Yes. While Upside Funding gives traders maximum flexibility, we do have rules in place to maintain a fair trading environment. Please visit our prohibited trading practices for the most up-to-date information.

Yes, EAs and trading bots are allowed at Upside Funding—as long as they follow ethical trading practices. 

Here’s what’s allowed: 

• Algorithmic trading strategies that mirror manual execution. 
• EAs focused on risk management, trade execution, and strategy automation. 
• Bots designed for structured, rule-based trading. 

What’s not allowed: 

• HFT bots that exploit latency, arbitrage, or price feed delays. 
• Grid trading or Martingale strategies that stack massive orders to artificially increase lot sizes. 
• EAs that attempt to manipulate execution speeds or price movements. 

If your trading bot follows logical risk management and operates within realistic market conditions, you’re good to go. We support traders who use automation to enhance strategy execution, not exploit system loopholes. Remember to look closely through our prohibited trading practices.  

No. Upside Funding strictly prohibits cross-account hedging. 

What’s Not Allowed?
● Hedging across multiple Upside Funding accounts – Using one account to go long and another to go short on the same instrument.
● Hedging between different prop firms – Placing opposing trades across separate firms to create a risk-free setup.
● Pooling risk between traders – Collaborating with other traders to artificially manipulate risk exposure. 

What Is Allowed?
● Hedging within a single account – You can hedge positions within your own funded account as part of your risk management strategy.  

The daily drawdown limit resets at the end of your trading platform day.

This means that your new trading day starts fresh with the daily drawdown limit recalculated based on your account balance at the close of the platform’s trading day.

Why is this important?
● You get a clean slate each day, so your risk calculations reset at a fixed time.
● If you’re near the drawdown limit, be aware of the reset to avoid unnecessary breaches.
● Plan your trading strategy around the reset time to manage risk effectively.

This structure ensures that traders operate within clear, predictable risk parameters while keeping the focus on long-term consistency.  

Step-2 Evaluation & Funded Account 

On this account, Upside Funding enforces a static 8% maximum drawdown to ensure traders have room to operate while maintaining disciplined risk management. 

How It Works
● The maximum drawdown is fixed at 8% of your initial account balance.
● It does not trail, meaning as you grow your balance, your drawdown cushion remains stable.
● If your account balance falls 8% below the starting value, the account is breached. 

How Is It Calculated?
● $100,000 funded account → Max drawdown limit: $8,000
● If your balance drops below $92,000, your account is in breach.
● Even if your balance grows to $120,000, the drawdown remains locked at $92,000, giving you more trading flexibility. 

This structure eliminates the stress of trailing limits, allowing traders to focus on long-term growth and risk-adjusted trading rather than worrying about shifting thresholds.  

1-Step Evaluation & Funded Account

On this account, Upside Funding enforces a trailing 4% maximum drawdown to ensure traders have room to operate while maintaining disciplined risk management.

How It Works

• The maximum drawdown is fixed at 4% of your initial account balance.
• If your account balance falls 4% below the starting value, the account is breached. 

How Is It Calculated?

• $100,000 funded account → Max drawdown limit: $4,000
• If your balance drops below $96,000, your account is in breach.
• Even if your balance grows to $120,000, the drawdown remains locked at $96,000, giving you more trading flexibility.

The daily drawdown limit resets at the end of your trading platform day.

This means that your new trading day starts fresh with the daily drawdown limit recalculated based on your account balance at the close of the platform’s trading day.

Why is this important?
● You get a clean slate each day, so your risk calculations reset at a fixed time.
● If you’re near the drawdown limit, be aware of the reset to avoid unnecessary breaches.
● Plan your trading strategy around the reset time to manage risk effectively.

This structure ensures that traders operate within clear, predictable risk parameters while keeping the focus on long-term consistency.  

Yes you can hold trades overnight or over the weekend in the evaluation phase and funded account phase. For more details on our prohibited trading practices, visit here . 

