Creating Trading Accounts

Trading accounts help you organize trades by broker, account type, or trading approach. Each account has its own settings, currency, and balance tracking.

What is a Trading Account?

A trading account in Tradavity represents a real or simulated brokerage account where you execute trades. When you register, a default "Main Account" is created automatically.

Common use cases for multiple accounts:

• Separate accounts for different brokers
• Track prop firm evaluations separately from funded accounts
• Keep demo/paper trading separate from live trading
• Different accounts for different trading strategies

Creating a New Account

1. Go to Settings (gear icon in sidebar)
2. You'll land on the Security section by default
3. In the left navigation, go to Trading > Accounts
4. Click the Add Account button
5. Fill in the account details (see below)
6. Click Create Account

Account Settings

Account Name

A descriptive name for your account. Examples:

• "TopStep 50K Combine"
• "Funded Account - Apex"
• "Personal TDA Account"
• "Demo Practice"

Account Type

Choose the type that best describes your account:

Type	Description
Live	Real money trading with a personal broker account
Demo	Practice account with simulated money
Paper	Paper trading or simulation mode
Evaluation	Prop firm evaluation/challenge phase
Funded	Prop firm funded account (passed evaluation)
Live Funded	Prop firm account with real payouts

Currency

The currency your account is denominated in (e.g., USD, EUR, GBP). All P&L calculations will be shown in this currency.

Broker

Optionally link your account to a broker. This helps with:

• Visual identification in the account switcher
• CSV import - the broker is pre-selected when importing trades
• Bulk Sync - quickly import multiple trades with duplicate detection

Click the broker field to open the broker selection modal. Select your broker from the list, or leave it unset if your broker isn't listed.

Breakeven Offset

The breakeven offset defines when a trade is considered "breakeven" vs a small win or loss. This affects the color coding of your P&L display.

• Lower Offset: A negative value (e.g., -5.00). Trades with P&L above this are not considered losses.
• Upper Offset: A positive value (e.g., 5.00). Trades with P&L below this are not considered wins.

For example, with offsets of -5.00 and 5.00:

• P&L of +$3.50 = Breakeven (shown in neutral color)
• P&L of -$2.00 = Breakeven (shown in neutral color)
• P&L of +$10.00 = Win (shown in win color)
• P&L of -$10.00 = Loss (shown in loss color)

Trade Template

Optionally assign a trade template to this account. When adding trades to this account, the template will auto-fill default values (strategy, direction, market context, etc.) into the trade entry form.

Templates are created in Settings > Trade Templates. See the template editor for available fields.

Color Tag

A color associated with this account. Used for visual identification in charts and the account switcher.

Switching Between Accounts

Click the account button in the top bar (shows current account name) to open the account switcher. Select a different account to switch to it.

When you switch accounts:

• The Trades list shows only trades for that account
• Statistics are calculated for that account only
• New trades are logged to that account

You can also switch to a Copy Trading Group to view trades from multiple accounts at once. Groups appear above the account list in the switcher, labeled "All: {group name}". See Copy Trading Groups for details.

All Accounts Mode

Once you have two or more active accounts, an All Accounts entry appears at the top of the account switcher with a four-dot icon and a "X accounts combined" subtitle. Selecting it puts the entire app into a unified view that pools data across every active account at once:

• Dashboard — balance, equity curve, calendar, drawdown, payouts, and all-time P&L are combined across every account.
• Trades — a single list of trades from every account with the account name shown next to each row. Trades copied across accounts are grouped as one decision (so 1 idea copied to 3 accounts counts as 1 trade for win rate, but real P&L still sums).
• Statistics — metrics are calculated against the combined trade set using the same decision-based counting as copy groups.
• Goals & Strategies — goals can be scoped to All Accounts; the strategy and setup pickers list everything you own regardless of account.
• Currency — if your accounts use different currencies, all values display in the global preference currency from Settings > Preferences so every number is comparable.

