Managing Brokers and Accounts
FX Gameplan connects directly to your broker’s platform services so you can get real-time pricing and execute trades confidently. Trade information is only transmitted between you and your connected broker and does not get sent to FX Gameplan or any other third parties.
FX Gameplan does not track, monitor, store, or otherwise know about any of your trade activity.
✨ Manager Broker Accounts
The first time you run FX Gameplan, there will be no configured brokers. FX Gameplan does not provide you with broker accounts or credentials. You must retrieve the credentials/token information from your broker account.
➕ Adding and Editing Brokers
You can add or manage brokers at any time:
- Go to Manage Brokers from the Brokers dropdown in the main window.
- Click Add Broker.
- Choose your broker platform.
- Enter a label for easy identification.
- Paste your API token.
- Click Save Changes.
Once added, brokers appear under Your Brokers.
⚙️ Broker vs. Sub-Account Settings
Brokers have a few core settings:
- Label: The display name you choose.
- API Token: Used to connect.
- Enable / Disable: Activate or hide the broker.
Sub-Accounts (under each broker) have more options:
- Enable or disable visibility (hide accounts you don’t actively use).
- Choose a custom icon.
- Configure leverage and account currency.
✏️ Editing Broker Settings
To edit a broker or its sub-accounts:
- Click any broker in Your Brokers to open Broker Setup.
- Here you can:
- Enable or disable the broker.
- Change the account icon.
- Adjust leverage or currency.
🗂️ Managing Your Brokers List
Inside Your Brokers, you can:
- Delete a Broker:
- Click the broker label to reveal Delete Broker.
- Collapse/Expand Accounts:
- Use the arrow next to the checkmark to hide or show sub-accounts.
- Sort Columns:
- Click any column header (e.g., Balance) to sort ascending or descending.
- Scroll:
- Use your mouse wheel to navigate horizontally or vertically.
For help connecting your broker or troubleshooting account issues, contact our support.
