Daily / Weekly / Monthly / Annual

Same data, four zoom levels. Which one you want depends on whether you are checking a session, a week’s shape, or a year at a glance.

• Daily — one cell per trading day, in a calendar-grid layout (or an agenda list on mobile). Click any cell to drill into that day.
• Weekly — one card per trading week. Click any card to drill into that week. A sub-toggle lets you scope to a quarter or a full year at a time.
• Monthly — one card per month, with summary stats. Click to drill into that month.
• Annual — a heatmap showing every trading day for a full year at once. Click any cell to drill into that day.

The chevrons in the header step you forward or backward in time. PropStax clamps navigation to your real data at both ends — you can’t page back before the first month with data, or forward past the latest month that has anything to show. Today, at the end of the view tabs, returns you to the period that holds today, the current month, quarter or year depending on the view, or to the latest month with data when today is past it.

Status and payout markers

In Trading P&L mode, each day on the Daily view can carry small markers under its numbers:

• Green check and a number: accounts that passed that day.
• Red X and a number: accounts that were blown that day.
• Banknote: at least one payout was recorded that day.

Weekend dates count on the following Monday, the same as Cash flow. A day can show markers with no trades, for example when an imported account with an end date ended that day. Click it to see which accounts passed or were blown.

On desktop, a Weekly or Monthly card carries the same markers for its week or month, each with its number, the banknote’s included; hover the card, or a day on the Annual heatmap, to see the counts in words. On mobile, day cards with trades show the counts as text. Markers don’t appear in Cash Flow mode or on the Personal side, and closed or expired accounts aren’t marked. You can switch them off, or hide one kind, under Settings → Preferences → Status tags on the calendar.

The markers follow the broker selector, the All / Eval / Funded toggle and the All accounts / Active only switch, like the grid’s P&L. Under Active only no account is marked passed or blown, since an account that passed or was blown is no longer Active, and a banknote marks an Active account’s payout alone. The day, week and month pages ignore those three controls and list every account in your sidebar filter.

Broker filter

When you track 2 or more brokers, a broker selector appears in the header. Pick a broker to scope the grid to that firm’s accounts; choose all to see everything. The broker selector applies in both Trading and Cash flow mode; the All / Eval / Funded toggle and the All accounts / Active only switch appear in Trading mode only.

Your calendar choices — view, grouping, account-type, All accounts or Active only, and the broker filter — are remembered until you change them. The calendar keeps its own All accounts / Active only choice, apart from the one on Reports.

Month totals

The Daily view shows a totals row at the bottom (desktop) or a totals card at the top (mobile) — sum of every dayPL for the period, plus trading-day count and trade count. Every count on the Calendar follows the FIFO | Pos. switch in the sidebar: under FIFO a day’s tile, its hover, the week cell, the totals and the weekly and monthly cards count round trips (“trd”); under Position they count positions (“pos”), the same positions the day’s page lists.

Account-type split (mobile only)

On mobile, when a day’s P&L came from both evaluation and funded accounts, the day card splits the P&L by account type. This is suppressed when you’ve filtered to just one type.

Journal marks

A day that has a note shows a small dot beside its day number, and a day with trade or position journal entries shows a second dot in another color; hovering the day says how many entries it holds. On a phone the same dots sit on the cards of the days the agenda lists, and on a desktop a day with a dot opens its day page even when the tile carries no figure. Both follow Settings → Journal → Calendar visibility, where each dot’s color is chosen; switching them off changes only the grid. The entries’ dot follows the account filter in the sidebar and the accounts you still track, the same rows the day’s trade list shows; the broker selector, the All / Eval / Funded toggle and the All accounts / Active only switch above the grid do not narrow it. See Notes on a day and Journaling trades and positions.