Trading accounts and starting balance
Keep exchanges or strategies apart, and set the balance returns are measured from.
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An account groups trades, usually one per exchange or per strategy. Each connection syncs into one account, and every dashboard and analytics page can be filtered by account.
- 1Open Accounts and add an account with a name and currency.
- 2Set the starting balance so returns and drawdown are measured correctly. Connected exchanges update the balance on sync.
- 3Use the account picker at the top of the dashboard to switch between accounts or see them all.
- Free: 1 account
- Pro: 3 accounts
- Elite: unlimited
Questions
- Can I move trades between accounts?
- Imported trades belong to the account you chose when importing. To move them, delete and re-import into the other account.