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Trading accounts are the foundation of TradeAlign. Every trade you import belongs to an account, and your performance data is organized by account across the entire app.

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Adding an Account

1

Open Settings

Navigate to Settings from the left-hand menu, then select the Accounts tab.
2

Click Add Account

Click the + Add Account button in the top right.
3

Select your broker

Choose from the supported brokers:
  • Topstep
  • Tradovate
  • Interactive Brokers
  • Other (custom broker name)
4

Fill in account details

  • Account Name (required) — a descriptive name for this account
  • Broker — pre-filled from your selection
  • Account Type — Live, Demo, Paper, or Prop Firm Evaluation
  • Starting Balance (required) — your account balance before any trades
5

Import trades or skip

After creating the account, you’ll be prompted to import trades immediately or skip for now.
Free plan users are limited to 1 trading account. Upgrade to Pro for unlimited accounts.

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Prop Firm Evaluation accounts

When you select Prop Firm Evaluation as the account type, two additional fields appear:
FieldDescription
Profit TargetThe profit goal you need to hit to pass the evaluation
Maximum Loss LimitThe maximum drawdown allowed before failing the evaluation
These help you track your progress against the evaluation rules.

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Account Types

TypeWhen to use
LiveA funded, real-money trading account
DemoA simulated account for practice (no real money at risk)
PaperPaper trading or backtesting results
Prop Firm EvaluationAn evaluation or combine account with a prop firm (e.g., Topstep, Apex)

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Editing an Account

From the Accounts tab, click the action menu (three dots) on any account to access these options:

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Rename

Change the display name of an account. This is cosmetic — it doesn’t affect your trade data.

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Edit Balance

Adjust your account’s starting balance:
  1. Select Add Funds or Remove Funds
  2. Enter the amount
  3. Click to apply
Your current balance is automatically calculated as starting balance plus cumulative P&L from all trades. Editing the balance adjusts the starting point — it does not modify individual trades.

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Upload Trades

Opens the CSV import flow for this specific account. See the import guides for Tradovate or TopstepX.

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Archiving an Account

Archiving hides an account and its trades across the entire app without deleting anything. What happens when you archive:
  • Trades from this account are hidden in the Trades Page, Dashboard, and Analytics
  • You can’t add new trades or upload CSVs to an archived account
  • You can’t edit the balance of an archived account
  • The account no longer appears in filter dropdowns
You can unarchive at any time to restore the account and all its trades.
Archive is useful when you’ve finished a prop firm evaluation, switched brokers, or want to clean up your view without losing historical data.

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Deleting an Account

Deleting an account is permanent and cannot be undone. It removes the account and all trades associated with it.
To delete:
  1. Click the action menu on the account
  2. Select Delete
  3. Confirm in the dialog
Only delete an account if you’re certain you no longer need any of the trade data. If you just want to hide it, use Archive instead.

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Understanding Your Balance

Your account displays two numbers:
ValueWhat it means
Starting BalanceThe balance you entered when creating the account (adjustable via Edit Balance)
Current BalanceStarting balance + cumulative P&L from all closed trades
The current balance updates automatically as you import new trades. It reflects your actual account performance based on the trade data in TradeAlign.