Multi-Account Management

What is Multi-Account Management?

Multi-account management lets you track and analyze performance across multiple trading accounts in a single platform. Whether you're running 3 prop firm evaluations, managing a funded account, backtesting a new strategy in sim, or all of the above—everything stays organized in one place.

For modern futures traders, especially those pursuing prop firm funding, managing multiple accounts isn't optional—it's the reality. You need a system that keeps your eval accounts separate from your funded account, your live trades separate from your backtests, and your sanity intact while juggling it all.

"I was tracking 4 different prop firm evals in 4 different spreadsheets. Lost track of which account I was trading, mixed up my P/L totals, and failed an eval because I thought I had more buffer than I did. Multi-account management solved all of that instantly."

Why Traders Need Multi-Account Management

Types of Trading Accounts

Our platform supports unlimited accounts (Member plan) with flexible categorization:

Evaluation Accounts

What they are: Prop firm eval accounts where you're proving you can trade profitably within specific rules (profit target, max loss, daily loss limit, etc.).

Why track separately: Eval psychology is different. Pressure, time limits, and strict rules change how you trade. Separate tracking shows whether you trade the same way under evaluation pressure vs normal conditions.

Common use cases:

• Running multiple evals with firms like Topstep, Earn2Trade, Apex, or others
• Tracking progress toward profit targets and drawdown limits
• Comparing performance across different prop firm rule sets
• Identifying which firm's rules align best with your trading style

Funded & Demo Funded Accounts (Real Money Category)

What they are: The prop firm progression after passing evaluations—demo funded accounts (post-eval testing phase) and live funded accounts with real capital. Also includes your own personal trading capital.

The Prop Firm Progression:

• Evaluation → Proving yourself with strict rules
• Demo Funded → Passed eval, trading firm's demo capital, being watched for consistency
• Live Funded → Full funded account with real firm capital

Why demo funded is "Real Money": Post-eval demo accounts are fundamentally different from practice/paper trading. You've proven yourself. There's real pressure. Poor performance means losing funding. The psychology is closer to real trading than simulation—that's why we categorize it with funded accounts, not practice accounts.

Why track in Real Money category: Demo funded and live funded performance shows whether your edge holds when stakes matter. This is your professional trading progression—separate from evaluation pressure and pure practice.

Common use cases:

• Tracking demo funded prop firm accounts after passing evals
• Managing live funded prop firm accounts
• Trading your own capital in personal brokerage accounts
• Comparing demo funded vs live funded performance (transition psychology)
• Monitoring account growth and withdrawal history

Practice & Backtesting Accounts (Simulated Category)

What they are: Pure practice accounts with no real stakes—paper trading, replay trading, strategy testing, and historical backtesting. This is separate from prop firm demo funded accounts.

The distinction: If you're in a demo account AFTER passing a prop firm eval, that's "Real Money" category (funded progression). If you're paper trading to learn or test strategies with NO evaluation or funding at stake, that's "Simulated" category (pure practice).

Why track separately: Sim performance typically looks better than funded performance. No pressure = different psychology = unrealistic results. Tracking separately reveals execution gaps, psychological differences, and whether your strategy actually works when it matters.

Common use cases:

• Testing new strategies before risking capital or starting an eval
• Practicing setups with replay or paper trading software
• Backtesting historical data to validate strategy edge
• Learning platform features without financial risk
• Training and skill development for new traders

Custom Account Types

Name accounts however you want: "Topstep Eval #3", "Funded NQ Account", "ES Backtest 2025", "Live Personal". The system adapts to your needs.

Key Features of Multi-Account Management

Unlimited Accounts (Member Plan)

Track as many accounts as you need. Free plan includes 1 account to get started. Member plan removes all limits—manage 10 eval accounts, 3 funded accounts, and unlimited sim accounts if that's what your trading requires.

Account Filtering Throughout Platform

Every part of the platform respects account filtering:

• Dashboard - Filter stats by specific account or view all accounts combined
• Trade Journal - Show trades from one account or compare across multiple
• Analytics & Reports - Analyze performance for specific accounts or account combinations
• Statistics Bar - Real-time P/L filtered by account

Account Status Management

Mark accounts as Active or Inactive:

• Active Accounts: Currently trading—show in filters and analytics
• Inactive Accounts: Completed evals, closed accounts, or archived—keep the history but remove from active views

This keeps your workspace clean while preserving historical data. Failed an eval? Mark it inactive. Passed and got funded? Mark the eval inactive and create a new funded account.

Account-Specific Analytics

For each account, see comprehensive performance metrics:

• Total P/L, win rate, profit factor
• Trade count and trading frequency
• Best/worst trading day
• Session performance breakdown
• Emotional state analysis
• Mistake tracking

Compare these metrics across accounts to identify performance gaps and psychological patterns.

Common Multi-Account Scenarios

Scenario 1: The Serial Evaluator

Situation: Running 4 prop firm evals simultaneously with Topstep, Apex, Earn2Trade, and MyFundedFutures.

Without Multi-Account: Trades scattered across spreadsheets or mixed together. Can't remember which trade was on which account. Confusion about where you stand with each firm.

With Multi-Account: Each eval is a separate account. Dashboard shows P/L and progress for each evaluation independently. Filter by account to review specific eval trades. Know exactly which eval is closest to profit target and which needs more careful risk management.

Scenario 2: The Funded Trader Testing New Strategy

Situation: Profitable with funded account trading ES. Want to test NQ strategy without risking live capital.

