Tracking costs, payouts and ROI
What a challenge costs and brings in is tracked separately from your trades. Here's how to log a transaction and read your return.
By NKTrades
What a challenge costs and brings in, you track on Trading → Prop firm → Finance, separate from your journal, because this is about money, not trades.
Adding a transaction
Click Add transaction and fill in:
Challenge: which challenge it belongs to.
Type: Evaluation, Reset, Activation, Payout or Other.
Amount: always positive; the type decides whether it's a cost or income.
Date and an optional Description.
Click Save. You can edit or delete a transaction later; the KPIs recalculate automatically.
What you'll see
The same page shows the number of Transactions, what you've Earned in total (payouts) and Spent, and the Net result. As long as you haven't spent anything yet, there's no ROI shown: a dash, not 0%, because there's simply nothing to divide by yet.
The dashboard
Trading → Prop firm shows the same picture at a glance, plus a chart of your return over time (where income and expenses cross is your break-even) and a breakdown by firm and by expense type. Alongside it are your passing rate (how many accounts reached funding) and an overview of your breaches.
Log a transaction when the money actually comes in or the cost is actually incurred. A reservation doesn't belong yet. Everything can be corrected afterwards.
That keeps your financial picture as reliable as your journal: no estimates up front, only what's actually been logged. Not sure which type fits (say, whether an activation fee should be separate from a reset)? Just pick whichever description is clearest to you.
Does a number look off? Send us a message through support.
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