Plan Basics

Plan Name

Choose a clear, descriptive name:

• Good: "50K Two-Phase Challenge"
• Good: "100K Instant Funding"
• Bad: "Plan 1" (not descriptive)

The plan name is internal - you'll use different marketing names for products.

Leverage

Set the maximum leverage traders can use:

• 1:30 - Conservative, lower risk
• 1:50 - Moderate, common for forex
• 1:100 - Aggressive, higher risk
• 1:200 - Very aggressive

Higher leverage = higher risk for both trader and firm.

Phase Structure

Define how many phases traders must pass:

Two-Phase Structure

Most common setup:

• Phase 1 - First evaluation
• Phase 2 - Second evaluation
• Funded - Live trading

One-Phase Structure

Faster path:

• Phase 1 - Single evaluation
• Funded - Live trading

Three-Phase Structure

More rigorous:

• Phase 1 - First evaluation
• Phase 2 - Second evaluation
• Phase 3 - Third evaluation
• Funded - Live trading

Instant Funding

No evaluation:

• Funded - Direct to live trading

Phase Names

Customize phase names if desired:

• Default: "Phase 1", "Phase 2", "Funded"
• Custom: "Qualification", "Verification", "Pro Trader"

Account Size

Set the starting balance:

• $5,000
• $10,000
• $25,000
• $50,000
• $100,000
• $200,000
• Custom amount

This is the balance traders start with in each phase.

Currency

Choose the account currency:

• USD (most common)
• EUR
• GBP
• Other currencies

All calculations (profit targets, drawdowns) will be in this currency.