Accounts
Account View
The central hub for managing any account
Account View
The Account View page is your command center for managing a specific trader account. All account information and actions are accessible from this single page.
Page Layout
The Account View is organized into several sections:
Account Header
- Account ID and login credentials
- Current status and phase
- User information
- Quick action buttons
Tracker Cards
Visual representation of rule compliance:
- Profit target progress
- Drawdown usage
- Daily loss limits
- Trading days completed
- Other rule metrics
Recent Activity
- Latest trades
- Account events (phase changes, breaches, etc.)
- Admin actions
- System notifications
Tabs
- Overview - Summary and key metrics
- Trades - Complete trade history
- Events - Account event log
- Social - Social feed posts
- Notes - Admin notes and comments
Quick Actions
From the Account View, you can quickly:
- Reset the account
- Adjust balance
- Trigger manual events
- Run AI review
- Ban the trader
- Send messages