News trading is allowed in both challenge and funded accounts. However persistant or frequent news trading is not allowed. I.e. it should not be your core trading strategy. And trades made during Red Folder news will be subject to profit caps.

What are the profit caps?

In funded accounts profits made from trades executed within the five minute window (plus or minus) of Red Folder news will be limited to 25% (of the profit). Once you request a payout, any trades that were made during Red Folder news five minute windows will be calcuated and your payout adjusted.  

What if my stop loss or limit orders trigger over Red Folder news?

Stop losses and limit orders placed more than two hours prior to Red Folder news events will not be counted as news trading and all profit will be eligible for payout without profit caps.

What if I consistently trade Red Folder news?

The Upside Funding reserves the right to hard breach accounts that consistently trade news. This will be decided when an account is being reviewed for payout. If you have any concerns that you’re trading news too often, reach out to support@theupsidefunding.com and we will check your account and advise you in advance. 

Why can’t I trade during Red Folder news?

High-impact news events can create extreme volatility, unpredictable price spikes, and liquidity risks. To ensure long-term sustainability for funded traders and The Upside Funding, traders must avoid trading strategies that rely on news releases. 

Upside Funding operates both 1-Step and 2-Step Evaluation Models designed to identify and then fund skilled traders. Our approach is built for traders who want clear objectives, flexible rules, and real scalability—with the ability to grow up to $1.5M in funding. 

Here’s how it works for 1-Step Evaluation: 

• Step 1 – Prove Your Skill: Hit a 10% profit target while managing risk. 
• Get Funded: Once you pass this step, you’ll receive a real funded account and keep up to 95% of your profits. 

Here’s how it works for 2-Step Evaluation: 

• Step 1 – Prove Your Skill: Hit a 8% profit target while managing risk. 
• Step 2 – Show Consistency: Achieve a 5% profit target under the same risk parameters. 
• Get Funded: Once you pass both steps, you’ll receive a funded account and keep up to 95% of your profits. 

We prioritise trader freedom—allowing you to hold trades over weekends, trade news, and use EAs or bots—with no consistency rules.  

1-Step Evaluation

To pass the 1-Step Evaluation, traders must meet the following objectives: 

Step 1 – Prove Your Skill

• Profit Target: 10% 
• Daily Drawdown Limit: None 
• Max Total Drawdown: 4% (trailing) 
• Minimum 3 profitable days of +0.5% of capital 
• No time limits – trade at your own pace 

Trading Rules

• Consistency rules apply – max attribution of 30% of single day performance to Profit Target 
• No Stop-Loss Required 
• News Trading & Weekend Holding Allowed 
• EAs & Bots Permitted 
• Prohibited Trading Practices 

Pass this single step? You’ll receive a funded account with up to $1.5M scaling potential, 95% profit split, and fast payouts. 

2-Step Evaluation

To pass the 2-Step Evaluation, traders must meet the following objectives: 

Step 1 – Prove Your Skill

• Profit Target: 8% 
• Daily Drawdown Limit: 4% (static) 
• Max Total Drawdown: 8% (static) 
• Minimum 3 profitable days of +0.5% of capital 
• No time limits – trade at your own pace 
• Prohibited Trading Practices 

Step 2 – Show Consistency

• Profit Target: 5% 
• Same 4% daily static drawdown & 8% total static drawdown 
• Minimum 3 profitable days +0.5% of capital 
• No time limits 

Trading Rules 

• No Consistency Rules 
• No Stop-Loss Required 
• News Trading & Weekend Holding Allowed 
• EAs & Bots Permitted 
• Prohibited Trading Practices 

Pass both steps? You’ll receive a funded account with up to $1.5M scaling potential, 95% profit split, and fast payouts. 

We use Static and Equity Based Trailing drawdown limit calculations. 

Static: The drawdown doesn’t change at any stage of the challenge. It is calculated based
on a percentage of the original account value. 

Equity Based Trailing: Under this method, the limit is calculated based on a percentage
of the highest equity point in your account.  

