Firm Overview
Broker:
Payment Methods:
Platforms:
Payout Methods:
Instruments & Assets
Type of Instruments:
Assets Offered:
Forex Pairs (Examples)
- Majors & Crosses: EURUSD, GBPUSD, USDJPY, USDCHF, USDCAD, EURJPY, GBPJPY, AUDUSD, NZDUSD, EURGBP, EURCHF
- Others: AUDCAD, AUDCHF, AUDJPY, AUDNZD, CADJPY, CADCHF, EURNZD, EURAUD, GBPCAD, GBPAUD, GBPNZD, NZDCHF, NZDCAD, GBPCHF, CHFJPY
Other Markets
- Metals: XAUUSD (Gold), XAGUSD (Silver), Spot Gold, Spot Silver
- Indices: US30 (Dow Jones), SP500 (S&P 500), UT100 (Nasdaq 100), DE40 (Germany 40), ES3 (Spain 35), UK100, JP225 (Japan 225) and related cash indices
- Energy: UKOil (Brent), USOil (WTI), NGAS (Natural Gas Spot)
- Crypto: BTCUSD and other supported crypto pairs (focus on BTC spot)
Leverage
Upside Funding does not publicly list per-asset leverage tiers in their docs. Traders should confirm final leverage inside the client area or trading platform before live trading.
| Assets | 1-Step | 2-Step |
|---|---|---|
| FX |
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| Metals |
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| Indices |
Not specified
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| Energy |
Not specified
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| Crypto |
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Commissions
Upside Funding does not publicly disclose a detailed commission sheet. Traders should assume standard CFD-style spreads and commissions and confirm exact costs directly inside the trading platform or broker feed before deploying any strategy.
Program Structure & Core Rules
1-Step Evaluation – “Prove Your Skill”
- Profit Target: 10% on the evaluation account.
- Daily Drawdown: No daily drawdown limit.
- Max Total Drawdown: 4% trailing based on highest equity (high-watermark).
- Minimum Profitable Days: 3 profitable days, each at least +0.5% of capital.
- Time Limit: No time limit; trade at your own pace.
- Consistency Rule: Maximum 30% of the overall profit target allowed from a single trading day (max attribution 30% of performance to target).
- Stop Loss: Not mandatory on each trade.
- News & Weekend: News trading and weekend holding are allowed.
- EAs & Bots: Permitted (within ethical rules, see EA section below).
- Funding Outcome: Pass this single step to receive a funded account with up to 90% profit split and scaling up to $1.5M.
2-Step Evaluation – “Prove Skill & Consistency”
Step 1 – Prove Your Skill
- Profit Target: 8%.
- Daily Drawdown: 4% static, calculated from initial equity.
- Max Total Drawdown: 8% static, based on starting balance.
- Minimum Profitable Days: 3 profitable days of at least +0.5%.
- Time Limit: None; unlimited days.
Step 2 – Show Consistency
- Profit Target: 5%.
- Drawdown: Same 4% daily static and 8% total static drawdown as Step 1.
- Minimum Profitable Days: 3 profitable days of at least +0.5%.
- Time Limit: None; trade at your own pace.
Trading Rules for 2-Step Evaluation
- Consistency Rules: None applied in the 2-step model.
- Stop Loss: Not mandatory on every position.
- News Trading: Allowed (with exploit restrictions, see below).
- Weekend Holding: Allowed.
- EAs & Bots: Permitted (within EA policy).
- Outcome: Pass both steps to receive a funded account with up to 90% profit split and scaling up to $1.5M.
Drawdown Logic
1-Step Funded / Trailing Drawdown
- Daily Drawdown: Not applicable for 1-step funded accounts.
- Max Drawdown: 4% trailing off the highest equity (high-watermark). If equity falls more than 4% from the peak, the account breaches.
- Example: Start at $100,000 → must stay above $96,000. If equity peaks at $105,000, new breach level is $105,000 - 4% = $100,800. This level does not move down, only up with new highs.
2-Step Funded / Static Drawdown
- Daily Drawdown: 4% static, based on initial balance (e.g., $4,000 on a $100,000 account). Resets each day as long as max DD is not breached.
