The Overview shows your accounts as cards or as a table. Cards are quick to scan; the table puts one account on each row, lets you sort by any figure and adds a total.

Plan: every plan.

Switch between cards and the table

1. On the Overview, scroll down to your accounts.
2. Next to Filters, click the second of the two square buttons to see the table.
3. Click the first button to go back to the cards.

Read a card

Each card shows the account type and strategy tags, the robot's name, the account number and holder, then Deposit, Current Balance, Equity, Floating P/L (the result of the trades still open), Profit, Monthly %, Today, Gain %, Withdrawals, Trades, Days, PF (profit factor: what the winners made divided by what the losers lost) and DD (Cur / Max), the current and the largest drawdown (drop from a peak). At the bottom are the open positions and when the account last updated. The dot at the top left is the account's risk level colour.

Sort the table

1. Click a column heading, for example Profit. The arrow beside it shows the order.
2. Click the heading again to reverse the order.
3. Hover the i next to a heading to see how that figure is worked out.

Good to know

• Cards cannot be sorted. To put your accounts in order, use the table.
• Your choice of cards or table is saved with your login. The sort order goes back to account number when you leave the page.
• On a smaller screen the table hides some columns. Widen the window to see them all.
• The Total row is shown in US dollars and adds each account's figures as they are. If your accounts use different currencies, read it with care.

Related guides

• Filter your accounts
• Find your way around the dashboard
• Analytics and the Risk-Adjusted Score