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Account List

🧭 Managing Broker Accounts

Control which brokers and sub-accounts are active, visible, and ready for trading.

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πŸ› οΈ Accessing the Broker Panel

You can access your brokers from the dropdown menu in the top-left corner of the main window.

  • Brokers Configured:
  • Each broker appears by its custom label.
  • Sub-accounts are shown as nested menu items.
  • Click a sub-account to toggle visibility in Trade View and panels.

βš™οΈ Broker Management Features

To manage brokers:

Go to Settings > Manage Brokers

From there, you can:

  • Add a Broker:
  • Choose platform, enter your access token, and name it.
  • Edit Broker Settings:
  • Change the label or replace the token.
  • Enable/Disable Sub-Accounts:
  • Toggle visibility in FX Gameplan without removing them entirely.
  • Set Custom Icons:
  • Choose an icon to display beside each sub-account.

πŸ“‹ Broker Account List

All your broker sub-accounts appear in a sortable, customizable table.

Each row represents a trade sub-account accessible via your token.


πŸ“‘ Column Details

  • Alias – Nickname for the sub-account (from broker).
  • Broker – Platform the account is linked to.
  • Balance – Total funds in the account.
  • Free Margin – Available margin for trading.
  • Unrealized PL – Profit/loss not yet realized.
  • Trades – Number of open trades.
  • Pending – Number of pending orders.

πŸ” Using the List View

  • Sort by Any Column:
  • Click once to sort ascending, again to sort descending.
  • Reorder Columns:
  • Drag and drop columns; layout is saved automatically.
  • Hide Inactive Accounts:
  • Uncheck them in Manage Brokers to remove them from the list.
  • Change Sub-Account Icons:
  • Customize in Manage Brokers for easier identification.

Tip:
Only enabled accounts appear in live trade panelsβ€”letting you declutter your workspace without deleting account access.