Tier 5 · Professional
Trading as a Business
Record-keeping, tax principles, performance reporting, realistic income, and scaling rules.
- 1Record-keeping, tax basics, performance reportingRun your trading like a business — the records to keep, general tax principles to discuss with a professional, and a monthly performance report that measures returns correctly, even with deposits and withdrawals.
- 2Realistic income expectations and scaling rulesThe honest arithmetic of trading income — capital × return, what realistic returns look like, why income is lumpy — and evidence-based rules for scaling capital, risk, and withdrawals.
