PropLedgr — Financial Clarity for Prop & Brokerage Traders
Track payouts, withdrawals, expenses, tax exposure, and reports in one platform built for prop firm and brokerage traders. Plans starting at $19/mo.
Features
- Payout & Income Intelligence — Track payouts and withdrawals from prop firms and brokerages in one unified timeline.
- Expense Capture — Log software, data, education and equipment fees with auto-categorization for trader deductions.
- Tax Exposure — Real-time tax liability estimates with federal, state, and self-employment tax breakdown.
- Scenario Modeling — Project future outcomes from real payout data across conservative, baseline, and stretch models.
- CPA-Ready Reports — Income summaries by firm and period, categorized expense reports, and tax-ready documentation.
- Document Storage — Upload, categorize, and securely store receipts, 1099s, and tax-related files.
- CPA Collaboration — Invite your CPA to a read-only portal to view income, expenses, and tax documents.
- Gmail Payout Scanner — Automatically scan Gmail for payout confirmation emails from supported prop firms.
- Tax AI Assistant — Built-in chat assistant for tax topics relevant to self-employed traders.
How It Works
- Create your account — onboard in minutes, no broker logins required.
- Log what matters — capture payouts and expenses.
- See where you stand — real-time tax exposure, projections, and scenarios.
- Export and share — CPA-ready reports, one click away.
Frequently Asked Questions
- Do I need to connect my brokerage or prop firm account?
- No. PropLedgr is completely read-only by design. You manually log payouts and expenses — no API keys, no broker credentials, no risk to your funded or brokerage accounts.
- Can I track income from both prop firms and brokerages?
- Yes. PropLedgr normalizes income across prop firms like Apex, Topstep, and MyFundedFutures, as well as personal brokerage accounts, into one unified timeline.
- Does PropLedgr work for brokerage accounts?
- Absolutely. Whether you trade through a prop firm, a personal brokerage, or both — PropLedgr tracks all your trading income, expenses, and tax exposure in one place.
- Is my data secure?
- Yes. Your data is encrypted at rest and in transit. We never store brokerage credentials because we never ask for them.
- Can I cancel anytime?
- Yes. All plans are month-to-month with no long-term contracts.
- Who is PropLedgr built for?
- Funded futures traders, brokerage traders, multi-firm traders, and any trader who earns real income and wants clarity on their financial picture.
- How does the Gmail Payout Scanner work?
- Connect your Gmail account and PropLedgr automatically scans for payout confirmation emails from supported prop firms.
- What is the CPA Collaboration feature?
- Invite your CPA or accountant to a read-only portal where they can view your income, expenses, and tax documents.
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