Understanding the Hierarchy
How Plans, Products, and Accounts relate to each other
Understanding the Hierarchy
Before configuring your challenges, you need to understand how Plans, Products, and Accounts work together. Get this wrong and you'll confuse yourself (and your customers).
The Three Levels
Plan (rules) → one plan can have many products
Product (what's sold) → one product can create many accounts
Account (what's created)Plan
A Plan defines the rules of your challenge:
- Drawdown limits (daily, lifetime)
- Profit targets per phase
- Number of phases (1-step, 2-step, 3-step)
- Trading restrictions (news, weekend, hedging, etc.)
- Profit split percentages
- Minimum trading days
- All other rule configurations
Example Plan: "2-Step Challenge"
- 5% daily drawdown
- 10% lifetime drawdown
- Phase 1: 8% profit target
- Phase 2: 5% profit target
- 80% profit split
- 5 minimum trading days
Product
A Product is what customers actually buy. It combines:
- A Plan (the rules)
- An account size ($10k, $50k, $100k, etc.)
- A price ($99, $299, $499, etc.)
Example Products (all using the same "2-Step Challenge" plan):
| Product Name | Account Size | Price |
|---|---|---|
| 2-Step 10k | $10,000 | $99 |
| 2-Step 25k | $25,000 | $199 |
| 2-Step 50k | $50,000 | $299 |
| 2-Step 100k | $100,000 | $499 |
Same rules, different sizes and prices.
Account
An Account is created when someone purchases a Product. It's the actual trading account on your broker platform.
When someone buys the "$50k 2-Step Challenge":
- Order is created in Propriotec
- Phase 1 Account is created (login: 12345)
- If they pass Phase 1 → Phase 2 Account is created (login: 12346)
- If they pass Phase 2 → Live Account is created (login: 12347)
Each phase = new account with new login number.
Relationships
Addons
Addons are optional extras customers can add at checkout. They modify the Product's terms.
Common addons:
- 90% Profit Split — adds 10% on top of base split
- Double Leverage — 2x the standard leverage
Addons have their own price, which gets added to the Product price.
Example:
- Product: $50k 2-Step Challenge — $299
- Addon: 90% Profit Split — $59
- Total: $358
How It All Flows
You Create
Plan (define rules) ↓ Products (link to plan, set sizes & prices) ↓ Addons (optional extras)
Customer Sees
Product on your website + optional Addons
Customer Buys
Order created → Account created (using Product's Plan rules)