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STEPSTONECAPITAL TRADING PLATFORM

Trade the markets.Your way.

Forex, crypto and multi-asset trading in one workspace. Follow the markets, manage your positions and stay in control.

Standard & Auto
Market Insights
Account Controls
Standard Trading

Trade with precision

Follow your chosen instrument, review the chart and place market orders from one focused trading workspace.

Market orders
Order controls
TP / SL
Position tools
Open Trading
BTC/USDT68,412.50+2.41%EXAMPLE24h Volume$1.28BBuySellPrice68,412.50Amount0.250 BTCPlace orderTop markets24hETH/USDT3,284.10+1.82%SOL/USDT182.44+4.06%XRP/USDT0.6218-0.94%LimitMarketStop-loss
Forex & Multi-Asset

One workspace, more perspective

Explore currencies, crypto and the other instruments available in StepStoneCapital, with market information beside your trading controls.

Forex & Crypto
Explore instruments
One workspace
Follow your markets
Explore Markets
Account exampleCurrencies · metals · indices · equitiescurrenciesEUR/USD+0.24%MetalsXAU/USD+0.81%IndicesUS500-0.36%EquitiesAAPL+1.12%Open positionEUR/USDLong · 1.0 lotMargin$1,000Leverage1:500Unrealised+$248.30Sessions24 / 5Sydney22:00–07:00Tokyo00:00–09:00London08:00–17:00New York13:00–22:00Stop-Loss / Take-ProfitWatchlistPosition controls
Positions & Risk

Keep your positions in view

Review open positions, manage pending orders and use the existing margin, leverage and close controls in the trading terminal.

Isolated / Cross
Margin modes
History
Review your orders
View the Terminal
BTC/USDT · Example20xFunding 0.0071%Entry 66,120Mark 68,412Liq. 63,880Unrealised P&L+$2,284+18.2%Margin used$1,240 / $3,600Distance to liq.6.6%Open interest$412M24h volume$1.8BMax leverageExampleMaker feeExampleIsolated & cross marginStop-Loss / Take-Profit
AutoTrader

Start a run. Stay informed.

Choose the available AutoTrader settings, review the displayed result model and monitor the run from your trading workspace.

Run status
Follow progress
Start / Stop
Retain control
Explore AutoTrader
SETTINGSAmount & durationRUNSTATUSRun progressAutoTrader overviewIllustrative runExample result+$3,912Progress71.4%Grid levelsSELL2,412.50SELL2,388.00SELL2,364.25MIDBUY2,316.75BUY2,292.00BUY2,268.50Review the modelMonitor progressStart / stop controls
Your Portfolio

A clear view of your account

Review your balances, orders and transaction history. Keep account details and security settings connected to the way you trade.

Dashboard
Account overview
History
Orders & transactions
Open Dashboard
Account OverviewA view across your accountEXAMPLEAccount history+18.4%AccountProfilesettingsSecurity2FAPortfolio OverviewBalances · Orders · TransactionsProgress78%Example$2.4MTransaction historyAccount detailsPortfolio overview
Market Context

A wider view of the market

Keep the trading day in context with market news and the economic calendar, available from the trading terminal.

Explore the Terminal
Why Choose Us

Built around your trading day

Bring market context, charting, position controls and account management into one connected workspace.

Order Controls

Use the available market and pending-order controls, with clear position and order history.

Account Security

Manage your profile, password and two-factor authentication in your client account.

Market Charts

Review price charts and the market information available for your selected instrument.

A Clearer Overview

Keep positions, transactions and account details within reach.

Platform Features

Market prices with visible data status
Position and pending-order management
Responsive web interface for all devices
Contact and account help resources
Wallet overview and account management
Charting, market news and calendar tools
Get Started

Start Your Trading Journey

01

Create Account

Create your StepStoneCapital account and complete the registration steps shown to you.

Continue
02

Set Up Your Account

Review your profile, complete any required verification and enable two-factor authentication.

Continue
03

Start Trading

Explore the instruments, review their market information and use the trading controls in your terminal.

Continue
Mobile Web

Your workspace,wherever you are

Open StepStoneCapital in your mobile browser. Review markets, positions and your account from the same responsive workspace.

Account Security

Manage your password and two-factor authentication

Market Context

Review market news and the economic calendar

Market Charts

Explore charts for your selected instrument

Account Overview

Keep balances and transactions together

No app download required
9:41

Example balance

$24,567.89

+12.5%
JD
Send
Receive
Buy
Sell
Portfolio24H

Bitcoin

BTC

$43,250

+5.2%

Ethereum

ETH

$2,890

+3.8%

Home
Markets
Trade
Wallet

Transaction

Completed

Security

Protected

Responsive workspace

Areas of Focus

Your priorities, connected

Business ownership and family wealth bring different questions. Understanding how they fit together helps give each decision its context.

Illustrative StepStoneCapital visual

Business Ownership

Think beyond the business

A business can be both a source of opportunity and a concentration of risk. Consider the relationship between ownership, accessible capital and the life you want to build beyond it.

  • Preparing for ownership transitions
  • Connecting business and personal liquidity needs
  • Considering succession and the next chapter
Start a Conversation
Illustrative StepStoneCapital visual

Family and Legacy

Make room for the next generation

Continuity starts with shared understanding. Explore how values, communication and clear responsibilities can shape decisions across generations.

  • Shared priorities and decision frameworks
  • Coordinating long-term family plans
  • Building financial understanding across generations
Start a Conversation

The StepStoneCapital Forum

Ideas for the decisions ahead

Capital and conversation A longer-term view

Explore the questions that connect capital and life: business transitions, family continuity, liquidity and a considered response to change.

Explore perspectives
Illustrative StepStoneCapital visual

Insights

Ideas to carry forward

Practical perspectives on business transitions, market decisions and the conversations that shape a family's future.

Illustrative StepStoneCapital visual
Business Ownership

Planning for a business transition

Consider how an ownership transition connects personal priorities, timing and access to capital.

Read More
Illustrative StepStoneCapital visual
Markets

A longer view of market headlines

Put daily market news in context by returning to your goals, assumptions and time horizon.

Read More
Illustrative StepStoneCapital visual
Family and Legacy

Better conversations across generations

Build shared understanding with clearer roles, better questions and space for everyone to participate.

Read More
Start Your Journey

Ready to Start Trading?

Explore the StepStoneCapital trading workspace, follow your markets and manage your account in one place.

Browser-based Access
Client Account