Allocation and concentration
Portfolio — a tab of the Performance hub (/portfolio) — aggregates your accounts and shows how you're splitting capital and risk.
The essentials
- Distribution by firm — % of total capital in FTMO, MyForexFunds, etc.
- TOP-5 heaviest accounts. If #1 is >40%, you're concentrated.
- Aggregated risk capacity: Solid / Acceptable / Fragile.
Available views
- Distribution by firm — % of total capital in FTMO, MyForexFunds, etc. Donut chart.
- TOP-5 accounts — the heaviest ones. If #1 is >40%, you're concentrated.
- Equity curves per account — overlap of all to see which is growing and which is stagnant.
- Aggregated risk capacity — Solid / Acceptable / Fragile based on drawdown available across the whole portfolio.
Why it matters
- If a propfirm shuts down (it's happened: True Forex Funds, Tradez in 2023), you lose everything you had there. Diversifying across firms reduces that risk.
- If all your activity is on NAS100, a bad week on the index wipes everything. Diversifying across assets reduces correlation.
- One account holding >50% is like having all eggs in one basket — its drawdown affects you disproportionately.
Important
Practical rule: try not to let any account exceed 30–35% of total capital. If the propfirm gives you a huge account (200K+), think of it mentally as "X 50K accounts".
Related
Portfolio Health Score
0–100 index summarizing your portfolio's overall health. Designed to glance at and know whether your situation is healthy or critical.
Drawdown and Recovery factor
Drawdown is what can kill you (literally, in propfirms). Recovery factor tells you whether the reward compensates.