The Accounts section shows all trading accounts discovered from your connections. This is your central hub for viewing account health, balances, and status across all your prop firms and brokers.
Each account displays:
| Field | Description |
|---|
| Account Name | Your custom name for the account (e.g., “Apex Account #1”) |
| Account ID | The broker-assigned account identifier |
| Current Balance | Live balance from the connected broker |
| Platform | Rithmic, Tradovate, or ProjectX |
| Connection | Which connection this account belongs to |
| Status | Active, Inactive, Suspended, or Closed |
| Account Type | Prop Eval, Prop Funded, Prop Live Funded, or Live |
| Prop Firm | Associated prop firm (if applicable) |
Account Types
| Type | Description | Use Case |
|---|
| Prop Evaluation | Prop firm challenge or evaluation phase | You are still in the evaluation/challenge phase |
| Prop Funded | Funded account after passing evaluation | You passed the challenge and received a funded account |
| Prop Live Funded | Funded account in the live trading phase | Your funded account has transitioned to live trading |
| Live | Personal live trading account | Your own brokerage account, not a prop firm |
Account Status
Each account has a status that reflects its current state:
| Status | Description | Action |
|---|
| 🟢 Active | The account is operational and being tracked | None needed |
| 🟡 Inactive | The account is paused or not currently in use | Reactivate when ready |
| 🟠 Suspended | The account has been temporarily suspended | Contact broker |
| 🔴 Closed | The account has been closed (e.g., blown due to rule violations) | Archive or delete |
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:
Navigate to Accounts
Go to Accounts in the sidebar.
Click Add Account
Click Add Account.
Enter Details
Enter the account name and account ID (optional).
Select Account Type
Choose Prop Evaluation, Prop Funded, Prop Live Funded, or Live.
Select Exchange/Prop Firm
Choose the associated exchange or prop firm from the list.
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
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:
| Plan | Max Connections | Accounts per Connection | Max Total Accounts |
|---|
| Basic | 4 | 20 | 80 |
| Pro | Unlimited | Unlimited | Unlimited |
After downgrading from Pro to Basic, existing accounts remain but you cannot add new ones until you’re within limits.
