The onboarding checklist and what each step unlocks
Updated September 6, 2026
Setup asks for a few things in a short flow, then the dashboard carries a checklist of seven steps. Each step exists because something concrete stops working without it.
The first run
The setup flow asks what to call you, roughly how long you have been trading, which firm or broker you are with, the account's phase and size, and what you are working on. All of it goes to the coach so its feedback is calibrated rather than generic. You can skip it and fill it in later.
The seven steps
Complete your profile. Your display name is what the coach uses. It is ticked by saving the profile form.
Set your account phase. Rules differ by phase, so this decides which limits Propfy holds the account to. Ticked by an account phase on your profile or on any connected account.
Connect your broker. Turns on automatic trade sync and drawdown monitoring. Ticked by one active connection.
Set your daily loss limit. Required before Risk Guardian can protect anything, because it has nothing to measure against otherwise. Ticked by a limit on the account, either your firm's figure or your own.
Log your first trade. Ticked by any trade in your account, imported or synced.
Log 5 trades. Five is the minimum for coaching insights worth reading. Below it the agents have too little to say and will tell you so.
Run your first AI agent. Open AI Coach, then Agents, then Agent settings, and set up and run Risk Guardian.
Every step reads real data
Nothing here is a box you tick yourself. Each step is derived from what is actually saved, so it ticks the moment the underlying thing is true and it cannot be faked or lost. Dismissing the checklist hides it without changing your account.
Connecting later
The connect screen offers one live broker connection. If you are not on it, take the way out: you can carry on into the app and import a CSV instead, and the connect prompt stays one click away on your dashboard.
Skipping is recorded for your account on that browser only, and it expires after sixty days so a signup you abandoned does not leave you facing an empty dashboard forever. It is not a claim that you are set up, and it does not start any clock. A trial begins on a real broker connection or a CSV import that actually brought trades in, never on a skip.
Your own limit is the useful one
The daily loss limit step accepts two numbers. Your firm's limit is the one that ends the account and you cannot change it. Your own limit is a rule you set for yourself, and Propfy measures your day against yours instead, so you stop yourself before the firm does.