Steadfast Capital Account Operations
Customer desk Billing + onboarding Journal + review

Customer Portal

Keep plan state, onboarding, broker setup, journaling, and account readiness in one disciplined workspace.

Home
Operating posture

Built to feel like the desk, not the brochure.

Every section is arranged around one question: what has to be true before this account can move forward cleanly?

Billing, onboarding, broker posture, review, and account visibility stay close together so nothing important gets lost.
What it governs

One operating surface

Account identity, plan state, and readiness at a glance.
Prop-firm intake, approval checkpoints, and broker setup.
Journal review, milestones, and operating notes in one trail.
What sets it apart

Built for discipline

Paper-first posture before broker submission is trusted.
Structured account tooling for traders who want cleaner review and better visibility.
Reviewability built into the workflow instead of added later.
Session needs attention

Your portal access is not active right now. Sign in again to continue billing, onboarding, and routing setup.

Onboarding mode is active

The portal is keeping the first-run setup path in front of you. Deeper review and operator tools will open up once the core setup steps are in place.

Steadfast Capital logo
Steadfast Capital
Steadfast Capital logo
Steadfast Capital
Overview

Account

Profile

Your plan, access, and connected account groups stay organized here as the rest of setup moves forward.

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Your selected plan will appear here once your account loads.
Action

What to do next

Guidance

The next move stays visible so you do not have to guess what matters most right now.

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Tracker

Setup tracker

Progress

See what is in place and what still needs attention before the account moves fully forward.

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Milestones

Setup timeline

Journey

See the setup journey in one place, including what is complete and what still needs to move.

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Desk

Daily plan

Today

Keep today's focus, session guardrails, and one non-negotiable rule visible before the day gets noisy.

Saved locally in this browser so your desk plan stays close at hand.
Review

Weekly reset

Keep / Fix

Use one place to capture what to keep doing, what to tighten, and what standard you want to carry into next week.

Saved locally in this browser so your review notes stay with your workspace.
Playbook

Setup library

A+ standards

Save your best setups, the exact conditions they require, what invalidates them, and how they should be reviewed after the trade. This turns the portal into a real operating manual for serious trading.

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Rulebook

Non-negotiables

Protect the account

Save the rules that matter most, what category they belong to, and what the cost is when they are broken. This keeps discipline visible before the trade, not just after the damage.

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Desk

Operating log

Firm notes

Keep real account notes, blockers, broker changes, and follow-up items inside the product so setup and review do not get lost across texts, screenshots, and random notes apps.

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Billing

Subscription

Plan

Choose how many account packages you want billed under your current monthly plan before checkout.

Checkout will use the plan currently saved on your account.
Billing summary will appear here once your account and subscription details load.
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Accounts

Account map

Customer state

See your connected account footprint, copy groups, onboarding count, and billing state in one place.

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Execution

Broker profile

Connection

Save the broker account details your prop-firm path should use so the connection stays organized and reviewable.

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Firm

Onboarding

Review

Submit the exact prop-firm account details you want reviewed before account readiness can move forward.

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Execution

Operations summary

Activity state

Track recent account activity, broker posture, and readiness blockers from one summary card.

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Readiness

Platform status

Infrastructure

This shows what is configured on the live site and what still needs attention before your full connection is ready.

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Readiness

Account readiness

By account

See which connected accounts are operationally ready and which blocker is still in the way.

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Accounts

Account status

Latest activity

See the latest recorded status attached to each connected prop-firm account.

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Support

Help and policy

Resources

Keep support, disclosures, and platform policy links close while you complete setup.

Support desk

Reach support directly when you need help getting your setup or account workflow back on track.

Risk and terms

Keep the trading-risk language and operating terms close before connecting broker workflows or moving further into account setup.

Privacy

Review how account details, onboarding data, and customer information are handled on the platform.

Activity

Latest platform activity

Audit

Keep the most recent account actions, broker tests, and review events visible in one place.

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History

Activity history

Recorded trail

Review recent recorded actions with cleaner source, broker posture, and account outcome detail.

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Diagnostics

Attention items

Needs review

Surface blocked, rejected, and failed outcomes without digging through every recorded action.

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Review

Review dashboard

Patterns

Turn journal entries into usable feedback: what is working, where discipline slips, and which patterns deserve more attention.

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Scorecard

Performance by path

Firm / account

See which firm paths and account paths are producing your best average results, strongest plan discipline, and the most review repetition.

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Journal

Trade journal

Review

Save notes, screenshots, and result data for any trade you take so your review process stays attached to the rest of the platform.

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