Daily / Weekly / Monthly / Annual

The Calendar has four views, switchable with the tabs at the top. They all show the same data — just at different granularities.

• 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 current period into empty future dates.

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 filter applies in both Trading and Cash flow mode, alongside the All / Eval / Funded account-type toggle.

Your calendar choices — view, grouping, account-type, and the broker filter — are remembered until you change them.

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.

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.