It gives customers one place to manage account access, billing, onboarding, and readiness status instead of piecing the process together manually.
Steadfast Capital
Account Operations
Multi-firm onboarding workflow
Evaluation-to-funded operating continuity
Billing, onboarding, and account review in one portal
Account grouping, review, and routing visibility
3 account tiers configured
4 connected firm accounts
Multi-firm account profile
Multi-firm onboarding workflow
Evaluation-to-funded operating continuity
Multi-firm account setup and readiness tracking
Account grouping, review, and routing visibility
3 account tiers configured
4 connected firm accounts
Multi-firm account profile
Precision infrastructure for funded futures traders
Steadfast Capital
Same market. Stewarded with greater wisdom.
Steadfast Capital brings billing, account setup, prop-firm intake, connected account management, and rollout status into one controlled platform instead of scattering the process across screenshots, chat threads, and manual notes.
Traders should be able to move from evaluation accounts into funded operations with the same structure, the same clarity, and the same discipline.
4Connected routing profiles
3Copy groups organized
3Tier profiles mapped
A clear account portal, simple billing, structured onboarding, and a rollout designed to grow from evaluation accounts into funded operations with consistency.
Everything is organized so your account setup, readiness status, and broker posture remain visible in one place.
System Design
How the platform is organized
The product is structured around three operating layers so customers can see where they are in the journey and what comes next.
Create your portal access, connect the right account tier, and keep billing, onboarding, and account status in one place.
Keep the same operating profile as your account moves from evaluation toward funded status, so the transition stays orderly instead of starting over.
Once an account is reviewed and activated, the platform can route the right signal to the right copy group with a visible audit trail.
Customers get one place to keep their account package, onboarding state, billing, and account readiness organized instead of chasing pieces across tools.
The product is shaped around evaluation-to-funded continuity so the operating record stays coherent as the account journey advances.
Routing attempts, connected accounts, copy groups, and rollout state stay visible so growth comes from discipline, not guesswork.
Operating Standards
What the platform is designed to protect
The product is not just trying to make routing possible. It is built to keep the customer workflow disciplined, reviewable, and controlled as accounts move forward.
Billing, intake, approval, copy groups, and broker readiness are kept under one customer record so the account path does not fragment as the setup grows.
Account milestones, recorded activity, and journaled trade review can stay connected so customers can see not only what they traded, but what the platform actually processed.
Paper-first checks, approval gates, duplicate guards, and broker settings exist so the move toward broker use happens with checkpoints instead of guesswork.
Live Today
What the platform can already do right now
These are current platform capabilities already live in the site and portal today, not future promises.
Customers can create accounts, sign in, and move straight into billing, onboarding, and account review from the same portal.
The product supports plan-based monthly billing across `Copy Account`, `Builder`, and `Desk`, with checkout tied to the signed-in customer plan.
Customers can submit prop-firm account details, track onboarding status, and move through an approval-first setup flow before account readiness is expected.
The platform is centered on billing, onboarding, account review, and readiness so customers can move through one coherent workflow instead of scattered steps.
Customers can save journal entries with screenshots, notes, tags, lessons, and linked platform activity so review stays attached to the operating record.
The portal already supports billing review, prop-firm onboarding, account visibility, journaling, and broker-profile management in one place.
Who It Fits
Who should share this workflow with confidence
The platform is best presented as an operating system for traders who want structure around billing, onboarding, review, and controlled execution instead of another generic trading page.
This fits traders who already care about process, not just entries. The product is strongest when the customer wants one place to manage setup, approvals, and review.
The current flow is intentionally narrow: pick a plan privately, move through billing, submit prop-firm intake, save the broker profile, and keep the account path reviewable.
The platform is organized to earn trust before broker submission is relied on, with readiness checks, operator history, journal review, and demo testing built into the flow.
The Difference
Built more like an operating desk than a landing page pretending to be software.
Most trading products market freedom and speed. This one is being shaped around order, reviewability, and a narrow path that can actually hold up once customers start relying on it.
The point is not to look automated. The point is to make a trader’s workflow more legible, more disciplined, and easier to trust when more money and more accounts are involved.
Steadfast Operating Thesis
4
Connected accounts
3
Live copy groups
3
Tier profiles
The platform keeps billing, approvals, connected accounts, and broker posture visible together so customers are not managing a serious workflow from memory.
Onboarding, account outcomes, and journal review are meant to stay connected so decisions can be audited instead of re-imagined after the fact.
