Running a book of accounts

Tracking more than one prop account

One account is easy. Three is a different job — and it is a job nobody hands you a tool for, because every firm only shows you the part it is responsible for.

The first prop account needs no system. The firm’s dashboard shows the balance and the floor, and you can hold the rest in your head. The trouble starts somewhere around the third, and it is not a trouble of arithmetic. It is that every account is measured by a different yardstick and reported in a different place, and no one place adds them up.

Why it gets hard so quickly

The rules are not the same

Two $50,000 accounts at two firms can differ in nearly every way that matters: one trails its drawdown from closing balances and the other from intraday highs, one has a daily loss limit and the other has none, one enforces consistency during the evaluation and the other only once funded. Same size, same screen, entirely different constraints.

Which produces the characteristic mistake of a multi-account trader: applying the wrong account’s rules to the one in front of you. It is not carelessness, it is the natural consequence of holding four rule sets in working memory while also trading.

The dashboards do not agree

Each firm reports on its own terms and its own schedule. Some update balances live, some at the end of the session. Some show the drawdown floor plainly, some make you derive it. None of them show you the account you hold somewhere else, because there is no reason they would.

The dates are staggered

Accounts start on different days, reset on different days, and become payout-eligible on different days. There is no shared calendar, so the only way to know what is due when is to keep one.

The concentration nobody counts

Running three accounts feels like spreading risk. If the same setup is traded in all three, it is not — it is one position at triple size, and a single bad session can breach all three on the same afternoon. Accounts diversify nothing on their own. Only differences in what is traded do.

What a spreadsheet does well, and where it stops

Most traders build one, and it is a reasonable first answer. It totals correctly, it is yours, and it costs nothing.

It fails at exactly two things, and both are the reason it eventually gets abandoned:

The result is a document that is trusted for about a fortnight and then quietly stops being opened, usually right when the number of accounts makes it most necessary.

What is actually worth keeping

Per account

Across all of them

The test for whether you are running too many

Not capital — attention. If you cannot say, without looking, what each account’s drawdown type is and roughly how much room it has, then you are relying on being right about rules you have not checked. That is the point at which an extra account stops adding capacity and starts adding a way to lose one.

The one-screen test

A workable setup answers these four without opening anything else:

If answering those means four logins and a spreadsheet, the setup is the thing costing you, not the trading.

Or put them all on one screen

Choptick holds every evaluation and funded account across every firm you use, each measured against its own rules, with the totals — spend, payouts, net and pass rate — across all of them.

See Choptick

Written for traders running more than one funded or evaluation account. Firms set their own rules and change them — always check your firm’s own dashboard and agreement. Nothing here is financial advice.