Demo / Testnet requires exchange API details.

Order size and leverage Sizing method Reference / limit priceCurrent trusted market price loads automatically when the pair changes. You may edit it before review. Position notional (USDT)Accepted in currency increments; quantity and percentage are recalculated from the effective value. Quantity (base asset)Rounded to the pair's quantity step, then reconciled with notional. Volume % of available equityPosition notional as a percentage of the Client's available trading balance. Initial margin (USDT)Capital reserved for a leveraged Futures position. LeverageLeverage changes required margin, not market exposure.

Take Profit and Stop Loss Take Profit input Take Profit price Take Profit % Stop Loss input Stop Loss price Stop Loss %

Edit either percentage or price. The paired TP or SL field updates immediately.

Advanced protection and re-entry

Exchange rounding Trailing Stop distance (price) Trailing Stop % (0 disables) Trailing Take Profit distance (price) Trailing Take Profit % (0 disables) Trailing Take Profit activation % Auto Re-enter After Trailing Exit Required re-entry rule / strategy Re-entry cooldown minutes

Review validates the latest values first. No order is submitted until you complete the separate confirmation step.

Manual orders require TP and SL before submission.

Simulation Account

Account owner-

Subscription category-

Recommended capital-

Automated signal allowance-

Starting balance-

Current balance-

Available balance-

Allocated capital-

Simulation equity-

Realized P&L-

Floating P&L-

SessionNot reset yet

Last resetNever

Simulation funds are virtual and isolated by Client and application environment.

Platform, Exchange & Execution Readiness

Readiness Report

PlatformSign in required

Client-

Exchange API-

Live executionDisabled

Next action-

Live-money gates load after sign-in.

Smart Setup Wizard

Guided inputs

Guided activation Choose the missing item and the app will ask only for the information needed to finish that setup step.

Reports

Waiting

Account reportRequires session

Signal reportRequires session

Execution reportRequires session

Dashboard syncRequires session

Strategies

Build, import, review, and version Custom AI strategies without executing imported code.

Professional

Strategy rankingSign in first

AI confidenceSign in first

Trade journalSign in first

Strategy description Language

Strategy	Version	Method	Validation	Certification	Compiler	Actions
No saved Custom AI strategy versions.

Review ResultWaiting

Analyze instructions, an expression, or source code to review deterministic results.

Save reviewed canonical definition

Strategy ID Version ID Creation method Canonical JSON

Trading Intelligence Center

V1.1

Architecture readinessRequires session

Runtime data qualityRequires session

Tracked modulesRequires session

Historical Market Data Infrastructure

Prompt 1

Supported exchangesRequires session

Dataset typesRequires session

Planned sync jobsRequires session

Professional Infrastructure Extensions

Prompts 2-5

AI Intelligence Engine

V1.2

Quantitative Research Laboratory

V1.3

Institutional Workspace

V1.4

Production Platform

V1.5

MBS 2.0 Compliance

V2.0

MDS 2.0 Stabilization Audit

PhaseLogin to load

Open issuesLogin to view

Expansion gateLogin to verify

Market Data Certification

V2.0

Latest tickLogin to load

Validated candlesLogin to validate

Chart readinessLogin to certify

Ethics & Safety Alignment

Forbidden claimsLogin to scan

Controls passedLogin to check

Trading postureLogin to load

Strategy Certification

V2.0

Registered strategiesLogin to count

Production statusLogin to check

Health classesLogin to inspect

Strategy Intelligence Ecosystem

MDS 2.0

Total strategiesLogin to count

CertifiedLogin to verify

Production signal ruleLogin to read

Market Intelligence & Signal Generation Engine

MDS 2.0

Core flowLogin to inspect

Approval statusLogin to verify

First blockerLogin to resolve

Full Autotrading

Current-price execution for qualified governed strategy signals, capped at 1% equity risk.

StatusOn

Platform availabilityOn

Client account switchOn by default

Risk per tradeMaximum 1% of equity

Account equityClient-specific

Current 1% risk budgetCalculated per Client

Trading modeSimulation

Last cycleNot run

Watchlist stop loss % Watchlist take profit %

Default setting: 1% stop loss and 3% take profit.