The drawdown doesn’t change at any stage of the challenge. It is calculated based on a percentage of the original account value. 

Static Daily Drawdown Calculation: If you have a 100k account, and the drawdown limit is 3% per day, losing $3,000 or more in a day will result in a breach of the rules and the challenge failed. Provided you do not breech the 3% drawdown limit, the limit will reset the next day.

Static Max Account Drawdown Calculation: If you have a 100k account and the max drawdown is fixed at 8% your account balance must not fall below $92,000k. Doing so, will result in a breach of the rules and the challenge failed. 

Under this method, the limit is calculated based on a percentage of the highest equity point in your account. 

Equity Based Trailing Daily Drawdown Calculation: If you have a 100k account, and the drawdown limit is 4% your trailing loss limit is $4,000 or an equity value at or below 96k will result in a breach of the rules and the challenge failed.

If your account value increases to 103k, your max loss limit is calculated as 4% of 103k ($4120). The trailing loss limit on your account value is now at 98.88k. This max loss limit will remain at this level until the account value makes a new high at which point it will move higher – trailing that high equity value. 

At Upside Funding, we reward consistency by increasing your trading capital as you
grow. 

Scaling Eligibility

• Generate a 10% profit over three consecutive months while maintaining proper risk management. 
• Follow the same drawdown rules and trading objectives as before—no added restrictions. 

Scaling Benefits

• Your funded account balance increases by 25% per scaling milestone. 
• Scale your account up to $1.5M in funding without additional challenges or fees. 
• Your profit split remains up to 95%, ensuring you can you keep the majority of your earnings. 

At The Upside Funding, the more you grow, the more we invest in you—no extra costs, no hidden rules—just more capital to trade with.  

If you don’t pass the evaluation, you’ll need to purchase a new evaluation to try again.

Failure isn’t the end—it’s just part of the process. Every setback is a chance to refine your strategy, improve your discipline, and come back stronger. Take your time, learn from the experience, and get ready to pass on your next attempt.

There are no time limits on when you can start again, so you can return when you’re fully prepared 

No deadlines. No pressure. No rushed trades. 

At The Upside Funding, we believe great trading comes from skill, patience, and strategy—not racing against a clock. That’s why we don’t impose time limits on our evaluations. 

• Take as long as you need. Whether it’s weeks or months, you control the pace. 
• No forced trades. Focus on quality setups, not hitting arbitrary deadlines. 
• Pass when you’re ready. As long as you meet the targets and follow risk rules, you qualify. 

The goal isn’t just to pass an evaluation—it’s to build a repeatable, profitable approach that sets you up for long-term success.  

Once you successfully complete Phase 2, your account goes through a quick review to ensure all rules were followed. 

Here’s what happens next: 

• Account Review: Our team verifies your trades to confirm compliance with evaluation rules. 
• KYC Verification: You’ll need to complete identity verification (a simple KYC process). 
• Funded Agreement: You’ll receive a contract outlining the terms of your funded account. 
• Funded Account Activation: Once approved, your funded account will be issued, and you’ll be ready to start trading funded capital. 

Passing the evaluation means you’re officially a funded trader—now it’s time to trade, grow, and get paid!  

Once you pass the Verification Phase and complete KYC verification, your funded account is typically issued within 48 hours.

We aim to process approvals quickly so you can start trading as soon as possible. If there are any delays, our support team will keep you updated. 

Once you become a funded trader with The Upside Funding, you’re not just getting capital—you’re joining a firm that invests in your long-term growth.

Here’s what you gain:
● Trade with Firm backed funds – Trade with firm-backed funds, keeping up to 95% of your profits with payouts processed in 24 hours.
● Scaling Opportunities – Consistently profitable traders can grow their accounts up to $1.5M, increasing their capital as they prove their skills.
● Risk Management Without Pressure – No margin calls, no negative balances, and a static drawdown structure to make risk control easier.
● 1:1 Mentorship & Trader Development – Every funded trader receives direct access to our CEO and senior traders, helping you refine your strategy, improve discipline, and maximize your long-term success.
● Continuous Learning – Beyond funding, Upside Funding provides traders with exclusive insights, market breakdowns, and strategy discussions to help them perform at the highest level. 

