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Executive Dashboard 30-day pilot validation summary

Recommendation: Proceed to Annual License

Behavioral intervention success rate and retention uplift both clear the threshold set at pilot kickoff. Projected annual impact supports moving to the Master Integration Agreement.

Traders Protected
↑ vs. week 1
Total Interventions
Across all detection categories
Recommendation Acceptance
Alerts followed by the trader
Risk Reduction
vs. pre-pilot baseline week
Estimated LTV Impact
Projected, annualized
Retention Uplift
Day-30 active vs. control

Interventions over the pilot window

Daily volume of BLOCK / ALERT / CLEAR signals

Detection mix

Share of interventions by behavior type

Interventions Analytics

Every signal the API generated during the pilot, broken down by day, type, hour and outcome.

Total Interventions
Avg. per Trader
Peak Day
Successful Interventions
Prevented loss or reduced exposure

Interventions by day and type

Stacked daily volume across the pilot window

Interventions by hour of day

Darker = more interventions at that hour

00:0006:0012:0018:0023:00

Recent interventions log

Most recent 12 events matching current filters

DateTraderTypeHourEmotional StateRecommendedAction TakenOutcome

Behavior Analytics

Before vs. after comparison across the five risk categories Origin4Trade monitors.

Risk events: pre-pilot week vs. pilot average

Weekly count per category, same trader cohort

Cumulative risk events prevented

Running total across the 30-day window

Overtrading Avoided
Revenge Trading Avoided
Impulsive Entries Avoided
Leverage Spikes Avoided
Plan Violations Avoided
Critical Drawdowns Avoided

Retention Dashboard

Active trader curve across the pilot, with a same-size control group for comparison.

Day 1 Active
Day 7 Active
Day 14 Active
Day 30 Active

Retention curve — AI-protected vs. control

Same-size cohorts, control group without Origin4Trade active

At a glance

Churn and average active tenure

Churn (AI-protected)
Churn (control group)
Avg. active tenure (AI-protected)
Avg. active tenure (control)

Business Impact

The pilot's financial output, translated for a CEO or CFO reviewing the annual license decision.

Estimated LTV Increase
Capital Retained (30 days)
Active Accounts (Day 30)
Clients Retained via AI
Projected ROI Multiple
Annual Potential Benefit

Economic value generated per protected trader

Capital preserved + LTV recovered, annualized per trader, by week of the pilot

ORIGIN4TRADE
30-Day Pilot Validation — Executive Report
Pilot windowAug 4 – Sep 2, 2026 (30 days)
Report generated

1. Objective

Validate, using the broker's own trader population, that Origin4Trade's real-time behavioral layer measurably reduces destructive retail trading behavior and improves the metrics that drive broker profitability — active trader retention, capital preserved on-platform, and lifetime value per acquired client.

2. Key Results

3. Recommendation

4. Next Steps

Proceed to the Master Integration Agreement under the terms outlined in the Origin4Trade LOI, with the Annual API License Fee tiered to the broker's active trader count.