Accounts

The Accounts page lets you manage your trading accounts. Each account represents a separate trading account (e.g., funded accounts, paper trading accounts, personal accounts).

Managing Accounts

Creating an Account

1. Click the Add Account button
2. Enter the account name
3. Click Save

Editing an Account

Click the edit icon on any account card to modify its name.

Deleting an Account

Click the delete icon on an account card. A confirmation dialog will appear.

Warning Deleting an account does not delete trades associated with it. Those trades will simply have no account assigned.

Account Analytics

Each account card displays:

• Trade Count — Number of trades assigned to this account
• Total P&L — Sum of P&L for all trades in the account

Using Accounts

Accounts integrate with several TradeFlow features:

• Trade Log — Assign trades to accounts when creating or editing. Filter the trade log by account.
• Bulk Import — When importing trades from broker CSVs, select which account to assign the imported trades to.
• Dashboard — Account data feeds into the dashboard analytics.

Data Storage

Accounts are stored in the accounts IndexedDB table with the following schema:

Field	Description
id	Unique identifier (UUID)
name	Account display name