You know your payouts. Do you know your net?
The business side of prop trading. Every eval fee, reset, receipt and payout on one dashboard, ready for tax season, with one clean statement for your accountant at month end.
Overview
Your whole trading business, at a glance
Accounts
Every account's true cost and net
| ACCOUNT | FIRM | SIZE | STATUS | COST TO FUND | PAID OUT | NET |
|---|---|---|---|---|---|---|
| TF-01 | Tradeify Advanced | 50K | FUNDED | ($497.00) | $2,140.00 | $1,643.00 |
| TS-02 | Topstep | 100K | FUNDED | ($894.00) | $4,285.00 | $3,391.00 |
| LC-01 | Lucid Trading | 50K | EVALUATION | ($149.00) | — | ($149.00) |
| TF-03 | Tradeify Growth | 150K | FAILED | ($185.00) | — | ($185.00) |
Drag & drop
Receipts read, suggested, then booked by you
- topstep-invoice-aug.pdfEvaluation · TS-04$165.00READING
- tradeify-receipt-0703.pdfReset · TF-01$99.00REVIEW
- rithmic-aug.pngData feed · overhead$20.00BOOKED
- bestbuy-monitor.jpgHardware · flagged for review$429.00BOOKED
tradeify-receipt-0703.pdf
Payouts & FX
USD payouts converted at Bank of Canada rates
| DATE | FIRM · ACCOUNT | METHOD | USD | RATE | CAD |
|---|---|---|---|---|---|
| Jul 11 | Topstep · TS-02 | Rise | 1,875.00 | 1.3705 | 2,569.69 |
| Jul 24 | Tradeify · TF-01 | Wire | 2,140.00 | 1.3742 | 2,940.79 |
| Jul 30 | Topstep · TS-02 | Rise | 2,410.00 | 1.3688 | 3,298.81 |
| Total | 6,425.00 | 8,809.29 |
Monthly statements
One button. PDF and CSV for your accountant
Statement of trading operations
Sample Trader Inc. · July 2026 · CAD
Accountant view
Share read-only access and clear review flags
Your accountant sees every entry, receipt and statement. They can't change your numbers.
Built for the business side of trading.
Journals analyze your trades. Pivotext keeps your books: every cost, payout and receipt organized for tax season, and the statement your accountant actually needs.
Receipts, read and filed
Drag in screenshots, PDFs and payout emails. Pivotext reads them and suggests where they belong. You confirm.
Overhead, not just evals
Data feeds, platforms, software, hardware and internet sit next to your account costs, split direct vs overhead.
CAD done properly
Every USD payout and charge converted at the Bank of Canada rate for its date, with the rate saved on the entry.
Books for your corporation
Keep separate books for yourself and your trading company under one login.
Ready for tax season
Items your accountant should look at are flagged with a plain reason, so nothing claimable gets missed.
Stored in Canada
Your records and receipt files live on Canadian servers. Pivotext never asks for your trading logins.
Trade journals track trades. Pivotext keeps the books.
| Feature | TRADE JOURNALS | PROP SPEND TRACKERS | PIVOTEXT |
|---|---|---|---|
| Trade performance and journaling | Yes | — | — |
| Eval, reset and payout totals | — | Yes | Yes |
| Receipts and invoices read and filed | — | — | Yes |
| Business overhead: data, software, hardware | — | Partly | Yes |
| USD payouts in CAD at Bank of Canada rates | — | — | Yes |
| Separate books for your corporation | — | — | Yes |
| Items flagged for your accountant to review | — | — | Yes |
| Month-end statement: PDF and CSV for Xero or QuickBooks | — | Partly | Yes |
Know what you can claim before tax season.
Plain-language guides for traders in Canada and the United States, linked to official Canada Revenue Agency, IRS and state sources. Canada · United States
Why your new computer isn't a one-year write-off
How capital cost allowance spreads equipment costs over several years, with a worked example.
Read the guide →Mixed-use costs: home office, internet and phone
How the business-use percentage works, and what your accountant will ask.
USD payouts: which exchange rate to use
Why the rate matters, and how to keep a clean record of it.
Free while we're in beta. The core stays free after.
- Unlimited accounts and firms
- Receipt reading, up to 50 a month
- Full account history and net per account
- Monthly statement as PDF and CSV
- Multiple entities under one login
- Multi-year history and year-end packs
- An accountant seat with review access
- Bank feeds and unlimited receipts
Find out what your year actually cost.
Join the beta and put one month through it.
No card. We'll only email you about your beta access, unless you opt in to news.