PropStax Help

Which accounts are you here to learn about?

Prop FirmEvaluations and funded accounts through a prop firm.PersonalYour own real-money brokerage account.

I track both — show me everything

Welcome. Pick a topic below or browse the full table of contents in the sidebar.

Where to start

Getting started Sign up, run your first sync, get oriented on the dashboard.

Guides "If I want to do X, what do I do?" recipes that string together features across the rest of the docs.

Tracking your accounts Dashboard, broker views, the Account detail page, tags, and the liquidation metric.

Connecting brokers Tradovate, Rithmic, DxFeed — credentials, re-syncs, missing accounts, balance adjustments.

Importing past accounts Backfill historical accounts the broker no longer offers a live feed for.

Money: costs & payouts Log payouts and costs, handle profit splits, manage the financials ledger.

Calendar Trading vs. cash flow modes, daily/weekly/monthly/annual views, drill-down.

Reports Consolidated equity curve, per-broker comparison, lifetime totals, CSV export.

Account & billing Profile, theme, tag library, broker connections, subscription plans.

Privacy & your data Data-retention controls, exporting everything, deleting your account.

Troubleshooting & FAQ Login issues, missing accounts after sync, Day P&L showing dash, popup blockers, contact support.

New here?

If this is your first time on PropStax, the Getting started section walks you through sign-up, your first broker sync, and what to expect on the dashboard once your data lands.

Need to reach us?

The fastest path is the in-app contact form — open the PropStax app and go to Settings → Help & support. Details and what we attach automatically are on the Contact support page.