At The Upside Funding, we don’t just fund traders—we develop them.  

Your starting capital depends on the account size selected during the evaluation. 

● Available account sizes: $2K, $5K, $10K, $25K, $50K, and $100K.
● After passing the evaluation, you receive a funded account with the same balance.

Scaling Program:
● Traders who demonstrate consistency and risk management can increase their capital allocation up to $1.5M.
● Scaling is based on profit milestones and adherence to trading rules.

Why does scaling matter?
A key difference between professional traders and retail traders is access to capital. Our mission is to help skilled traders grow beyond their personal financial limitations, providing them with the funding and guidance to operate like true professionals.
 

The Upside Funding allows traders to scale up to $1.5 million in trading capital.

Here’s how it works:
● Start with up to $300,000 in initial funding after passing the evaluation.
● Scale by 25% every three months when you hit a 10% profit milestone while following risk management rules.
● No extra challenges or fees—your capital grows with your performance.

The more consistent and profitable you are, the more we invest in you. Our goal isn’t just to fund traders—it’s to build professionals who can manage real capital responsibly and profitably.  

Yes, but our minimum trading days rule is designed for flexibility. 

To qualify for your first withdrawal: 

• You must complete at least 5 profitable days. 
• A profitable day means a gain of at least 0.5% of your starting balance. 
• After your first payout, you can withdraw profits every 14 days as long as you’re in profit. 

We don’t force traders into arbitrary time constraints—but we do encourage consistent, sustainable trading before withdrawals to ensure long-term success.  

Yes. While Upside Funding gives traders maximum flexibility, we do have rules in place to maintain a fair trading environment. Please visit our prohibited trading practices for the most up-to-date information.

Yes, EAs and trading bots are allowed at Upside Funding—as long as they follow ethical trading practices. 

Here’s what’s allowed: 

• Algorithmic trading strategies that mirror manual execution. 
• EAs focused on risk management, trade execution, and strategy automation. 
• Bots designed for structured, rule-based trading. 

What’s not allowed: 

• HFT bots that exploit latency, arbitrage, or price feed delays. 
• Grid trading or Martingale strategies that stack massive orders to artificially increase lot sizes. 
• EAs that attempt to manipulate execution speeds or price movements. 

If your trading bot follows logical risk management and operates within realistic market conditions, you’re good to go. We support traders who use automation to enhance strategy execution, not exploit system loopholes. Remember to look closely through our prohibited trading practices.  

No. Upside Funding strictly prohibits cross-account hedging. 

What’s Not Allowed?
● Hedging across multiple Upside Funding accounts – Using one account to go long and another to go short on the same instrument.
● Hedging between different prop firms – Placing opposing trades across separate firms to create a risk-free setup.
● Pooling risk between traders – Collaborating with other traders to artificially manipulate risk exposure. 

What Is Allowed?
● Hedging within a single account – You can hedge positions within your own funded account as part of your risk management strategy.  

1-Step Evaluation Funded Account

Upside Funding uses a trailing drawdown rule for the 1-Step Evaluation.

Daily Drawdown Limit
● Not applicable to 1-Step Evaluations 

Max Drawdown Limit
● 4% trailing off your highest watermark of equity.
● If your losses exceed this 4% at any point, your account will breach the limit and the challenge will be failed.
● If your account value increases, your max loss limit is calculated as 4% of the new highest equity balance. This max drawdown limit will remain at this level until the account value makes a new high at which point it will move higher – trailing that high equity value. 