- Max Drawdown: 8% static, based on original account value (e.g., must stay above $92,000 on a $100,000 account).
- This structure is designed to avoid trailing stress and gives more flexibility as you grow the account.
Consistency Rules
- 1-Step Evaluation: Max attribution of 30% of total performance towards the profit target from a single day.
- 2-Step Evaluation: No explicit consistency rule beyond min profitable days.
- Payout Eligibility: For first withdrawal, at least 5 profitable days with +0.5% each and 4% overall profit on the funded account.
News & Weekend Trading
- News Trading: Allowed, but “news straddling” and gap exploits are prohibited: no placing stop/limit orders within 5 minutes before or after high-impact news to catch spikes/gaps artificially.
- Weekend Holding: Allowed. Traders may hold positions over weekends across supported markets.
EA, Copy Trading & Strategy Rules
Expert Advisors (EAs) & Bots
- Allowed:
- Algorithmic strategies that mirror realistic manual execution.
- EAs focused on risk management, execution, and structured automation.
- Bots that operate within normal market conditions and risk limits.
- Not Allowed:
- HFT bots exploiting latency, ultra-fast order flow, or price feed delays.
- Latency arbitrage, grid and martingale stacking to fake risk exposure.
- EAs designed to manipulate execution speeds or exploit server glitches.
Copy Trading & Account Sharing
- Copy trading, signal service usage, or account mirroring on funded accounts is strictly prohibited.
- No outsourced trading: Only the verified trader may execute trades on Upside Funding accounts.
- No account mirroring across firms: Opposite positions across different firms or multiple Upside accounts are not allowed.
- Violation can lead to account termination, profit forfeiture, and bans from re-applying.
Cross-Account Hedging
- Hedging between multiple Upside Funding accounts (e.g., long in one, short in another on the same instrument) is not allowed.
- Hedging across different prop firms using Upside Funding capital is also prohibited.
Prohibited Trading Practices
- Exploiting price feed delays, server lag, or execution glitches.
- News straddling or gap exploiting via pending orders around major news.
- High-frequency trading or ultra-short-term latency arbitrage.
- Risk-free hedging between accounts (internal or across other prop firms/brokers).
- Signal copying, group trading, account sharing or buying “pass your challenge” services.
Capital, Scaling & Activity
Starting Capital
- Evaluation account sizes: $5K, $10K, $25K, $50K, $100K (1-step and 2-step).
- After passing evaluation, you receive a funded account with the same balance as your chosen size.
Scaling Program
- Scale up by generating 10% profit over three consecutive months while following risk rules.
- Each scaling milestone increases funded capital by 25%, with a maximum allocation of up to $1.5M.
- Profit split remains up to 90% even as capital increases—no extra challenges or hidden conditions.
Payout Policy
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First Payout: Available once:
- You have at least 4% net profit on the funded account, and
- You’ve completed at least 5 winning trading days.
- Frequency: Every 14 days (bi-weekly) after the first payout, as long as the account remains in profit.
- Minimum Payout: $250 for funded traders. (No minimum for affiliate payouts.)
- Fees: RISE charges a $50 processing fee per payout, which is passed on to the trader.
Payout Methods
- RISE (with the $50 per-payout processing fee).
- Crypto payouts (details confirmed in client area).
Payments & Checkout
- Accepted Payments:
- Credit/Debit Cards – Visa, Mastercard, Amex.
- Online payment processors (region-specific).
- Crypto payments for global accessibility.
Restricted Countries
Upside Funding does not publicly list a detailed restricted countries list in the shared documentation. Traders should always check eligibility and local regulations directly on the official site before purchasing an evaluation.
Additional Information
Upside Funding is built for traders who want simple profit targets, clear risk rules and real capital growth through scaling, without being boxed in by extreme restrictions. With news trading, weekend holding, EAs and bots allowed (within fair-use rules), it caters to both discretionary and systematic traders.
Use this page as a quick reference when comparing Upside Funding with other prop firms. Match their trailing vs static drawdowns, payout structure, EA flexibility and scaling path with your own strategy and risk profile before committing to any challenge.
