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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

  1. Go to Accounts → Prop Firm to view your Prop Accounts and stage history
  2. Click Add Account to create a new challenge tracker
  3. Configure stage objectives based on your prop firm's rules
  4. Import or enter trades against the current active stage
  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
  • 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.