Challenges Summary

Track your prop firm evaluations from purchase to completion or conversion.

Articles:

  1. What Are Challenges?

    • The purpose of the Challenges module

    • Challenges track status, time, and cost—not profit

    • How challenges fit into your trading business pipeline

  2. Adding a New Challenge

    • Required fields: Name, Prop Firm, Account Size, Challenge Type

    • Setting up phases (1-step, 2-step, 3-step)

    • Recording the purchase cost

    • Using templates to save time

  3. Understanding Challenge Status Understanding Challenge Status

    • Not Started, Active, Completed, Failed, Converted to Funded

    • How status badges work

    • When and how to update your challenge status

  4. Managing Challenge Phases

    • What phases represent

    • Updating phase progress

    • Recording phase start and end dates

  5. Recording Challenge Costs and Refunds

    • How challenge costs are tracked in the Ledger

    • Recording refunds when you receive them

    • Why refunds are cost recoveries, not income

  6. Converting a Challenge to a Funded Account

    • Requirements for conversion (all phases complete, end date set)

    • The conversion process step-by-step

    • What happens to your challenge record after conversion

  7. Using Filters and Search

    • Filtering by Outcome, Prop Firm, Challenge Type, Date Range

    • Using tags to organize challenges

    • Searching by challenge name or account number

  8. Bulk Actions for Challenges B

    • Selecting multiple challenges

    • Archiving, tagging, or deleting in bulk

    • When to use bulk actions