Find answers to general questions about your Capitalize account, trading information (leverage & trading conditions), and more common questions about Capitalize’s products and services. We want to make sure that you understand the full scope of Capitalize’s terms of use, especially regarding your Capitalize Funded Account. Our team is here to answer all of your questions, so if you can’t find an answer to your query in this section, feel free to navigate to the other FAQ sections to find out more!
You must use an account that we provide. We have risk management software that is synced with the accounts we create. This allows us to analyze your performance in real time for achievements or rule violations.
At least 18 years of age.
Upon purchasing an assessment, you will receive access to a trader dashboard where you can monitor your assessment level and funded account(s). The dashboard is updated every time we calculate metrics, which occurs roughly every 60 seconds. It is your responsibility to monitor your breach levels.
Our technology is currently integrated with the platforms. These platforms, along with pricing and execution, are provided by our broker, ThinkMarkets.
FX pairs and CFD indices, metals, equity shares, and cryptocurrencies.
1-phase:
Forex and Metals are 10:1.
Indices are 10:1.
Equity Shares are 5:1.
Cryptos are 2:1
Trading hours are set by ThinkMarkets. We do not have any control over the trading hours. You can see the trading hours for each product by right-clicking on any product in the market watch window of the platform and selecting specifications from the dropdown menu. Please note that available trading hours can be affected by holidays. Additionally, pursuant to the no holding trades over the weekend rule, we close all open trades at 3:45pm EST on Fridays.
We use the raw accounts from ThinkMarkets. These accounts have commission charges for forex and equity share CFDs. The other products do not carry a commission.
Yes, you can trade using an expert advisor.
Yes, you can trade during the news
Charges come across in the name of dashboardanalytix.com.
Yes, you can have multiple trader funding program accounts running concurrently, as long as they are not the same size. For example, you can have a $25k, a $50k and a $100k account, but you cannot have two $50k accounts.
Passing the Evaluation Process is of absolute paramount importance if you are interested in trading with Capitalize. This allows us to understand your level as a trader, and will stand you in good stead if you complete this stage, to be able to receive a funded account. Please read through this section carefully and don’t hesitate to send us a message if there’s any missing information!
After you pass the evaluation you will start trading with our funds.
If you breach your account by breaking a rule, you will be able to purchase another assessment.
You will trade our capital.
We want to give traders the most freedom as possible, the trading period is unlimited.
Once you pass the Evaluation Process, you will receive access to a Funded Account – that is, an account loaded with funds for you to trade with, on the live markets. Below, you’ll find more information on this part of your Capitalize experience. You’ll find answers to questions surrounding funding & withdrawal methods, hard breach rules, and more. Get in touch with our team if you’re missing any information!
You don’t really need how to trade, but it will help a lot to pass the evaluation and get funded.
Depending on the assessment you choose, you can get up to $500.000.
$2 million.
Wire, ACH, Paypal, Payoneer, Revolut, Transferwise, crypto and others.
We work with a company called Deel to issue trader agreements and process withdrawals of profits. Upon passing your assessment, you will receive an email from Deel with instructions on how to access and complete your trader agreement. Once the agreement is completed and supporting know your customer documents provided, your funded account will be created, funded and issued to you typically within 24-48 business hours.
The rules for the funded account are exactly the same as your assessment account.
However, with a funded account, there is no cap on the profits you can generate.
If you have profits in your funded account at the time of a hard breach, you will still receive your portion of those profits. For example, if you have a $100,000 account and you grow that account to $110,000, should you then have a hard breach we would close the account. Of the $10,000 in profits, you would be paid your 75% portion ($7,500).
Traders can request a withdrawal of profits at any time in their trader dashboard, but no more frequently than once per thirty (30) days. So, if you make profits on day one in your live account you can request a withdrawal. If you want to leave profits in the account to scale your account you have the flexibility to do so. Upon requesting a withdrawal, your account will be locked until the withdrawal is approved.
When a withdrawal is approved, we will also withdraw our share of the profits and your max drawdown will lock in at your starting balance. Therefore, you are entitled to a full withdrawal, however in doing so, you will forfeit the funded account.
Your withdrawal will be reviewed and processed within 1-3 business days.
No refunds will be offered after the first trade is placed.
We all have to follow rules! Whether it’s for your assessment account, abiding by a maximum daily drawdown, or the inactivity conditions that all Capitalize traders have to abide by, all the information on our Rules can be found below. We want to make sure that you fully understand all of the terms under which Capitalize traders have to operate, so make sure you get in touch with our team if you have any concerns!