Normal routed signals remain available. Manual Trading stays excluded.

Signal Browser

Waiting Open Signals

Sources shown as private codes

Today

No live signal loaded -

Signal ID-

Trade Status-

Entry-

Stop Loss-

Take Profit-

Confidence-

Volume to Trade-

Amount Invested-

Max Risk-

Expected ROI on Account Equity-

Risk/Reward-

Expected Price Move-

Floating Profit-

Closed Profit-

Highest Profit %-

Highest Drawdown %-

Recommendation handling

Advanced Analysis

Strategy explanationSign in first

AI reasoningSign in first

Exchange validationSign in first

Trade qualitySign in first

Risk analysisSign in first

Audit trailSign in first

Final verdictSign in first

Action results will appear here.

Strategy & AI Trading Controls

Permissions limit new activity in the selected scope; they do not certify readiness or interrupt existing trade protection.

Trading Mode All modes applies signal and execution permissions to each isolated mode. Running engines continue independently when another mode is viewed; external modes still require their own connected account and readiness approval.

Built-in Strategies Allow selected strategies to generate signals Allow selected strategies to execute automatically

AI Trading Enable AI Trading Allow AI signal generation Allow AI automatic trade execution

AI execution still requires model qualification, Client authorization, market data, risk validation, adapter certification, and Live governance.

Signal generation schedule Interval in minutes

Continuous checks run at most once per minute. Fresh-data, provider-rate, duplicate-signal, approval, account, risk and execution gates remain mandatory.

Loading authoritative strategy registry.

Autonomous AI Governance

Research, validation, signal generation, execution authorization, and position protection are controlled independently. Live remains disabled.

StatusLoading

Loading durable worker and authorization state.

Autonomy mandate and execution exception

The mandate fixes instruments, markets, strategy families, budgets, risk, data quality, suspension, and promotion limits. AI cannot amend these limits. Autonomous execution is OFF by default and requires an explicit environment/mode/account/version authorization; Client consent and mandatory checks still apply.

Central Signal Flow

Every Built-in, AI Trading, and Custom Strategy opportunity follows the same preparation stages before branching to manual review and normal account routing.

1. Generate and ValidateUnavailable

2. TP/SL and Position SizeUnavailable

3. Liquidity CheckUnavailable

Manual Review BranchUnavailable

Normal Ready BranchUnavailable

Strategy section	Opportunity	Market	Stage 1	Stage 2	Manual branch	Stage 3 / normal branch
Sign in to load signal preparation records.

Live execution remains disabled.

Manual Signal Approval

Admin approval creates a protected Admin Approved automated-signal delivery. Client execution preferences and all target-account safety gates remain authoritative.

0 active

Total SignalsUnavailable

Pending ReviewUnavailable

ApprovedUnavailable

RejectedUnavailable

Filter by Signal Category All categories

Fresh signals from every category enter the registry. These filters affect Pending Review only; All Signals and History remain complete.

All categories are included.

Not saved yet.

Select	Trading Pair	Direction	Source / Strategy	Market	Confidence	Entry	Take Profit	Stop Loss	Age / Expiry	Status	Action
Sign in to load manual signal approvals.

1. Replicate Admin Test Signals to Clients

Target environment Target trading mode 0 selected

Select an environment to load eligible Clients.

No Client selected. Choose all Clients or specific Clients, then select TEST or REAL and the destination trading mode.

Bonus Subscription Promotion

Upgrade a Client to Simple, Professional, or Enterprise without recording a payment. Use the Promote button beside a Client below; Admin chooses the duration in days, months, or years and authorizes the change by email code.

This promotion grants subscription access only. It does not enable LIVE execution or bypass signal, risk, environment, or account safety gates.

Admin Daily Bonus Signals

Bonus allocation permits additional delivery of fresh eligible signals. It does not create signals, upgrade a subscription, enable automation, or bypass trading safeguards.

