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A prop account moves through a lifecycle: Evaluation → Funded (when you pass) or → Breached (when you blow it). The Accounts tab groups your accounts accordingly — Evaluations, Funded, Breached, and Passed.

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Passing an evaluation

When you pass an evaluation, the funded account you receive is a brand-new account — your evaluation profits don’t carry over. TradeAlign mirrors that, so your funded metrics stay clean.
1

Mark as passed → funded

On the evaluation’s card, open the action menu and choose Mark as passed → funded.
2

Set up the funded account

A Set up funded account form opens, pre-filled with a suggested name and the funded payout rules. Adjust the name and rules, then click Continue.
3

Keep or hide the evaluation's trades

Choose whether to keep the evaluation’s trades in your journal & analytics, or hide them. Either way, those trades stay attached to the (now Passed) evaluation — they’re never counted toward the new funded account.
The result: a fresh funded account at your account size (+$0), and the evaluation moves to the Passed tab with its trade history intact.
This is deliberate — the evaluation’s trades must not count toward your funded account, or its payout buffer and balance would be inflated by simulated eval profits.

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The Passed tab

Passed evaluations live in the Passed sub-tab. Each card has a Show / Hide trades in journal toggle, so you can decide whether that evaluation’s trades appear in your journal and analytics — and change your mind anytime.

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Marking a breach

If an account breaks a rule, open its card menu and choose Mark as breached, then select a reason (max drawdown hit, daily loss limit hit, consistency violation, and so on).
Breaching is non-destructive — the account isn’t deleted or archived. It moves to the Breached tab and stays fully visible for review.
The breach reason and patterns feed the Breach insights on the Insights tab.

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Payouts & fees

The Transactions tab tracks the money side of your prop trading — what you’ve earned (payouts) and spent (fees and resets).

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Logging a payout

Use Log payout on a funded account’s card, or Log transaction on the Transactions tab. Enter the amount, date, and an optional note.

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Logging a fee

Fees are logged automatically where possible — your evaluation fee when you start a challenge, and your activation fee when you pass into funded. You can also log fees manually:
Every payout and fee rolls up into the Total earned, Total spent, and Net + ROI figures on the Dashboard tab.