SectionsStep 14 of 143 min read
Accounts
Manage multiple trading accounts: capital, status, broker and balance — and how they link to trades.
The Accounts section holds your trading accounts. Trades link to an account, and metrics compute for one account or all of them.
What an account has
- Name and broker (the logo is detected automatically).
- Status — live, demo, in-progress, pending-payout, archived.
- Starting capital and current balance (capital + result from closed trades).
- The number of linked trades.
How to use it
The account switcher at the top of the app sets which account the dashboard scopes to, and which new trades attach to.
Don't delete an old account — set its status to "archived". Its trades stay linked and keep counting in reports, while the account itself hides from the switcher.
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