Five accounts is an operations problem.

Lay the accounts out by rulebook, not by firm

The instinct is to group accounts by firm. The useful grouping is by the rules that govern them. Two accounts at one firm can sit under different rulebooks (an evaluation and a funded account, or a legacy account and a current one), and two accounts at different firms can be almost identical.

Keep one sheet with a row per account. Every later decision (size, mute, which account leads) reads from it.

Stage

Evaluation, funded, live. Rules usually tighten as you move up.

Drawdown

Static or trailing, and if trailing, on closed balance or open equity. See trailing drawdown explained.

Floor today

The number you size against. Update it daily.

Caps

Contract maximum, any scaling rule, any daily loss limit.

Payout rules

Consistency percentage, minimum days, payout cycle.

Copy and automation

Allowed, allowed between your own accounts only, or not at all. Quote the clause.

Name every account so you can read it at a glance

Broker account codes are built for the broker. You need a label that tells you what you are looking at in a half second, mid-trade. A scheme that works: firm, stage, size, number. APEX-PA-50K-02. TOP-XFA-50K-01. MY-EVAL-100K-01.

Use the same label everywhere: the platform, the copier, your sheet and your journal. When an alert says one account was rejected, you want to know immediately whether it was an evaluation you can afford to lose or a funded account two days from a payout.

Size each account to its own rulebook

Trading every account at the same size is the most common way a stack dies. The account whose floor is closest takes the loss that ends it, and then the next closest, and so on.

Size against the distance to the floor, not the balance. Decide how many losers in a row each account must survive, divide its room by that number, and convert to contracts with the stop you actually use. Our position size calculator does the conversion and rounds down. Then check the answer against the account's contract cap.

On a copier that becomes a whole-number multiplier per account. Pick the leader's size first (usually the smallest account, or a sim account at 1 contract), then set each follower to the multiple its room supports. A fresh funded account and one that has nearly locked its trail can want very different numbers. Revisit the multipliers weekly, and any day an account's floor moves a lot.

Mute is a daily tool, not an emergency one

Mute stops new trades from reaching one account while the rest keep trading. Use it deliberately, every day, not just when something has gone wrong.

Mute an account that has hit its target for the payout cycle. Mute one close enough to its floor that one average loser would end it. Mute an evaluation on a news day you would not take on it, and a funded account one big day from breaking its consistency rule.

Know what your tool's mute does to a position already open. In Quanify, Mute stops new copied orders to that account; it does not close what is open there. That is the right behaviour, because a mute that flattened would turn a quiet afternoon into a realised loss, but it means you check the account's position after you mute it.

Know where the kill switch is before you need it

Every stack needs one action that takes everything flat. In a fast move, finding five account tabs and flattening each is too slow and you will miss one.

Practise it on sim. Know whether it also cancels working orders, and whether it covers every account or only the copy group. Quanify's kill switch flattens, but Quanify never closes positions on its own: not on power-off, cancellation or a deleted strategy. New orders stop and open positions stay at the broker, so turning the copier off is not the same as being flat.

When one account hits its limit

It will happen. Follow a procedure.

Most of these steps are about the other accounts, not the one that failed. A breach on one account usually means the same trade did damage on all of them.

1. 01Mute the account immediately, so the next copied trade does not reach it. A failed account that keeps receiving orders confuses every number you look at.
2. 02Confirm it is flat at the broker. Do not assume the firm closed it.
3. 03Stop and read the other floors. The trade that ended one account moved every other account toward its floor.
4. 04Re-size the survivors on today's room before the next trade, not tomorrow's.
5. 05Remove the failed account from the copy group once any reset or replacement is decided, so it cannot be re-armed by accident.
6. 06Write down why, against that account's label, before you trade again.

Journal per account, review as a stack

A combined P&L hides the thing that ends stacks: one account carrying more risk than the rest. Record results per account (fills, daily P&L, distance to floor, consistency ratio) and review them together once a week.

The weekly questions are short. Which account is closest to its floor? Which is closest to a payout, and what does its consistency rule need? Did any account trade at a size the sheet does not support? Did any account trade at all on a day it should have been muted?

Quanify's Trading Journal keeps trades per account: log each one against the account's label, then review accounts one at a time or as a stack.

Putting it together

The setup that holds up: one leader you trade by hand, followers on whole-number multipliers set from the sheet, Mute used daily, a kill switch you have practised, and a weekly review. Copy Trader handles the mechanical part across Tradovate accounts, and the prop firm accounts page covers how it fits evaluation and funded stages.

What no tool does for you is the rulebook. Quanify has no daily loss cap and does not track any firm's drawdown, consistency or account limits. Whether copying is allowed on an account is set by the firm's contract, so read it and check yours.