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Account Manager

The list of every account you have connected, what state each one is in, and the per-account switches that take one out of the line of fire without unpicking anything else.

How the list is arranged

Each broker connection is a row, and each row expands to show the sub-accounts underneath it. The columns are the same at both levels.

ColumnWhat it tells you
AccountThe connection's name and each sub-account's identifier.
PlatformWhich broker the connection runs on.
BalanceRead from the broker and refreshed while the tab is open.
StatusWhether the broker session is live, and whether the account is muted.
TypeYour own label: Live, Demo, Funded, Eval or None.
Connected AlgosThe strategies currently routed at that sub-account.
ActionsThe per-account controls described below.

The search box filters by account name or identifier. You can drag connections into whatever order you think in — the order is yours and it sticks.

What the status says

  • Broker session is live — the engine is holding a session for that account and signals can route to it.
  • Signals muted — the account is refusing every signal. The row says why: you muted it, Copy Trader muted it while armed, or an administrator paused the account.
  • Session expired — the broker needs you to sign in again. Press Reconnect.
  • No live broker session — the connection is down. Nothing under it will trade until it is back.
  • In Trade — that sub-account is holding an open position.

Per-account actions

  • Mute and unmute. The speaker icon on a sub-account. Muting takes effect immediately and refuses every signal, from every strategy, for that one account. It does not unlink anything and it does not close anything — your traders, multipliers and routing are all exactly as you left them.
  • Reconnect. Renews the broker session for a connection that has expired.
  • Refresh. Pulls balances and positions again for one connection, or use the refresh control in the header for all of them at once.
  • Rename. Changes the connection's label only. Routing is keyed to the account itself, so renaming never breaks a trader.
  • Set account type. Tags a sub-account as Live, Demo, Funded, Eval or None. It is your label, for your own reading of the list.
  • Show positions. Expands the open positions on a sub-account that is in a trade.
  • Delete. Removes the connection and clears the routing that pointed at it. Traders left with nothing to route are pruned with it. Open positions are not touched.

Hiding account numbers

Hide ID in the header masks every account identifier and balance on screen. It is there for screen shares, screenshots and sitting in a public place — it changes nothing about what is routed or connected, and you can flip it back at any time.

Sharing a P&L card

Share builds a P&L card for an account you choose, in landscape or a vertical story format, ready to download or copy to the clipboard. The same control appears on Copy Trader and behaves identically. Nothing is published anywhere by pressing it — you get an image, and what you do with it is up to you.

Muting versus powering off

These two are easy to confuse and they solve different problems.

  • Mute an account when you want one account to sit out while everything else keeps running. It is per account, it is instant, and it applies to every strategy pointed at that account at once.
  • Power a trader off when you want one strategy to stop trading. It is per trader, and it clears that trader's routing at the engine. See Traders and routing.

Neither one closes a position. If you want to be flat, flatten — see Risk controls.

Which accounts can be traded

Only the sub-accounts under connections you have authorised yourself are ever eligible. The engine checks ownership on every fill it fans out rather than trusting a setup-time decision, so a copied fill can never cross into an account that is not yours. That check is not something you configure and it is not something you can turn off.