Two surfaces answer two different questions. Accounts answers "where do my accounts stand". The activity log answers "did my trades actually come in, and who ran it".
What is on the Accounts hub
Accounts is a read-only summary of your guardrails: your risk score, your daily loss limit with the week behind it, your discipline card, and payout progress on the account closest to a payout. Under those sit the hub's tabs, which take you to Rules, Import, Market and Activity.
Nothing on this page changes an account. Connecting, renaming, reconnecting and removing all live in Settings, under Accounts.
Managing an account
Open Settings, then Accounts. Each account row expands into what you can do with it.
- Add account. Opens the connection flow: pick the type, sign in or paste your key, choose which accounts to bring in, confirm the details.
- Connected or disconnected. Turns syncing on and off without deleting anything.
- Set as active. See below.
- Rename. Your own label for the account, so a list of similar accounts stays readable.
- Account phase. Rules differ by phase, so this decides which limits Propfy holds the account to. Change it any time, without removing and re-adding the account.
- Your daily loss limit. Set it on this account or on every account at once.
- Mark passed or Mark failed, on an account still in an evaluation. The account is retired and its history stays.
- Remove. Behind a confirm.
Each row also shows the profit target, daily loss limit and trailing drawdown Propfy is holding that account to, so you can check them against what your firm publishes.
Two daily loss limits, and only one of them is yours
The firm's limit is the one that ends the account, and you cannot change it here. It reads "Not recorded" until Propfy knows it.
Your limit is a rule you set for yourself. When it is set, Propfy measures your day against yours instead of the firm's, so you stop yourself first. Clearing it hands measurement back to the firm's number.
The active account
One connection is the active one, marked with a star. It is the account Propfy attributes to when a figure needs a single account to name, such as the account behind the daily loss limit card when several are in scope. Set it from any account row.
The activity log
Accounts, then Activity. Every sync and import, what landed, when, and who ran it. Rows are grouped by trading day, newest first, with Today and Yesterday named rather than dated. Each row shows what happened, the account it touched, whether you ran it or the platform did, and how long ago.
What each event type means
- Live. Fills pushed to Propfy the moment your broker reported them, rather than waiting for the next pull.
- Auto-sync. A pull Propfy ran on its own while you had the app open.
- Hourly. The scheduled background pull. It is logged for an account only when it actually brought trades in.
- Sync now. A pull you started yourself, from the trades ledger.
- CSV import. A file you uploaded, with the count of duplicates it skipped.
- Backfill. A catch-up pull over a window that had already passed.
- Connect. An account being connected for the first time, with the trades that came in with it.
Every row is tagged "by you" or "system". Sync now, CSV import and Connect are yours; the rest are the platform's.
The filters
Four chips. All. Syncs narrows to the paths that carry trades. Manual shows only what you started. System shows what ran without you. Filtering happens in the database rather than on the page, so paging stays honest.
Fifty rows load at a time and Load more widens the window in place.
Reading a failed sync
A sync that fails writes nothing to the log, because there is nothing to record landing. Failure shows on the account itself, in Settings, and there are exactly two kinds.
Reconnect required. Your broker sign-in expired, so Propfy cannot pull that account's trades. Waiting does not fix it. Press Reconnect on the account.
Retrying hourly. The last background sync failed for some other reason. Propfy retries every hour on its own, the reason is printed as your broker gave it, and your last successful sync time stays on screen so you can see exactly how far behind you are.
Either way the account keeps everything already imported. A failed sync adds nothing and removes nothing.
Using it
"Did today's trades come in?" is answered by the row for that sync and the account it names, which is faster and more certain than squinting at a number on the dashboard. "Why is the day short?" is usually answered by a reconnect notice sitting on one account in Settings.