How Is It Calculated?
● If you have a $100,000 funded account, you must maintain an equity balance above $96,000 (4% of $100,000).
● If you have a $100,000 funded account, you have a profitable trade open and your equity is now at $105,000 you must now maintain an equity balance above $100,800 (4% of $105,000).
● Even if your equity balance then drops lower than $105,000 but above $100,800 (your new max drawdown limit), your max drawdown limit remains at $100,800. This will only change if your equity balance then goes above $105,000.

2-Step Evaluation Funded Account 

Upside Funding uses static drawdown rules for the 2-Step Evaluation. 

Daily Drawdown Limit
● 4% static calculated based on your initial equity.
● If your daily losses exceed this 4% at any point within a trading day, your account will breach the limit and the challenge will be failed. 

How Is It Calculated?
● If you have a $100,000 funded account, your daily loss limit will be fixed at $4,000 (4% of the account).
● If, in this example, your balance grows to $105,000 your daily limit will remain at $4,000 (4% of the initial account balance).
● As long you don’t breach the 4% daily drawdown limit, your daily drawdown limit will reset at the start of each new trading day, giving you a fresh opportunity. However, you still need to stay within your Max Drawdown Limit otherwise your account will breach the rules and you will need to purchase a new challenge. 

Max Drawdown Limit
● 8% static limit calculated from your original account value.
● If your accumulative losses exceed this 8% at any point, your account will breach the limit and the challenge will be failed. 

How Is It Calculated?
● If you have a $100,000 funded account, you must maintain an equity balance above $92,000 (8% of $100,000). 

The daily drawdown limit resets at the end of your trading platform day.

This means that your new trading day starts fresh with the daily drawdown limit recalculated based on your account balance at the close of the platform’s trading day.

Why is this important?
● You get a clean slate each day, so your risk calculations reset at a fixed time.
● If you’re near the drawdown limit, be aware of the reset to avoid unnecessary breaches.
● Plan your trading strategy around the reset time to manage risk effectively.

This structure ensures that traders operate within clear, predictable risk parameters while keeping the focus on long-term consistency.  

Leverage varies depending on whether you’re in the evaluation phase or the funded phase. 

Evaluation Phase Leverage

● Forex: 1:30 

● Indices: 1:15 

● Commodities(Energy): 1:10  

● Commodities(Metals): 1:15  

● Crypto: 1:2 

Funded Phase Leverage

● Forex: 1:30 

● Indices: 1:10 

● Commodities(Energy/Metals): 1:10

● Crypto: 1:1 

Scaling & Leverage Increases

For every 25% increase in capital, leverage also increases by 25%, up to a max of 1:100 for all asset classes except Bitcoin. 

Why Leverage Changes in the Funded Phase

Leverage in the funded phase is structured to balance opportunity with risk management. While traders still have strong buying power, the slightly lower leverage ensures sustainability, allowing traders to scale their accounts without excessive risk exposure.  

Step-2 Evaluation & Funded Account 

On this account, Upside Funding enforces a static 8% maximum drawdown to ensure traders have room to operate while maintaining disciplined risk management. 

How It Works
● The maximum drawdown is fixed at 8% of your initial account balance.
● It does not trail, meaning as you grow your balance, your drawdown cushion remains stable.
● If your account balance falls 8% below the starting value, the account is breached. 

How Is It Calculated?
● $100,000 funded account → Max drawdown limit: $8,000
● If your balance drops below $92,000, your account is in breach.
● Even if your balance grows to $120,000, the drawdown remains locked at $92,000, giving you more trading flexibility. 

This structure eliminates the stress of trailing limits, allowing traders to focus on long-term growth and risk-adjusted trading rather than worrying about shifting thresholds.  

1-Step Evaluation & Funded Account

On this account, Upside Funding enforces a trailing 4% maximum drawdown to ensure traders have room to operate while maintaining disciplined risk management.

How It Works

• The maximum drawdown is fixed at 4% of your initial account balance.
• If your account balance falls 4% below the starting value, the account is breached. 

How Is It Calculated?

