The desk-wide risk budget comes before the account labels
Several funded accounts can carry different trades and still lose together. The portfolio question is not how many account labels you own. It is how much same-currency loss is attached to every open decision at once.
The short answer
Start here
Add the initial stop risk of every marked-open position across the desk, including every seat in a copied event. Compare that total with the desk ceiling you chose and with each account’s own contract. Keep unsupported rule room out of the denominator. An unknown account is not zero risk and not extra capacity.
What matters
- Account limits are local; open stop exposure is a desk-wide sum.
- Different symbols or firms do not prove that loss paths are independent.
- Partial rule-room coverage must stay visibly partial.
01
Build the total from positions, not account size
For each open decision, record the dollar loss at its initial stop on every account carrying it. Sum those same-currency amounts. Advertised account size is a virtual label, so it does not belong in the calculation.
A copied event contributes one amount per selected seat. A separate trade contributes its own stop amount. The portfolio total is gross open stop risk, not open P&L, realized loss or cash at the firm.
02
Keep three ceilings separate
Each seat can have a member-set per-trade ceiling and session stop. The firm can impose a different drawdown or daily-loss rule. The desk can also have a portfolio ceiling chosen by the trader. Passing one comparison does not clear the other two.
Known rule room is useful context only when the rule and account history support the arithmetic. If an intraday trailing floor or incomplete history prevents a defensible read, label that account unknown instead of treating its full drawdown as available room.
03
The common mistake
Do not call a portfolio diversified because the trades use different firms or symbols. Equity indexes can move together, metals positions can share a dollar shock, and a platform or connection problem can affect several seats at once. Independence needs evidence; the defensible arithmetic starts gross.
Worked example
Assumptions, not a forecastThree positions, one desk total
- Funded account A: one open stop with $175 initial risk.
- Funded account B: one open stop with $120 initial risk.
- Funded account C: one open stop with $105 initial risk.
- Member-chosen desk ceiling: $350 of marked-open stop risk.
Gross marked-open stop risk is $175 + $120 + $105 = $400. The logged total is $50 above the member-chosen desk ceiling even though every account may still be inside its own local contract.
This is self-reported initial stop arithmetic. Slippage, gaps, stop movement, disconnections and missing tickets can make actual loss different.
Tool tutorial
Review the funded portfolio in Risk Coach
- 01
Confirm a risk contract for each active account you intend to use.
- 02
When a position opens, record its initial stop risk and every seat carrying the decision.
- 03
Read the same-currency open-stop total and the coverage note for known rule room.
- 04
Compare the total with your written desk ceiling, then close or correct any open ticket that is no longer current.
Put the whole funded desk in the same risk frame
Pro Risk Coach adds marked-open stop risk across logged accounts and keeps partial or unsupported rule-room coverage visible.
Pro tool. The destination handles access status. Exposure comes from member-recorded tickets, not broker monitoring.
Evidence boundary
What NANO can and cannot know
NANO cannot observe orders, prove positions are independent, verify that a stop remains in place or calculate defensible room for unsupported rule types. The portfolio total is only as current as the open tickets.
Common questions
- Can I add the drawdown limits across all funded accounts?
- Only as a clearly labeled published-buffer total. Current usable room can differ by account and may be unavailable for intraday trailing rules or incomplete histories. Do not treat the sum as cash or as permission to add risk.
- Do different instruments make the portfolio diversified?
- Not automatically. Different symbols can respond to the same market shock. Start with gross stop exposure and make any correlation assumption explicit rather than hiding it in the account count.