How to Set Up a New Plan
You can create a new plan or manage existing ones by using the "Manage" dropdown on the Growth Plan page. Here you can add a new plan, edit the selected plan, delete it, or make a copy of a sample plan.
Core Plan Settings
When creating or editing a plan, you will define the core rules for your trading, including your starting balance, risk per trade (%), take profit and stop loss in pips, and the number of days in the plan.
Syncing with an Account
To track real-world progress against a plan, you must sync it to one of your trading accounts. In the plan's edit screen, you can select an account from a dropdown. Once synced, the plan's progress will be tied to that account's journal entries.
Prop Firm Settings
If you are trading a prop firm challenge, you can enable "Prop Firm" mode in the plan settings. This unlocks additional fields to track rules like Max Drawdown, Profit Split, and Withdrawal conditions, which will be reflected in the plan's KPIs.