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Getting Started with the Propfirm Sync Feature!

New to PropFirm Sync? Learn how to set up your prop firm command center, connect your bank, track your accounts, and see your real ROI — all in one place.

Written by Hamza
Updated over 2 weeks ago

PropFirm Sync is a free feature built into TradeZella that centralizes your entire prop firm operation — every account, every fee, and every payout — in one dashboard. If you've ever wondered whether you're actually profitable across all your prop firm activity, PropFirm Sync is built to answer that clearly and automatically.

This guide walks you through everything you need to get up and running.

Note: PropFirm Sync is currently a new feature. It's fully functional, but we're actively improving it. Use the in-app feedback form to share your thoughts — we review every submission.


How Do I Access PropFirm Sync?

Click the Flag icon in the left sidebar to open your PropFirm Sync command center, or navigate directly to app.tradezella.com/challenges.

From there, three tabs give you full visibility into your prop firm activity:

  • Dashboard — Net P&L, ROI, total spent vs. earned, passing insights, and breach analysis across all firms

  • Accounts — Every evaluation, funded, and breached account across all firms

  • Transactions — A full log of every eval fee, reset, and payout — filterable by income, expenses, or items that need review


Step 1: Import Your Prop Firm Finances

The first thing to do is get your prop firm transactions into PropFirm Sync. You have two options:

Option A: Connect your bank automatically via Plaid (Recommended) — Connect your bank or credit card, and PropFirm Sync will automatically scan your transaction history, detect prop firm payments and payouts, and categorize everything for you.

Option B: Log transactions manually — If your bank isn't supported by Plaid, or you prefer to enter your data yourself, you can log every transaction manually from the Transactions tab.


Step 2: Add Your Prop Firm Accounts

Once your finances are in, add the prop firm accounts you're currently trading or have traded in the past. This connects your trading data to your financial data, so PropFirm Sync can give you a complete picture.

You have two options:

1. Creating a new challenge — Starting fresh? Add a new prop firm account and set up your rules from scratch.

2. Linking an existing TradeZella account — Already journaling trades in TradeZella? Link those existing accounts directly to PropFirm Sync so your trading data and finances are connected in one place.


Step 3: Log Your Payouts

Received a payout from a funded account? Log it in PropFirm Sync so it's reflected in your Dashboard totals and Transactions tab.


Step 4: Review Your Dashboard

Once your transactions and accounts are set up, head to the Dashboard tab to see your full financial picture — total spent, total earned, net P&L, ROI progression, finance breakdown by firm, passing insights, and breach analysis.

The more data you add, the more powerful your dashboard becomes.


What's Next?

Once you're set up, here's what to explore:

  • Track your accounts — Monitor rule compliance, balance history, and path to payout for every active evaluation

  • Analyze your breach patterns — Find out why your accounts are failing and what to fix

  • Attach strategies — Link trading strategies to your accounts to see which setups perform best during evaluations

If you have any questions or need assistance, feel free to reach out to our support team — we're here to help!

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