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Knowledge Base
Feature Guide

Prop Firm Tracking

Track prop-firm challenges, manage phase 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 master accounts. Each master account represents one prop-firm challenge (e.g., FTMO 2-phase $100k). Within a master account, you track individual phases as they progress.

Account lifecycle states

  • Active - Currently trading a challenge phase
  • Passed - Successfully completed a phase
  • Funded - Passed all phases and received funding
  • Failed - Breached a rule and the challenge is over
  • Pending Approval - Awaiting verification after passing

Phase objectives

Each phase can have configurable objectives:

  • 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
  • Profit Target Split - For 2-phase challenges, tracking targets per phase

Managing prop-firm accounts

  1. Go to Accounts → Prop Firm to view your master accounts
  2. Click Add Account to create a new challenge tracker
  3. Configure phase objectives based on your prop firm's rules
  4. Import or enter trades against the appropriate phase account
  5. 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
  • Phase Timeline - History of phase transitions
  • Payout Tracker - Log and track received payouts
  • Rule Compliance - Summary of whether current trading stays within challenge rules

Important

Profit-target progress uses gross progress (sum of winning trades) rather than net P&L. This matches how most prop firms calculate challenge completion. Your dashboard realized P&L may differ from challenge progress.