Welcome to PropFlow
Your complete guide to tracking prop firm performance with PropFlow
PropFlow helps you track your prop firm performance with comprehensive analytics and financial insights. This documentation will help you get the most out of the platform.
What is PropFlow?
PropFlow is a SaaS platform designed specifically for prop traders to:
- Track Performance: Monitor your profitability across multiple prop firms with a visual dashboard showing earnings, ROI, and trends
- Categorize Transactions: Automatically organize payouts and expenses with keyword-based auto-categorization
- Generate Reports: Create tax reports for filing and downloadable achievement certificates
- Compare Progress: See how you stack up on the community leaderboard (opt-in)
Key Features
| Feature | Description |
|---|---|
| Dashboard | Visual overview with profit calendar, performance curves, and firm breakdowns |
| Transactions | View, categorize, and split transactions from your bank accounts |
| Tax Reports | Generate annual reports with income summaries and expense tracking |
| Certificates | Download shareable certificates for your trading achievements |
| Leaderboard | Compare your performance with other traders (opt-in) |
Getting Started
New to PropFlow? Start with the Quick Start guide to set up your account and connect your bank.
Need Help?
If you can't find what you're looking for in this documentation, reach out to us:
- Email: team@propflowtrading.com
- Use the feedback widget in the app (click "Contact" in the sidebar)