Simple quantity Professional quantity Enterprise quantity No active access quantity Expiry date Reason

Share one allowance across selected modes

Selected mode above is used for this allocation. Zero means no allocation. The grant expires at the end of the selected expiry date and does not roll over. Allowance is consumed only after a verified automated trade; untraded, rejected, or expired signals and all manual trades do not count.

No bonus allocation prepared.

Replication target: TEST / SIMULATION. The Admin test signal remains unchanged; each recipient receives a separately identified recommendation.

2. Replicate Selected Signals

Select one or more fresh Admin test signals above, then replicate them to the chosen Clients. Target market price, data freshness, account balance, subscription allowance, risk limits, and execution authorization are checked independently for every Client. Approval never submits an exchange order; replication creates an independently owned Client recommendation for the selected environment and mode.

Awaiting verified registry connection.

Trade Review & Edit

Editing creates a draft revision only. It does not submit an order.

Parameter	Original strategy	Admin proposal	Current editable value

Current trusted price-

Required margin-

Estimated fees-

Spread + slippage-

Estimated stop loss-

Expected net gain-

Planned equity risk-

Expected equity ROI-

Risk/reward-

ValidationWaiting for preview

Revision reason

Risk Overview

Daily Loss Limit-3.00%

Daily Profit Lock+5.00%

Max Trade Risk1.00%

Activity center

Notifications

Search, filter by source, and review activity by date.

0 items

Session status Sign in to load trade, risk, exchange, and system messages.

Client support

Support Inbox

Read and reply to Client conversations. In-app replies are copied to the Client email and support mailbox.

No conversation selected

Select a Client conversation

Messages and replies remain in chronological order.

Select a conversation to read its history.

Client Profile

Waiting

Profile status loads after sign-in.

Admin profile approvals load after sign-in.

Admin Control Center

Review queueRequires admin session

ClientsRequires admin session

Active clientsRequires admin session

Client rankings load after admin sign-in.

Client	Status	Subscription	Balance	Equity	Net closed P/L	Today's closed P/L	Account drawdown
Admin sign-in required to view client accounts.

Signal	Client	Status	Confidence	Volume	Traded $	Risk $ / %	Expected ROI on Account Equity	Chart
Admin review queue loads after admin sign-in.

Create Client Account

Ready

Successful account creation and email/code challenge status will appear here.

Operations Dashboard

Admin Summary

Worker healthSign in first

Queue statusSign in first

System healthSign in first

Total Connected ClientsSign in first

Total Clients OnlineSign in first

Realtime client presence loads after Admin authentication.

Client remote connection ON by default Cloudflare access starts automatically with the Admin app.

Subscription payments

Crypto Payment Destination

Subscriptions loadingLoading

Subscription intake can be paused without changing existing subscriptions, invoices, or account access.

Configure any cryptocurrency and supported receiving network. Suggestions are provided for convenience, but the Admin may type another asset or network. Every change requires a fresh authentication code sent to the signed-in Admin email.

Payment asset Blockchain network Receiving wallet address Memo / destination tag, if required Required for some exchanges and networks, including XRP destination tags or Stellar memos. Display this payment destination on the public subscription page

No wallet change is submitted until the Admin email code is verified.

Subscription payments

New Subscriptions & Payment Report

Read-only report. Clients submit transaction hashes from their Subscription page; ExoTrade AI verifies the BEP20 receipt, destination, amount, token contract, and confirmations before access is activated.

Client	Plan	Payment	Expected / received	Transaction	Result	Reported
No new subscription payments reported.

Growth & subscriptions

Promo Codes & Referral Program

Create fixed-price access promos or percentage discounts. Configure any number of referral tiers (up to 10), with a separate reward rate for Simple, Professional, and Enterprise. Rewards are earned only from verified paid subscriptions.

Active and historical promo codes

Code	Offer	Packages	Use	Status	Action
Loading promo codes.

Rewards earned in each calendar month become due on the 3rd of the following month. Reconcile validates eligibility; recording payment requires blockchain transaction evidence and never sends funds itself.

Select due, valid rewards belonging to one agent and one asset/network.

Select	Referral agent	Paid subscriber	Reward	Asset / network	Due	Status
No referral rewards recorded.

