What is the Scaling Plan?
The Scaling Plan is a feature in the funded stage that dynamically adjusts your maximum allowable contracts based on your end-of-day performance. As your account’s profit grows or decreases, the scaling plan modifies the number of contracts you can trade, aligning your buying power with your account balance.
Why is the Scaling Plan Important?
The Scaling Plan provides structured guidance for responsibly increasing market exposure as your account grows. It promotes disciplined trading, helping traders avoid over-leveraging, which is one of the biggest risks to long-term success. By managing risk incrementally, the Scaling Plan supports steady account growth and longevity in funded market conditions.
Maximum Position Size per Account
Account size determines the maximum contracts you can trade, as shown below:
$25K Account: Up to 3 contracts
1 contract (below $750)
2 contracts ($750 - $1,250)
3 contracts (above $1,250)
$50K Account: Up to 5 contracts
1 contract (below $1,500)
2 contracts ($1,500 - $2,000)
5 contracts (above $2,000)
$100K Account: Up to 10 contracts
3 contracts (below $1,500)
4 contracts ($1,500 - $2,000)
5 contracts ($2,000 - $3,000)
10 contracts (above $3,000)
$150K Account: Up to 15 contract
3 contracts (below $1,500)
4 contracts ($1,500 - $2,000)
5 contracts ($2,000 - $3,000)
10 contracts ($3,000 - $4,500)
15 contracts (above $4,500)
You are not required to trade the maximum number of contracts at any given level.
Note: Contract limits do not increase throughout the trading day. Even if you meet the requirements to scale up, you must wait until the next session to access a higher contract level.
Micro and Mini Contract Scaling
The Scaling Plan is also adjusted for a 1:10 scaling factor from mini to micro contracts. This allows you to trade up to 10 micro contracts in place of 1 mini contract. You can also use any combination of mini and micro contracts, as long as it stays within the maximum contract limit for your account level.
Accidental Over-Contract Violations
If you accidentally exceed your contract limit but correct it within 10 seconds, it won’t be considered a rule violation. Exceeding this limit for longer, however, may lead to an account review. It’s essential to monitor net positions to prevent unintentional breaches.