Propel Audit for live brokerage accounts

Propel Audit reads your broker's statement, keeps every gain, loss, deposit and withdrawal in order, and shows what to set aside for tax as you go, next to your prop accounts and never mixed with them.

How the live desk works

1. Import the statement: drop your broker's export. A preset reads its own layout; any other CSV goes through the column mapper.
2. One ledger: realized P&L, deposits, withdrawals, dividends, interest and fees, in order.
3. Tax as you go: a capital-gains reserve that follows your realized gains, under the rules and rates you set for your country.
4. Kept apart from prop: the live desk is its own side of Propel, so a funded payout never inflates a brokerage return.

Statement presets

Propel reads the exports of 17 brokers and platforms directly: Charles Schwab, Fidelity, Robinhood, Webull, E*TRADE, tastytrade, IG, Saxo Bank, DEGIRO, Questrade, NinjaTrader, AMP Futures, Optimus Futures, Tradovate (CSV), Vantage, IC Markets, Pepperstone.

Partner broker

• Vantage: A multi-asset CFD broker for live trading accounts. Risk Warning: Contracts for Difference (CFDs) are complex, leveraged financial instruments that carry a high risk of rapid financial loss. Leverage magnifies both profits and losses, and you may lose some or all of your invested capital. Losses may exceed your initial investment where permitted by the applicable account terms and regulatory protections. CFDs are not suitable for everyone. Before trading, ensure you fully understand how CFDs work and carefully consider your financial situation, investment objectives, and ability to bear potential losses. Past performance is not a reliable indicator of future results. This information is for general informational purposes only and does not constitute investment advice. This is an individual partner link. Propel Audit is an individual referral partner. Using Vantage Markets as your brokerage is not required to use Propel Audit and its benefits.

The Free plan includes one brokerage account. See plans and prices.

Propel Audit is trading analytics and planning software. All calculations, simulations and insights are based on the data you provide and are for educational and informational purposes only. It does not constitute financial, tax, or investment advice.