How does the whole thing work, from purchase to seeing my numbers?
- 1
Buy a challenge through our link or code. You purchase your evaluation from the prop firm using our affiliate link or discount code — that's what unlocks the dashboard for free. We never sell the challenge; the firm does.
- 2
We pick up your purchase. Your purchase-confirmation email is read and the key details (firm, account size, account number, order ID) are extracted, which creates your purchase record and an account slot to hold that challenge.
- 3
Verify your account. Email/identity verification flips your profile to verified, which is what gates dashboard access.
- 4
Connect your trading account. Tradovate and cTrader connect by sign-in (OAuth). TradeLocker connects by credentials. Other platforms support CSV import.
- 5
We match the connected account to your slot (auto-link). Either an exact account-number match, or — if only one challenge for that firm is open — a single-firm match. If we can't match it automatically, the account shows under "Needs Attention" with options to fix it.
- 6
We start syncing. A background worker pulls your trades and your balance/equity and stores them. Note: for live-broker connections we build your history forward from when you connect — we can't backfill trades that happened before you linked.
- 7
Your rules get evaluated. From your firm's program rules we compute your drawdown floor and peak, daily-loss usage, and profit-target/consistency progress — and set your account's stage automatically (e.g. failed on a breach, passed on a realized pass).
- 8
You see your numbers. The dashboard turns the stored trades, equity snapshots, and firm rules into your KPIs, equity curve, drawdown floor, daily P&L, consistency, and payout eligibility.
- 9
If you pass and get funded: the firm issues a brand-new funded account. Connect it, then confirm it on the accounts page ("This is my funded account") — your slot moves to funded and your eval history stays attached underneath.
What each button on a card does
Sync — Active, linked account
Pulls fresh trades and balance/equity now instead of waiting for the next scheduled sync.
Disconnect — Active, linked account
Stops syncing and hides the account. Requires a strong confirm: it explains exactly what's lost (Case A = restored on reconnect / Case B = permanently gone) and makes you type "I Confirm Disconnection." It never deletes already-saved trades or equity.
Reconnect — Disconnected slot
Re-links a previously disconnected account.
Register it — Needs-Attention card
"I bought this through Proplysis" — starts matching a connected account to a purchase we haven't linked yet.
This is my funded account → — Needs-Attention card (when you have an eval/passed slot)
Confirms a newly-connected account as your funded account and advances the slot to funded.
Link to an existing account — Needs-Attention card
Manually attaches the connection to one of your open slots.
Remove — Needs-Attention card
Deletes an unmatched connection. Nothing journaled is lost — an unmatched account has no saved trades.