• $100,000 funded account → Max drawdown limit: $4,000
• If your balance drops below $96,000, your account is in breach.
• Even if your balance grows to $120,000, the drawdown remains locked at $96,000, giving you more trading flexibility.

News trading is allowed in both challenge and funded accounts. However persistant or frequent news trading is not allowed. I.e. it should not be your core trading strategy. And trades made during Red Folder news will be subject to profit caps.

What are the profit caps?

In funded accounts profits made from trades executed within the five minute window (plus or minus) of Red Folder news will be limited to 25% (of the profit). Once you request a payout, any trades that were made during Red Folder news five minute windows will be calcuated and your payout adjusted.  

What if my stop loss or limit orders trigger over Red Folder news?

Stop losses and limit orders placed more than two hours prior to Red Folder news events will not be counted as news trading and all profit will be eligible for payout without profit caps.

What if I consistently trade Red Folder news?

The Upside Funding reserves the right to hard breach accounts that consistently trade news. This will be decided when an account is being reviewed for payout. If you have any concerns that you’re trading news too often, reach out to support@theupsidefunding.com and we will check your account and advise you in advance. 

Why can’t I trade during Red Folder news?

High-impact news events can create extreme volatility, unpredictable price spikes, and liquidity risks. To ensure long-term sustainability for funded traders and The Upside Funding, traders must avoid trading strategies that rely on news releases. 

Yes you can hold trades overnight or over the weekend. For more details on our prohibited trading practices, visit here . 

No. There are no fixed lot size limits on funded accounts.

At The Upside Funding, we recognize that different strategies require different position sizing, so we give traders the freedom to execute trades based on their risk management, not arbitrary restrictions.

What You Should Know
● No predefined lot size caps—trade with the volume that suits your strategy.
● Scalping and swing trading strategies are welcome.
● Risk management is your responsibility—as long as you stay within the drawdown limits, you control your trade size. 

A Few Considerations
● Margin & Leverage: Your lot size should align with available leverage and your risk tolerance.
● Market Conditions: During high-impact news events or volatile market periods, spreads can widen—so be mindful of execution quality. 

We trust traders to manage their own risk effectively rather than imposing restrictive lot size limits. At Upside Funding, you trade with real capital, with the flexibility real traders need. 

No. Copy trading, signal services, and account mirroring are not allowed on funded accounts. 

Upside Funding is built to support independent traders who can demonstrate their skill, risk management, and decision-making. Using external signals or mirroring trades from another account violates our trading policies and can result in account termination.

Why Copy Trading & Signal Services Are Prohibited

• No outsourced trading – You must be the one executing your trades. 
• No account mirroring – Copying trades from other accounts, traders, or signal
  providers is strictly forbidden. 
• No automation via external sources – Only self-developed strategies using
  permitted EAs or bots are allowed.

What Happens If Copy Trading is Detected?

• Immediate Account Review – If your trading activity is flagged as copy trading, your account will be investigated. 
• Potential Termination – If confirmed, your funded account may be revoked, and any profits forfeited. 
• Future Restrictions – Traders found using copy trading services may be banned from reapplying.

We fund traders based on their skills, not someone else’s signals. If you’re looking to trade with our capital, you need to prove your ability to analyse, execute, and manage trades independently.  

2-Step Funded Accounts 

If you hit the daily drawdown limit (4%) or maximum drawdown limit (8%), your funded account will be automatically closed.

What This Means

• Daily Drawdown Breach (%4) – If your account’s equity drops below the 4% loss threshold on any given day, your account will be disabled. 
• Maximum Drawdown Breach (8%) – If your account’s equity falls below the 8% loss limit at any time, the account is permanently closed.

1-Step Funded Accounts 

If you hit the max total trailing drawdown limit (4%), your funded account will be automatically closed.

What This Means

• Maximum Drawdown Breach (4%) – If your account’s equity falls below the trailing 4% loss limit at any time, the account is permanently closed.

What Happens Next?

