> ## Documentation Index
> Fetch the complete documentation index at: https://docs.edgebook.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Multi-Trader Support

> Track trades by different traders or accounts

## 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

<Note>
  Trades assigned to a deleted trader will need to be reassigned.
</Note>

## 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

<AccordionGroup>
  <Accordion title="Keep traders distinct" icon="user-group">
    Each trader should represent a clearly different person, account, or style.
  </Accordion>

  <Accordion title="Use with tags" icon="tags">
    Combine traders with tags for more detailed categorization.
  </Accordion>

  <Accordion title="Regular reviews" icon="calendar-check">
    Review each trader's performance separately to identify patterns.
  </Accordion>

  <Accordion title="Set a default" icon="star">
    If you're the primary user, set yourself as the default trader.
  </Accordion>
</AccordionGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Advanced Filtering" icon="filter" href="/views/advanced-filtering">
    Filter trades by trader.
  </Card>

  <Card title="Saved Views" icon="bookmark" href="/views/saved-views">
    Save trader-specific views.
  </Card>
</CardGroup>


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