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PropStax Help

Connections

Settings → Connections lists the brokers of whichever book the Prop Firm / Personal switch is on: your prop firms on Prop Firm, your personal brokers on Personal. Flip the switch to see the other list. The group collapses, and PropStax remembers whether you left it open. Tradovate is the one broker with a persistent connection; Rithmic, DxFeed, and CQG don’t store credentials (CQG asks for your login once per sync), so their rows here reflect the accounts you synced rather than a stored login.

If you connect a CQG account, a separate Commissions & fees item appears in the Settings sidebar for declaring your per-side rates — see Declaring your commission rates.

Each broker gets one card. The card shows the broker name, the account count, and the latest sync timestamp. The data feeds connected for that broker appear as badges — a broker synced through more than one feed shows a badge for each. A colored dot indicates sync freshness:

  • Green — synced within the last 12 hours.
  • Amber — synced 12 to 24 hours ago.
  • Red — synced 24 hours ago or longer, or never.

Personal brokers: turning an account off

A personal broker’s card has an Accounts button that expands it to the individual accounts, each with an Active / Inactive switch. Turn an account off to leave it out of that broker’s syncs from then on. The switch does three things and nothing more:

  • The account is left out of every sync of that broker, on every feed. It is not offered in the Sync wizard’s account picker, and the sync itself refuses it even if it is named.
  • The account and all of its history stay exactly where they are. It still shows on the Personal dashboard, in reports, and on the calendar, tagged Inactive, with the date you turned it off.
  • You can turn it back on at any time. The next sync of that broker includes it again; run one to bring its data up to date.

Turning an account off is not deleting it. To remove an account and its data, delete the broker (below) or use the account’s own Danger zone.

If a broker keeps listing an account you turned off, the Sync wizard says so on its final screen and offers Turn on there too. And if a broker stops listing an account that is on, the wizard asks whether to Keep it or Mark inactive before the sync runs — see Missing accounts.

Refresh vs. Delete broker — two very different actions

Refresh just re-runs the sync for the whole broker. Click it and PropStax takes you to the Sync wizard with this broker pre-selected. Your data updates; nothing is removed.

Delete broker removes the broker AND every piece of data tied to it — every account, every snapshot, every cost, every payout — across all of its feeds by default. For Tradovate, it also revokes the OAuth token so PropStax can no longer access your account. This cannot be undone.

Use Refresh when you want fresh data. Use Delete only when you’re done with the broker for good.

Deleting

Click Delete broker on the broker card. A popup opens explaining exactly what will be deleted (with account count and a “this cannot be undone” warning). If the broker is connected through more than one feed, the popup includes a feed picker so you can delete only a subset of feeds instead of all of them; by default every feed is selected. Type DELETE to enable the action, then click Delete forever. For large brokers with hundreds of accounts, the delete can take several seconds — the popup shows a progress message.

Adding a new broker

Click Connect new broker at the top, or just go to Sync in the sidebar.