Create and manage live accounts

An account in JJI groups journal trades and gives filters and reports a destination. Creating an account record does not connect to a broker or place trades.

Create an account

1. Open Accounts from the sidebar.
2. Select the create-account action and choose the account type offered by the form.
3. Enter the requested name and account details, then save.
4. Select the account when you manually enter a trade or confirm an import.

Use account filters in Overview and Reports to review one account at a time. A connected provider appears under Settings → Connections when that integration is supported. Prop-firm account phases are managed in the prop-firm area; see prop-firm accounts.