Funded Forex Scaling: Recheck Loss Room and Permissions

After an account change, reassess its current state, loss room and permissions. A larger label alone is not an instruction to increase position size. This guide concerns the operational review; contractual eligibility for scaling is a separate question.

Record both the previous and new state

Keep product, order, purchase/reset cohort, agreement version, platform and confirmed change. FTMO describes its CFD accounts as simulated. Account label, current equity, loss boundaries and received Reward are different quantities.

Establish whether an allocation increased, a new account was purchased or accounts merged. Withdrawals, credits, open positions and rule resets can have different treatment. Do not transplant a boundary from another product. The actual calculation matters more than a generic percentage.

Fictional comparison: larger label, less remaining distance

USD arithmetic with two assumed account states, not real programme stages. The boundaries below are given as already established values, rather than derived from an invented provider plan.

Despite the larger label, B has half the distance to the nearer floor in this example. This is not yet a permitted new-trade budget: additional losses on positions, costs and execution uncertainty still need consideration. An unchanged label percentage does not establish an unchanged distance to a rule boundary.

Check execution and combined positions

• Establish tick/pip money value, contract size, currency and volume steps.
• Record stop distance, costs and incremental loss on existing or planned positions together.
• Document reset times, fixed/trailing boundaries and state after withdrawal or account change.
• Retain previous settings; test changes separately and record unexplained differences.

A stop instruction does not guarantee every execution price. Shared symbols, copied positions or multiple accounts are not independent risks. Adding sizes or loss percentages without a common basis can mislead.

A result ledger is not a monthly forecast

Separate fictional ledger: two closed gains of $30 and $20 total $50; three losses of $10, $15 and $5 total $30. After an assumed $10 cost, $50 − $30 − $10 = $10 remains. Assume no deposit or other entry.

This does not define a monthly percentage or typical return. Keep balance, trading result, entitlement, withdrawal and receipt separate. Do not deduct included costs twice. A profit factor or winning streak does not establish future allocation growth.

Software permission can depend on account size

Sources checked on 15–16 October 2026 UTC. The current general FundedNext EA policy requires manual trading from $50,000, including no tools that only adjust SL, TP or lot size. Below that, platform, add-on and other conditions apply; cTrader and Match-Trader do not permit EAs. Previous use therefore does not establish continuing permission after an account change. Check the exact product agreement.

Missing a scaling milestone differs from a trading-rule breach. For an incident, establish the actual rule, account status and required steps. This guide assumes no general allowance for one breach per month or automatic right to resume.

Separate JPTC products and evidence

The JPTC EA Hub is distinct from the hosted JPTC Algo. The hosted service is not offered for prop evaluations; customers install or run nothing and need no VPS for it. EAs can execute faulty instructions; software does not guarantee scaling, compliance or a payout.

Company broker-statement figures are not analytics connected to your account, an independent audit or a customer scaling study. Retain your calculation, complete account records and the rule source actually applicable.