A Trading Habits Tool
Most Evaluations Aren't Lost To A Bad Trade. They're Lost To A Rule Nobody Was Tracking.
One workbook holds your account's daily loss limit, drawdown floor, profit target, and consistency cap, and tells you exactly where you stand against every one of them after each day you log.
You'll get a Drawdown Tracker tab that recalculates your floor automatically, whether your firm's drawdown is static or trailing end-of-day, and flags the day your buffer drops under twenty percent before it becomes a breach.
You'll get a Consistency Check tab that catches an oversized winning day the moment it happens, and calculates exactly how much additional profit you'd need on other days to bring that day back under your firm's cap.
Most traders track this by memory, or by logging into their firm's dashboard once a day, if they remember to.
Fewer keep a running log that shows the floor moving before it's crossed, not after.
Log one number a day. Let six tabs do the watching.
Log one number a day. Let six tabs do the watching.Jason Parker, Founder of Trading Habits
Introducing The Prop Firm Evaluation Tracker: six tabs, one set of rules entered once, and it works for any firm's evaluation.
The Prop Firm Evaluation Tracker
A self-calculating log for daily loss limit, drawdown floor, profit target, and consistency cap, on your own numbers.
- Format XLSX workbook, opens in Excel, Google Sheets, or Numbers
- Tabs Rules Setup, Daily Log, Drawdown Tracker, Consistency Check, Summary, Instructions
- Tracks Daily loss limit, static/trailing drawdown floor, profit target, consistency cap, minimum trading days
- Delivery Instant download right after checkout
You enter your own firm's rules once. The sheet does the watching every day after.
What's Inside
What's Inside The Prop Firm Evaluation Tracker
- 01A Rules Setup tab where you enter your own firm's evaluation terms once: starting balance, daily loss limit, drawdown type, max drawdown, profit target, consistency cap, and minimum trading days. Every other tab reads from these seven cells, so it works for any firm's rule set, not one hardcoded firm's numbers that go stale the moment a firm updates its terms.
- 02A Daily Log tab where you type in one number, that day's ending balance, and get Starting Balance, Daily P&L, Daily P&L percent, and running Cumulative P&L calculated automatically, sixty rows deep.
- 03A Drawdown Tracker tab that computes your floor automatically for either a Static drawdown, fixed against your starting balance, or a Trailing End-of-Day drawdown, which rises with your highest daily close and never falls back down.
- 04A Buffer Remaining column showing exactly how many dollars sit between your equity and your floor, plus a Drawdown Status flag that reads "WARNING - LOW BUFFER" the moment less than twenty percent of your max drawdown is left, before it's a breach.
- 05A Consistency Check tab that flags any single day representing more than your firm's allowed share of total profit, and calculates the exact additional profit needed on other days to dilute that one day back under the cap, not just a warning with no number attached.
- 06A Summary tab, one screen, that shows trading days logged against the minimum required, current cumulative P&L against your profit target, and your current drawdown and consistency status, so you can read your standing in one look instead of hunting across five tabs.
- 07A Daily Loss Check that flags the exact day a single day's loss crossed your firm's daily limit, separate from the drawdown floor, since the two rules are checked differently and a breach of one doesn't always mean a breach of the other.
- 08No macros, no add-ins, no subscription. One file, formulas that keep working after you close and reopen it, and a plain-language Instructions tab explaining exactly what each column does and what this workbook can't see.
HABITS
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Certificate of Guarantee
60-Day, No-Questions-Asked
If The Prop Firm Evaluation Tracker doesn't earn a spot in your own workflow, email us any time within 60 days of purchase for a full refund. No form to fill out. No reason required.
Backed personally by Jason Parker, founder of Trading Habits. He built this himself, covered by the same guarantee above.
Instant Download
$12One-time payment. No subscription.
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Behind The Tool
Static Drawdown, Trailing Drawdown, And Why The Difference Matters
The Two Floors
A static drawdown floor is fixed the moment an evaluation starts: your starting balance minus your firm's stated maximum drawdown, and it never moves for the life of the account. A trailing drawdown floor is different. It rises with your highest equity to date, so the more you make, the higher your floor climbs, but it never falls back down even if you give some of that profit back.
The distinction that trips traders up most isn't the definition, it's assuming one when a firm actually uses the other. A trader who assumes their floor is fixed at the starting balance, on an account that's actually trailing, can hold a position sized for a floor that no longer exists, because their own winning days already moved it.
Why Evaluations Check This At All
Remote, evaluation-style funded trading, where a firm supplies capital after a trader passes a rules-based test rather than a discretionary interview, has become one of the more common paths retail traders take toward trading size larger than their own account, through programs at firms like FTMO, Apex, and Topstep, among others. Each firm sets its own specific numbers, and those numbers change over time, but the categories of rule they check are consistent across nearly all of them: a daily loss limit, a maximum drawdown of one type or another, a profit target, and, at many firms, a consistency requirement limiting how much of the total profit any single day can represent.
None of those four categories require good trading to fail. They require tracking, on days when the trading itself went fine.
Static Floor Vs. Trailing Floor, Same Equity Curve
Illustrative only, not a claim about any specific firm's actual numbers. The static floor never moves. The trailing floor climbs with the account's highest close and locks in place once equity pulls back, which is exactly the gap between the two account types this workbook's Drawdown Tracker tab is built to compute correctly for either one.
Try It: Your Drawdown Floor, Either Way
This runs the same logic the workbook's Drawdown Tracker tab runs: Static floor = starting balance minus max drawdown, fixed. Trailing floor = highest equity reached so far minus max drawdown, and it only moves up. The download version tracks this automatically, day by day, off your own logged balances, and adds the daily loss limit and consistency checks this calculator doesn't cover.
Common Questions
What's the difference between static and trailing drawdown, in one sentence?
Static never moves from your starting balance minus your max drawdown. Trailing rises with your highest equity to date and locks in place once you pull back, so it only ever moves in one direction: up.
Does this tool or the workbook track a Trailing Intraday drawdown?
Not correctly, and it says so on the Instructions tab. Trailing Intraday drawdown depends on your account's peak equity at any moment during the day, not just the closing balance, and a daily log can't reconstruct that after the fact. If your firm uses that type, use this workbook for your daily loss limit and profit target, and check your firm's own live dashboard for the intraday floor itself.
Does this connect to my prop firm's account or dashboard?
No. It has no connection to any firm, broker, or data feed. You type in your own ending balance at the end of each day, and every formula calculates off the numbers you enter, on the rules you set on the Rules Setup tab yourself.
What if my firm doesn't have a consistency rule?
Leave the Consistency Cap cell on the Rules Setup tab at 0. The Consistency Check tab's flag stays off, and every other tab works exactly the same either way.