Tips & Best Practices

Get the most out of the platform with these practical tips.

Articles:

1. Setting Up Your Account for Success

   • Recommended first steps

   • Organizing your prop firms

   • Creating useful tags

2. Keeping Your Records Up to Date

   • When to update challenge status

   • Recording payouts promptly

   • Monthly maintenance tasks

3. Reading Your Dashboard Like a Pro

   • What to look for weekly

   • Monthly review checklist

   • Signs of a healthy trading business

4. Preparing for Tax Season

   • Keeping records throughout the year

   • Generating reports at year-end

   • What to share with your accountant

5. Common Mistakes to Avoid

   • Confusing withdrawals with profit

   • Forgetting to mark transactions as paid

   • Not updating challenge status