Multi-firm onboarding, disciplined account handling, and a controlled operator lane keep the product opinionated enough to feel trustworthy instead of generic.
Vision
Scripture Foundation
The vision is not random branding. These verses shape how the product is being built: deliberate planning, faithful stewardship, careful foundations, and respect for small beginnings before scale.
Proverbs 16:3
Commit your works to the Lord, and your plans will be established.
Proverbs 21:5
The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.
Haggai 1:5-11
Consider your ways. Build with order, attention, and reverence instead of scattering effort without fruit.
Haggai 2:18-19
Mark the foundation carefully. Stewardship starts with the first faithful layer before the harvest appears.
Zechariah 4:10
Do not despise small beginnings. Build the system correctly, then let consistency compound.
Luke 14:28
Count the cost before building. Sound planning belongs ahead of the work, not after the damage.
Offer
What the customer is actually buying
The offer is meant to be plain and honest: a disciplined operating system for traders who want their accounts handled with order, stewardship, and a clear path from intake to routing.
Signup, login, account visibility, and one place to manage the full customer journey.
Pricing is shown inside the signed-in account flow so plan choice happens privately after signup.
Copy-group-aware routing decisions with reviewable account activity.
Prop-firm onboarding built to carry accounts from evaluation review toward funded operations.
How access works
Create your account.
Get inside the platform first without sorting through plan pricing on the public homepage.
Get inside the platform first without sorting through plan pricing on the public homepage.
Choose a plan privately.
After signup, the account flow shows the plan options and lets the customer save the right fit.
After signup, the account flow shows the plan options and lets the customer save the right fit.
Continue into setup.
The selected plan then carries into billing, onboarding, and account readiness inside the portal.
The selected plan then carries into billing, onboarding, and account readiness inside the portal.
Supported venue profiles
Apex Trader Funding
Venue ProfileAccount workflow and review support
Bulenox
Venue ProfileAccount workflow and review support
Lucid Trading
Venue ProfileStructured account operations and review workflow
Topstep
Venue ProfileAccount workflow and review support
Compatibility
Prop-firm paths the platform is organizing around
The product is being built to support multiple prop-firm paths so customers can keep platform options, approval flow, and account operations under one roof.
The workflow is now positioned for multiple prop firms, so the customer journey can stay organized even without being tied to one shop.
Configured strategy
MNQ NY Open ORB
Configured opening-range workflow
The platform shows the actual operating rules clearly so customers know what is being followed before they connect accounts.
Precision
Operating logic and account rules
Session anchors: 9:30 AM and 6:00 PM New York.
Opening range: first 15 minutes of the selected session.
Trigger sequence: breakout close, retest of the OR boundary, then another close in the breakout direction.
Sizing model: $250 risk per 50K, 3 MNQ max per 50K, 2R target.
Customer records: account tiers, copy groups, and billing states stay under one operating record.
Review path: onboarding, broker setup, journal review, and account readiness stay visible in one trail.
Multi-Firm
Built around the evaluation-to-funded journey
The platform is being shaped so account records, copy groups, billing, and readiness status stay aligned as customers progress across different prop-firm paths.
1
Lucid evaluation accounts are one-time fee products rather than monthly rebills.
2
Lucid says funded upgrades can complete in about 5 to 30 minutes after objectives are met, with no activation fee on the evaluation-to-funded upgrade path.
3
Lucid currently limits traders to up to 10 evaluation accounts, up to 5 funded accounts, and no more than 10 combined evaluation and funded accounts per household.
Current platform rollout status
Routing mode: paper
Execution bridge: tradovate_profile_layer_installed
Connected firm accounts: 4
Supported firms: Apex Trader Funding, Bulenox, Lucid Trading, Topstep
Copy groups: Growth, Primary, Review
Current platform work: Collect and validate per-user broker profile details. | Attach approved accounts to the broker profile mapped to that customer.
Onboarding
Prop-firm intake that can grow with the account
After logging in, customers can submit prop-firm account details for review. The intent is to keep evaluation intake, approval, and funded readiness under one organized operating record as the account advances.
Connected accounts do not move into active routing until they have been reviewed and approved.
Recent account intake
No onboarding requests yet
Authenticated users can now submit Lucid account onboarding details.
What customers enter during onboarding
Account label
A clear name for the prop-firm account you want connected.
A clear name for the prop-firm account you want connected.
Account tier
The funded or evaluation tier, such as 50K, 100K, or 150K.
The funded or evaluation tier, such as 50K, 100K, or 150K.
Platform path
The execution path you plan to use, such as Tradovate or another supported route.
