Filter by account
If you track more than one trading account, the account filter lets you slice your Dashboard down to exactly what you want to see. Every stat card, chart, and the P&L calendar update instantly to match your selection.
Where it is
Look for the account filter pill near the top of the Dashboard. Tap it to choose what your Dashboard should show.
Your options
- All Accounts — combines every account you have into one view. This is the default and shows your overall trading picture.
- By type — view all accounts of a single type at once: Live, Funded, or Evaluation. Great for comparing, say, your funded performance against your live results.
- A single account — focus on just one specific account.
When you make a selection, everything on the Dashboard — Net P&L, Win Rate, the Equity Curve, the P&L calendar, all of it — recalculates to reflect only the trades in that view.
💡 Tip: If a stat looks unexpectedly high or low, check the account filter first. You might be looking at a single account when you meant to see them all.
Free vs Premium
The Free plan includes 1 trading account, so the filter is most useful once you're on Premium, which unlocks unlimited accounts. Premium is $14.99/month, or $9.99/month billed yearly.
Setting up accounts
You manage your accounts in the Accounts area (currently in beta). Once you've added more than one, they'll appear as options in this filter automatically.
Related articles
- Dashboard overview
- Stat cards explained
- Charts explained
- The P&L calendar
- Search, filter & sort the Trade Log