Trading styles deemed malicious include, but are not limited to:
- Exploiting errors or latency in the pricing and/or platform(s) provided by the broker;
- Utilizing non-public and/or insider information;
- Front-running of trades placed elsewhere;
- Trading in any way that jeopardizes the relationship prop account has with a broker or may result in the canceling of trades;
- Trading in any way that creates regulatory issues for the broker;
- Utilizing any third-party strategy, off-the-shelf strategy or one marketed to pass assessment accounts;
- Utilizing one strategy for the assessment and a different strategy in a funded account;
There are a number of companies marketing and selling off-the-shelf EA’s aimed at passing evaluations/funded challenges. This is not a representation of a profitable trader and falls under malicious practices.
- 5% daily loss limit (hard breach)
- 6% max trailing drawdown (hard breach)
- Must place a trade once every 30 days (hard breach)
- Stop-loss required for each trade (soft breach)
- Flat for the weekend — all positions closed on Friday at 3:45pm EST (soft breach)
- Maximum open positions must not exceed 1/10000th the size of the assessment account (soft breach)
- Soft breach: all trades that have violated the rule will be closed. However, you can continue trading in your assessment or funded account.
- Hard breach means that you violated either the daily loss limit or max trailing drawdown rule. Both rules constitute a hard breach. In the event you have a hard breach, you will fail the assessment or have your funded account taken away.
Daily loss limit is calculated based on the previous day’s end of day (5pm EST) balance.
Example: if your prior day’s end of day balance was $1,000,000 you would breach the daily loss limit of 5% should your equity the next day fall to $950,000.
Maximum trailing drawdown is the maximum your account can drawdown before you would hard breach your account. When you open the account, your max trailing drawdown is set at 6% for purposes of illustration, let’s use a max trailing drawdown of 6%. This 6% trails your closed trading balance until you reach 6% profits in your account. Once you have achieved 6% in your account the max trailing locks in at your starting balance, and no longer trails your account.
Example: if your starting balance is $100,000, you can drawdown to $94,000 before you would violate the maximum trailing drawdown rule. Then for example let’s say you take your account to $102,000 in closed balance. This is your new high-water mark, which would mean your new maximum trailing drawdown would be $96,000. Next, let’s say you take your account to $110,000 in closed balance, which would be your new high-water mark. At this point your maximum trailing drawdown would be locked in at your starting balance of $100,000. So, regardless of how high your account goes, you would only breach this rule if your account drew back down to $100,000 (note, you can still violate the daily loss limit). For example, if you take your account to $170,000, as long as you do not drawdown more than 4% in any given day, you would only breach if your account equity reaches $100,000.
We require a stop loss on every trade. If you fail to place a stop loss at the time of placing the trade/order, we will close the trade. This is a soft breach rule, so you can continue trading.
We require all trades to be closed by 3:45pm EST on Friday. Any trades left open after this time will automatically be closed. Note, this is only a soft breach and you will be able to continue trading once the markets reopen.
- FOREX – 1 LOT = $100K NOTIONAL
- INDEX – 1 LOT = 10 CONTRACTS
- CRYPTOS – 1 LOT = 1 COIN
- STOCKS – 1 LOT = 100 SHARES
- SILVER – 1 LOT = 5000 OUNCES
- GOLD – 1 LOT = 100 OUNCES
- OIL – 1 LOT = 1000 BARRELS
Below are the maximum open lots across all pairs that a trader can have at any given time. (1-phase)
- $25K – 2.5 LOTS WITH RISK
- $50K – 5 LOTS WITH RISK
- $100K – 10 LOTS WITH RISK
- $250K – 25 LOTS WITH RISK
- $500K – 50 LOTS WITH RISK
- $1 MILLION – 100 LOTS WITH RISK
For example, if you are in the $100k plan, you will be able to have 10 open lots with risk available.
If you buy 5 lots of eurusd at 1.20 and your stop loss is at 1.18, you will have 5 lots on with risk, so you would have 5 still available. If the eurusd moves up to 1.25, and you update your stop loss to be at 1.20, which would be your open price, you no longer have risk on that trade. So, you would again have 10 lots available, even though you currently have 5 lots open.
If you put on too many trades with risk, then our system will liquidate all trades that currently have risk.
Please note, margin and leverage requirements still apply. So, even though these are the maximum lots that can be traded, it is possible based on the leverage of the account that you may not be able to trade up the maximum.
Yes. If you do not place a trade at least once every 30 days on your account, we will consider you inactive and your account will be breached.
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Whether you are a seasoned trader looking for advanced tools or a young trader seeking opportunities to grow, Capitalize is the platform for you. Join the best prop trading firm and embark on a journey of trading excellence. Together, we can unlock your full trading potential and make your dreams a reality.
