FundedNotes connects to Tradovate-routed Apex accounts in read-only mode and gives you a live view of net liquidation, trailing drawdown distance, daily loss room, and a per-account journal — across every evaluation and PA you run.
Most Apex traders run more than one account. FundedNotes is structured to show each one independently — net liq, trailing floor, daily P&L, journal — while rolling them up into a single portfolio view so you can see how the whole stack is performing.
The live trailing floor is Peak Equity − Trailing Spread until the account hits the EOD lock at the safety net. FundedNotes uses the live formula so the Distance to Drawdown matches what your Apex portal shows you intraday.
The same review workflow runs across evaluation and Performance Account (PA) phases. Trades, notes, mistakes, and consistency metrics carry forward, so you keep one discipline-focused process from the first eval day through payouts.
FundedNotes's Tradovate integration is read-only at the OAuth scope level. No order routing, no fund movement, no settings changes. The only thing FundedNotes reads is your completed trade history and current balances.
Apex routes execution through Tradovate, so connecting Apex is the same as connecting any Tradovate account: an official OAuth flow grants FundedNotes read-only access. FundedNotes never places orders, transfers funds, or changes account settings.
Yes. FundedNotes computes the live trailing floor as Peak Equity − Trailing Drawdown Spread (typically $2,500 for $50K accounts, $1,500 for $25K). That matches the rule you're evaluated against, not Tradovate's end-of-day locked threshold — which can diverge by hundreds of dollars when your account has hit a prior intraday peak.
Yes. A single Apex login can have several PA accounts, and FundedNotes pulls all of them automatically. Multiple logins are also supported — connect each one separately and FundedNotes groups them by account name while still showing combined performance.
A background sync runs every 5 minutes via a Supabase pg_cron job, every time the dashboard tab regains focus, and immediately when you click Sync. Drawdown distance and net liquidation move in lockstep with what your Apex / Tradovate portal shows.
Tradovate's reporting API returns up to ~30 days of recent activity for prop accounts. FundedNotes pulls everything available on first connect; older history can be imported via the manual CSV path if you've exported it from the firm portal.