Connecting a personal (real-money) account
A personal account is your own real-money brokerage account — the one you own, as opposed to a prop firm’s evaluation or funded account. PropStax tracks it separately from your prop accounts, on its own Personal dashboard.
Where you choose it
When you open Sync (the same wizard you use for prop brokers), the first step asks what kind of account you’re connecting:
- Prop firm account — an evaluation or funded account through a prop firm. This is the default.
- Personal brokerage account — your own real-money account.
Pick Personal brokerage account, then choose your feed. Tradovate is open to every Pro account; Rithmic and CQG personal accounts are opened account by account for now, so their tiles may be dimmed: point at one and it says Personal sync coming soon (on a phone, the line above the tiles says so).
What you need to know
- Three feeds: Tradovate, Rithmic and CQG. DxFeed personal accounts are not supported yet.
| Feed | Signing in | What it reports |
|---|---|---|
| Tradovate | Authorize once, through OAuth | Trades and its own cash — deposits, withdrawals, fees |
| Rithmic | Username and password, every sync | Fills only — you declare rates and log cash yourself |
| CQG | Username and password, once per sync | Fills only — same as Rithmic. Used by brokers like AMP |
- Fills-only feeds need two things from you. On CQG and Rithmic, declare your commission rates and log cash yourself. The CQG article walks through it; Rithmic works the same way.
- Your Rithmic balance settles overnight. A personal Rithmic account shows your last settled balance, with the day’s trades added on top — so the figure you see mid-session is your settled balance plus what you’ve closed since, not a live mark-to-market. Open positions aren’t counted until you close them. That’s expected.
- It comes with Pro. Real-money account tracking is a Pro feature. On Basic the Personal option shows an Upgrade prompt instead. See Subscription & billing.
- It’s real money. Everything you connect here is your actual brokerage balance — PropStax marks it with a Real money badge so it’s never confused with a prop sim account.
When your Tradovate history begins after you opened the account
Tradovate’s detailed reports (every trade, fee and cash movement) don’t reach back to the start of an older account. PropStax checks the history it does receive against the account’s running balance, and then:
- shows your trades, fees, deposits and withdrawals from the first day that history covers;
- shows what the account held on that day as Carried in, at the top of your Financials ledger;
- counts that balance as your starting point, so Net Gain or Net Loss and the dashboard’s Net P&L read your result since that day, and say so.
Carried in isn’t a deposit: it isn’t in your Deposits or Net deposits for any period, because no money moved that day. Your trade figures (counts, win rate, the drawdown and run-up cards, Reports) start on the same day.
When a Tradovate sync finishes, its summary names that first day: Full history available from and the date. Every Tradovate personal account gets the line once its first sync has checked the history, whether or not that history reaches back to the day you opened the account.
Turning an account off
If you stop using one of your personal accounts, you don’t have to delete it. Settings → Connections lists each personal broker’s accounts with an Active / Inactive switch. Turn an account off and it is left out of that broker’s syncs from then on, while everything it already recorded stays on your dashboard and reports, tagged Inactive. Turn it back on whenever you like and sync again. See Connections.
After it connects
Your personal account lands on the Personal dashboard, not the Prop Firm one. If you have both kinds of account, a Prop Firm / Personal switch appears at the top of the dashboard to move between them — see The Personal dashboard.
Personal accounts are kept completely separate from your prop math: they never mix into your prop firm totals, Net cash, or per-firm comparisons. That separation is deliberate — sim performance and real-money performance shouldn’t blend.
If your personal account doesn’t appear after connecting, the same reasons in Account didn’t appear after sync apply; if it still won’t show, contact support via Settings → Help & support.