// multi-account
Multiple Portfolios, One Login
Roth IRA, taxable brokerage, paper trading — keep them in separate accounts, each with its own trades, P&L, and settings. Switch in one click.
// isolated-by-design
Three accounts. One login.
Up to three independent portfolios — each on its own ledger, with its own currency and cost-basis. Nothing ever crosses over.
- Currency
- USD
- Cost basis
- FIFO
- Currency
- USD
- Cost basis
- Avg cost
- Currency
- EUR
- Cost basis
- LIFO
Switch in one click · nothing crosses over
All Accounts, One View
Running more than one account used to mean checking them one at a time, and doing the arithmetic on a notepad. Pick All accounts at the top of the switcher instead.
You get realized P&L across the book, a cumulative curve with every account merged, a row of highlights — win rate with the record spelled out, profit factor, average win and loss, trades, open positions, capital deployed, annual ROI — and a table giving each account its own line, with a total that reconciles to the tiles above it.
Accounts are grouped by currency, and no total ever crosses a currency boundary. Run accounts in more than one and you get a section per currency with a note saying nothing has been converted. Two honest numbers beat one invented exchange rate.
Every other screen stays on a single real account, which is the point — the overview answers “how am I doing overall?”, and clicking any account takes you into that account's dashboard for everything else. Hold time and peak capital stayed out on purpose: neither survives being added up across accounts.
Switch Accounts Instantly
The active account is always visible in the header. Click the dropdown, pick another account, and everything updates — trades, positions, P&L calendar, dashboard, and analysis. No page reloads, no navigation.
Complete Isolation
Each account is a standalone journal. Trades, positions, P&L, and analytics never cross over. Track multi-leg options and rollover chains in complete isolation — your IRA numbers stay separate from your taxable account.
Per-Account Currency
Trade USD in one account and EUR in another. Each account has its own base currency, so monetary values are always displayed correctly for that portfolio.
Independent Settings
Cost basis method, portfolio balance, warning thresholds, and position locking are all configured per account. FIFO for one portfolio, average cost for another — whatever fits your strategy.
Built for Real Workflows
Separate long-term holdings from active trading. Run a paper-trading sandbox alongside your real portfolio. Use different base currencies for each account. Up to three accounts, zero overlap.
Frequently Asked Questions
How many trading accounts can I create?
Are accounts completely independent?
Can I use different currencies for each account?
How do I switch between accounts?
Can I use this for paper trading?
Can I see all my accounts totalled together?
Does the all-accounts overview convert currencies?
Why aren't hold time and peak capital in the overview?
What settings are per-account?
// keep exploring
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P&L Calendar
Shareable daily P&L heatmap with drill-down.
Daily Journal
Notes, plan & reflection, mood, tags, and chart screenshots — per day.
Trade Notes
Notes, tags, and screenshots per trade — and a scoreboard of how each setup performs.
Trade Analysis
Price ranges, day-of-week P&L, and time-of-day patterns.
Wheel Analysis
Puts, covered calls, and assignments — stitched into cycles with annualized return.
Performance by Ticker
Win rate, P&L, and full trade history per ticker.
Performance Dashboard
KPIs, cumulative P&L chart, and portfolio overview.
Import Trades
Auto-detected brokers and a universal CSV mapper.
Market Today
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