FundedNotes tracks Tradovate-routed Lucid accounts and gives you a view of net liquidation, trailing drawdown distance, daily loss room, and a per-account journal — across every evaluation and funded account you run. Live read-only Tradovate sync pulls your fills on demand, or import via CSV.
Lucid traders running more than one evaluation or funded account get a unified view in FundedNotes — net liq, trailing floor, daily P&L, journal per account — alongside a portfolio roll-up so the whole stack is one screen instead of a tab per login.
The trailing floor is Peak Equity − Trailing Spread, the same formula Lucid evaluates against. FundedNotes computes it from your imported trades using the live rule so the Distance to Drawdown matches what Lucid shows you, not the broker EOD lock.
The same review workflow applies whether you are in evaluation or funded mode. Notes, mistakes, tags, and consistency metrics carry forward across phases so the discipline you build in evaluation continues into the funded account.
FundedNotes's Tradovate integration is read-only at the OAuth scope level — no order routing, no fund movement, no settings changes, only your completed trade history and current balances. CSV import is available too whenever you prefer it.
Lucid routes execution through Tradovate. Read-only Tradovate sync is live: click "Sync & Read Trades" and FundedNotes pulls your fills and balances on demand via the same official OAuth flow used for any Tradovate-routed firm, read-only — it cannot place orders, transfer funds, or change account settings. You can also keep your journal current by importing a CSV export of your trade history.
Yes. FundedNotes computes the trailing floor as Peak Equity − Trailing Spread, which is the rule Lucid uses in their portal. Tradovate's broker UI shows its own end-of-day-locked threshold; FundedNotes uses the live formula so the Distance to Drawdown matches what you see in Lucid intraday.
Yes. Use live read-only Tradovate sync on demand for as many Lucid accounts as you want, or import a CSV for each — each is tracked independently with its own trailing floor, daily P&L, and journal, then rolled up into a combined portfolio view across every firm.
You refresh on demand: click "Sync & Read Trades" to pull your latest fills via read-only Tradovate sync, or import an updated CSV export. Either way, your drawdown distance and net liquidation update to match your Lucid / Tradovate portal.
As much as you export. Pull your trade history from the Lucid firm portal and import it via CSV — FundedNotes ingests everything you export, so there is no lookback limit on what you can bring in.
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