Admin • TEST-first deployment

Release Manager

Latest Development Update

Loading Checking the working-source fingerprint.

Pending Changes

Loading Comparing working source with active TEST.

Registry Synchronization

Loading Reading the authoritative release registry.

Actual Runtime Fingerprint

Loading Verifying the running process against recorded TEST.

TEST Active Release

Not deployed No immutable TEST release exists.

Latest TEST candidate No retained candidate Create a candidate to begin the approval and deployment flow.

REAL Active Release

Not deployed REAL remains unchanged.

Latest REAL candidate No retained candidate A TEST release must be approved for REAL before deployment.

TEST Simulation

LoadingTrading stage remains independent from code deployment.

REAL Simulation

LoadingTrading stage remains independent from REAL-money execution.

Release workflow

Install & Test

Deploy the latest eligible candidate to TEST and run required certification.

Approve for REAL

REAL promotion approval becomes available only after the exact TEST release passes.

Deploy to REAL

Separate confirmation, runtime activation, and post-deployment verification.

Create an immutable TEST release before certification. REAL will not change automatically.

Latest Candidate

No available candidates.

Release History & Rollback

Rollback environment Historical version

Version	Created	Environment	Certification	Compatibility	Approval / Deployment	Action
Release history loads after Admin sign-in.

Deployment History

Timestamp	Environment	Action	From	To	Result	Admin
No deployment history.

Audit Log

No release-management audit events.

Market Data Providers

Admin-only verified historical coverage and provider controls.

History lookback The current day is added automatically: 90 days becomes 91; 1 month becomes 31 days. Update all configured pairs (default)

Priority pairs by category

All configured pairs selected by default

Pair categories load after Admin sign-in.

Clear “all configured pairs” to prioritize categories or individual pairs. Every configured pair appears in exactly one group.

CompletionNot checked

Data healthNot checked

Real-exchange provenanceNot checked

Requested start (inclusive, UTC)Not checked

Requested end (exclusive, UTC)Not checked

DatasetsNot checked

Update jobsNot checked

Background Engine Operations

Persisted worker state. Enabling research never enables trading or selects V4/V5.

Market Data EngineNot checked

Market worker heartbeatNot checked

Strategy BuilderNot checked

Strategy worker heartbeatNot checked

Queued / Running / RetryNot checked

Blocked / Failed / VerifiedNot checked

Both engines start disabled and paused until Admin enables them.

Dataset health details

Symbol	Market	Actual start	Actual end	Candles	Completion	Components	Job	Status
Data health loads after Admin sign-in.

Provider	Market	REST	WebSocket	Score	Last Success	Policy	Operational Status
Provider health loads after Admin sign-in.

Broker Directory

Broker referral links and demo/testnet expiry policies load after admin sign-in.

Clients see the broker name as the link text; referral URLs stay hidden until opened.

External Trading Alerts

EmailUse the SMTP-ready sender or a recipient address, for example [email protected].

TelegramUse a chat ID such as -1001234567890, or start with a phone number so the wizard can request the missing bot token.

WhatsAppUse an international number such as +2348012345678; the wizard will request Meta Cloud API fields when needed.

Alert connections load after admin sign-in.

Mobile Builds

Prepared

One-click buildRun mobile build script

Android guideBuild guide

Output foldermobile-builds/downloads

Web platformUnaffected

Settings

Protected

WorkspaceClient

Data sourceExoTrade AI API

Live tradingRequires synced API

Advanced risk limits

Protected by default: maximum 2x leverage and 1% planned account risk per trade.

Trading Dashboard

BTCUSDT SPOT chart

1. Replicate Admin Test Signals to Clients

2. Replicate Selected Signals

Risk Overview

Create or update a promotion

Multi-tier reward percentages

Active and historical promo codes

Latest Development Update

Pending Changes

Registry Synchronization

Actual Runtime Fingerprint

TEST Active Release

REAL Active Release

TEST Simulation

REAL Simulation

Release workflow

Install & Test

Approve for REAL

Deploy to REAL

Latest Candidate

Deployment History

Manual Trading Limits

Advanced risk limits