At a glance
The Trading Objectives are the targets and limits that decide whether an evaluation passes. They are published before you buy, and the objectives in force when you buy govern that evaluation (Terms §5.2) (Terms §5.5).
To pass, you must:
reach the profit target, in realized net profit
complete any minimum trading days
close all positions and cancel pending orders
stay inside the daily and overall loss limits
avoid the prohibited practices
Instant has no evaluation, so it has no profit target. Every funded account, Instant included, has payout conditions instead, such as at least 3% net profit in each payout cycle.
Key rule: An evaluation passes only once we confirm every objective was met, with no breach of a rule (Terms §5.3). Reaching the profit target on its own is not a pass.
Objectives by product
2-Step | 1-Step | Flash | Instant | |
Profit target | 8% in phase 1, then 5% in phase 2 | 10% | 2% | None (no evaluation) |
Max daily loss | 5% | 3% | None in evaluation; 3% once funded | 3% |
Max overall loss | 10% | 6% | 5% | 6% |
Overall loss type | Static | Static | Static in evaluation; trailing once funded | Trailing |
Minimum trading days in evaluation | 3 per phase | 3 | None | Not applicable |
Time limit | None | None | None | No evaluation |
Breaking a loss limit once funded | Closed, no warning first | Closed, no warning first | Closed, no warning first | Closed, no warning first |
Forex leverage | 1:100 in evaluation, 1:50 funded | 1:30 | 1:30 | 1:30 |
These are the published values for each product.
Two measurements the table relies on:
Your daily loss limit is a fixed dollar amount. It is your product's daily loss percentage of the starting balance of your current payout cycle. During an evaluation, that starting balance is the account size you bought. Your trading profits and losses do not change this amount, either during the day or from one day to the next. Each server day starts at 00:00 server time. During the day, your equity, including open positions, must not fall below that day's floor. On 1-Step and 2-Step, the floor is your balance at the start of the day minus the limit. On a funded Flash or Instant account, the floor is the higher of your balance and your equity at the start of the day, minus the limit. After a payout is completed and paid, a new payout cycle starts. The balance left in the account becomes the new starting balance, and your overall loss limit starts again from it. The payout itself does not count as a trading loss. It also does not give back any of the daily limit you have already used, so the amount you can still lose that day stays the same. At the next daily reset, your daily limit is recalculated from the new starting balance. A Flash evaluation has no daily limit, but its 5% overall limit applies.
A minimum trading day is a qualifying day: in evaluation, a server-time day counts only when its profit reaches at least 0.5% of the original account balance. Opening a trade alone is insufficient.
Flash can pass on its first trading day once the 2% target is reached and every other condition holds. Passing and the start of the funded account are separate steps.
There is no time limit to reach the target on 2-Step, 1-Step or Flash. Opening or closing a trade counts as activity, and so does a change in the profit or loss of a position you hold open. Signing in to your Dashboard or your platform does not. An account with no activity may be closed for inactivity, and we e-mail you first (Terms §5.7).
Evaluation versus funded
The objectives above govern the evaluation. Each new phase, and your first funded account, starts at the account size you bought: evaluation profit does not carry forward. Once you are funded, some rules change and some are added:
Flash gains a 3% daily loss limit, and its overall loss limit becomes trailing. 2-Step forex leverage drops to 1:50.
A funded account that breaks a loss limit is closed, with no warning first. An evaluation that exceeds a limit fails (Terms §5.4).
Holding overnight on a weekday is allowed on every account. Holding over a weekend or holiday is allowed in every evaluation and on a funded 2-Step. On a funded 1-Step, Instant or Flash, positions are closed and pending orders cancelled at the platform's Friday close before each weekend, and 30 minutes before each symbol's holiday close, and new trades on that symbol wait until it reopens. This is not a breach, and crypto symbols that trade 24/7 stay open.
On a funded account, profit on a trade opened or closed within 3 minutes before or after a high-impact news release is not eligible, unless the trade was opened at least 5 hours earlier and closed by a pre-set stop loss or take profit. A trade opened or closed exactly at the edge of the window counts as inside it. Verified ineligible profit is deducted from the balance, and that deduction can take the account past its overall loss limit. During an evaluation no news window applies, and news trading is never on its own a reason for review.
There is no consistency rule during an evaluation. Once funded, only Flash has one: your best day must be at most 20% of the cycle's eligible profit before you can request a payout.
Payout conditions are not Trading Objectives. Each funded payout cycle needs its own qualifying days (3 on 2-Step and 1-Step, 7 on Flash, 5 on Instant), at least 3% net profit, and a $100 minimum after your reward share. Without Payout On Demand, the cycle also needs at least 14 days since it started. Before a request you close all positions and cancel pending orders.
The prohibited practices apply at every stage (Terms §11.1). Everything is simulated, and meeting the objectives does not guarantee a reward.
How a funded account differs is covered in How an EverFunded funded account works, and the payout conditions in When can I request a payout?.
Example
Example: A 2-Step $100K trader reaches $8,000 profit in phase 1, but only 2 days so far have made at least $500 of profit, which is 0.5% of the original $100,000. The target is met, but phase 1 has not passed, because 3 qualifying days are required. The trader also has to stay above $90,000 overall throughout, and never let equity fall more than $5,000 below the balance at the start of the day (5% of the $100,000 account size). Phase 2 then starts again at $100,000, with its own 5% target and 3 minimum days.
The detailed rule articles
Topic | Read |
Daily and overall loss limits, static and trailing | |
Profit target on each account | |
Minimum trading days | |
Time limit and inactivity | |
Consistency before a payout | |
The Instant payout gate | |
Losses and rule breaches | |
News trading | |
Overnight and weekend holding | |
EAs, bots and copy trading | |
Prohibited practices |
Next step
Start with the loss limits: What is drawdown, and how do the Max Daily Loss and Max Loss work?.
If your platform shows a target or limit that differs from this table, take a screenshot, then message us in the chat and ask for a person, or write to support@everfunded.com. If your account has ended and you want to know why, a person looks at your specific account: see My account failed or was closed: what happened?. Every way to reach us is in How to contact EverFunded support.