Manage Accounts

In-app tour: “Accounts Tab Guide”.

The Accounts tab shows all trading accounts from your connected profiles. Accounts are grouped under their parent connections and display balance and position information in real time.

Account hierarchy. Accounts are organized under their parent connections — click the arrow to expand or collapse each connection group. Each account row shows its name, balance, positions, and P&L, updating in real time.

The Active checkbox. The “Active” column controls whether an account participates in trade copying at all:

• Checked: the account will copy trades (as leader or follower).
• Unchecked: the account is ignored for copying.

This is the quickest way to temporarily take an account out of the rotation without removing it from its group.

Balance columns. Several balance-related columns are available: Min Bal (minimum balance threshold), Max Bal (maximum balance threshold), Balance (current account balance), and Buying Power (available trading power). Use the Columns button to show or hide them.

Positions & P&L. Real-time position tracking columns: Position shows the current net position (green = long, red = short), Open P&L shows unrealized profit/loss on open positions, and Daily P&L shows the total for today. Green means profit, red means loss.

Customizing columns. Click the Columns button in the toolbar to open the column chooser. Show only the information you need; “Show All” and “Hide All” make quick work of it. Your column preferences are saved automatically.

Reordering. Drag and drop accounts to reorder them within their connection group — look for the drag handle (dots) on each row.