This guide applies to PropReports using any broker that integrates directly with PropReports.
While PropReports is not a broker in itself, it´s a platform used my many popular prop firms to report indivisual performance.
You can link your PropReports account to kinfo to enable automatic updates of trades and performance.
Kinfo works great with PropReports! The integration enables end-users to track their trading performance in a meaningful way using both the mobile app and web version of kinfo.
About Security
PropReports is a platform that is used for reporting only, you can´t make trades, move money or affect your broker account in any way.
With this method the you will never share any trading credentials with kinfo and the integration is only granted access to read transaction data in order to calculate trades and performance metrics.
Since the kinfo user is granted access, the following also applies:
- Kinfo NEVER see, store or have access to your broker trading credentials
- Kinfo can NEVER be used to execute trades
- Kinfo can NEVER touch your money/assets or make any changes to your account
1. Enable kinfo integration in the Apex Clearing Portal
If your prop firm is using PropReports you have been provided with a unique URL where you can access your PropReports interface.
The domainused to link kinfo is the same domain used to access your propreports interface. In the example below the domain used is demo.propreports.com
2. Linking PropReports in kinfo
Under broker connections, select PropReports from the list
Enter the following
- PropReports Login
- PropReports Password
- PropReports url
3. Track your trading performance
If you completed the steps above your Apex Clearing account should be linked to kinfo and the platform will start tracking your trading performance.
When linking the platform will import x year of history and try to calculate retroactive performance based on transactions.
Going forward, trading performance will be updated daily.
Linked Apex Clearing accounts does not support open positions.
Trades & performance are tracked based on closed out trades and when corresponding buy & sell transactions can be found. If you suspect any errors or have any questions, feels free to reach out on support@kinfo.com
Good luck with your trading!