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Evaluation Rules • Visual Master Guide

Profit Targets by Phase

Fixed profit goals per phase — typically 8% then 5% — with zero target once funded.

Two-step evaluations split the goal so Phase 1 proves edge and Phase 2 proves repeatability. On $100K that is usually $8,000 then $5,000. One-step programs compress it into a single 10% goal with tighter trailing rules. Instant funding skips targets entirely but pays a lower split and stricter intraday caps. Funded accounts have no profit target; the only job is to stay above the floors and meet payout gates.

5 min • Interactive Live visual Test in Simulator
Verified vs official FAQ & Terms

Applies to 3 firms • Evaluation Rules • STEP_1 + STEP_2

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Deep Dive

Why this rule exists

Two-step evaluations split the goal so Phase 1 proves edge and Phase 2 proves repeatability. On $100K that is usually $8,000 then $5,000. One-step programs compress it into a single 10% goal with tighter trailing rules. Instant funding skips targets entirely but pays a lower split and stricter intraday caps. Funded accounts have no profit target; the only job is to stay above the floors and meet payout gates.

How traders get caught

This rule is often buried in FAQ or enforced only at payout review — not on the pricing page. Check the exact firm wording before assuming the headline covers your case.

How to stay safe

Verify the firm terms excerpt, keep evidence logs of your setup, and test edge cases in the simulator before sizing up.

The Formula

How it is calculated

Target Balance = Nominal Size * (1 + Target %)

Real Dollar Example

On a $100K 2-step, Phase 1 target is $108,000 ($8,000 profit) and Phase 2 target is $105,000 ($5,000 profit). Hit $107,900 in Phase 1 and you still fail by $100 — targets require closed balance at or above the line, not floating equity.

Common Traps & Mistakes

1

Stopping $100 short of target and assuming floating profit counts — only closed balance promotes.

2

Overshooting Phase 1 by gambling, then failing consistency and repeating the phase.

3

Carrying evaluation urgency into funded and overtrading when no target exists.

Firms using this rule

Goat Funded Trader 8% Phase 1 / 5% Phase 2 on 2-SteFTMO 10% Challenge / 5% Verification Funding Pips 8% / 5% split across two phases
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