> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Prop Firm Tracking

> Track prop firm evaluations and funded accounts — rules, drawdown, payouts, and analytics, all from your logged trades.

The **Prop Firm** page is a dedicated home for everything related to your prop firm challenges — evaluations, funded accounts, payouts, and fees — with live progress against each firm's rules. Open it from **Prop Firm** in the left-hand menu.

<Note>
  Everything on the Prop Firm page is computed from the trades you log against each account. There's no broker auto-sync — your numbers are as accurate as your trade logging.
</Note>

## The four tabs

| Tab              | What it shows                                                                                                                          |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Dashboard**    | Headline totals (funded balance, spent, earned, net + ROI), an ROI progression chart, and a finance breakdown by firm and account size |
| **Insights**     | Passing & breach insights, plus trader-behavior analytics for your prop trades                                                         |
| **Accounts**     | Your accounts grouped into **Evaluations**, **Funded**, **Breached**, and **Passed**                                                   |
| **Transactions** | Every payout and fee you've logged                                                                                                     |

***

## Tracking an account

<Steps>
  <Step title="Click Track prop firm account">
    On the Prop Firm page, click **+ Track prop firm account** in the top right.
  </Step>

  <Step title="Choose the status">
    Pick whether you're starting an **Evaluation** or adding an account that's **Already funded**. The form adapts to show the right rules for each.
  </Step>

  <Step title="Pick a firm template (optional)">
    Selecting a firm template (TopStep, Apex, Lucid, MyFundedFutures, Take Profit Trader, and sizes) pre-fills that firm's typical rules. Every field stays editable — templates are a starting point, not a lock.
  </Step>

  <Step title="Set the rules">
    Enter the account size, drawdown, and any other rules (see below). Add the firm name, a nickname, start date, and your broker.
  </Step>

  <Step title="Track it">
    Click **Track account**. The account appears under the matching tab, and any evaluation fee you entered is logged automatically.
  </Step>
</Steps>

<Info>
  **Free plan** users share the app-wide limit of **1 trading account** (prop accounts count toward it). Once you're at the limit, the button becomes an **Upgrade** prompt. Pro unlocks unlimited accounts and the bulk **Quantity** field for creating several at once.
</Info>

### Evaluation rules

| Field                  | What it's for                                                                      |
| ---------------------- | ---------------------------------------------------------------------------------- |
| **Account size**       | The starting balance of the challenge (e.g. \$50,000)                              |
| **Drawdown type**      | **Trailing (intraday)**, **Trailing (end of day)**, or **Static**                  |
| **Max drawdown**       | The maximum loss allowed from your high-water mark (or from the start, for static) |
| **Daily loss limit**   | The most you can lose in a single day (leave blank if the firm has none)           |
| **Profit target**      | The profit needed to pass the evaluation                                           |
| **Min trading days**   | The minimum number of distinct trading days required                               |
| **Consistency target** | The cap on how much of your total profit a single day may represent                |
| **Evaluation fee**     | What you paid for the challenge (logged as a transaction)                          |

### Funded payout rules

When you add an **Already funded** account (or pass an evaluation), the form swaps the eval-only fields for a **Payout rules** section, since funded accounts work differently:

| Field                      | What it's for                                                                                       |
| -------------------------- | --------------------------------------------------------------------------------------------------- |
| **Profit split**           | Your share of profits on a payout (e.g. 90%)                                                        |
| **Payout buffer**          | The profit cushion above your starting balance you must reach before withdrawing (the "safety net") |
| **Min profit / day**       | The net profit a day must clear to count as a qualifying "winning day"                              |
| **Winning days to payout** | How many qualifying days you need before a payout                                                   |
| **Min / max payout**       | The smallest and largest the firm will pay per request                                              |

<Note>
  Funded accounts have **no profit target** — once funded, the goal shifts from passing to consistent payouts.
</Note>

***

## Account cards

Each account shows a card with its balance and a progress bar for every rule that applies — drawdown used, worst-day loss, profit target, min trading days, and consistency. A **"would breach"** warning appears if your logged trades have crossed a hard limit.

Funded cards also show **Net to you** (your P\&L after the profit split), a **Payout buffer** bar (how close you are to being able to withdraw), and a **Winning days** bar.

The card's **action menu** (three dots) lets you **Add trade**, **Edit rules**, **Mark as passed → funded**, **Mark as breached**, **Log payout**, or **Delete**.

***

## Adding trades

Prop accounts are ordinary trading accounts, so they appear everywhere you'd select an account. To log trades against one:

* Use **Add trade** on the account's card, **or**
* Go to the **Trades** page → **Add Trade** and pick the account.

For Topstep or Tradovate accounts, the import flow offers a one-click CSV import; for others, you can import any CSV or log manually. See the [CSV import guides](/getting-started/import-trades-manual-csv).

<Tip>
  Set the account's **broker** to Topstep or Tradovate so trade imports pre-select the right CSV format.
</Tip>

<CardGroup cols={2}>
  <Card title="Lifecycle & payouts" icon="arrow-right" href="/prop-firm/lifecycle">
    Passing, breaching, the Passed tab, and logging payouts & fees
  </Card>

  <Card title="Prop firm insights" icon="arrow-right" href="/prop-firm/insights">
    The dashboard analytics and the Insights tab
  </Card>
</CardGroup>
