Accounts
Manage multiple trading accounts, transactions, balance tracking, duplication, and favorites.
Accounts
Each account is a separate ledger. Trades, custom columns, dashboard, and month view are all per-account.
Manage accounts in Settings → Accounts.
Creating an Account
Enter a name, select a currency (defaults to USD), and click Add Account. The currency determines how P&L and commission values are displayed for this account. It cannot be changed after the account has trades.
The accounts table shows each account's name, currency, balance, and status.
Switching the Active Account
Use the account switcher in the app header, or open the Manage Accounts modal. All views reflect the active account.
Renaming and Deleting
- Rename: click the pencil icon, edit inline, press Enter or click away to save, Escape to cancel.
- Delete: click the trash icon, confirm inline with the "Confirm" / "Cancel" buttons. The last remaining account cannot be deleted.
Duplicating an Account
Click the copy icon on an account row to duplicate it. The duplicate copies the account's name, currency, and all settings (commission rates, instrument overrides, P&L display mode, breakeven threshold). Trades and transactions are not copied. After duplication, the new account becomes the active account automatically.
Duplication is available both in the settings accounts table and in the Manage Accounts modal.
Transactions
Transactions track money flowing in and out of an account independent of trade P&L. Open the transactions dialog by clicking the arrow icon on an account row.
Transaction Types
| Type | Effect on Balance |
|---|---|
| Deposit | Increases balance |
| Withdrawal | Decreases balance |
| Fee | Decreases balance |
| Interest | Increases balance |
Adding a Transaction
Click + Add Transaction in the transactions dialog. Fill in:
- Type — select deposit, withdrawal, fee, or interest. The first transaction on an account is always a deposit (the type selector is hidden).
- Amount — the first transaction is the account's starting balance and may be
0for prop or unfunded accounts. All later transactions must use a positive number. - Currency — defaults to the account currency but can be changed.
- Date — when the transaction occurred. For the first transaction on an account with existing trades, the date must be on or before the first trade execution so equity calculations remain accurate.
- Comment — optional note.
Editing and Deleting Transactions
- Edit: click the pencil icon on a transaction row. The form opens pre-filled with the current values.
- Delete: click the trash icon, then confirm in the dialog.
Balance
The transactions dialog shows the current account balance at the top, calculated as the sum of all deposits and interest minus withdrawals and fees. The balance is color-coded: green for positive, red for negative.
The accounts table also shows each account's balance in a dedicated column.
Favorites
Mark accounts as favorites by clicking the star icon in the Manage Accounts modal. Favorites appear in a dedicated section at the top of the modal for quick access. Click the star again to remove an account from favorites.
Shared accounts (from mentoring) can also be favorited.
See Also
- Instruments — configure per-instrument commission rates and contract specs
- Trading Display — P&L display mode supports percentage mode when transactions exist