Streaks that run on your trading calendar.
Streaks count qualifying days, not lot size, so smaller clients get a goal they can reach and a multiplier that grows with the run. Days you mark as closed pause it without a reset.
- CRM metrics
- Weekday-aware cadence
- Auto-recurring rewards
- Embedded in your portal
The streak layer inside your client portal.
Reads your data through a read-only API and never writes to your client records. Clients see their streak, their next milestone and its reward.
A Clear Target for Every Trading Day
In this example, one trade each weekday keeps the streak going, and the week strip ticks off every day that counts.
A First Milestone Within Reach
Here the first reward lands after 3 trading days, so a new streak pays off quickly. Each later milestone pays more for a longer run.
Automatic Coin Rewards
Coins credit automatically when a client reaches a milestone. No one on your team pays them out by hand.
Configured for how brokerages operate.
Choose what counts, which days count, and what each milestone pays.
Choose the behavior you want more of.
Pick the behavior that counts for a qualifying day, such as a trade, a login or a deposit. It can come from Dynamic Works, FXBO, Salesforce, HubSpot or your own API.
The integration pattern depends on your stack. We work alongside your existing CRM and data infrastructure.
Set the cadence.
Weekday-only cadence so weekends never reset progress. Grace days protect against single absences. Timezone-aware resets give every trader a fair midnight window.
FX markets close on weekends, so set active days to match the markets each campaign covers.
Define rewards.
Set how many milestones the ladder has and what each one pays. Rewards credit automatically when a client reaches one, and each campaign can use its own ladder.
Every payout tagged with streak, milestone, and segment for your reporting. No manual approval queues.
Save the biggest rewards for the longest runs.
A small first reward is affordable across many new streaks, and the largest sit at 90 and 365 days, where fewer clients arrive. You set each milestone's reward.
The first of the long-run rewards.
365 qualifying days, the top of the ladder.
Set up a streak for each job.
Each one can count a different action on its own schedule. Here are three examples, as your clients see them on their Streaks page.
Smaller accounts can keep a daily streak too.
Any trade counts the day, whatever its size. Weekends are paused, so the streak picks up again on Monday.
Total Volume has any value change · Daily · Weekdays Only · GMT+02:00
Clients who don’t trade daily still have a goal.
One quiz or mission that earns XP each week keeps it going, so these clients have a weekly reason to take your quizzes.
XP Earned is more than 0 · Every 168 hours · All Days Active · GMT+00:00
A streak with no trading condition.
A daily visit to your portal counts the day. You set which days count and the time zone.
Daily Visit is TRUE · Daily · Custom, Sun to Thu · GMT+03:00
Example streaks, for illustration
Built by people who configure this for real brokers.
Weekend pauses, holiday and event pauses set per campaign and region, timezone-aware resets and DST handling.
Traders who used the loyalty program stayed and earned you more.
Nine months at a broker using Returning.AI, traders who used the loyalty program against a matched group who didn't.
See the full resultsSee it set up for your markets.
Bring your market hours, holidays and rewards, and we will show a streak configured around them.
Trusted by Axi, Vantage Markets, Infinox, ADSS, GNT Capital, M4Markets, GTCFX, IronFX, Vault Markets, NextTrade, Xlence, IC Funded, Atmos Funded, and more.
- Client portal and data connection
- Program rules and reward choices
- Entity and regional eligibility
- Reward delivery responsibilities
- Support and service terms