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PROP FIRM WIZ / LEARNWorksheet 1 of 3

Before You Pay

Requirements and access

Use the same two configurations on all pages. For each answer: record the stage, requirement status, official source, and checked date.

Offer A: Offer B: Date:
Field and my requirementOffer A: answer and evidenceOffer B: answer and evidence
Exact configuration
Firm and entity; market; program; tier; platform; options; purchase cohort.
Compare one specific configuration per column.
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Eligibility and receiving method
Identity, age, citizenship/residency, intended account stage, trading location, payout destination.
Essential requirements and documents I need to confirm:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Trading permissions
Instruments, hours, news, overnight/weekend holding, automation, copying, position limits. Record evaluation and funded permissions separately.
My method requires:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Evaluation path
Each phase; targets; activity; consistency; deadlines; inactivity; review and onboarding.
Conditions relevant to my trading pattern:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
PROP FIRM WIZ / LEARNWorksheet 2 of 3

Prop Firm Comparison Worksheet

Loss rules and spending

Use the same two configurations on all pages. For each answer: record the stage, requirement status, official source, and checked date.

Offer A: Offer B: Date:
Field and my requirementOffer A: answer and evidenceOffer B: answer and evidence
Starting account and max loss
Actual starting value; simulated/live; amount, reference, update, enforcement, equality boundary, lock and consequence.
The rule and loss allowance I need to understand:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Daily loss or pause
Whether applicable; amount/reference; monitored value; reset/timezone; overnight treatment; pause or breach.
My session and holding requirements:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Account adjustments
Commissions, financing, account credit, withdrawals, and effects on value and loss thresholds.
Adjustments I need to include:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
External cash fees
Same endpoint; purchase and paid periods; resets; activation; data/platform; taxes/payment costs; refunds only when received. Include an unsuccessful path.
Endpoint, assumed attempts, and total cash ceiling:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
PROP FIRM WIZ / LEARNWorksheet 3 of 3

Prop Firm Comparison Worksheet

Payouts, evidence, and decision

Use the same two configurations on all pages. For each answer: record the stage, requirement status, official source, and checked date.

Offer A: Offer B: Date:
Field and my requirementOffer A: answer and evidenceOffer B: answer and evidence
Payout path
First/later eligibility, amount cap, share, deductions, request/review/dispatch/receipt, payment method, account debit.
Amount and timing conditions I can work with:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Provider and evidence
Applicable entity/terms; dated delivery evidence; support process; rule changes; sponsorship and source limitations.
Evidence needed and remaining concerns:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Conflicts and open questions
Record the exact disagreement, affected program/stage, written question, and answer still needed.
Essential unknowns to resolve before purchase:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date:
Decision and checkout check
Meets, does not meet, unresolved, or not applicable for each essential. Recheck configuration, terms, renewal and price. No points total.
Decision, reason, checked date, and next action:
Answer / stage: Status: Source / checked date:
Answer / stage: Status: Source / checked date: