Evaluation rules · 2 min read

Scaling plan

A scaling plan is a firm rule that restricts how many contracts a funded account may trade until the balance reaches defined milestones, regardless of the headline contract cap.

How it works

The account is sold with a maximum contract figure, but the funded stage often opens at a fraction of it — a common pattern is half or less — and unlocks the full allowance only after the balance clears the starting balance plus the drawdown plus a margin. Some firms apply the ladder in steps across several milestones. Evaluation caps and funded caps are frequently different numbers.

Why it matters on a funded account

This is why a strategy sized to the advertised cap can be unrunnable on day one of the funded account. The number that matters is the cap available at the current balance, not the one on the sales page.

Scaling plan

How it works

Why it matters on a funded account

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