Status: active, passed, blown, expired, closed

Every account in PropStax carries one of five statuses. The status pill on the account header — and the colored chip everywhere else accounts appear — tell you which one.

Some statuses flip automatically when broker data crosses a threshold. Some you set yourself. PropStax never auto-flips a passed or active account without asking you first.

The five statuses

Status	What it means	Who sets it	Sync still updates it
active	Currently trading. Shows in the Active section on Brokers and Broker detail.	—	Yes — balance, P&L and drawdown left on every refresh
passed	Hit the profit target and you kept the result.	You, when prompted after a sync	No — frozen at its passing state
blown	Balance fell below the broker’s liquidation level.	PropStax, on the sync that sees it	No — final values preserved
expired	An evaluation ran out of time before it passed. It broke no rule, so it is neither a win nor a loss, and it is counted and colored apart from blown everywhere.	You, by hand or by upload, or when you say Yes to a status question that suggests it	No — same freeze
closed	Ended for any other reason: you stopped trading, the subscription lapsed, the broker shut you out for a rule violation.	You	No — same freeze

Passed, blown, expired and closed accounts move to the Inactive section. They stay in your history; you can still review the trade stats, financials, and analytics on them. Their balance is the broker’s figure at the last sync, which can be from before the account’s last day when the broker dropped the account first, so an inactive row shows no balance and the account page labels it Balance at last sync with the day. When the final balance is known, from a sync after the account’s last day, from a Tradovate read after the broker made the account view-only, or from you, the account page shows it as Final balance instead.

One exception to the freeze: a Tradovate account your broker turned off is read for up to seven days from the first sync that found it turned off, whatever you answer after that, so its last days, trades and balance still land. The status and end date you gave stay. See Missing accounts.

Which of these an account can end in depends on its type. An evaluation can be passed, blown, expired or closed; a funded account can be blown or closed. You pass an evaluation, not a funded account, and only an evaluation runs out of time, so every place that asks you for an outcome offers only the ones the account can take.

How statuses look on screen

Anywhere accounts are listed, a finished account reads simply Inactive — the row doesn’t repeat passed, blown, or closed. The icon at the start of the row carries that detail:

• Green check — passed.
• Red X — blown.
• Amber circle — expired. It ran out of time and broke no rule, so it takes the amber every chart gives Expired rather than the red of a loss.
• Gray circle — closed, and anything else that simply ended. Neither a win nor a loss, so it isn’t colored like one.

Hover the icon to see the exact status and the date. Next to Inactive you’ll see the date the account ended. For an imported account with no end date, the row shows the day it was added instead, and the hover says so. If it reads date unknown, PropStax has no date at all. You can set a real end date from the pencil icon on the Account detail header.

The filter chips still name the specific status, so you can narrow the Inactive section to just your blown accounts or just your passed ones.

What flips automatically

PropStax flips an account on its own in only two cases:

• active → blown when a sync shows the balance below the liquidation level. This one is unconditional — the data is truth.
• active → passed is suggested by the post-sync Account Reconciliation prompt when the balance crosses the profit-target threshold (account size + profit target). The prompt shows you the account and the suggestion and asks Yes or No. Nothing changes until you confirm.

The prompt also surfaces the reverse situations: an account marked blown that’s now showing healthy trading data (likely a datafeed glitch or broker reinstatement), or a passed account whose balance has since drifted back below the target. Each is labeled clearly (REINSTATED, BLOWN, or STILL TRADING) and you confirm or reject the same way.

It also asks about an account your broker has made view-only while its balance has not fallen below the liquidation level and is short of the profit target. Confirming marks it blown, or expired for an evaluation that never traded. Choose No if you passed or closed it yourself. After a sync, a Tradovate account your broker turned off is asked about on the prompt’s Accounts no longer active at your broker page instead, where the suggestion is a note beside the choices and nothing is picked for you. Left for later, its question waits on the Dashboard as before.

That question can take up to three days to appear, on purpose. A liquidation that left the balance at or above the liquidation level is usually a daily loss limit: the broker locks the account for the day and opens it again at the next session. So PropStax waits three days after such a liquidation before it asks, and an account the firm really closed that day stays active until then.

What you set yourself

The pencil icon next to the status pill on the Account detail header is always visible. Click it to open the status-edit popup, then pick the new status. The popup offers the outcomes the account’s type can take — passed, blown, expired or closed for an evaluation, blown or closed for a funded account — and every terminal status takes an end date. On an account that has already ended, it starts on the day the account ended, so changing only the outcome keeps that day; otherwise it starts on today. You can back-date it if the account actually ended earlier. For one account the popup also takes an optional Final balance, the balance the account ended with. Leave it blank if you don’t know it, and PropStax uses the balance a Tradovate read took after the broker made the account view-only, or else the balance a sync saw after the account’s last day, when one did.

The Brokers > Broker detail page also has bulk status editing. Click the Edit status button in either section header (Active or Inactive), tick the accounts to change, and pick the new status from the popup — useful for marking off a batch of accounts that ended around the same time. With evaluations and funded accounts ticked together, the popup offers only the outcomes both can take. Its one end date applies to every ticked account and starts on today.

Changing a status is never limited by your plan, in either direction. A paused account can still correct a status; it just cannot sync until a plan is chosen.

Your answer stands

PropStax keeps an outcome as you answered it, with its day and its final balance. A later sync never changes them, with one addition for a final balance you didn’t type: on Tradovate, a balance read after the broker made the account view-only is the final balance, whenever that read lands. If the broker reports a different status afterward, the reconciliation prompt asks you instead, for example “The broker reports this account as Active; you have it marked Blown.” Say Yes to take the broker’s status, or No to keep yours.

Suggesting a status without applying it

If PropStax suggests PASSED and you don’t agree, click No on that row in the reconciliation prompt. A short note appears reminding you that you can correct the profit target on the Account detail page. The next sync re-checks against the corrected target.

For most firms you will not need to. PropStax reads the profit target from the firm’s published product specs, so it is already the figure the firm uses. On some feeds a manual edit is replaced by the published value on the next sync; on Tradovate the published figure fills a blank target only and never replaces one you set. Either way, if the published figure looks wrong for your account, tell us rather than editing it each time.

For a more in-depth walkthrough of a wrongly-blown account, see Recovering a wrongly-blown account.