Accounts

• Live Accounts - Standard trading accounts connected to a broker. Use these for your regular trading history.
• Master Accounts - Prop-firm challenge containers that hold multiple phase accounts.
• Phase Accounts - Individual phases within a prop-firm challenge (e.g., Phase 1, Phase 2, Funded).
• Demo Accounts - Practice accounts for simulated trading.

Access accounts from the Accounts section in the sidebar, or from the Data Management page.

Creating accounts

1. Go to Accounts → Add Account
2. Select the account type (Live, Prop Firm, Demo)
3. Fill in account details: name, broker, starting balance, currency
4. Save - the account is now available in filters

Managing accounts

• Edit account details (name, broker, notes)
• Update balance or deposit/withdraw history
• Archive accounts you no longer use
• Delete accounts (removes all associated trade data)

Account filters appear in the dashboard sidebar and affect every analytics surface:

• Select one or more accounts to view combined performance
• Use All Accounts to see everything
• The filter applies to dashboard, reports, journal, and trade table

On the mobile app, accounts are accessible from the Dashboard tab. You can switch between accounts using the account selector at the top of the screen. Prop-firm challenge details are available under the Challenges tab.