Your first broker sync

Nothing else in PropStax works until one account is in. The dashboard, calendar and reports all read from synced data, so this is the first thing to do.

Run a sync

1. Click Sync Accounts on the Dashboard, or Sync in the sidebar.

2. Choose Prop firm account. (Personal brokerage account is the other option — that path is covered in Connecting a personal account.)

3. Pick the data feed your broker uses. If you are not sure which one, see Which data feed do I use?.

4. Sign in. Tradovate opens an authorization popup; Rithmic and DxFeed ask for your username and password.

5. Choose the accounts to bring in — up to five per run.

6. Classify anything new. For accounts PropStax has not seen before, set the account type and, if you like, what you paid for it.

   Some firms need one more answer: pick the account size and the plan you bought from the lists shown. PropStax fills in the rest — the profit target, the maximum drawdown and the liquidation floor all come from the firm’s published product specs, so the drawdown left is right from the first day without you typing a figure. Whether the account trails or resets at the end of the day is asked only when the plan you picked is sold both ways; for every other plan the choice settles it.

   If your account size is not in the list, pick Not listed and type it. PropStax stores the size you give and asks for the profit target after the sync, from a list of what firms sell at that size. The same escape exists after the sync: if none of the plans offered is yours, choose None of these and pick the target instead.

   Syncing several accounts at once? Tick Same for every account and fill in one row — the others follow, and anything a firm does not sell for a given account is left alone.

7. Wait for it to finish. A few seconds to a couple of minutes, depending on how much history there is to pull.

When it lands you get a summary of which accounts came in and how many days of data each one has.

If an account came in without all of its data, the summary lists it under synced in part, with the first day that’s incomplete. See Accounts synced in part.

The three prop feeds

Feed	Signing in	Credentials kept
Tradovate	Authorize once, through OAuth	Token only — never your password
Rithmic	Username and password, every sync	Never stored
DxFeed	Username and password, every sync	Never stored

A personal (real-money) account uses a different set — Tradovate, Rithmic or CQG. See Connecting a personal account.

Why two of them ask every time

Tradovate offers OAuth, a standard way to grant access without handing over a password, so there is a token to keep and reuse. Rithmic and DxFeed do not offer it — the only way to reach your data is with the username and password themselves.

We chose never to store those. The cost is re-entering them each sync; the return is credentials that cannot leak from PropStax, because they are not there to leak.

Limits

Five accounts per run

The cap keeps a single run fast and predictable. It is not a plan limit — neither plan limits how many accounts you track — and you can return to Sync as often as you need to bring in the rest. If a broker holds more than five, start with the ones you are actively trading.

A paused account (an ended trial, or a canceled plan past its period) cannot sync at all; the wizard says so on its first step. Choose a plan to sync again.

Next

Which data feed do I use? Match your prop firm to the feed that carries it.

Re-syncing Bringing an account up to date after the first pull.