Total liquid capital
$184,320
▲ $3,140 today (+1.73%)
Dry powder
$52,180
Not currently in a trade
Tax vault
$13,240
15% auto-swept from gains
Capital allocation
$184,320 total
Dry powder28%
In market65%
Tax vault7%
Connected accounts
4 connected
Chase Total Checking
Bank · via Plaid
$18,430
No change
Alpaca Brokerage
Broker · direct API
$64,200
▲ 2.1%
Interactive Brokers
Broker · direct API
$54,700
▼ 0.4%
Tastytrade
Broker · direct API
$34,750
▲ 0.8%
Recent activity
Swept $471 to tax vault — realized gain on AAPL
2 hours ago
Profit lock triggered — moved $1,200 to savings (day up 3.2%)
Yesterday, 3:41 PM
Transferred $5,000 — Chase → Alpaca
Yesterday, 9:12 AM
Funded accounts
3 active
FTMO — $100K Challenge
$103,240
18 days remaining
2.1% of 10% maxActive
Apex Capital — $50K
$47,900
Approaching limit
6.8% of 8% maxWarning
Tax vault
$13,240
Set aside for next filing
15% auto-sweep
Banking
Brokerage
Link a bank or broker to bring its balance into your dashboard.
Total funded capital
$300K
Across 3 firms
Combined balance
$303,040
▲ $1,040 today
Next payout
4 days
Topstep — $150K
FTMO — $100K Challenge
$103,240
Phase: Funded · started Jun 12
Profit target
$10,000
Max daily loss
$5,000
Max drawdown
$10,000
Days remaining
18
2.1% of 10% max drawdown usedActive
Apex Capital — $50K
$47,900
Phase: Evaluation · started Jul 2
Profit target
$4,000
Max daily loss
$2,000
Max drawdown
$4,000
Days remaining
6
6.8% of 8% max drawdown usedWarning
Topstep — $150K
$151,900
Phase: Funded · payout eligible Jul 27
Profit target
—
Max daily loss
$3,000
Max drawdown
$12,000
Next payout
4 days
1.3% of 8% max drawdown usedActive
$13,240
Current vault balance · set aside for your next filing
Auto-sweep realized gains
Move a share of every realized gain into the vault automatically
Sweep percentage
Applied to realized gains across all connected brokers
15%
Estimated Q3 liability
Based on realized gains so far this quarter
$11,900
Sweep history
| Date | Trigger | Source | Amount |
|---|---|---|---|
| Jul 22 | Realized gain — AAPL | Alpaca | $471 |
| Jul 18 | Realized gain — TSLA | Interactive Brokers | $860 |
| Jul 11 | Realized gain — SPY calls | Tastytrade | $1,215 |
| Jul 3 | Realized gain — NVDA | Alpaca | $2,040 |
All
Transfers
Sweeps
Trades
Today
Swept $471 to tax vault — realized gain on AAPL
2 hours ago
Closed position — AAPL · +$3,140
3 hours ago
Yesterday
Profit lock triggered — moved $1,200 to savings (day up 3.2%)
3:41 PM
Transferred $5,000 — Chase → Alpaca
9:12 AM
This week
Swept $860 to tax vault — realized gain on TSLA
Jul 18
Withdrew $2,500 — Interactive Brokers → Chase
Jul 17
Closed position — SPY calls · +$1,215
Jul 11
Profile
Full name
Email
Time zone
Notifications
Daily balance summary
A recap of balances and P&L each morning
Drawdown warnings
Alert when a funded account nears its limit
Tax vault sweeps
Notify when a sweep moves money automatically
Security
Two-factor authentication
Require a code at sign-in
Password
Delete account
Removes all connected accounts and data permanently