Scaling Playbook

Scale with discipline

Advance account sizes while keeping risk constant. Earn your next tier with consistency, not luck.

View Risk Policy Open Journal
Scale interval+10% Net
Risk per tradeFixed R
Drawdown guardDaily 5%
Review cadenceWeekly

Milestone steps

Step 1Hit +10% net
Eligible2 weeks min
Step 2Increase size +50%
Keep RSame strategy
Step 3Stabilize equity
DD < 5%3 weeks
Step 4Repeat on +20%
+25% size

Execution checklist

Risk unit (R)

1R equals a fixed dollar risk. Only size notional, never R.

Daily loss cap

Stop trading after hitting -2R or daily DD threshold.

Weekly review

Tag setups, measure RR, refine playbook.

Cool-down

If equity dips 5%, reduce size -25% until recovery.

FAQ

  • Do I scale mid-drawdown?

    No. Stabilize first. Only scale after equity recovers above prior peak by at least +2%.

  • What if I exceed daily DD?

    Trading suspension may apply. See program-specific rules.