Name: PropLedgr
Author: PropLedgr

Question 1

Do I need to connect my brokerage or prop firm account?

Accepted Answer

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.

Question 2

Can I track income from both prop firms and brokerages?

Accepted Answer

Yes. PropLedgr normalizes income across prop firms like Apex, Topstep, and MyFundedFutures, as well as personal brokerage accounts, into one unified timeline.

Question 3

Does PropLedgr work for brokerage accounts?

Accepted Answer

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.

Question 4

Is my data secure?

Accepted Answer

Yes. Your data is encrypted at rest and in transit. We never store brokerage credentials because we never ask for them.

Question 5

Can I cancel anytime?

Accepted Answer

Yes. All plans are month-to-month with no long-term contracts.

Question 6

Who is PropLedgr built for?

Accepted Answer

Funded futures traders, brokerage traders, multi-firm traders, and any trader who earns real income and wants clarity on their financial picture.

Question 7

How does the Gmail Payout Scanner work?

Accepted Answer

Connect your Gmail account and PropLedgr automatically scans for payout confirmation emails from supported prop firms.

Question 8

What is the CPA Collaboration feature?

Accepted Answer

Invite your CPA or accountant to a read-only portal where they can view your income, expenses, and tax documents.

CPA Client Invitation

What happens next