06 / BEYOND EVALUATION
Passing is a transition.
Plan consistency, account changes and withdrawals with a separate rule sheet.
Do not force the final target
Near the target, keep the risk model unchanged or reduce it under a predefined rule. A large final trade can delay consistency or threaten the account. Minimum days do not justify risky filler trades.
Identify the calculation base
Check whether consistency uses net profit, profitable days or the period since the previous payout. At most 50% differs mathematically from below 50%. A percentage is not meaningful when the relevant profit is non-positive.
Recheck before the funded stage
Do not automatically carry evaluation permissions forward. Record news, holding, payout days, minimum amount, cap, safety net, remaining loss buffer and KYC. A withdrawal becomes available cash only after approval and receipt.
Illustration: best day 600, relevant profit 1,000 gives 60%. An inclusive 50% limit requires at least 1,200 while 600 remains the best day. Further losses can increase the recovery needed. If the rule requires strictly below 50%, exactly 1,200 is insufficient.
Before you trade
- Keep a separate rule sheet for each account phase.
- Confirm denominator and any payout reset.
- Calculate the withdrawal and remaining buffer.
Common mistakes
- Increase size to force a pass.
- Treat simulated funding as personally available capital.
- Budget a reward before approval.
RESEARCH & RULE CHECKS
Our examples are editorial planning frameworks. CME explains the relationship between stop distance and position size. FTMO illustrates why daily, overall and consistency rules must be read separately for the specific account.
CME / Position sizing ↗FTMO / Trading objectives ↗Continue building your process.
Your loss buffer is your capital.
Build position size and a daily stop around the buffer you can actually lose.
Open playbook ↗02 / DISCIPLINEEnd the session on your terms.
Create a defined routine for entry, losing streaks and stopping for the day.
Open playbook ↗03 / PREPARATIONOne setup. Measurable repetition.
Test a precise trading idea before paying for a challenge.
Open playbook ↗