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Read an account page

Every account has its own page: its figures, its equity curve, every trade and your notes. This guide shows where each thing is, so you know where to look first.

Plan: every plan. The Drawdown DNA, Backtest Comparison and Incidents tabs are part of Pro or VIP; the 14 days of Pro every new user starts with include them.

Open an account

  1. On the Overview, or in any list, click the account's name.
  2. At the top you see the robot name, the account number, its risk level (for example Healthy) and its account type. The share button beside them creates a public link.

The account page header and its tabs

Find the right tab

  • Overview: the account's figures, the equity chart, the Performance Summary and the Terminal with its trades.
  • Trade Analysis: results per robot, by hour and day, by symbol and more.
  • Drawdown DNA: every drawdown (a fall from a previous high), how deep it went and how long it took to recover.
  • Backtest Comparison: your backtest next to the live results.
  • Progress Tracking: prop-firm rules such as a profit target and a daily loss limit.
  • Risk Thresholds: risk limits for this account only.
  • Incidents: connection drops of the last 30 days.
  • Activity & Links: last update, last trade, the robot's link and your notes.

Read the Overview

  1. On the left, Account Info lists the robot, account type, strategy tags, broker, server, currency, initial balance and VM. Click Edit to change them.
  2. On the right, the figures sit in five columns: Account, Returns, Drawdown, Ratings and Activity. Point at the i beside a figure to see what it means.

The Account Info box and the figures in five columns on the Overview tab

  1. Scroll down for the filter bar, the equity chart and the Performance Summary (today, this week, this month and this year, each compared with the period before).
  2. At the bottom, the Terminal shows Open Trades, Closed Trades and the Event Log, the way MetaTrader does.

The Terminal with the account's open trades and their total

Good to know

  • The figures in the five columns are for the whole account. The filter bar narrows the chart, the Performance Summary, the Terminal and Trade Analysis, not these figures.
  • Drawdown counts open trades, as MetaTrader does, so you see the real dip while trades are still running.
  • The figures refresh by themselves each time the EA reports, every 2 to 5 minutes. The note under the columns says how old they are.
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