> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts Overview

> Manage all your trading accounts in one place

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.

## Account Information

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, ProjectX, MetaTrader 5, MetaTrader 4, TradingView, or FTMO |
| **Connection**      | Which connection this account belongs to                                       |
| **Status**          | Active, Inactive, Suspended, or Closed                                         |
| **Account Type**    | Evaluation, Funded, Live, or Live Account                                      |
| **Prop Firm**       | Associated prop firm (if applicable)                                           |

## Account Types

| Type             | Description                              | Use Case                                               |
| ---------------- | ---------------------------------------- | ------------------------------------------------------ |
| **Evaluation**   | Prop firm challenge or evaluation phase  | You are still in the evaluation/challenge phase        |
| **Funded**       | Funded account after passing evaluation  | You passed the challenge and received a funded account |
| **Live**         | Funded account in the live trading phase | Your funded account has transitioned to live trading   |
| **Live Account** | 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     |

<Info>
  When Edge Analyzer detects a prop firm rule violation through the alert system, the account status can automatically update to **Closed**.
</Info>

## Creating an Account

Accounts are typically discovered automatically when you create a connection. However, you can also create accounts manually:

<Steps>
  <Step title="Navigate to Accounts">
    Go to **Accounts** in the sidebar.
  </Step>

  <Step title="Click Add Account">
    Click **Add Account**.
  </Step>

  <Step title="Enter Details">
    Enter the account name and account ID (optional).
  </Step>

  <Step title="Select Account Type">
    Choose Evaluation, Funded, Live, or Live Account.
  </Step>

  <Step title="Select Exchange/Prop Firm">
    Choose the associated exchange or prop firm from the list.
  </Step>

  <Step title="Save">
    Save the account.
  </Step>
</Steps>

## 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:

| Plan      | Max Connections | Accounts per Connection | Max Total Accounts |
| --------- | --------------- | ----------------------- | ------------------ |
| **Basic** | 2               | 10                      | 20                 |
| **Pro**   | Unlimited       | Unlimited               | Unlimited          |

<Note>
  After downgrading from Pro to Basic, existing accounts remain but you cannot add new ones until you're within limits.
</Note>