Browsing brokers
The Brokers page (in the sidebar) is your full broker rolodex. Every prop firm you have accounts with shows up here as a card.
Prop and Personal brokers
If you track a personal (real-money) account, the Prop / Personal switch at the top of the sidebar changes what this page shows. Prop-only users never see the switch and always get the prop rolodex.
| Switch | What the page becomes | What a card opens |
|---|---|---|
| Prop | Your prop firms — everything described below | The broker detail page |
| Personal | Your personal brokers, each card showing balance and P&L history | A personal broker detail page |
A personal broker detail page is its own layout — account value, net P&L, deposits, fees, drawdown, and the broker’s account list — rather than the prop eval and payout cards. Clicking an account there opens its own personal account detail page.
Choosing which brokers you’re looking at
The sidebar lists your brokers under Prop Brokers or Personal Brokers (whichever side the switch is on). Each one has a toggle. Switch a broker off and it drops out of your totals everywhere — dashboard KPIs, the calendar, reports, financials — until you switch it back on.
- The row above the list shows Showing n of N and turns amber while you’re narrowed, so you always know you’re looking at a subset.
- The All pill puts everything back. It’s green while something is hidden and gray when nothing is.
- You can’t switch off every broker — the last one stays on, so you’re never looking at an empty app.
- Your selection sticks across sessions, and toggling is instant: nothing re-fetches, so there’s no loading pause.
A few places deliberately ignore the filter: the sync and import wizards, and a broker’s own detail page — you navigated there on purpose.
When the sidebar is collapsed to icons, the filter icon opens it back up with your broker list expanded and scrolled into view, so you don’t have to hunt for it.
How the cards are ordered
Cards are sorted by trading P&L descending — the broker you’re making the most money on sits at the top, the broker you’re losing on sits at the bottom. Brokers with no active accounts fall to the end and sort alphabetically among themselves. The Dashboard’s broker grid uses the same order, so scanning the two pages lands on the same priority list.
To set your own order instead, see Organize mode.
What’s on a broker card
The top of the card is split in two:
| Side | Figure |
|---|---|
| Left | Live P&L — your current trading P&L across this broker’s active accounts |
| Right | Overall profitability — payouts received minus costs spent, with Received and Spent broken out beneath it |
Below that, the card carries the broker name and logo, the active account count (out of lifetime total), pass rate, the date you started with this broker, and the last sync timestamp. Pass rate counts this broker’s finished evaluations only — passed over passed, blown and expired — with those counts under the figure; a funded account never counts, and a closed evaluation is outside it.
Click the card header to open the broker detail page. Click Show accounts to expand the account list inline without leaving the page — that list is ordered most-recently-active first.
Search
The search box at the top filters brokers in real time. It matches on account name (or your custom alias), broker account ID, and PropStax account ID. As you type, brokers with no matching account drop out of view, and matching counts appear next to the broker header.
Organize mode
Click Organize broker cards at the top of the page to set your own order instead of the trading-P&L default.
- Cards become draggable. Pick one up and drop it where you want it.
- Save persists the order. It survives reloads, and the Dashboard’s broker grid shows the same order.
- Reset clears it and returns to the trading-P&L default.
Organize mode is desktop-only — drag doesn’t work well on phones. Mobile respects whatever order you set on desktop.
How accounts end up here
A broker only appears once you have at least one account with it, and accounts arrive two ways:
| Route | Where | What it brings in |
|---|---|---|
| Sync | Sync Accounts in the sidebar | Live broker accounts pulled from a connected data feed |
| Import | Upload, directly beneath it | Historical accounts you backfill by hand |
Which one fits a given account is covered in When to use Import vs. Sync. If a broker isn’t showing up at all, you haven’t connected or imported any accounts from them yet.
Broker detail page
Click a broker card to open its detail page — one page per broker, showing every account you have with them in two sections: Active (still trading) and Inactive (everything that has finished — passed, blown, closed or expired). Under the Lifetime with this firm tiles, a line gives the same pass rate as the card, over finished evaluations only, with its counts beside it.
Further down are the account page’s day charts over all your accounts with the broker, summed by day, except Peak Delta (per account): one bar per active account, deepest below its peak first.
Per-section filters
Filter chips appear above a section’s list when there’s more than one value to filter by.
| Chips | When they show | What they do |
|---|---|---|
| Status | Inactive only — the Active section has just one possible status | Narrow the section to one status, e.g. Blown |
| Tag | When accounts in that section carry user tags | Narrow to accounts holding any of the selected tags |
Filters are independent per section: the Active section’s chips don’t touch the Inactive one. The count beside a section title reads “N of M” while a filter is on, and toggling a chip resets that section to page 1.
Sorting the Inactive section
Finished accounts have no live drawdown left to rank by, so the Inactive section gets its own Sort row.
| Sort | Orders by |
|---|---|
| Created | When the account started at the broker |
| Ended | When it passed, was blown, expired or closed; for an imported account with no end date, the day it was added (the default, newest first) |
| Name | Alphabetical |
The button beside them flips the direction — Newest/Oldest on a date, A–Z/Z–A on names. Created and Ended only appear when the accounts in that section actually carry those dates; if none do, you’re left with Name and the direction button.
Accounts missing the date you’re sorting by drop to the bottom whichever direction you pick, so a blank date never masquerades as the oldest or newest. Your choice sticks across sessions.
The Active section keeps its own order — ranked by how close each account is to liquidation, so the ones needing attention stay on top.
Per-section pagination
Each section paginates independently. Pick 5, 10, or 25 accounts per page from the dropdown at the bottom of the section. Your choice sticks across sessions and applies to both sections, and to the Brokers-page card list too.
Bulk status edit
Each section header has an Edit status button that puts that section — and only that section — into selection mode.
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Click Edit status. Every account row picks up a checkbox, and clicking a row toggles selection instead of opening the account.
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Select the accounts you want. A sticky footer appears at the bottom with the selection count and an action button.
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Click the action button to open the status-edit popup.
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Pick the new status (Active, Passed, Blown, Expired, Closed or Keep Active) and, for a terminal status, an end date. The popup offers only the outcomes every selected account can take, and its end date starts on today.
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Save. The new status applies to every selected account in one shot, and PropStax leaves selection mode.
Only one section can be in edit mode at a time. The other section’s Edit status button hides until you exit, so the two lists never cross-edit.
Account rows
Each row shows the account name (or your alias), its status, tags, recent net P&L, and a sync timestamp. Finished accounts read Inactive, with the exact status on the row’s icon — see Statuses.
Click any row (outside selection mode) to open the Account detail page. PropStax remembers where you came from, so the back link there returns you to this broker’s detail page rather than the broker list.