The Personal dashboard

Real-money (personal) accounts live on their own Personal dashboard, separate from your prop firm accounts. It answers a different question than the prop side: not “how close am I to passing or failing an eval,” but “how is my actual money doing.”

Switching between Prop Firm and Personal

If you have both a prop firm account and a personal account, a Prop / Personal switch sits at the very top of the sidebar — above the navigation, so it’s reachable from every page, not just the dashboard. Click Personal to put PropStax in personal mode, Prop to go back; the selected side is marked with a colored border. When the sidebar is collapsed to icons, the switch becomes a single button that flips between the two. On mobile the sidebar is hidden, so the same switch lives in the controls tab on the right edge of the screen — tap the tab to open View (the Prop / Personal switch), Theme, and Sync / Upload. If you only have one kind of account, there’s nothing to switch and the control stays hidden.

It’s one global setting: flip it and the Dashboard, the Brokers page, the Calendar, the Financials page, and their detail pages all switch to the matching side. PropStax remembers your choice, so it carries across pages and survives logging out and back in. On the Dashboard, flipping it swaps between the Prop-Firm and Personal dashboards.

Everything on the Personal side is walled off from prop: personal balances never mix into your prop firm totals, Net cash, or per-firm comparisons. The one crossing is opt-in and one-way — an Include prop cash switch that folds prop money into the personal view, described below.

Account overview

Four cards across the top:

Tile	What it is
Account value	Net liquidation value across your personal accounts.
Net P&L	Your trading result since you started, after commissions, exchange fees and broker fees.
Net deposits	Deposits minus withdrawals. Set against Account value on the Financials page it gives your Net Gain or Net Loss; broker fees and any unlabeled movement move the balance too, so that gap is not the trading result alone.
Today’s P&L	Result for the current session.

Two of those need a word more.

Net P&L follows the Gross / Net control. Flip it to Gross and the tile becomes Gross P&L — your trading result before any fee. The difference between the two readings is your commissions and exchange fees plus your broker fees.

Today’s P&L reads — rather than guessing. Before the day’s first sync, or on a day the market never opened, it shows a dash and names the last session it does have. It will not dress up the previous session’s number as today’s.

On a fills-only broker, check the ⓘ

CQG reports your fills but not your fees, so Net P&L cannot include them until you say what they are. The ⓘ beside the tile reads Net P&L is shown without commissions until you declare your commission rates, then flips to includes your entered fees. If you have hidden the ⓘs, Info tooltips brings them back.

Include prop cash

If you also track prop accounts, an Include prop cash switch sits above the cards. It is off until you turn it on, and it never appears if you have no prop accounts.

Tile	What turning it on does
Net P&L	Becomes Total P&L — plus lifetime prop net cash
Today’s P&L	Picks up any payout or cost dated today
Account value	Nothing — stays strictly real money
Net deposits	Nothing — stays strictly real money
Drawdowns and run-ups, equity curve, Trading Summary	Nothing — these report trading

The rename is the point. On its own, that tile is your trading result. Prop cash is payouts and costs, not trading, so with it added the tile is called Total P&L instead. For the same reason, prop cash stays out of the drawdowns and run-ups, the equity curve and the Trading Summary, which report trading only.

It is the same switch, and the same stored setting, as the one on the Calendar. Turn it on in either place and both follow.

Personal Brokers

Just below those four cards, a card per personal broker showing its current balance and a small chart of its cumulative profit/loss history (your positive/negative performance over time — not the balance). The chart follows the global Gross / Net control; the balance doesn’t — a balance is real money either way. A Liquidate only badge appears if the broker has put an account in liquidate-only mode.

With Include prop cash on, a Prop Firms card joins the grid alongside your personal brokers. It covers your whole prop-firm space as one entity — the count is every firm you’ve tracked, not just active ones, and the headline is Net cash: payouts received minus costs paid, with a chart of that running total. It’s labeled Net cash rather than Balance on purpose, because unlike a personal balance it’s a running result that can be negative and isn’t money you can withdraw. Click it to switch to the prop side and open Reports > Cash Flow, which carries the totals and breakdowns behind it — break-even progress, your net cash over time, where the money went, and payout cadence. It deliberately doesn’t drill into individual firms or accounts from here.

If you have more than one personal broker, Organize personal brokers (desktop only) lets you drag the cards into your own order. It’s saved separately from your prop firm card order, so the two never affect each other. The Prop Firms card isn’t part of that order — it isn’t one of your brokers, so it always sits last.

