Bulk-create from scratch

The trade is detail for speed. You describe a group once — “30 evals of that size, 20 blown, 10 closed” — and PropStax generates all thirty, identical apart from their outcome. Nothing distinguishes them afterward, which is fine if you only need the totals to be right.

Steps

1. Go to Upload in the sidebar and stay on the Prop tab.
2. Choose Bulk-create from scratch.
3. Add rows. Each row is a spec; PropStax generates as many accounts as you ask for.
4. Fill in the fields per row (see below).
5. Click Continue when all rows are complete.

Per-row fields

Required:

• Broker — picked per row, so you can mix brokers across rows.
• Type — Evaluation, Funded, or S2F (where the broker supports it).
• Status — the outcomes the row’s type can take: Passed, Blown, Expired or Closed for an evaluation; Blown or Closed for a funded or S2F account. (Bulk-create only generates historical/terminal accounts, never active ones.)
• Count — how many accounts to generate from this row. Heads up: a single row generates many accounts, not many data fields. Setting Count = 50 creates 50 accounts with identical specs. You can go up to 500 per row.

Optional:

• Start date — the day the row’s accounts started. Every account from the row gets it, and its share of the Total cost is dated that day.
• End date — the day the row’s accounts passed, were blown, expired or closed. Every account from the row gets it. It can’t be before the start date, and neither date can be after today.
• Data feed — Tradovate, Rithmic, DxFeed, WealthCharts, Project-X, or None. Just metadata; doesn’t connect anything live.
• Size — account size from the standard prop-firm dropdown (10K, 25K, 50K, etc.).
• Total cost — total dollars spent across all Count accounts. PropStax shows the per-account average as a hint. Each account’s share is dated the row’s Start date. With no start date it is saved with no date: it counts in your lifetime totals and in no month. To place one in a month, give it a date on Financials.
• DD type — End of day, Trailing, Static, or None.
• Max DD — drawdown dollar limit.
• Tags — up to 2 tags per row. Each generated account inherits all the row’s tags.

Why no “active” status

Both import modes are for historical prop accounts, so the status is always one of blown, closed, passed or expired. An active prop account comes in through Sync, which is the only way its balance and daily history stay right.

Per-row tags

Each row has its own tag input. Tags apply to every account generated from that row. So if Row 1 has tag 2024-q1 and Count = 30, all 30 accounts come tagged 2024-q1.

To tag a single account differently after import, just open it and tag it from the Account detail page.