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Accounts

Every account — balance, drawdown, stage, platform, notes.

Purchases

Every evaluation, reset, activation fee, and monthly charge.

Payouts

Every payout — requested, paid, amount, method.

Trade journal

Every trade — symbol, entry/exit, P&L, setup, tags, notes.

Billing calendar

Every scheduled charge in the next 90 days.

Firms

The rules table — platforms, profit split, payout terms.

Monthly P&L trend

The 12-month cost/payout/net breakdown behind the Overview and Money charts.

Per-firm performance

Spend, payouts, net, pass rate, and cost per funded account — by firm.

Tax-year income & expenses

Payouts as income, purchases by category as expenses — for your accountant, not tax advice.

Danger zone

Accounts within 25% of their drawdown limit.

Kill list

Accounts you’re still paying for and not using.

Payout pipeline

Active accounts working toward payout eligibility.