The execution path you plan to use, such as Tradovate or another supported route.
Copy group and reference
The routing group and account reference needed to match the account correctly inside the system.
The routing group and account reference needed to match the account correctly inside the system.
Flow
How the product works
From signup to billing, onboarding, approval, and broker readiness, the workflow is laid out clearly so you always know where your account stands.
1
The customer creates an account, chooses a plan, and connects the right funded-account profile.
2
Steadfast Capital keeps billing, account status, onboarding review, and firm alignment in one portal.
3
Approved accounts stay grouped for routing as they move from evaluation toward funded operations.
4
Broker setup, account review, and operating checkpoints are layered in as the rollout advances.
Setup
How customers connect the system
1
Create your account and activate the correct number of connected accounts through billing.
2
Submit onboarding with the right prop firm, account tier, platform path, and copy group.
3
Complete the broker profile and account details the platform needs to keep the setup organized.
4
Move from paper review into broker submission only after approval, billing, and platform readiness are all in place.
The portal is designed to keep your billing, onboarding, broker setup, and trade review in one place even when routing features are not the center of the workflow.
Targets
Firm profiles and account tiers
50K
Account Tier$250
Maximum risk allocation
3 MNQ
Contract ceiling
100K
Account Tier$500
Maximum risk allocation
6 MNQ
Contract ceiling
150K
Account Tier$750
Maximum risk allocation
9 MNQ
Contract ceiling
Roadmap
What is live now and what comes next
The rollout is shown clearly so customers can see what is already available today and what is still being completed.
Landing page, signup, login, portal, billing, onboarding, and admin review.
Stripe keys, persistent production database, production secrets, and improved account provisioning.
Lucid-supported live routing through the chosen platform path with kill switch, audit trail, and replay protection.
Getting Started
First-day setup
1
Create your account and choose how many connected accounts you want the platform to manage.
2
Complete onboarding with the correct prop firm, tier, platform path, and copy group.
3
Wait for review, then move into approved routing as the rollout opens further.
Questions
Customer FAQ
What am I paying for?
Software access, connected-account operations, billing access, and the prop-firm onboarding workflow.
Software access, connected-account operations, billing access, and the prop-firm onboarding workflow.
What happens after signup?
New customers confirm a plan privately, enter the portal, connect billing, and then move into prop-firm onboarding and broker setup.
New customers confirm a plan privately, enter the portal, connect billing, and then move into prop-firm onboarding and broker setup.
What should someone expect on day one?
A guided setup flow, not instant broker activity. The first pass is about confirming the plan, connecting billing, submitting account details, and getting the broker posture right.
A guided setup flow, not instant broker activity. The first pass is about confirming the plan, connecting billing, submitting account details, and getting the broker posture right.
Where do customers choose a plan?
Plan selection happens inside the signed-in account flow after signup, so pricing stays attached to the customer experience instead of the public homepage.
Plan selection happens inside the signed-in account flow after signup, so pricing stays attached to the customer experience instead of the public homepage.
Does this replace the trader?
No. The platform is built to organize the operating side of the workflow and then layer routing and execution controls on top.
No. The platform is built to organize the operating side of the workflow and then layer routing and execution controls on top.
What happens when an evaluation account becomes funded?
The account journey is intended to stay organized under one operating profile so the transition stays clear instead of fragmented.
The account journey is intended to stay organized under one operating profile so the transition stays clear instead of fragmented.
Who is this best for right now?
Traders who want a cleaner account workflow, structured onboarding, and a paper-first path into controlled routing.
Traders who want a cleaner account workflow, structured onboarding, and a paper-first path into controlled routing.
Start With Order
Bring your accounts, billing, onboarding, and routing workflow under one disciplined system.
Steadfast Capital is built for traders who want a cleaner operating structure today and a stronger path into funded-account execution with order, visibility, and control.
The flow stays guided: confirm the plan privately, move into billing, submit onboarding, and keep the account path visible before anything more advanced is relied on.
Support and next-step guidance live at /support, with policy pages and FAQ close by so a shared visitor does not have to guess what comes next.
Accounts
Connected routing accounts
Lucid Eval 50K A
Lucid Trading
Topstep 50K A
Topstep
Apex 100K B
Apex Trader Funding
Bulenox 150K C
Bulenox
Audit
Recent execution attempts
Each Lucid-path webhook stores a routing attempt so account activity stays visible and reviewable as the rollout advances.
No attempts yet
Routed signal and execution activity will appear here as the platform is used.