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. Firms on Tradovate connect through Tradovate, and Topstep accounts connect through TopstepX with an API key.
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.
Name your connections
The broker only knows whether a whole connection is demo or live; there is no funded or evaluation tag in the product. Name each connection for what it is when you add it, so that when you are picking accounts inside Add Trader at speed, the difference between a $50k evaluation and a $150k funded account is in the name rather than 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 Connections in one press. It stops taking strategy signals immediately, the rest of your book carries on untouched, and none of your routing is unpicked; unmuting later restores it exactly. A Copy Trader follower is taken out with its own switch in the Cockpit.
Muting does not close anything. If you also want that account flat, flatten it deliberately from its row.
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 Risk Management card on Connections that describes one is marked as a design preview and is 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
Your broker's own statement is the record a firm will ask for, and nothing Quanify does changes what the broker records. Inside Quanify, Home shows what is open now and each account's daily P&L, and the Cockpit's Open Orders book shows every position and resting order across the copy group. A fill is only ever acted on once, so a duplicated delivery never becomes a doubled position.
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.