Account Information
Each account displays:Account Types
Account Status
Each account has a status that reflects its current state:When Edge Analyzer detects a prop firm rule violation through the alert system, the account status can automatically update to Closed.
Creating an Account
Accounts are typically discovered automatically when you create a connection. However, you can also create accounts manually:1
Navigate to Accounts
Go to Accounts in the sidebar.
2
Click Add Account
Click Add Account.
3
Enter Details
Enter the account name and account ID (optional).
4
Select Account Type
Choose Evaluation, Funded, Live, or Live Account.
5
Select Exchange/Prop Firm
Choose the associated exchange or prop firm from the list.
6
Save
Save the account.
Managing Accounts
Editing Accounts
From the Accounts page, click on any account to:- Edit account name
- Change account type
- Update associated exchange
- View account-specific metrics
Changing Status
Update account status when:- You stop trading an account (set to Inactive)
- An account is blown or closed (set to Closed)
- You resume trading (set to Active)
Archiving Accounts
Closed accounts can be archived to remove them from active views while preserving historical data. Archived accounts:- Don’t appear in the main accounts list
- Don’t count toward connection limits
- Retain all trade history and journal links
- Can be restored if needed
Viewing Account Performance
Click any account to view detailed performance metrics:- P&L history (daily, weekly, monthly)
- Win rate for this account
- Profit factor
- Trade count
- Best and worst days
- Equity curve
Filtering by Account
Throughout Edge Analyzer, you can filter data by account:- Dashboard: View metrics for specific accounts
- Trades: Filter trade history by account
- Journal: View entries related to specific accounts
- Analytics: Compare performance across accounts
Connection Limits
Your plan determines how many accounts you can have:After downgrading from Pro to Basic, existing accounts remain but you cannot add new ones until you’re within limits.