Keep separate trading accounts — a live account, a paper account, a futures account — and track each on its own while still seeing the whole picture.
Adding and editing accounts
- Go to Settings → Accounts to add an account and set its name, starting balance, risk %, and commission.
- Each account computes its own current balance as starting balance plus realized P&L.
Daily loss limit and its early warning
Daily loss $ is the most you mean to lose on the account in one day (blank = no limit). Warn at % asks for an early warning when that share of the limit is used — a whole number from 50 to 99, blank for none. With both set, New trade's risk check says so once today's realized loss passes your line (“80% of your daily loss limit is used”), and a Daily loss warning notification arrives — once when the line is passed and once at the limit itself, each at most once a day. “Today” is your Trade Timezone's day, and the figure counts closed trades only; open positions are not included. Nothing is ever blocked. The account tile reads “warns at 75%”. On a prop account the share replaces the fixed 80% warning on the firm's daily limit.
Commission per asset class
One rate can't describe a real broker: the same account might pay a few tenths of a cent per share on stock, around $0.65 per contract on options and a couple of dollars per contract on futures. Open Commission per asset class on an account to set each one.
- The unit differs per row, and each row says which it is. Stock, forex and crypto take the total for one side of the trade (the round trip bills it twice). Options, futures and commodities take the rate per contract per side.
- Leave a row blank to use the account's flat Commission field. Blank is not zero — a blank row falls back, a 0 means that class really is commission-free.
- These are defaults for imported and synced trades that arrive without a commission. A trade you type in yourself, or one your broker priced, is never overwritten.
Switching accounts
The account switcher is the chip showing your account name and plan at the top of the Dashboard, Trades, Journal and Settings pages (on a phone, at the top of the screen). Click it and pick an account — each one shows its current balance — to scope every page to it, or choose All Accounts for an aggregate view. Your choice is remembered. The same list is also in the user menu at the bottom of the sidebar.
If you have unsaved edits on a journal entry when you switch, you are asked to save or discard them first.
How many accounts you can create depends on your plan.