Multi-Trader Support

​

Overview

Multi-Trader Support lets you assign trades to different traders within your account. This is useful for trading teams, managing multiple personas, or separating trades from different sources.

​

Use Cases

​

Trading Teams

Multiple people trading on the same account:

• Assign each person’s trades to their profile
• Filter to see individual performance
• Compare results across team members

​

Multiple Accounts

Different trading accounts or strategies:

• “Main Account” vs “IRA”
• “Swing Trading” vs “Day Trading”
• “Conservative” vs “Aggressive”

​

Learning/Mentorship

Separate your trades from mentor calls:

• “My Trades”
• “Mentor Alerts”
• “Paper Practice”

​

Different Personas

Track different trading styles:

• “Scalper Alex”
• “Swing Alex”
• “Options Alex”

​

Setting Up Traders

​

Creating a Trader

1. Go to Manage > Traders
2. Click + Add Trader
3. Enter a name
4. Choose a color
5. Click Save

​

Editing Traders

1. Click on a trader in the list
2. Modify name or color
3. Save changes

​

Deleting Traders

1. Click the trash icon
2. Confirm deletion

​

Assigning Traders to Trades

​

On Trade Creation

1. Create a new trade
2. Select a Trader from the dropdown
3. Save the trade

​

On Existing Trades

1. Open a trade
2. Change the Trader field
3. Save

​

Default Trader

Set a default trader in your preferences:

1. Go to Settings > Preferences
2. Select default trader
3. New trades will auto-assign to this trader

​

Filtering by Trader

1. Open the filter sidebar
2. Expand the Traders section
3. Select one or more traders
4. View only their trades

​

Analysis by Trader

With multi-trader filtering, you can:

• Compare performance between traders
• See who performs best on which setups
• Identify individual strengths and weaknesses
• Track improvement over time per trader

​

Best Practices

​

Related Features