Policy Heartbeat
10s
Engine checks account state and policy conditions.
schemaHow It Works
How Capital Shield Works
A practical operating model for teams that need predictable risk execution, clear approvals, and daily control of MT5 accounts.
Alert Escalation
<60s
Critical incidents are surfaced with action context.
Target Stability
99.9%
Architecture designed for production reliability.
Operational Flow
1Day 0
Phase 1: Secure Onboarding
- task_altCreate workspace and assign admin/trader roles
- task_altPair each MT5 account with EA identity validation
- task_altVerify account ownership and baseline health telemetry
You get a verified inventory of active accounts and responsible operators.
2Day 0-1
Phase 2: Policy Definition
- task_altSet drawdown, per-trade risk, and exposure boundaries
- task_altDefine Telegram approval requirements for critical actions
- task_altConfigure fallback behavior for timeout and disconnection scenarios
Risk rules become explicit, enforceable, and auditable.
3Daily Runtime
Phase 3: Live Enforcement
- task_altHeartbeat monitors execution and account connectivity
- task_altBreach events create alerts and approval tasks
- task_altEngine executes configured protective actions deterministically
High-risk situations are managed in minutes, not after losses compound.
4Week 1+
Phase 4: Weekly Optimization
- task_altReview AI and journal insights for recurring mistakes
- task_altAdjust policy thresholds using actual account behavior
- task_altTrack policy effectiveness and reduce false positives
The system evolves with your team and strategy quality improves over time.
Role Model
Admin
Owns policy design, escalation rules, and workspace governance.
On setup changes, incidents, and weekly review.
Trader
Operates accounts under policy guardrails and responds to prompts.
During market hours and approval actions.
Risk Lead
Audits incidents, validates controls, and tunes enforcement quality.
Daily monitoring and post-incident analysis.
Incident Runbook
- emergency_homeAcknowledge alert and confirm affected account scope
- emergency_homeReview breach reason and policy source
- emergency_homeApprove, deny, or lock according to predefined protocol
- emergency_homeRecord resolution and apply policy adjustments if needed
Go-Live Checklist
- check_circleAll production accounts paired and visible in dashboard
- check_circleCritical policies enabled with tested thresholds
- check_circleTelegram approvals verified for all decision makers
- check_circleBackup and restore process validated