EC PROPFOLIO

A portfolio, trade journal, and payout tracker for forex CFD prop-firm traders — FundingPips, FTMO, and FundedNext. React SPA backed by Convex. Per-user data, email + password auth, invite-only signup.

Stack

• React 19 + Vite 5
• Tailwind CSS utilities + custom CSS variables/design system (src/index.css)
• @tanstack/react-router for client-side routing
• recharts for equity curve charts
• lucide-react for icons
• Convex (backend, auth, database) + @convex-dev/auth
• Bun (package manager)

Getting started

bun install
bun run dev        # localhost:5173
npx convex dev     # pushes Convex functions to the dev deployment
bun run build      # production build to dist/
bun run preview    # preview prod build locally

Requires VITE_CONVEX_URL (and VITE_CONVEX_SITE_URL) in .env.local. See .env.local.example if present. Convex Auth also needs JWT_PRIVATE_KEY and JWKS env vars set on the deployment (npx convex env set).

Structure

src/
  main.jsx              # entry point, ConvexAuthProvider + ConvexReactClient
  App.jsx               # re-exports router
  router.jsx            # all routes, Layout, sidebar nav
  context.jsx           # AppProvider — single React context wrapping Convex queries/mutations
  hooks.js              # useDerived — computed fields from accounts/trades/payouts
  constants.js          # FIRMS, STATUS_META, empty data arrays
  utils.js              # money(), formatDateUK(), computeOutcome(), etc.
  index.css             # design tokens (.pd-* classes, CSS variables)
  components/           # reusable UI: KpiTile, EquityCurve, DatePicker, Select, etc.
  views/                # page-level components
convex/
  schema.ts             # tables + indexes (accounts, trades, payouts, certificates, clusters, templates, invites, settings, users)
  auth.ts               # Convex Auth — Password provider, invite-only signup, first user = admin
  seed.ts               # DEFAULT_SETTINGS + DEFAULT_TEMPLATES seeded per new user
  http.ts               # auth HTTP routes
  *.ts                  # queries/mutations per entity

Features

Overview dashboard

6 KPI tiles (total invested, total received, net position, payouts, refunds, active accounts). Cumulative P&L equity curve with refund jump points. Monthly performance table with year navigation. Trade calendar heatmap. Session, tag, and symbol performance breakdowns. Recent trades and latest payouts.

Accounts

Card/list toggle view with KPI tiles. Filter by firm and status. Archive/unarchive accounts. Create, edit, and delete. "Proceed to next phase" and "mark as breach" actions. Ticket cards show P&L percentage, dollar amount, brass progress bar, and target progress.

Account detail

Full account page with rule snapshot, cost ledger, progression stepper, equity curve, trade journal, payouts, and certificates. Archive/unarchive from toolbar.

Trade journal

Log trades per account with symbol, direction, entry/exit, P&L, risk, session, tags, rating, and TradingView link. Monthly P&L and RR breakdowns by symbol, session, and tag.

Payouts

Payout records with proof links, split column (received/processing), and totals by account.

Certificates

Four certificate types (phase 1/2/3 passing, payout) with auto-generated labels. Filter by account. Add via upload or URL.

Copy trading

Cluster comparison view for copy-trading analysis.

Templates

Editable firm templates with phases, targets, fees, and refund rules. Dynamic target percentage inputs per phase. "Refund after first payout" toggle.

Settings

User profile (name, email). Display format (dollar/percent/RR). Breakeven threshold (default 10%).

Login

Email + password auth (Convex Auth, Password provider). Signup is invite-only: the first signup ever is the admin (uses bootstrap code ECP-FOUNDER); later signups require a generated invite link. Admins generate invites in Settings. Logout with confirmation modal.

Design

Dark theme with brass accents. Custom fonts: IBM Plex Mono (brand), IBM Plex Sans (UI), Big Shoulders Display (headings). Design tokens as CSS variables. Grid dot pattern background. Print-optimized layout. Fixed 224px sidebar.

Domain rules

• P&L = simulated trading performance on firm's virtual capital. Not real income.
• NET = payouts + refunds - costs/fees. This is real money.
• Refunds = challenge fee returned on first payout (firm-specific). Real cash, not P&L.
• Break-even = P&L within threshold % of risk (default 10%).
• All data lives in Convex, isolated per user.

Not yet wired up

• No broker integration (MatchTrader/MT4/MT5) — trades are manual entries
• No email verification, password reset, or account deletion UI