Without Multi-Account: Mix live ES trades with test NQ trades. Can't separate performance. Don't know if NQ strategy actually works or if it's contaminating live performance data.

With Multi-Account: Create "NQ Sim" account for backtesting. Keep funded ES account separate. Compare NQ sim performance vs ES funded performance. Validate NQ edge before risking real money. Clean data for both accounts.

Scenario 3: The Eval-to-Funded Transition

Situation: Passed prop firm eval. Now trading funded account. Want to compare eval performance vs funded performance.

Without Multi-Account: All trades in one bucket. Can't distinguish between eval pressure and funded freedom. Don't know if psychology changed.

With Multi-Account: Mark eval account inactive (preserve history). Create new funded account. Compare analytics side-by-side. See whether win rate, average trade size, or session preference changed after getting funded. Adjust if needed.

Scenario 4: The Account Grinder

Situation: Blew 2 eval accounts, now on attempt #3. Want to learn from past failures.

Without Multi-Account: Can't easily review what went wrong on previous attempts. Repeat the same mistakes because you can't see patterns.

With Multi-Account: Keep failed eval accounts as inactive with full history. Review trades, mistakes, and emotional states from failed attempts. Compare current eval performance vs past attempts. Identify what changed and what's working now.

Cross-Account Analytics

Compare performance metrics across different account types to understand psychological and execution differences:

Eval vs Funded Comparison

• Win Rate Difference: Do you trade more conservatively (or recklessly) under eval pressure?
• Average Trade Size: Are you taking smaller or larger positions when it's real money?
• Session Preferences: Do you avoid certain sessions during evals but trade them freely when funded?
• Emotional States: More fearful during evals? More confident when funded?

Sim vs Live Comparison

• Performance Gap: How much does your P/L drop from sim to live? (Most traders see 20-40% degradation)
• Execution Quality: Worse fills in live? More slippage?
• Psychological Factors: Hesitation, FOMO, revenge trading only show up in live
• Strategy Validation: Does sim edge translate to live conditions?

Multi-Eval Comparison

• Rule Set Impact: Perform better with tighter daily loss limits or looser ones?
• Profit Target Pressure: Does proximity to profit target change your trading?
• Firm-Specific Patterns: Do certain prop firms' rules align better with your style?

Account Management Best Practices

1. Use Clear, Descriptive Account Names

Bad: "Account 1", "Account 2"

Good: "Topstep 50K Eval", "Apex Funded ES", "NQ Backtest Jan 2025"

Future you will appreciate clarity when reviewing historical data.

2. Mark Inactive Accounts Promptly

Passed an eval? Mark it inactive. Failed an eval? Mark it inactive. Keep your active workspace clean while preserving history for analysis.

3. Log Trades to the Correct Account

Seems obvious, but when you're managing 5 accounts, it's easy to log a trade to the wrong account. Double-check before saving, especially during active trading sessions.

4. Review Account-Specific Performance Weekly

Filter analytics by account at least once per week. Are you trending toward profit targets? Is one eval account struggling while another thrives? Catch problems early.

5. Compare Sim vs Live Regularly

Test new strategies in sim first. Compare sim results to live performance. If live significantly underperforms sim, you have an execution or psychology problem to address.

6. Archive, Don't Delete

Never delete account history, even for failed evals. Mark accounts inactive instead. Historical data from failures teaches more than successes. Failed eval patterns reveal what NOT to do.

Multi-Account Dashboard

The Accounts page provides a centralized view of all your trading accounts:

• Account Cards - Visual cards showing each account with key stats
• Quick Filtering - Click an account to filter entire platform to that account
• Status Toggle - Activate/deactivate accounts with one click
• Edit Account Details - Update account names, brokers, or notes
• Create New Accounts - Add accounts as needed (unlimited on Member plan)

Account Limits by Plan

Most serious traders managing prop firm evals need multiple accounts. The Member plan removes all limitations.

Who Needs Multi-Account Management?

Common Questions

Can I move a trade from one account to another?

Yes. Edit the trade and change the account assignment. Useful if you accidentally logged a trade to the wrong account.

What happens to trades when I mark an account inactive?

Nothing. All trades are preserved. The account just doesn't show in active filters. You can reactivate anytime to view historical data.

Can I filter analytics by multiple accounts at once?

Yes. Select multiple accounts to compare combined performance vs individual account performance.

How many accounts do most traders use?

It varies. Eval-focused traders: 2-4 accounts (multiple evals + maybe sim). Funded traders: 1-3 accounts (one or two funded + sim for testing). Strategy testers: 3-8 accounts (various strategies in sim/backtest).

Should I delete failed eval accounts?

No. Mark them inactive instead. Failed evals teach valuable lessons. Keep the data for future analysis. You might notice patterns months later that weren't obvious during the failure.

Mobile Account Management

Create, edit, activate/deactivate accounts from any device. Full account management is available on mobile—manage your entire account ecosystem from your phone or tablet.

Start Managing Multiple Accounts

Whether you're juggling prop firm evaluations, managing funded accounts, or testing new strategies, multi-account management keeps everything organized and analyzable. No more spreadsheets. No more confusion. No more lost data.

One platform. Multiple accounts. Complete visibility.

Next Steps

• Trade Journal - Learn how to assign trades to specific accounts
• Analytics & Reports - See account-specific performance analytics
• Dashboard - Monitor multiple accounts from your dashboard
• Statistics - Filter stats by account in real-time