Knowledge Base
Feature Guide
Prop Firm Tracking
Track prop-firm journeys, manage stage transitions, monitor drawdown limits, and log payouts - all within your existing dashboard and filter system.
How prop-firm tracking works
Prop-firm accounts are organized around a Prop Account. Each Prop Account represents one prop-firm journey (for example, a $100k two-step challenge) and contains independent Account Stages.
Account lifecycle states
- Active - Currently trading the current stage
- Passed - Successfully completed an evaluation stage
- Funded - The current stage is funded and continues until closed or breached
- Failed - A stage breached a rule and the journey is over
- Pending Approval - Awaiting verification after passing
Phase objectives
Each stage has its own rules and independent starting balance:
- Profit Target - Gross profit goal (e.g., 10% of starting capital)
- Max Drawdown - Maximum allowed equity drawdown (e.g., 5% or 10%)
- Daily Loss Limit - Maximum loss allowed in a single trading day
- Minimum Trading Days - Minimum number of days required before passing
- Funded stage - Has no profit target; only funded-account rules continue to apply
Managing prop-firm accounts
- Go to Accounts → Prop Firm to view your Prop Accounts and stage history
- Click Add Account to create a new challenge tracker
- Configure stage objectives based on your prop firm's rules
- Import or enter trades against the current active stage
- Track progress through the prop-firm dashboard widgets
Prop-firm widgets
Dashboard widgets available for prop-firm tracking:
- Challenge Progress - Visual progress toward profit target with drawdown indicator
- Stage Timeline - History of stage transitions
- Payout Tracker - Log and track received payouts
- Rule Compliance - Summary of whether current trading stays within challenge rules
Important
Stage profit-target progress uses the configured stage baseline and net trade result. Gross P&L remains available separately; commissions and fees are included in net balance and risk calculations.