SubBroker Pro
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Features

Run your sub-brokerage on a single page.

SubBroker Pro tracks every broker account you hold, every trader you allocate funds to, and the spread the firm earns in between. Multi-admin so you and your partner both stay in sync.

For sub-broker admins

Broker Deals

Per-month grid of every broker account you hold. Each row carries that month's allotment, sharing %, and interest rate. Backfill prior months with one click; deals can change month-to-month without rewriting history.

Broker Books

The familiar monthly settlement grid: gross P&L, interest, ID charges, jobber share, salary, balance. Edit any cell inline. Broken-out salary routes flow into the right trader's book automatically.

Trader Deals

Per-month sharing and interest with each trader. Map a trader to one or many broker accounts; sharing percentages can override on a single month without affecting the rest.

Trader Books

Combined view per trader per month: algo gross (auto-derived from your broker book) plus greek gross (manual entry), with deductions, sharing, and net to trader.

Multi-admin

Add co-admins from the Admins tab. Anyone in the firm can sign in and edit; every change is shared instantly.

Drawings

Track cash withdrawn from the firm by each admin partner. Per-admin lifetime totals roll up to the firm overview.

Month locks

Lock a closed month to make every cell read-only. Avoids accidental edits to settled books.

For traders

Read-only book

Your sub-broker's Trader Books, served back to you on a clean page. No editing, no admin clutter.

Lifetime earned / paid / owed

At-a-glance totals so you can confirm what's been settled and what's still due.

Per-month detail

Drill into any month to see fund deployed, gross, deductions, sharing %, and your share.

Demo accounts

EmailPasswordRole
admin1@demo.localdemo1234Admin (firm)
admin2@demo.localdemo1234Admin (firm)
trader1@demo.localdemo1234Trader 1
trader2@demo.localdemo1234Trader 2
Architecture notes

Single-tenant Next.js 14 app with SQLite (node:sqlite) — no external database, no migrations service, no managed cache.

Auth via cookie sessions (iron-session). All firm scope is enforced server-side; the URL /partner/[id] is validated against the signed-in user's firm membership on every request.

Deploy with npm run build && pm2 start. SSR-only — no client-side data fetching except for the inline cell-edit forms.