Accounts

• Live Accounts - Standard trading accounts connected to a broker. Use these for your regular trading history.
• Prop Accounts - Prop-firm challenge containers that hold the complete evaluation journey.
• Account Stages - Individual tradable stages within a prop account: Phase 1, Phase 2, or 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)

The Accounts page shows one card for each prop-firm journey. Its current stage is prominent, while passed or breached stages remain visible as read-only history. Stages that come after a breached or not-yet-advanced stage are not shown as if they were active.

• An active live account can receive imported trades continuously
• Only the current active prop-firm stage with an account number can receive imported trades
• Passed, breached, pending, archived, and non-current stages are read-only
• Phase 1, Phase 2, and Funded each keep their own starting balance and trade history

The Accounts page separates journeys by lifecycle status:

• Active - live accounts and current prop-firm stages that are active or funded
• Failed - prop-firm journeys whose current stage or parent journey is breached
• Archived - accounts explicitly archived by the user

Account filters also 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.