Getting the most out of Tradervana — Pro plan

This covers what Pro adds on top of the free plan — journaling, the dashboard, strategies with per-trade checklists, goals, and manual account tracking are all free and covered in the free plan guide. Everything below is Pro-only.

Automatic broker sync

Connect Tradovate, TopstepX, Interactive Brokers, or MyFundedPerps once (Broker Sync in the sidebar) and every new trade flows in on its own — no repeated CSV exports. The first sync backfills your full history in the background; after that it's incremental, with a daily catch-up as a backstop, plus a manual Sync now whenever you want one immediately.

See how to sync Tradovate, how to sync TopstepX (Beta), and how to sync Interactive Brokers (Beta) for the full walkthroughs, including which environment to pick for a prop-firm account.

Multiple connections and accounts

One broker login syncs every account it can see — you don't add a separate connection per prop-firm account. Use the account filter at the top of the dashboard and Trades pages to switch between them. Only add a second connection for a genuinely different login; two connections sharing the same Tradovate login will repeatedly boot each other offline.

Rule-set templates and live tracking

Under Accounts → templates, build a rule set matching your firm's evaluation: loss limit, drawdown type (trailing vs. static), profit target, contract caps, and inactivity rules (days idle / minimum profit-day requirement). For a trailing drawdown, Floor locks at is the point where the firm stops the floor rising (your starting balance plus an offset, such as +$100 on Apex PAs and LucidFlex), and on a funded rule set Payout locks the floor is for firms that freeze the floor the moment you request a payout. A funded rule set also has its own payout buffer — the profit some firms require above your starting balance before a payout can be requested (a cushion so a withdrawal can't drop the account through its own max-loss floor). Attach a rule set to an account and both the account page and the dashboard show live progress: distance to breach, your floor and room to it (and when the floor has locked, why), and how close you are to the profit target, any consistency rule, and the payout buffer — all recalculated as your synced trades come in.

Automatic pass and breach detection

With a template attached and a broker synced, Tradervana marks an account Passed or Breached on its own instead of you tracking it by hand. If an account disappears from your broker's account list entirely — reset, pulled by the firm — it's flagged on the Accounts page as "vanished" rather than silently dropping out of your history; your trades from it stay put, you just reclassify it (passed, breached, or reset).

Pass plan simulator

Below the "what you need to pass" summary on an account's detail page, an optional simulator lets you plug in hypothetical future days to see the actual path to clearing an eval — not just the total dollar amount left. It uses the same consistency and risk-limit math as the rest of the account page, so it can show, for example, that one large day fails a consistency rule even though the exact same total spread across several days would pass, and it flags any planned day that would breach the daily loss limit or the drawdown floor along the way. For a funded account with a payout buffer but no funded-phase profit target of its own (the common case), it simulates toward payout eligibility instead.

Inactivity alerts

Most prop firms auto-close an account that goes idle too long, and some tie that to a minimum-profit-day count, not just a login. Tradervana watches both against your rule-set template and shows a dashboard banner — plus an opt-in email, on by default — before that happens, with enough runway to place a qualifying trade.

Tilt warnings

A dashboard banner flags two things as they happen: a losing streak within today's session, or an account creeping up on its daily loss limit. It looks at your last 400 closed trades regardless of any filter you have set, so it won't miss a streak just because you're viewing a single account or a narrow date range.

Payouts and account costs

On a funded account's detail page, log payouts you've received and the account's costs (evaluation fee, reset fees) to see actual net take-home — not just gross P&L — per account. If the account's rule set has a payout buffer, a dedicated card tracks profit banked against it, separate from the account's overall profit-target progress — see the pass plan simulator above for planning your way to it.

For how the ledger works end to end, with a worked example, see the prop firm payout tracker.

Strategy analytics

Pro adds a net-P&L breakdown per strategy on the Strategies page, on top of the free per-trade checklist — so you can see which strategy is actually making money, not just which one you follow most consistently.

The monthly debrief

Once a calendar month closes, Debrief (in the sidebar) generates a plain-English report: where your edge is, where it's leaking (overtrading fast setups, revenge-sizing after a loss, a specific hour that consistently costs you), performance by strategy and R-multiple, and any session-review notes you logged that month. There's an optional monthly email version — on by default, toggle it in Account.

Daily and weekly email recaps

Two more opt-in emails, both on by default: a daily recap after the close on days you traded, and a weekly recap after the trading week ends — each broken down per account if you have more than one. Turn either off in Account if it's noise for you.

The economic calendar overlay

A toggle on the dashboard overlays upcoming high/medium/low-impact economic releases, filterable by currency and impact level — useful for knowing why a session moved the way it did, or planning around a release before it happens. It's a shared feed refreshed automatically in the background, not something you have to sync yourself.

Trade screenshots

On a trade's detail page, attach up to 3 chart screenshots — the setup, the exit, a different timeframe for context, whatever's useful to recognize it later. Every upload is automatically resized and compressed on our end before storage, so this doesn't turn into a slow, bloated page even with a screenshot on every trade. Click a screenshot to open it full-size, with arrow-key or click navigation between the others on that trade.

Branding-free share cards

Free share cards always carry full Tradervana branding. On Pro, the share dialog for any card (day, week, month, trade, goal, account) lets you pick Minimal (small watermark) or Clean (no branding at all) — useful if you're posting cards somewhere you'd rather they look fully your own.

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Questions about anything above, or something not behaving the way it's described here? Contact support and we'll take a look.