Equity Curve

A full-width chart with two lines plus capital-flow markers:

• Trading P&L (solid) — your cumulative trading result over time, with deposits stripped out, so a capital injection doesn’t fake a jump. It follows the global Gross / Net control, and the legend says which you’re looking at. The Account value line always reflects your real balance, so it doesn’t move when you flip. It’s colored green while you’re cumulatively in the green and red while you’re underwater, flipping at the $0 line.
• Account value (dotted) — every account in view over the whole history: each is rebuilt from its recorded cash and trading P&L and anchored so that it meets the account’s latest balance at the end of that balance’s day, then summed. That balance is the newer of your broker’s latest stored daily balance and the settled balance kept on the account, from the sync or from an AMP statement you upload (a Rithmic account has only the second, since its broker stores no daily balance); an account with no balance stored at all is its cash and P&L from zero. The gap between the two lines is your net deposits less your broker fees and any unlabeled movement: the value line carries every cash row, the trading line none.
• Deposits / Withdrawals — blue dots mark the points where you moved cash in or out, so a step in the account-value line is explained rather than mysterious. Hover a dot to see the amount. They’re keyed in the legend below the chart.

Switch between Daily, Weekly, and Monthly views, and choose a range (1M / 3M / 1Y / ALL). Your chosen view and range stick for the rest of your session.

Capital & Fees, Drawdowns and Run-ups

Below the equity curve, five cards break down the detail behind your headline numbers:

• Capital & Fees — deposits, withdrawals, and fees broken out on their own lines.
• Peak drawdown — the largest fall of your trading from a high to a later low.
• Current drawdown — how far your trading sits below its high now: the high less your latest day’s close. It reads $0.00 when your latest day closed at a new high.
• Peak run-up — the largest rise of your trading from a low to a later high.
• Current run-up — how far your trading sits above its low now: your latest day’s close less the low. It reads $0.00 when your latest day closed at a new low.

All four read your trading as one running total that starts at $0 before your first day and is read at the end of each day, so a move and its reversal inside one day are in none of them. An account that opens with a loss is in a drawdown from the start, and one that opens with a gain is in a run-up. They cover the account’s whole history, marked Lifetime, except for a Tradovate account whose history begins after you opened it: there they start on that day, marked Since and the date.

They track trading performance, not account value, so a deposit never counts as a new high and a withdrawal never counts as a new low. On Net they take off your commissions and exchange, clearing and NFA fees, but not broker fees such as data subscriptions, which the Net P&L tile also takes off. They follow the Gross / Net control — and because each is your worst or best run rather than a running total, the gross figure isn’t simply the net one plus fees: without fees dragging on every day, your worst stretch can land on different dates entirely. With more than one personal account you get a row per account, each measured against its own high or low — your accounts don’t hit their best and worst moments on the same day, so one blended number would flatter or exaggerate the real picture.

Trading Summary

The trade-level view of your real-money trading, all reconciled against your broker’s cash history. The whole section follows the global View controls — Gross / Net and FIFO / Position, in the sidebar on desktop; see Personal Reports for what each one changes. The FIFO / Position choice is kept per book, so the Prop calendar’s setting is separate:

• Gross trading P&L / Net trading P&L — your trading result on the selected basis: Gross shows it before fees, Net after all trading fees.
• Commission / Fees — total commission plus exchange/clearing/NFA fees.
• Win rate, before fees / after fees and Profit factor — wins over wins plus losses on the selected basis (a scratch is neither, and the caption says how many), and gross profit over gross loss, across all your closed trades. A profit factor with no losing trade shows a dash and no losing trades.
• Totals — total trades, gross profit, gross loss, Commission / Fees (your per-trade commission plus exchange/clearing/NFA fees), and Broker fees (non-trading charges like data subscriptions and liquidation fees, kept separate from per-trade costs).
• By symbol — a per-instrument breakdown of trades, win rate, and realized P&L.

Drilling into a broker or account

Two levels down, each narrowing the same money view.

A broker

Click any Personal Brokers card. You get the same account value, net P&L, deposits, fees and drawdown scoped to that broker alone, plus a list of its accounts. The Brokers page in the sidebar reaches the same place while you are in Personal mode.

An account

Click an account in that list. Same money view again for the single account, and below it the account’s Trades list — every round-trip, newest first:

• Entry, exit, size, direction and duration
• Its full cost: commission plus exchange, clearing and NFA fees
• Its net P&L

Page through 10, 50 or 100 at a time. On Gross, each row leads with its gross figure and shows the net beside the costs.

The same Trades list, scoped to a period, appears on any Personal day, week or month in the Calendar.

Open positions

Holding anything, an Open positions card lists each contract — direction, size, average entry price, when you opened it — with the account’s Unrealized P&L as of your last sync. It shows on the account detail, the Personal dashboard, and a Personal day on the Calendar, and hides when you are flat.

It mirrors your last sync, not the market

Close a position and the card clears on the next sync, not before. There is no per-position live P&L, because PropStax runs no live price feed. Right after a session rolls over the unrealized total can read — until your broker republishes it — re-sync to refresh.

For a broker that reports its own cash (Tradovate), the P&L, fees, deposits and withdrawals on this page reconcile to the penny against the broker’s cash history. For a broker that doesn’t, your trades and your balance come from the broker, commissions follow the rates you declare, and deposits, withdrawals and broker fees are the ones you enter in the personal cash ledger.