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PropStax Help

Upload a spreadsheet

Use this mode when you have records of past accounts in a spreadsheet (or you’re building one from broker statements).

Steps

  1. Go to Import in the sidebar.
  2. Choose Upload a spreadsheet.
  3. Pick the broker the accounts belong to. The broker is locked for the whole upload — you can’t mix brokers in one spreadsheet. (Run Import separately for each broker.)
  4. Click Download template. PropStax generates an .xlsx tailored to your broker, with the right account types, statuses, and data feeds already set as dropdowns.
  5. Fill in the template. Each row is one account.
  6. Drag the file onto the drop zone, or click to pick it from your file picker.
  7. Review the parsed preview. Any errors are flagged inline.
  8. Click Import to create the accounts.

What the template includes

The template has two sheets:

  • Accounts — one row per account with columns for account ID, account type (eval/funded), data feed, status, account size, Profit Target, cost, drawdown rules, Date Activated, and Date Ended (the single terminal date — when the account passed, blew, closed, or expired). Status must be a terminal one: blown, closed, passed, or expired. Active accounts come in through sync, not import.
  • Withdrawals — one row per payout. Optional. Skip the sheet if you’re only logging accounts.

An account can have more than one cost. To log several dated charges (for example a monthly subscription), repeat the account’s row once per charge — same account ID, a different Cost and Date Activated on each row. Charges that share the same date are summed.

Edit and re-upload your own export

The Financials (Excel) file from Settings → Privacy → Targeted downloads uses this same template. You can download it, edit the rows, and upload it back through Import. Only terminal accounts (passed, blown, closed, or expired) re-import; active accounts keep coming through sync. Re-uploading the same file won’t duplicate costs or payouts — PropStax recognizes charges and payouts it already has and skips them.

Errors

Common parse errors:

  • Missing required fields (account ID, type, status).
  • Invalid status for the account type — for example, a Funded account marked “Passed” (only evals get passed; funded accounts get blown, closed, or withdrawn).
  • Date format mismatches.

The preview shows up to 8 errors at once with a “+X more” note showing the count of additional errors. Fix the spreadsheet and re-upload.