Write actions (adding a trade, running a sync, opening balance tracking) cannot target "all accounts" at once. When you trigger one in All Accounts mode, an account picker overlay opens first so you can choose which account the action applies to. The picker is searchable and shows balance, broker, and copy group for each account.

If you archive accounts down to just one, All Accounts mode automatically collapses back to that single account.

Narrowing All Accounts Mode by Filter

By default, All Accounts includes every active account. If you keep a mix of evals, demos, paper, and funded accounts, you can narrow what "all" actually covers. Two ways to set or change the filter:

• Inline from the account switcher — click the topbar account button and look for the small switch icon on the All Accounts row. It opens a Quick Filter popover with one-click presets: All accounts, All Live, All Funded, All Evals, All Demo, All Paper, and No Demo / Eval. Picking one applies instantly and refreshes the page so the topbar label, dashboard, statistics, and AI chat all reflect the new scope together.
• Full picker in Settings — click the gear icon next to it (or go to Settings > Preferences > All-Accounts Mode Scope) for a full account list grouped by type. Use the same quick-filter chips, or tick individual accounts manually for a custom subset. Anything you toggle saves immediately.

Three filter modes are stored under the hood:

• All — every non-archived account (the default). New accounts you add later auto-include.
• Types (e.g. "All Funded") — resolves dynamically by account type. New accounts of a matching type auto-include. If you add another funded account later while "All Funded" is set, it shows up automatically.
• Manual — an explicit list of account IDs. New accounts are NOT auto-included; you have to open the picker and tick them.

The label updates everywhere — topbar, sidebar, payout stats header, AI chat scope, and the search command palette all show the active scope (e.g. "All Funded · 3 accounts combined") instead of a flat "All Accounts".

Goals follow the filter too. Goals tied to an excluded account are hidden in the goals list while the filter is active — switch the filter or pick that account directly to see them. Goals scoped to "all accounts" compute their progress against the filtered set, so the goal tracks what you're currently focusing on.

Write flows (Add Trade, Quick Add, CSV Import, Auto-Sync, Balance Setup) always show every owned account in their pickers, even when a filter is active. You can still log a trade to a Demo account while your filter is "All Funded" — the trade is saved to that account, and you'll see it again when you switch the filter or view that account directly.

Opening a Trade From a Different Account

If you open a direct link to a trade (for example from an AI Chat response, a calendar, or an external link) that lives on an account outside your current selection, Tradavity doesn't silently jump scopes. Instead it shows a Switch Account screen that compares:

• The account or group you're currently viewing (with its broker logo, name, and type)
• The account the trade actually belongs to

Confirm the switch to open the trade on that account, or go back to where you came from without changing scope. The same overlay handles the case where you're viewing a copy group and the trade sits on an account outside that group.

Account Views

The Trading Accounts section supports two layouts (default: Table View):

• Table View: Compact list showing broker logo, account name, balance, breakeven range, and auto-sync status badges
• Grid View: Cards showing account details and balance

Toggle between views using the layout buttons in the header.

Auto-Sync Status

If you've connected a broker via Auto-Sync (PRO — supports Tradovate, NinjaTrader, and TopStepX), a status badge appears on each connected account:

• Sync (blue): Sync is active and running normally
• Sync Error (orange): Last sync had an issue, will retry automatically
• Reconnect (red): Connection lost after 3 consecutive failures. Click Reconnect to re-authenticate

Editing an Account

1. Click the Edit button (pencil icon) on the account card
2. Update the settings you want to change
3. Click Save Changes

Archiving Accounts

Instead of deleting accounts, you can archive them to hide them from view while preserving data:

1. Click the menu button on the account card
2. Select Archive
3. The account is hidden from the main list

To view archived accounts, click the eye icon in the header to toggle "Show archived".

Account Limits

• FREE plan: 1 trading account
• PRO plan: Unlimited trading accounts