Account Overview

The Account Overview gives you a consolidated view of your trading accounts. See balance, P&L, and key metrics at a glance.

Accessing Account Overview

Go to Tools → Account Overview

What You See

• Account balance – Current or starting balance
• Total P&L – Combined profit/loss
• Performance metrics – Win rate, profit factor
• Recent activity – Latest trades

Multi-Account

If you have multiple accounts:

• Switch accounts – Use the account selector in the header
• Combined view – Option to see combined performance (if supported)
• Per-account – Each account shows its own metrics

Key Metrics

• Equity – Account value over time
• Drawdown – Current vs peak
• Return – Percentage gain/loss

Tips

• Update starting balance – Keep it accurate for correct P&L
• Review regularly – Spot trends early
• Use with Strategy Dashboard – See how playbooks contribute