• Account Review: The breach will be verified, and the account will be marked as closed.
• Loss of Funded Status: If a funded account breaches the maximum drawdown, it cannot be reinstated. 
• Reapply Anytime: You can start a new evaluation if you wish to try again.

How to Avoid a Breach

• Monitor Your Drawdown – Keep an eye on your risk and ensure your positions don’t exceed the limits.
• Adjust Position Sizes – Trading too large can cause unnecessary drawdowns. 
• Use Stop-Loss Wisely – Protect your capital by managing your risk effectively. 
• At Upside Funding, risk management is key—staying within the limits ensures you maintain your funded status and continue trading with real capital. 

No, a stop-loss is not required during the evaluation or on funded accounts at Upside Funding. However, understanding when and how to use stop-loss orders is a key part of risk management.

Many traders use stop-losses to protect their capital from unexpected market moves, but others prefer manual risk control based on market structure and price action. What matters most is that you stay within the 4% daily drawdown and 8% overall drawdown limits. 

If you choose not to use a stop-loss, be sure to have a solid risk management plan in place. Market conditions can change rapidly, and effective trade management is what separates professional traders from those who fail. Whether you use stop-loss orders or manage risk manually, discipline and consistency will be the foundation of your success. 

The Upside Funding’s Scaling Plan is designed to reward consistent profitability by increasing your capital allocation without additional challenges or fees. As you prove your ability to manage risk and grow profits, your account grows with you.

How Scaling Works

• Earn a 10% profit over 3 consecutive months while maintaining responsible risk management. 
• Your account balance increases by 25% at each scaling milestone. 
• Continue scaling up to $1.5M in total funding. 
• Your profit split remains up to 95%—the more you make, the more you keep. 
• Scaling allows traders to increase their capital responsibly without needing to restart the evaluation process. We invest in skilled traders who demonstrate consistency and discipline. 

To qualify for account scaling, traders must meet the following conditions:

Profitability Requirement

• Achieve a 10% profit over a rolling 3-month period.

Risk Management Criteria

• No breaches of drawdown limits (refer to the relevant rules for either the 1-Step or 2-Step Evaluations.)
• Adherence to trading rules—no prohibited strategies or violations (refer to the relevant rules for either the 1-Step or 2-Step Evaluations.).

Trading Activity

Demonstrate consistency—scaling is based on stable, well-managed growth.

What Happens When You Qualify?

• Your account balance increases by 25% at the next scaling milestone. 
• You keep the same profit split (up to 95%). 

You continue scaling up to $1.5M as long as you meet the criteria. Scaling is automated—if you meet the targets, your account upgrades seamlessly with
no additional evaluation or fees. Upside Funding is here to grow with you. 

Trader performance is reviewed every three months to determine eligibility for scaling. If you meet the scaling criteria—a 10% profit over the last 3 months while following risk management rules—your account will automatically be increased by 25%. 

Key Points on Scaling Reviews:

• Reviews occur every 90 days from the date you receive your funded account. 
• You do not need to apply—if you meet the requirements, your account scales automatically. 
• Performance is evaluated based on profitability, adherence to risk rules, and trading activity. 
• There are no additional fees or retests—scaling is a reward for consistent traders. 
• The goal is to reward disciplined traders with more capital, allowing them to grow their account responsibly without resetting their progress. 

Upside Funding’s scaling program allows traders to grow their capital up to $1.5 million. 

• Start with up to $300K in initial funding. 
• Scale in 25% increments every 3 months when profitability targets are met. 
• Maximum allocation: $1.5M per trader. 

Once you reach $1.5M, your focus shifts to maximising your profit split and compounding your gains. There are no additional scaling phases beyond $1.5M, but your profit share and payout frequency remain unchanged.  

No—your profit split remains the same as your account scales. 

• Standard profit split: 85% 
• With add-ons: Up to 95% 
• No reductions in your share as your capital increases

This means that even as your account grows, your profit share stays high—allowing you to benefit fully from larger capital allocations without any hidden restrictions.