Adding a New Funded Account

When you receive funding from a prop firm—whether by passing a challenge or purchasing instant funding—add the account to track your revenue.

How to Add a Funded Account

  1. Navigate to Funded Accounts in the sidebar

  2. Click the Add Account button in the top right

  3. Fill in the required fields

  4. Click Create Account

Alternative: If you just passed a challenge, use the Converting a Challenge to a Funded Account feature instead. It automatically creates a funded account linked to your challenge.

Required Fields

Account Name

Give the account a descriptive name.

Good examples:

  • "FTMO 100K Main"

  • "TFT 200K Account 2"

  • "MyFundedFX 50K Swing"

Tips:

  • Include the prop firm name

  • Include the account size

  • Add distinguishing info if you have multiple similar accounts

Prop Firm

Select the prop firm from the dropdown. Only firms you've previously set up appear here.

Account Size

Enter the funded capital amount—the size of the account you're trading.

Note: This is not your equity or balance. It's the nominal funded amount (e.g., 100,000 for a 100K account).

Currency

Select the account currency (USD, EUR, GBP, etc.).

Funding Type

Choose how you obtained this account:

  • Evaluation — You passed a challenge to get funded

  • Instant — You paid for immediate access without evaluation

This helps categorize your accounts and understand your funding mix.

Platform

Select your trading platform:

  • MT4

  • MT5

  • cTrader

  • Other

Optional Fields

Account Number

The trading account number from your prop firm. Helpful for matching records if you contact the firm or check their dashboard.

Start Date

When your funding became active. Defaults to today if not specified.

Related Challenge

If this account came from a challenge (and you didn't use the conversion feature), you can manually link it here. The dropdown shows completed challenges.

Benefits of linking:

  • See the full journey from challenge to funded

  • Understand true cost-to-funded metrics

  • Navigate between related records

Tags

Add tags to organize your accounts:

  • By market (Forex, Futures)

  • By strategy

  • By status or priority

Notes

Any additional information about this account.

Form Layout

The form organizes fields into sections:

Section 1: Account Information

  • Account Name

  • Prop Firm

  • Account Size

  • Currency

  • Funding Type

  • Platform

Section 2: Account Details

  • Account Number (optional)

  • Start Date

Section 3: Related Information

  • Related Challenge (optional dropdown)

  • Tags

Section 4: Notes

  • Notes textarea

Auto-Fill from Related Challenge

If you select a Related Challenge, some fields auto-populate:

  • Prop Firm

  • Account Size

  • Platform

  • Funding Type (set to "Evaluation")

You can still edit these values if needed, but auto-fill saves time and ensures consistency.

After Creating the Account

Once created, your funded account will:

  1. Appear in the Funded Accounts table with "Active" status

  2. Show in your Dashboard module summary

  3. Be ready for payout tracking

Immediate next steps you might take:

  • Record any payouts already received

  • Add notes about the account

  • Set up your first payout target

Using Templates

If you frequently add similar accounts, templates speed up data entry:

  1. Look for "Load Template" when adding an account

  2. Select a saved template

  3. Fields auto-fill with common values

  4. Adjust as needed and create

To save a template, set up your common values and save the configuration for reuse.

Adding Accounts That Came from Challenges

You have two options:

Option 1: Convert (Recommended) If you tracked the challenge in the platform, use the conversion feature. This maintains the link automatically.

Option 2: Manual Add with Link If you're backfilling data or the challenge wasn't tracked, add the account manually and select the related challenge from the dropdown.

Option 3: Manual Add without Link If you don't have the challenge in the system, just add the funded account. You can always add the challenge later and link them.

Validation

The form validates your entries:

  • Required fields must be filled

  • Account size must be a positive number

  • Start date can't be in the future

If validation fails, you'll see error messages below the relevant fields.

Common Questions

Should I add old funded accounts? Yes, if you want accurate historical revenue tracking. Even breached accounts help you understand your overall performance.

What if I have accounts at firms not in the list? Add the prop firm in Settings first, then return to add the account.

Can I add multiple accounts at once? Add them one at a time. After creating each, use "Add Another" to quickly start the next one.

Next: Understanding Account Status →