Chapter 2 · Accounts & connections
2.1Create an account (prop firm or private)
What is it? An account groups trades, starting capital and – for prop accounts – your firm's rules.
What you get
- Rules from the catalog in one click
- Analyze several accounts at several firms separately
- Phases (challenge, verification, funded) mapped cleanly
How it works
- Open “Accounts” and click “Create account”.
- Choose account type prop firm or private.
- For prop accounts: choose firm, program, account size and phase – the rules are applied.
- Check starting capital, start date and currency, then save.
Good to know
- Applied rules are a copy: later catalog changes never change your account.
- You can override individual rule values; the account remembers that you deviated.
- If information is missing, the bell shows “Finish setup”.
FAQ
- What if my firm is missing?
- Create a prop account without a program and enter daily loss, max loss, target etc. yourself.
- Are currencies converted?
- No. Accounts in different currencies are shown separately.
Related articles
Was this helpful?