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Scaling plan

A prop-firm schedule that increases allowed contract size or account size as a funded trader hits profit milestones.

Scaling plans limit how many contracts or lots a new funded trader can use and raise the cap as the account grows. They protect the firm from a large early loss and force the trader to prove consistency before sizing up.

They matter because a trader used to 5 contracts in the evaluation may be limited to 2 in the first funded stage.

Example: a $100,000 funded account allows 3 micro-futures or 1 mini until the balance reaches $102,000, then 5 micros or 2 minis, and so on.

Related: funded-account, payout-split, position-sizing, micro-futures

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

How a position size is worked outAccount size, risk per trade and stop distance feed into one box giving the number of shares.ACCOUNT SIZE$25,000your capitalRISK PER TRADE1%of the accountSTOP DISTANCE$0.50entry to stopPOSITION SIZE500 sharesrisk budget: $25,000 × 1% = $250position size: $250 ÷ $0.50 = 500 shares
Working out a position size. Three numbers decide how big a trade is: the account, the share of it put at risk, and the distance from entry to stop. One percent of $25,000 is a $250 budget, and a $0.50 stop divides into that 500 times.

Educational only, not advice. Spotted an error? Post in Site Feedback.