Trading Accounts

What is a trading account?

In Datrade, a trading account is a named container that groups your imports. Every time you import a file, you assign it to an account. This lets you keep trades from different brokers, desks, or strategies cleanly separated.

One default account is created when you sign up.

Managing accounts

Go to Settings → Trading Accounts to see all your accounts.

The table shows:

• Name — the account label you assigned
• Broker — the broker(s) from which trades have been imported into this account
• Last Update — timestamp of the most recent import into this account
• Trades — total number of executions in the account

Adding an account

Click Add Account and enter a name. The account is ready to use immediately and will appear as an option in the import screen.

Renaming an account

Click the edit icon (pencil) on the row. Change the name inline and confirm.

Deleting an account

Click the delete icon (trash) on the row. Be careful — deleting an account also removes all trades associated with it.

Filtering by account

In the main filter bar (top of any data page), the Symbols, Tags, Account field lets you filter all views to a specific account. This is useful when you want to analyze one broker or strategy in isolation.

When to use multiple accounts

• You trade with two or more brokers and want to keep their data separate
• You run different strategies (e.g., live vs. paper trading) that should never be mixed
• You manage multiple traders and want to track each desk independently