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The Accounts page

A table of all your trading accounts with their balance, P&L and sync status.

Updated 2 min read

Where: Accounts → Accounts

Filter and sort the table

  1. Click Accounts in the left rail.
  2. Click All, Personal or Prop above the table.
  3. Click a column header to sort. Click it again to flip the order.
  4. Click Columns to show or hide columns.
The Columns menu open with the list of columns
Add Category, Trades, Drawdown or Activity columns.

Open an account

  1. Click a row to see that account in Analytics. See See one account's stats.
  2. Click ⋮ at the end of a row to edit, sync, archive or delete it.

Balance is the initial balance, plus deposits, minus withdrawals, plus the net P&L of your closed trades. Category says if an account is Live, No program (prop, not in a journey yet), Challenge or Funded.

What's on the screen

The Accounts page with totals on top and the accounts table below
Totals on top, one row per account below.
  1. Total balance: the combined balance of your active accounts.
  2. Total P&L: net profit or loss, with its ROI (return on your starting money).
  3. All / Personal / Prop: filter by kind of account.
  4. Columns: show or hide columns.
  5. Column header: click to sort.
  6. ⋮: the account's actions.

A dot next to a balance means Balance not set yet. Click it to enter your real balance.

FAQ

Where are my archived accounts?

Click Columns → Show archived. They appear in grey and don't count in the totals.

The totals show «Waiting for broker P&L». Why?

A Rithmic account hasn't sent its P&L yet. The totals fill in when it arrives.

Trading AccountsSync and reconnect accountsTrading AccountsSee one account's stats