How to track a prop firm account with portfolios and accounting

Keep each funded account, group them in a portfolio with a profit goal and log what challenges cost you and what the firm pays back.

Steps

Open Accounts, name the account (for example FTMO 100k), enter its Starting balance and click Add account.
Connect it with MT4, MT5 or cTrader, or import a CSV, so its trades arrive.
Open Portfolios and click Add portfolio.
Type a Name, the Starting capital and, if you want, a Profit goal.
Under Members tick the account and set its Allocation %. 100% means as traded.
Click Create portfolio, then See portfolio.
Check Remaining to goal, Max drawdown, Combined equity and each member's contribution.
Open Accounting and add Funding / challenge entries for what you paid, and Payout entries for what you received.

Funding ROI in Accounting is payouts divided by what you paid for challenges and funded accounts.
Max drawdown is measured day by day on the combined balance. Deleting a portfolio never deletes accounts, trades or backtests.
A portfolio can also include backtest strategies, and its Correlation table needs at least 3 trading days in common.

Tell us what you were trying to do and what happened. A person replies by email, usually within one business day.