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 Trading Accounts section by default
3. Click the Add Account button
4. Fill in the account details (see below)
5. 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
Trading Combine	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

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)

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

Account Views

The Trading Accounts section supports two layouts:

• Grid View: Cards showing account details, balance, and progress bars
• Table View: Compact list for quick overview

Toggle between views using the layout buttons in the header.

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