Prop-firm and evaluation accounts

Evaluation and funded accounts behave like any other sub-account in Quanify. What changes is not the software — it is that a rule breach costs you an account, so a few habits are worth building deliberately.

How they connect

Quanify connects at the platform level, not the firm level. A funded account issued by a prop firm sits on a trading platform, and it is that platform you connect. Once the connection is in, the firm's account appears as a sub-account and routes exactly like any other.

That means one connection can carry several of a firm's accounts at once, and each is routed and sized independently. See Connect a broker for which platforms are open today.

Check the rulebook first

The tooling is yours; the rulebook is your firm's. Firms differ on whether they allow copy trading, automation, or copying between a personal account and a funded one, and some allow it only within their own accounts. Read your firm's terms before you route anything, and route a demo account until you are sure.

Quanify does not know your firm's rules and does not enforce them.

Tag your accounts

In Account Manager you can tag each sub-account as Live, Demo, Funded, Eval or None. The broker only knows whether a whole connection is demo or live; a trader thinks in evaluation and funded terms.

Tag them the moment you connect. When you are picking accounts inside Add Trader at speed, the difference between a $50k evaluation and a $150k funded account should not be something you have to remember from the account number.

Size each account for its own drawdown

The multiplier is per account, on every trader and on every Copy Trader follower, precisely so a mixed book can be sized properly. A $50k evaluation at 1× and a $100k funded account at 2× take the same signal at sizes appropriate to each.

Multipliers are whole numbers — 1 to 999 on a trader, 1 to 100 on a Copy Trader follower. There is no fractional multiplier, so if the base size is already too large for your smallest account, reduce the base size and scale the larger accounts up instead of trying to scale the small one down.

Pulling one account out mid-evaluation

This is the situation the mute switch exists for. An account approaching its drawdown limit can be muted from Account Manager or Control Center in one press. It stops taking signals immediately, the rest of your book carries on untouched, and none of your routing is unpicked — unmuting later restores it exactly.

Muting does not close anything. If you also want that account flat, flatten it deliberately.

Quanify will not flatten for you

This is worth being blunt about on a funded account. Quanify does not watch your firm's drawdown limit, does not auto-flatten at a threshold, and does not close positions when a connection drops or a trader is powered off. There is no daily-loss auto-flatten in the product today — the Settings cards that describe one are marked Coming soon and are not wired up.

Managing an evaluation to its rules is your job, and every control that closes a position is a button you press.

The record a review asks for

Everything Quanify routes is logged as it happens, per account. The Signal Log on Control Center shows the current session's activity per sub-account, and a fill is only ever acted on once, so the record does not double-count a duplicated delivery. Alongside that, the Trade Journal is where you keep the durable, per-trade account of what you did and why.

Modelling an evaluation before you take one

The Portfolio Builder has an evaluation simulator. You set the profit target, the maximum drawdown, whether that drawdown trails the peak, and a daily loss limit, and it runs your selected book against those rules to show whether it would have passed and where it would have failed.

It is a model over historical strategy data, not a promise, and it is deliberately strict — a breach is counted the moment the rule is broken intraday, not at the close. Use it to rule combinations out rather than to talk yourself into one.

Habits that pay

• Route the demo account first, and leave it running longer than feels necessary.
• Add a funded account to a trader, then leave it disabled for a session while you watch what the trader does on demo.
• Keep a separate strategy, and therefore a separate webhook token, for anything pointed at funded accounts.
• Know where the mute button is before you need it.